Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership573,973 shares
Latest Disclosed Value $ 37,428,668
Rhumbline Advisers reports 0.87% increase in ownership of BRO / Brown & Brown, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 573,973 shares of Brown & Brown, Inc. (MX:BRO) valued at $37,428,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 569,029 shares of Brown & Brown, Inc.. This represents a change in shares of 0.87% 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)
2026-05-12 2026-03-31 13F BROWN & BROWN INC COM COM 115236101 573,973 4,944 0.87 37,429 -17.47 0.0320
2026-02-13 2025-12-31 13F BROWN & BROWN INC COM COM 115236101 569,029 -7,743 -1.34 45,352 -16.16 0.0367
2025-11-06 2025-09-30 13F BROWN & BROWN INC COM COM 115236101 576,772 46,081 8.68 54,095 -8.06 0.0434
2025-08-12 2025-06-30 13F BROWN & BROWN INC COM COM 115236101 530,691 17,121 3.33 58,838 -7.91 0.0504
2025-05-29 2025-03-31 13F/A-1 BROWN & BROWN INC COM COM 115236101 513,570 490 0.10 63,888 22.05 0.0598
2025-04-08 2025-03-31 13F BROWN & BROWN INC COM COM 115236101 513,570 490 63,888 0.0598
2025-05-29 2024-12-31 13F/A-1 BROWN & BROWN INC COM COM 115236101 513,080 -9,711 -1.86 52,344 -3.35 0.0468
2025-01-30 2024-12-31 13F BROWN & BROWN INC COM COM 115236101 513,080 -9,711 52,344 0.0468
2024-11-12 2024-09-30 13F BROWN & BROWN INC COM COM 115236101 522,791 -14,283 -2.66 54,161 12.79 0.0489
2024-08-01 2024-06-30 13F BROWN & BROWN INC COM COM 115236101 537,074 -258 -0.05 48,020 2.09 0.0451
2024-05-09 2024-03-31 13F BROWN & BROWN INC COM COM 115236101 537,332 5,251 0.99 47,038 24.32 0.0452
2024-02-08 2023-12-31 13F BROWN & BROWN INC COM COM 115236101 532,081 3,808 0.72 37,836 2.55 0.0397
2023-11-09 2023-09-30 13F BROWN & BROWN INC COM COM 115236101 528,273 35,670 7.24 36,894 8.80 0.0428
2023-08-08 2023-06-30 13F BROWN & BROWN INC COM COM 115236101 492,603 16,205 3.40 33,911 125,492.59 0.0380
2023-05-11 2023-03-31 13F BROWN & BROWN INC COM COM 115236101 476,398 2,107 0.44 27 -99.90 0.0338
2023-02-14 2022-12-31 13F BROWN & BROWN INC COM COM 115236101 474,291 22,902 5.07 27,020 -1.03 0.0363
2022-11-10 2022-09-30 13F BROWN & BROWN INC COM COM 115236101 451,389 9,107 2.06 27,300 5.80 0.0407
2022-08-11 2022-06-30 13F BROWN & BROWN INC COM COM 115236101 442,282 26,997 6.50 25,803 -14.03 0.0377
2022-05-12 2022-03-31 13F BROWN & BROWN INC COM COM 115236101 415,285 -57,343 -12.13 30,013 -9.64 0.0386
2022-02-10 2021-12-31 13F BROWN & BROWN INC COM COM 115236101 472,628 12,708 2.76 33,216 30.24 0.0407
2021-11-12 2021-09-30 13F BROWN & BROWN INC COM COM 115236101 459,920 -254,296 -35.60 25,503 -32.80 0.0345
2021-08-05 2021-06-30 13F BROWN & BROWN INC COM COM 115236101 714,216 -8,463 -1.17 37,953 14.89 0.0498
2021-05-06 2021-03-31 13F BROWN & BROWN INC COM COM 115236101 722,679 -5,610 -0.77 33,034 -4.33 0.0449
2021-02-10 2020-12-31 13F BROWN & BROWN INC COM COM 115236101 728,289 -46,426 -5.99 34,528 -1.55 0.0477
2020-11-12 2020-09-30 13F BROWN & BROWN INC COM COM 115236101 774,715 -9,135 -1.17 35,071 9.77 0.0550
