Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
DEL PRIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership1,769,749 shares
Latest Disclosed Value $ 115,405
Natixis Advisors, L.p. reports 30.31% increase in ownership of BTW / Brown & Brown, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 1,769,749 shares of Brown & Brown, Inc. (DE:BTW) valued at $101,371,223 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,358,086 shares of Brown & Brown, Inc.. This represents a change in shares of 30.31% during the quarter. The current value of the position is $87,549,483 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)
2026-05-13 2026-03-31 13F BROWN & BROWN COM 115236101 1,769,749 411,663 30.31 115 6.48 0.1605
2026-02-10 2025-12-31 13F BROWN & BROWN COM 115236101 1,358,086 230,464 20.44 108 2.86 0.1534
2025-11-13 2025-09-30 13F BROWN & BROWN COM 115236101 1,127,622 -3,009 -0.27 106 -16.00 0.1543
2025-08-13 2025-06-30 13F BROWN & BROWN COM 115236101 1,130,631 172,358 17.99 125 5.04 0.1989
2025-05-08 2025-03-31 13F BROWN & BROWN COM 115236101 958,273 116,505 13.84 119 40.00 0.2203
2025-02-10 2024-12-31 13F BROWN & BROWN COM 115236101 841,768 62,334 8.00 86 6.25 0.1605
2024-11-06 2024-09-30 13F BROWN & BROWN COM 115236101 779,434 45,766 6.24 81 23.08 0.1575
2024-08-01 2024-06-30 13F BROWN & BROWN COM 115236101 733,668 406,064 123.95 66 132.14 0.1426
2024-04-25 2024-03-31 13F BROWN & BROWN COM 115236101 327,604 167,548 104.68 29 154.55 0.0659
2024-02-06 2023-12-31 13F BROWN & BROWN COM 115236101 160,056 42,337 35.96 11 37.50 0.0300
2023-11-13 2023-09-30 13F BROWN & BROWN COM 115236101 117,719 -4,079 -3.35 8 0.00 0.0251
2023-08-15 2023-06-30 13F BROWN & BROWN COM 115236101 121,798 8,916 7.90 8 33.33 0.0259
2023-05-11 2023-03-31 13F BROWN & BROWN COM 115236101 112,882 35,326 45.55 6 50.00 0.0223
2023-01-27 2022-12-31 13F BROWN & BROWN COM 115236101 77,556 -34,889 -31.03 4 -99.94 0.0167
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 112,445 -30,542 -21.36 6,801 -18.46 0.0288
2022-08-12 2022-06-30 13F BROWN & BROWN COM 115236101 142,987 29,927 26.47 8,341 2.08 0.0367
2022-05-12 2022-03-31 13F BROWN & BROWN COM 115236101 113,060 -36,709 -24.51 8,171 -22.37 0.0312
2022-02-08 2021-12-31 13F BROWN & BROWN COM 115236101 149,769 7,503 5.27 10,526 33.44 0.0402
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 142,266 28,554 25.11 7,888 30.53 0.0324
2021-08-12 2021-06-30 13F BROWN & BROWN COM 115236101 113,712 70,776 164.84 6,043 208.00 0.0282
2021-05-05 2021-03-31 13F BROWN & BROWN COM 115236101 42,936 3,669 9.34 1,962 5.37 0.0102
2021-02-12 2020-12-31 13F BROWN & BROWN COM 115236101 39,267 4,492 12.92 1,862 18.30 0.0107
2020-11-12 2020-09-30 13F BROWN & BROWN COM 115236101 34,775 508 1.48 1,574 12.67 0.0099
2020-08-11 2020-06-30 13F BROWN & BROWN COM 115236101 34,267 4,197 13.96 1,397 28.28 0.0093
