Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
DEL PRIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership6,834 shares
Latest Disclosed Value $ 445,645
Xcel Wealth Management, LLC ownership in BTW / Brown & Brown, Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,834 shares of Brown & Brown, Inc. (DE:BTW) valued at $391,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,834 shares of Brown & Brown, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $338,078 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)
2026-04-21 2026-03-31 13F BROWN & BROWN COM 115236101 6,834 0 0.00 446 -18.20 0.1233
2026-01-26 2025-12-31 13F BROWN & BROWN COM 115236101 6,834 0 0.00 545 -15.00 0.1385
2025-10-29 2025-09-30 13F BROWN & BROWN COM 115236101 6,834 0 0.00 641 -15.46 0.1666
2025-07-15 2025-06-30 13F BROWN & BROWN COM 115236101 6,834 0 0.00 758 -10.94 0.2156
2025-04-28 2025-03-31 13F BROWN & BROWN COM 115236101 6,834 550 8.75 850 32.61 0.2649
2025-02-05 2024-12-31 13F BROWN & BROWN COM 115236101 6,284 0 0.00 641 -1.54 0.1777
2024-10-21 2024-09-30 13F BROWN & BROWN COM 115236101 6,284 0 0.00 651 16.04 0.1904
2024-07-23 2024-06-30 13F BROWN & BROWN COM 115236101 6,284 -105 -1.64 562 0.36 0.1759
2024-04-22 2024-03-31 13F BROWN & BROWN COM 115236101 6,389 0 0.00 559 23.13 0.1748
2024-01-29 2023-12-31 13F BROWN & BROWN COM 115236101 6,389 200 3.23 454 5.09 0.1593
2023-10-17 2023-09-30 13F BROWN & BROWN COM 115236101 6,189 -409 -6.20 432 -4.85 0.1705
2023-07-26 2023-06-30 13F BROWN & BROWN COM 115236101 6,598 0 0.00 454 20.11 0.1435
2023-04-26 2023-03-31 13F BROWN & BROWN COM 115236101 6,598 0 0.00 379 0.80 0.1333
2023-02-15 2022-12-31 13F/A-1 BROWN & BROWN COM 115236101 6,598 151 2.34 376 -3.85 0.1480
2023-01-19 2022-12-31 13F BROWN & BROWN COM 115236101 6,598 151 0 0.1481
2022-10-20 2022-09-30 13F BROWN & BROWN COM 115236101 6,447 0 0.00 390 3.72 0.1452
2022-07-26 2022-06-30 13F BROWN & BROWN COM 115236101 6,447 300 4.88 376 -15.32 0.1371
2022-04-29 2022-03-31 13F BROWN & BROWN COM 115236101 6,147 -80 -1.28 444 1.37 0.1218
2022-02-03 2021-12-31 13F BROWN & BROWN COM 115236101 6,227 200 3.32 438 31.14 0.1126
2021-10-21 2021-09-30 13F BROWN & BROWN COM 115236101 6,027 88 1.48 334 5.70 0.0968
2021-07-15 2021-06-30 13F BROWN & BROWN COM 115236101 5,939 1,203 25.40 316 46.30 0.0954
2021-04-15 2021-03-31 13F BROWN & BROWN COM 115236101 4,736 0 0.00 216 -3.57 0.0770
2021-01-13 2020-12-31 13F BROWN & BROWN COM 115236101 4,736 0 0.00 224 4.67 0.0967
2020-10-27 2020-09-30 13F BROWN & BROWN COM 115236101 4,736 4,736 214 0.1100
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.