2020-08-13 2020-06-30 13F BROWN & BROWN INC COM COM 115236101 783,850 57,522 7.92 31,950 21.45 0.0534
2020-05-06 2020-03-31 13F BROWN & BROWN INC COM COM 115236101 726,328 79,204 12.24 26,308 2.97 0.0551
2020-02-05 2019-12-31 13F BROWN & BROWN INC COM COM 115236101 647,124 -6,429 -0.98 25,548 8.41 0.0427
2019-10-23 2019-09-30 13F BROWN & BROWN INC COM COM 115236101 653,553 -20,786 -3.08 23,567 4.32 0.0431
2019-08-14 2019-06-30 13F BROWN & BROWN INC COM COM 115236101 674,339 -33,061 -4.67 22,590 8.22 0.0424
2019-05-01 2019-03-31 13F BROWN & BROWN INC COM COM 115236101 707,400 -23,974 -3.28 20,875 3.56 0.0404
2019-01-31 2018-12-31 13F BROWN & BROWN INC COM COM 115236101 731,374 203,115 38.45 20,157 29.04 0.0439
2018-11-07 2018-09-30 13F BROWN & BROWN INC COM COM 115236101 528,259 -3,694 -0.69 15,621 5.90 0.0302
2018-08-06 2018-06-30 13F BROWN & BROWN INC COM COM 115236101 531,953 -8,107 -1.50 14,751 7.37 0.0298
2018-05-02 2018-03-31 13F BROWN & BROWN INC COM COM 115236101 540,060 256,077 90.17 13,739 -5.99 0.0287
2018-02-09 2017-12-31 13F BROWN & BROWN INC COM COM 115236101 283,983 -16,279 -5.42 14,614 1.00 0.0297
2017-11-06 2017-09-30 13F BROWN & BROWN INC COM COM 115236101 300,262 35,694 13.49 14,470 26.99 0.0315
2017-08-02 2017-06-30 13F BROWN & BROWN INC COM COM 115236101 264,568 -5,431 -2.01 11,395 1.16 0.0260
2017-05-02 2017-03-31 13F BROWN & BROWN INC COM COM 115236101 269,999 52,948 24.39 11,264 15.68 0.0263
2017-01-27 2016-12-31 13F BROWN & BROWN INC COM COM 115236101 217,051 14,861 7.35 9,737 27.70 0.0247
2016-11-08 2016-09-30 13F BROWN & BROWN INC COM COM 115236101 202,190 5,937 3.03 7,625 3.69 0.0210
2016-08-11 2016-06-30 13F BROWN & BROWN INC COM COM 115236101 196,253 12,049 6.54 7,354 11.51 0.0218
2016-05-02 2016-03-31 13F BROWN + BROWN INC COM 115236101 184,204 4,200 2.33 6,595 14.14 0.0205
2016-02-03 2015-12-31 13F BROWN + BROWN INC COM 115236101 180,004 3,562 2.02 5,778 5.75 0.0186
2015-11-04 2015-09-30 13F BROWN + BROWN INC COM 115236101 176,442 -31,041 -14.96 5,464 -19.86 0.0186
2015-08-04 2015-06-30 13F BROWN + BROWN INC COM 115236101 207,483 1,351 0.66 6,818 -0.10 0.0217
2015-05-12 2015-03-31 13F BROWN + BROWN INC COM 115236101 206,132 -8,047 -3.76 6,825 -3.18 0.0197
2015-02-06 2014-12-31 13F BROWN + BROWN INC COM 115236101 214,179 3,196 1.51 7,049 3.92 0.0205
2014-11-12 2014-09-30 13F BROWN + BROWN INC COM 115236101 210,983 3,410 1.64 6,783 6.40 0.0204
2014-08-06 2014-06-30 13F BROWN + BROWN INC COM 115236101 207,573 -22,911 -9.94 6,375 -10.08 0.0187
2014-05-06 2014-03-31 13F BROWN + BROWN INC COM 115236101 230,484 -5,840 -2.47 7,090 -4.42 0.0210
2014-02-03 2013-12-31 13F BROWN + BROWN INC COM 115236101 236,324 -15,395 -6.12 7,418 -8.19 0.0219
2013-11-05 2013-09-30 13F BROWN + BROWN INC COM 115236101 251,719 -5,052 -1.97 8,080 -2.39 0.0250
2013-08-07 2013-06-30 13F BROWN + BROWN INC COM 115236101 256,771 256,771 8,278 0.0266
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.