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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
Tudor Investment Corp
176
Tudor Investment Corp
Connecticut
$6.32M -$2.91M -47,715 -33%
WTC
177
WhitTier Trust Company
Nevada
$6.32M -$64.3K -1,054 -1%
AWM
178
Apollon Wealth Management
South Carolina
$6.28M +$5.65M +92,645 +1,779%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$6.26M -$4.19M -68,736 -41%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$6.25M +$1.72M +28,168 +41%
Wellington Management Group
181
Wellington Management Group
Massachusetts
$6.2M +$209K +3,419 +4%
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$6.18M -$83.9K -1,375 -1%
CBU
183
CIBC Bancorp USA
Illinois
$6.16M -$1.71M -28,026 -23%
BEI
184
Benjamin Edwards Inc
Missouri
$6.13M +$2.19M +35,948 +60%
BA
185
BCM Advisors
Louisiana
$5.98M +$8.42K +138 +0.2%
LC
186
LRZ Capital
Florida
$5.72M -$718K -11,775 -12%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$5.72M +$299K +4,900 +6%
FMC
188
First Merchants Corp
Indiana
$5.67M -$243K -3,982 -4%
LF
189
Lansforsakringar Fondforvaltning
Sweden
$5.61M -$96.1K -1,576 -2%
BTW
190
Boston Trust Walden
Massachusetts
$5.51M -$1.11M -18,236 -18%
Cerity Partners
191
Cerity Partners
New York
$5.51M +$2.94M +48,140 +127%
Mirae Asset Global Investments
192
Mirae Asset Global Investments
South Korea
$5.48M +$706K +11,566 +16%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$5.45M +$838K +13,741 +19%
Osaic Holdings
194
Osaic Holdings
Arizona
$5.42M -$363K -5,943 -6%
MSV
195
MN Services Vermogensbeheer
Netherlands
$5.4M -$494K -8,100 -9%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.39M +$83.9K +1,375 +2%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$5.38M -$2.4M -39,397 -32%
KWM
198
Kingsview Wealth Management
Oregon
$5.35M -$752K -12,329 -13%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.34M +$1.22K +20 +0%
CNB
200
Czech National Bank
Czech Republic
$5.32M +$198K +3,239 +4%

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.