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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
EIG
176
EdgePoint Investment Group
Ontario, Canada
$7.4M +$8.18M +113,500 New
VDI
177
Vaughan David Investments
Illinois
$7.39M
HLCM
178
Hi-Line Capital Management
South Dakota
$7.38M +$8.16M +113,242 New
VNIM
179
Vaughan Nelson Investment Management
Texas
$7.26M +$3.52M +48,782 +78%
GIA
180
GHP Investment Advisors
Colorado
$7.12M +$879K +12,196 +13%
LAM
181
Lountzis Asset Management
Pennsylvania
$7.01M -$5.62K -78 -0.1%
YCM
182
Yousif Capital Management
Michigan
$6.97M +$261K +3,617 +4%
BTW
183
Boston Trust Walden
Massachusetts
$6.79M +$1.29M +17,881 +21%
KK
184
KLP Kapitalforvaltning
Norway
$6.63M
SCM
185
Spring Capital Management
Texas
$6.6M -$29.1K -404 -0.4%
LC
186
LRZ Capital
Florida
$6.59M
State of New Jersey Common Pension Fund D
187
State of New Jersey Common Pension Fund D
New Jersey
$6.37M -$81.5K -1,131 -1%
SM
188
Sciencast Management
New Jersey
$6.33M +$7M +97,049 New
KWM
189
Kingsview Wealth Management
Oregon
$6.24M +$6.63M +92,031 +2,516%
WTC
190
WhitTier Trust Company
Nevada
$6.13M +$257K +3,567 +4%
Wellington Management Group
191
Wellington Management Group
Massachusetts
$6.08M -$2.03M -28,183 -23%
FMC
192
First Merchants Corp
Indiana
$6.02M +$116K +1,607 +2%
MSV
193
MN Services Vermogensbeheer
Netherlands
$6.01M
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.01M +$6.4M +88,782 +2,624%
Osaic Holdings
195
Osaic Holdings
Arizona
$5.89M -$4.41M -61,116 -40%
Caisse de Depot et Placement du Quebec (CDPQ)
196
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.87M -$72.7M -1,008,172 -92%
Holocene Advisors
197
Holocene Advisors
New York
$5.82M +$6.44M +89,325 New
LF
198
Lansforsakringar Fondforvaltning
Sweden
$5.81M +$37.5K +520 +0.6%
MGWM
199
Marks Group Wealth Management
Minnesota
$5.67M +$459K +6,371 +8%
PNAA
200
Pictet North America Advisors
Switzerland
$5.63M -$413K -5,732 -6%

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.