We are live on ! Find out more
BRO icon

Brown & Brown

814 hedge funds and large institutions have $18.2B invested in Brown & Brown in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 308 increasing their positions, 304 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $11.8M

1.93% more ownership

Funds ownership: 79.92%81.84% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 304

8% less funds holding

Funds holding: 887814 (-73)

16% less capital invested

Capital invested by funds: $21.7B → $18.2B (-$3.57B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

38% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 161

Holders
814
Holders Change
-73
Holders Change %
-8.23%
% of All Funds
9.96%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
100
Increased
308
Reduced
304
Closed
161
Calls
$33.2M
Puts
$11.8M
Net Calls
+$21.4M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
Mattern Capital Management
Colorado
$9.31M +$383K +5,309 +4%
Prudential Financial
152
Prudential Financial
New Jersey
$9.2M -$200K -2,770 -2%
ECM
153
ExodusPoint Capital Management
New York
$8.97M -$4.13M -57,298 -29%
New York State Common Retirement Fund
154
New York State Common Retirement Fund
New York
$8.9M -$216K -3,000 -2%
TD Asset Management
155
TD Asset Management
Ontario, Canada
$8.78M -$55K -763 -0.6%
Universal-Beteiligungs- und Servicegesellschaft
156
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.76M -$2.81M -38,983 -23%
ETC
157
Exchange Traded Concepts
Oklahoma
$8.62M +$9.48M +131,572 +23,707%
CCM
158
Channing Capital Management
Illinois
$8.6M +$2.64M +36,655 +38%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$8.51M +$4.31M +59,760 +85%
RAM
160
Resona Asset Management
Japan
$8.51M +$248K +3,439 +3%
OAC
161
OMERS Administration Corp
Ontario, Canada
$8.31M +$203K +2,814 +2%
MFWM
162
Motley Fool Wealth Management
Virginia
$8.27M -$3.24M -45,016 -26%
Franklin Resources
163
Franklin Resources
California
$8.24M +$75.1K +1,042 +0.8%
Canada Life
164
Canada Life
Manitoba, Canada
$8.12M +$348K +4,831 +4%
CBU
165
CIBC Bancorp USA
Illinois
$8.06M +$8.91M +123,613 New
1832 Asset Management
166
1832 Asset Management
Ontario, Canada
$8.04M -$3M -41,676 -25%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$8.04M +$8.88M +123,245 New
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$7.93M +$48.4K +672 +0.6%
Asset Management One
169
Asset Management One
Japan
$7.91M -$256K -3,547 -3%
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
$7.77M +$6.68M +92,611 +348%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$7.75M +$250K +3,471 +3%
UB
172
UMB Bank
Missouri
$7.73M -$23.5K -326 -0.3%
TAF
173
Tredje AP-fonden
Sweden
$7.68M +$6.08M +84,331 +252%
RGC
174
Redwood Grove Capital
California
$7.59M +$1.76M +24,400 +27%
CIM
175
Courant Investment Management
Tennessee
$7.59M +$8.39M +116,397 New

BRO Hedge Fund Activity: Q1 2026 in Review

814 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2026, worth a combined $18.2B — down 16% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of BRO and 100 opened new positions — a net loss of 61 holders — while 304 trimmed existing stakes and 308 added.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $636M. The largest seller was Parnassus Investments, cutting an estimated $443M.

  • 814 institutional investors held Brown & Brown (BRO) as of Q1 2026, down from 887 in Q4 2025.
  • Funds reported $18.2B of Brown & Brown stock for Q1 2026, down 16% quarter-over-quarter.
  • 100 funds opened new Brown & Brown positions in Q1 2026 and 161 closed out, a net change of -61 holders.
  • The largest Brown & Brown buyer in Q1 2026 was First Eagle Investment Management, an estimated $636M added.
  • The largest Brown & Brown seller in Q1 2026 was Parnassus Investments, an estimated $443M sold.

Based on aggregated 13F filings for Q1 2026.