We are live on ! Find out more
BRO icon

Brown & Brown

800 hedge funds and large institutions have $18B invested in Brown & Brown in 2026 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 316 increasing their positions, 270 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $10.7M

17% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 270

1.1% more ownership

Funds ownership: 81.84%82.94% (+1.1%)

2% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 122

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $18.2B → $18B (-$134M)

2% less funds holding

Funds holding: 814800 (-14)

Holders
800
Holders Change
-14
Holders Change %
-1.72%
% of All Funds
9.66%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
124
Increased
316
Reduced
270
Closed
122
Calls
$42.7M
Puts
$10.7M
Net Calls
+$32M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
151
Fidelity International
Bermuda
$8.28M +$4.08M +66,806 +107%
RAM
152
Resona Asset Management
Japan
$8.23M -$120K -1,975 -2%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$8.15M -$206K -3,385 -3%
Asset Management One
154
Asset Management One
Japan
$8.1M +$305K +5,008 +4%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$8.06M +$243K +3,980 +3%
Canada Life
156
Canada Life
Manitoba, Canada
$8M +$33.1K +542 +0.4%
Franklin Resources
157
Franklin Resources
California
$7.95M -$151K -2,475 -2%
Credit Agricole
158
Credit Agricole
France
$7.85M +$5.28M +86,626 +242%
NA
159
NewEdge Advisors
Louisiana
$7.82M +$4.41M +72,372 +146%
UB
160
UMB Bank
Missouri
$7.57M -$31.2K -512 -0.4%
RGC
161
Redwood Grove Capital
California
$7.47M
CIM
162
Courant Investment Management
Tennessee
$7.47M
VDI
163
Vaughan David Investments
Illinois
$7.27M
KK
164
KLP Kapitalforvaltning
Norway
$7.17M +$616K +10,100 +10%
KCM
165
Kennedy Capital Management
Missouri
$7.17M -$2.02M -33,084 -23%
1832 Asset Management
166
1832 Asset Management
Ontario, Canada
$7.12M -$750K -12,289 -10%
GIA
167
GHP Investment Advisors
Colorado
$7.04M +$38K +623 +0.6%
IP
168
Interval Partners
New York
$6.96M +$6.61M +108,432 New
Baillie Gifford & Co
169
Baillie Gifford & Co
United Kingdom
$6.76M -$4.87M -79,772 -43%
YCM
170
Yousif Capital Management
Michigan
$6.72M -$134K -2,193 -2%
Universal-Beteiligungs- und Servicegesellschaft
171
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.7M -$1.83M -30,006 -22%
SCM
172
Spring Capital Management
Texas
$6.66M +$157K +2,569 +3%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$6.64M +$1.33M +21,781 +27%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$6.59M -$1.94M -31,885 -24%
LAM
175
Lountzis Asset Management
Pennsylvania
$6.58M -$305K -4,994 -5%

BRO Hedge Fund Activity: Q2 2026 in Review

800 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2026, worth a combined $18B — down 0.74% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new BRO positions and 122 closed out — a net gain of 2 holders — while 316 added to existing stakes and 270 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $328M. The largest seller was Select Equity Group, cutting an estimated $191M.

  • 800 institutional investors held Brown & Brown (BRO) as of Q2 2026, down from 814 in Q1 2026.
  • Funds reported $18B of Brown & Brown stock for Q2 2026, down 0.74% quarter-over-quarter.
  • 124 funds opened new Brown & Brown positions in Q2 2026 and 122 closed out, a net change of +2 holders.
  • The largest Brown & Brown buyer in Q2 2026 was Orbis Allan Gray, an estimated $328M added.
  • The largest Brown & Brown seller in Q2 2026 was Select Equity Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2026.