Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
DEL PRIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionFORA Capital, LLC
Latest Disclosed Ownership143,923 shares
Latest Disclosed Value $ 9,385,218
FORA Capital, LLC reports 709.88% increase in ownership of BTW / Brown & Brown, Inc.

On May 14, 2026 - FORA Capital, LLC filed a 13F-HR form disclosing ownership of 143,923 shares of Brown & Brown, Inc. (DE:BTW) valued at $8,243,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,771 shares of Brown & Brown, Inc.. This represents a change in shares of 709.88% during the quarter. The current value of the position is $7,119,871 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BROWN & BROWN COM 115236101 143,923 126,152 709.88 9,385 562.78 0.6877
2026-02-13 2025-12-31 13F BROWN & BROWN COM 115236101 17,771 -10,692 -37.56 1,416 -46.95 0.1712
2025-11-13 2025-09-30 13F BROWN & BROWN COM 115236101 28,463 28,463 2,670 0.4717
2025-05-14 2025-03-31 13F BROWN & BROWN COM 115236101 0 -5,689 -100.00 0 -100.00
2025-02-14 2024-12-31 13F BROWN & BROWN COM 115236101 5,689 5,689 580 0.0664
2024-02-14 2023-12-31 13F BROWN & BROWN ORD COM 115236101 0 -3,361 -100.00 0 -100.00
2023-11-13 2023-09-30 13F BROWN & BROWN ORD COM 115236101 3,361 3,361 235 0.0206
2023-08-11 2023-06-30 13F BROWN & BROWN, INC. CMN COM 115236101 0 -18,870 -100.00 0 -100.00
2023-05-12 2023-03-31 13F BROWN & BROWN, INC. CMN COM 115236101 18,870 14,910 376.52 1,084 381.33 0.1085
2023-02-08 2022-12-31 13F BROWN & BROWN COM 115236101 3,960 -6,534 -62.26 226 0.0364
2022-11-14 2022-09-30 13F BROWN & BROWN, INC. CMN COM 115236101 10,494 10,494 1 0.1218
2021-11-15 2021-09-30 13F BROWN & BROWN, INC. CMN COM 115236101 0 -10,108 -100.00 0 -100.00
2021-08-16 2021-06-30 13F BROWN & BROWN, INC. CMN COM 115236101 10,108 10,108 537 0.0999
2021-05-17 2021-03-31 13F BROWN & BROWN, INC. CMN COM 115236101 0 -2,308 -100.00 0 -100.00
2021-02-12 2020-12-31 13F BROWN & BROWN, INC. CMN COM 115236101 2,308 -3,415 -59.67 109 -57.92 0.0166
2020-11-13 2020-09-30 13F BROWN & BROWN, INC. CMN COM 115236101 5,723 5,723 147.96 259 137.61 0.1698
2020-08-14 2020-06-30 13F BROWN & BROWN INC CMN COM 115236101 0 -16,597 -100.00 0 -100.00
2020-05-15 2020-03-31 13F BROWN & BROWN INC CMN COM 115236101 16,597 9,329 128.36 601 109.41 0.1298
2020-02-14 2019-12-31 13F BROWN & BROWN INC CMN COM 115236101 7,268 7,268 287 0.0289
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.