Mackenzie Financial Corp reports 30.89% increase in ownership of 1BRO / Brown & Brown, Inc.

Brown & Brown, Inc.

IT ˙ BIT ˙ US1152361010

48,00 € 0,00 (0,00%)

2026-06-04
DEL PRIS

Security	IT:1BRO / Brown & Brown, Inc.
Institution	Mackenzie Financial Corp
Latest Disclosed Ownership	226,252 shares
Latest Disclosed Value	$ 14,753,893

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 226,252 shares of Brown & Brown, Inc. (IT:1BRO) valued at $12,697,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 172,852 shares of Brown & Brown, Inc.. This represents a change in shares of 30.89% during the quarter. The current value of the position is $10,860,096 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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	BROWN & BROWN	COM	115236101	226,252	53,400	30.89	14,754	6.61	0.0177
2026-02-18	2025-12-31	13F	BROWN & BROWN	COM	115236101	172,852	144,576	511.30	13,839	421.79	0.0164
2025-11-13	2025-09-30	13F	BROWN & BROWN	COM	115236101	28,276	5,260	22.85	2,652	3.96	0.0032
2025-08-13	2025-06-30	13F	BROWN & BROWN	COM	115236101	23,016	-77,074	-77.00	2,552	-79.51	0.0033
2025-05-07	2025-03-31	13F	BROWN & BROWN	COM	115236101	100,090	5,997	6.37	12,451	29.71	0.0177
2025-05-02	2024-12-31	13F/A-2	BROWN & BROWN	COM	115236101	94,093	4,424	4.93	9,599	3.34	0.0131
2025-02-20	2024-12-31	13F/A-1	BROWN & BROWN	COM	115236101	94,093	4,424		9,599		0.0125
2025-02-14	2024-12-31	13F	Brown & Brown	Common Stock	115236101	94,093	4,424		9,078		0.0130
2024-11-13	2024-09-30	13F	BROWN & BROWN	COM	115236101	89,669	19,857	28.44	9,290	48.84	0.0129
2024-08-14	2024-06-30	13F	BROWN & BROWN	COM	115236101	69,812	32,226	85.74	6,242	89.70	0.0093
2024-05-10	2024-03-31	13F	BROWN & BROWN	COM	115236101	37,586	12,180	47.94	3,290	82.17	0.0047
2024-01-30	2023-12-31	13F	BROWN & BROWN	COM	115236101	25,406	5,866	30.02	1,807	33.48	0.0027
2023-10-25	2023-09-30	13F	BROWN & BROWN	COM	115236101	19,540	508	2.67	1,354	5.46	0.0023
2023-08-03	2023-06-30	13F	BROWN & BROWN	COM	115236101	19,032	-449	-2.30	1,283	14.76	0.0019
2023-04-24	2023-03-31	13F	BROWN & BROWN	COM	115236101	19,481	1,068	5.80	1,119	6.68	0.0017
2023-02-14	2022-12-31	13F	BROWN & BROWN	COM	115236101	18,413	3,073	20.03	1,049	12.93	0.0018
2022-10-07	2022-09-30	13F	Brown & Brown	Common Stock	115236101	15,340	-2,511	-14.07	928	-10.85	0.0016
2022-08-10	2022-06-30	13F	BROWN & BROWN	COM	115236101	17,851	-18,287	-50.60	1,041	-60.15	0.0017
2022-05-13	2022-03-31	13F	BROWN & BROWN	COM	115236101	36,138	-922	-2.49	2,612	0.27	0.0035
2022-02-14	2021-12-31	13F	BROWN & BROWN	COM	115236101	37,060	-143	-0.38	2,605	26.27	0.0035
2021-11-08	2021-09-30	13F	BROWN & BROWN	COM	115236101	37,203	3,010	8.80	2,063	13.54	0.0029
2021-08-11	2021-06-30	13F	BROWN & BROWN	COM	115236101	34,193	-5,164	-13.12	1,817	1.00	0.0025
2021-05-14	2021-03-31	13F	BROWN & BROWN	COM	115236101	39,357	-58,072	-59.60	1,799	-61.05	0.0027
2021-02-10	2020-12-31	13F	BROWN & BROWN	COM	115236101	97,429	-7,376	-7.04	4,619	-2.66	0.0100
