Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership6,721 shares
Latest Disclosed Value $ 456,221
SevenBridge Financial Group, LLC ownership in BRO / Brown & Brown, Inc.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 6,721 shares of Brown & Brown, Inc. (MX:BRO) valued at $456,221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,721 shares of Brown & Brown, Inc.. This represents a change in shares of 0.00% 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)
2026-04-23 2026-03-31 13F BROWN & BROWN COM 115236101 6,721 0 0.00 456 -14.77 0.0713
2026-02-02 2025-12-31 13F BROWN & BROWN COM 115236101 6,721 0 0.00 535 -0.74 0.0860
2025-11-13 2025-09-30 13F BROWN & BROWN COM 115236101 6,721 275 4.27 539 -11.64 0.0889
2025-09-04 2025-06-30 13F BROWN & BROWN COM 115236101 6,446 0 0.00 611 -14.45 0.1077
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 6,446 -60 -0.92 714 0.85 0.1405
2025-02-12 2024-12-31 13F BROWN & BROWN COM 115236101 6,506 0 0.00 708 -2.75 0.1338
2024-11-12 2024-09-30 13F BROWN & BROWN COM 115236101 6,506 0 0.00 728 12.54 0.1402
2024-08-09 2024-06-30 13F BROWN & BROWN COM 115236101 6,506 0 0.00 647 18.97 0.1430
2024-05-10 2024-03-31 13F BROWN & BROWN COM 115236101 6,506 -2,000 -23.51 543 -10.10 0.1231
2024-01-22 2023-12-31 13F BROWN & BROWN COM 115236101 8,506 0 0.00 605 1.68 0.1429
2023-10-25 2023-09-30 13F BROWN & BROWN COM 115236101 8,506 0 0.00 594 1.54 0.1535
2023-07-26 2023-06-30 13F BROWN & BROWN COM 115236101 8,506 558 7.02 586 28.29 0.1512
2023-04-20 2023-03-31 13F BROWN & BROWN COM 115236101 7,948 0 0.00 456 0.88 0.1258
2023-01-26 2022-12-31 13F Brown & Brown COM 115236101 7,948 1,000 14.39 453 7.62 0.1324
2022-10-17 2022-09-30 13F BROWN & BROWN COM 115236101 6,948 0 0.00 420 3.70 0.1423
2022-07-12 2022-06-30 13F Brown & Brown Equities 115236101 6,948 2,050 41.85 405 14.41 0.1638
2022-04-15 2022-03-31 13F Brown & Brown COM 115236101 4,898 0 0.00 354 2.91 0.1243
2022-01-20 2021-12-31 13F/A-1 Brown & Brown COM 115236101 4,898 -60 -1.21 344 25.09 0.1040
2021-10-14 2021-09-30 13F Brown & Brown Equities 115236101 4,958 -20 -0.40 275 3.77 0.0917
2021-07-26 2021-06-30 13F Brown & Brown Equities 115236101 4,978 0 0.00 265 16.23 0.0864
2021-04-20 2021-03-31 13F Brown & Brown Equities 115236101 4,978 0 0.00 228 -3.39 0.0830
2021-01-19 2020-12-31 13F Brown & Brown Equities 115236101 4,978 0 0.00 236 4.89 0.0923
2020-10-22 2020-09-30 13F Brown & Brown Equities 115236101 4,978 0 0.00 225 10.84 0.1024
2020-07-24 2020-06-30 13F Brown & Brown Equities 115236101 4,978 4,978 203 0.1008
2019-10-09 2019-09-30 13F Brown & Brown Equities 115236101 0 -4,978 -100.00 0 -100.00
2019-07-15 2019-06-30 13F Brown & Brown Equities 115236101 4,978 -1,676 -25.19 167 -14.80 0.0598
2019-05-14 2019-03-31 13F Brown & Brown Equities 115236101 6,654 0 0.00 196 7.10 0.0736
2019-02-14 2018-12-31 13F Brown & Brown Equities 115236101 6,654 0 0.00 183 -7.11 0.1120
2018-11-14 2018-09-30 13F Brown & Brown Equities 115236101 6,654 0 0.00 197 6.49 0.1047
2018-08-14 2018-06-30 13F Brown & Brown Equities 115236101 6,654 0 0.00 185 9.47 0.1030
2018-05-11 2018-03-31 13F Brown & Brown Equities 115236101 6,654 3,327 100.00 169 -1.17 0.0970
2018-02-16 2017-12-31 13F Brown & Brown Equities 115236101 3,327 -1,272 -27.66 171 -22.97 0.0946
2017-11-13 2017-09-30 13F Brown & Brown Equities 115236101 4,599 0 0.00 222 12.12 0.1272
2017-08-14 2017-06-30 13F Brown & Brown Common Stock 115236101 4,599 0 0.00 198 3.13 0.1209
2017-05-15 2017-03-31 13F Brown & Brown CS 115236101 4,599 -714 -13.44 192 -3.52 0.1261
2017-02-03 2016-12-31 13F Brown & Brown CS 115236101 5,313 0 0.00 199 0.00 0.1445
2016-12-20 2016-09-30 13F/A-1 Brown & Brown CS 115236101 5,313 -5,414 -50.47 199 -50.50 0.1450
2016-11-28 2016-09-30 13F Brown & Brown CS 115236101 5,313 199
2016-08-15 2016-06-30 13F Brown & Brown CS 115236101 10,727 10,727 402 0.2817
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.