Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership30,193 shares
Latest Disclosed Value $ 1,969,062
HighTower Advisors, LLC reports 0.48% increase in ownership of BRO / Brown & Brown, Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 30,193 shares of Brown & Brown, Inc. (MX:BRO) valued at $1,969,062 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 30,049 shares of Brown & Brown, Inc.. This represents a change in shares of 0.48% during the quarter.

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)
2026-05-05 2026-03-31 13F BROWN & BROWN COM 115236101 30,193 144 0.48 1,969 -17.75 0.0021
2026-02-06 2025-12-31 13F BROWN & BROWN COM 115236101 30,049 -315 -1.04 2,395 -15.94 0.0026
2025-11-07 2025-09-30 13F BROWN & BROWN COM 115236101 30,364 -8,709 -22.29 2,848 -34.26 0.0032
2025-08-11 2025-06-30 13F BROWN & BROWN COM 115236101 39,073 -1,098 -2.73 4,332 -13.31 0.0054
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 40,171 -46,128 -53.45 4,997 -43.24 0.0068
2025-02-07 2024-12-31 13F BROWN & BROWN COM 115236101 86,299 3,754 4.55 8,804 3.08 0.0120
2024-11-14 2024-09-30 13F BROWN & BROWN COM 115236101 82,545 8,940 12.15 8,541 30.02 0.0122
2024-08-13 2024-06-30 13F BROWN & BROWN COM 115236101 73,605 18,933 34.63 6,569 37.34 0.0102
2024-05-06 2024-03-31 13F BROWN & BROWN COM 115236101 54,672 10,450 23.63 4,783 52.57 0.0077
2024-02-12 2023-12-31 13F BROWN & BROWN COM 115236101 44,222 2,263 5.39 3,135 6.92 0.0053
2023-11-08 2023-09-30 13F BROWN & BROWN COM 115236101 41,959 507 1.22 2,932 2.77 0.0055
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 41,452 -2,366 -5.40 2,853 13.35 0.0056
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 43,818 -805 -1.80 2,517 -1.02 0.0055
2023-02-09 2022-12-31 13F BROWN & BROWN COM 115236101 44,623 823 1.88 2,543 -3.93 0.0058
2022-11-09 2022-09-30 13F BROWN & BROWN COM 115236101 43,800 942 2.20 2,647 5.88 0.0071
2022-08-10 2022-06-30 13F BROWN & BROWN COM 115236101 42,858 1,352 3.26 2,500 -16.58 0.0065
2022-05-12 2022-03-31 13F BROWN & BROWN COM 115236101 41,506 5,466 15.17 2,997 18.36 0.0067
2022-02-10 2021-12-31 13F BROWN & BROWN COM 115236101 36,040 167 0.47 2,532 27.30 0.0055
2021-11-12 2021-09-30 13F BROWN & BROWN COM 115236101 35,873 196 0.55 1,989 4.91 0.0053
2021-08-06 2021-06-30 13F BROWN & BROWN COM 115236101 35,677 246 0.69 1,896 17.11 0.0055
2021-05-10 2021-03-31 13F BROWN & BROWN COM 115236101 35,431 15,160 74.79 1,619 68.82 0.0051
2021-02-10 2020-12-31 13F BROWN & BROWN COM 115236101 20,271 1,471 7.82 959 12.69 0.0040
2020-11-13 2020-09-30 13F BROWN & BROWN COM 115236101 18,800 1,565 9.08 851 21.05 0.0041
2020-08-10 2020-06-30 13F BROWN & BROWN COM 115236101 17,235 -389 -2.21 703 10.02 0.0038
2020-05-21 2020-03-31 13F BROWN & BROWN COM 115236101 17,624 -879 -4.75 639 -12.59 0.0041
2020-02-14 2019-12-31 13F BROWN & BROWN COM 115236101 18,503 -1,247 -6.31 731 2.52 0.0043
2019-11-12 2019-09-30 13F BROWN & BROWN COM 115236101 19,750 -31,577 -61.52 713 -58.47 0.0039
2019-08-13 2019-06-30 13F BROWN & BROWN COM 115236101 51,327 51,327 1,717 0.0102
2018-02-14 2017-12-31 13F BROWN & BROWN COM 115236101 0 -5,037 -100.00 0 -100.00
2017-11-14 2017-09-30 13F BROWN & BROWN COM 115236101 5,037 5,037 239 0.0020
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.