2020-11-13	2020-09-30	13F	BROWN & BROWN	COM	115236101	104,805	10,966	11.69	4,745	24.05	0.0118
2020-08-13	2020-06-30	13F	BROWN & BROWN	COM	115236101	93,839	6,365	7.28	3,825	20.74	0.0102
2020-05-14	2020-03-31	13F	BROWN & BROWN	COM	115236101	87,474	87,474		3,168		0.0102
2020-02-13	2019-12-31	13F	BROWN & BROWN	COM	115236101	0	-412,599	-100.00	0	-100.00
2019-11-14	2019-09-30	13F	BROWN & BROWN	COM	115236101	412,599	-43,038	-9.45	14,878	-2.53	0.0391
2019-08-23	2019-06-30	13F/A-1	BROWN & BROWN	COM	115236101	455,637	-100	-0.02	15,264	13.50	0.0394
2019-08-14	2019-06-30	13F	BROWN & BROWN	COM	115236101	455,637	-100		15,264
2019-05-15	2019-03-31	13F	BROWN & BROWN	COM	115236101	455,737	-6,591	-1.43	13,449	5.55	0.0325
2019-02-06	2018-12-31	13F	BROWN & BROWN	COM	115236101	462,328	54,600	13.39	12,742	5.68	0.0335
2018-11-15	2018-09-30	13F	BROWN & BROWN	COM	115236101	407,728	1,537	0.38	12,057	7.04	0.0293
2018-08-13	2018-06-30	13F	BROWN & BROWN	COM	115236101	406,191	-2,971	-0.73	11,264	8.21	0.0287
2018-05-14	2018-03-31	13F/A-1	BROWN & BROWN	COM	115236101	409,162	205,836	101.23	10,409	-0.52	0.0265
2018-05-14	2018-03-31	13F	BROWN & BROWN	COM	115236101	409,162			10,409
2018-02-13	2017-12-31	13F	BROWN & BROWN	COM	115236101	203,326	-80,576	-28.38	10,463	-23.52	0.0253
2017-11-13	2017-09-30	13F	BROWN & BROWN	COM	115236101	283,902	-187,630	-39.79	13,681	-32.64	0.0738
2017-08-14	2017-06-30	13F	BROWN & BROWN	COM	115236101	471,532	-310,923	-39.74	20,309	-37.79	0.1131
2017-05-25	2017-03-31	13F/A-1	BROWN & BROWN	COM	115236101	782,455	-261,247	-25.03	32,644	-30.28	0.1909
2017-05-12	2017-03-31	13F	BROWN & BROWN	COM	115236101	782,455			32,644
2017-02-14	2016-12-31	13F	BROWN & BROWN	COM	115236101	1,043,702	9,383	0.91	46,820	20.04	0.2804
2016-11-15	2016-09-30	13F	BROWN & BROWN	COM	115236101	1,034,319	-51,681	-4.76	39,004	-4.15	0.2435
2016-08-12	2016-06-30	13F	BROWN & BROWN	COM	115236101	1,086,000	-357,906	-24.79	40,692	-21.28	0.2299
2016-05-12	2016-03-31	13F	BROWN & BROWN	COM	115236101	1,443,906	-41,294	-2.78	51,692	8.43	0.4689
2016-02-12	2015-12-31	13F	BROWN & BROWN	COM	115236101	1,485,200	-86,458	-5.50	47,675	-2.05	0.2959
2015-11-13	2015-09-30	13F	BROWN & BROWN	COM	115236101	1,571,658	-111,764	-6.64	48,674	-12.01	0.2953
2015-08-13	2015-06-30	13F	BROWN & BROWN	COM	115236101	1,683,422	16,022	0.96	55,317	0.20	0.2999
2015-05-13	2015-03-31	13F	BROWN & BROWN	COM	115236101	1,667,400	73,600	4.62	55,208	5.25	0.2910
2015-02-11	2014-12-31	13F	BROWN & BROWN	COM	115236101	1,593,800	-103,700	-6.11	52,452	-3.89	0.2676
2014-11-12	2014-09-30	13F	BROWN & BROWN	COM	115236101	1,697,500	-89,100	-4.99	54,575	-0.53	0.2736
2014-08-11	2014-06-30	13F	BROWN & BROWN	COM	115236101	1,786,600	29,800	1.70	54,866	1.53	0.2552
2014-05-14	2014-03-31	13F	BROWN & BROWN	COM	115236101	1,756,800	647,700	58.40	54,039	55.22	0.2649
2014-02-11	2013-12-31	13F/A-1	BROWN & BROWN	COM	115236101	1,109,100	1,109,100		34,815		0.1759
2014-02-03	2013-12-31	13F	BROWN & BROWN	COM	115236101	1,109,100			34,815		0.1759

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.