2020-04-27 2020-03-31 13F BROWN & BROWN COM 115236101 30,070 12,071 67.06 1,089 53.16 0.0089
2020-02-10 2019-12-31 13F BROWN & BROWN COM 115236101 17,999 -142,381 -88.78 711 -87.71 0.0050
2019-11-12 2019-09-30 13F BROWN & BROWN COM 115236101 160,380 -29,525 -15.55 5,783 -9.09 0.0459
2019-08-12 2019-06-30 13F BROWN & BROWN COM 115236101 189,905 -12,470 -6.16 6,361 6.51 0.0520
2019-05-15 2019-03-31 13F/A-1 BROWN & BROWN COM 115236101 202,375 1,399 0.70 5,972 7.84 0.0523
2019-05-15 2019-03-31 13F BROWN & BROWN COM 115236101 202,375 1,399 5,972
2019-02-13 2018-12-31 13F/A-1 BROWN & BROWN COM 115236101 200,976 18,196 9.96 5,538 2.48 0.0547
2019-02-13 2018-12-31 13F BROWN & BROWN COM 115236101 200,976 18,196 5,538
2018-11-13 2018-09-30 13F BROWN & BROWN COM 115236101 182,780 -71,817 -28.21 5,404 -23.46 0.0476
2018-08-14 2018-06-30 13F/A-1 BROWN & BROWN COM 115236101 254,597 40,982 19.18 7,060 29.92 0.0674
2018-08-14 2018-06-30 13F BROWN & BROWN COM 115236101 254,597 7,060
2018-05-10 2018-03-31 13F BROWN & BROWN COM 115236101 213,615 103,991 94.86 5,434 -3.67 0.0536
2018-02-14 2017-12-31 13F BROWN & BROWN COM 115236101 109,624 -5,303 -4.61 5,641 1.88 0.0575
2017-11-14 2017-09-30 13F BROWN & BROWN COM 115236101 114,927 -51,595 -30.98 5,537 -22.80 0.0585
2017-07-27 2017-06-30 13F BROWN & BROWN COM 115236101 166,522 -9,763 -5.54 7,172 -2.49 0.0776
2017-05-12 2017-03-31 13F BROWN & BROWN COM 115236101 176,285 -26,471 -13.06 7,355 -19.14 0.0815
2017-02-07 2016-12-31 13F BROWN & BROWN COM 115236101 202,756 -36,979 -15.42 9,096 0.61 0.1094
2016-11-04 2016-09-30 13F BROWN and BROWN COM 115236101 239,735 -6,744 -2.74 9,041 -2.10 0.1171
2016-08-01 2016-06-30 13F BROWN and BROWN COM 115236101 246,479 18,127 7.94 9,235 12.97 0.1277
2016-05-06 2016-03-31 13F BROWN and BROWN COM 115236101 228,352 228,352 0.00 8,175 0.1223
2016-02-12 2015-12-31 13F BROWN & BROWN COM 115236101 0 0 0 0.0000
2015-11-12 2015-09-30 13F BROWN & BROWN COM 115236101 0 -63,079 -100.00 0 -100.00
2015-08-14 2015-06-30 13F BROWN and BROWN COM 115236101 63,079 -38,092 -37.65 2,073 -38.12 0.0352
2015-05-15 2015-03-31 13F BROWN and BROWN COM 115236101 101,171 1,089 1.09 3,350 1.70 0.0588
2015-02-05 2014-12-31 13F BROWN and BROWN COM 115236101 100,082 2,246 2.30 3,294 4.74 0.0617
2014-11-03 2014-09-30 13F BROWN and BROWN COM 115236101 97,836 -153,896 -61.13 3,145 -59.32 0.0631
2014-08-13 2014-06-30 13F BROWN & BROWN COM 115236101 251,732 -9,235 -3.54 7,731 -3.69 0.1108
2014-05-13 2014-03-31 13F BROWN & BROWN COM 115236101 260,967 4,038 1.57 8,027 -0.47 0.1235
2014-02-12 2013-12-31 13F BROWN & BROWN COM 115236101 256,929 -4,595 -1.76 8,065 -3.94 0.1320
2013-10-30 2013-09-30 13F BROWN & BROWN COM 115236101 261,524 -237 -0.09 8,396 -0.51 0.1546
2013-07-19 2013-06-30 13F BROWN & BROWN COM 115236101 261,761 261,761 8,439 0.1681
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.