Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership218,218 shares
Latest Disclosed Value $ 14,229,996
Victory Capital Management Inc reports 53.12% increase in ownership of BRO / Brown & Brown, Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 218,218 shares of Brown & Brown, Inc. (MX:BRO) valued at $14,229,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 142,515 shares of Brown & Brown, Inc.. This represents a change in shares of 53.12% 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)
2026-05-15 2026-03-31 13F BROWN & BROWN COM 115236101 218,218 75,703 53.12 14,230 25.28 0.0068
2026-02-13 2025-12-31 13F BROWN & BROWN COM 115236101 142,515 -30,770 -17.76 11,358 -30.11 0.0064
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 173,285 4,146 2.45 16,252 -13.33 0.0095
2025-08-13 2025-06-30 13F BROWN & BROWN COM 115236101 169,139 -154,916 -47.81 18,752 -53.48 0.0121
2025-05-02 2025-03-31 13F BROWN & BROWN COM 115236101 324,055 19,650 6.46 40,312 29.81 0.0412
2025-02-06 2024-12-31 13F BROWN & BROWN COM 115236101 304,405 50,510 19.89 31,055 18.07 0.0305
2024-11-05 2024-09-30 13F BROWN & BROWN COM 115236101 253,895 956 0.38 26,304 16.31 0.0253
2024-08-05 2024-06-30 13F BROWN & BROWN COM 115236101 252,939 20,963 9.04 22,615 11.37 0.0227
2024-05-03 2024-03-31 13F BROWN & BROWN COM 115236101 231,976 -376,054 -61.85 20,307 -53.03 0.0198
2024-02-05 2023-12-31 13F BROWN & BROWN COM 115236101 608,030 -422,254 -40.98 43,237 -39.91 0.0455
2023-11-06 2023-09-30 13F BROWN & BROWN COM 115236101 1,030,284 -197,031 -16.05 71,955 -14.83 0.0827
2023-07-27 2023-06-30 13F BROWN & BROWN COM 115236101 1,227,315 4,733 0.39 84,488 20.35 0.0929
2023-05-02 2023-03-31 13F BROWN & BROWN COM 115236101 1,222,582 -245,671 -16.73 70,201 -16.07 0.0788
2023-04-25 2022-12-31 13F/A-3 BROWN & BROWN COM 115236101 1,468,253 1,175,211 401.04 83,646 371.96 0.0962
2023-03-10 2022-12-31 13F/A-2 BROWN & BROWN COM 115236101 1,468,253 1,175,211 83,646 0.0913
2023-02-10 2022-12-31 13F/A-1 BROWN & BROWN COM 115236101 1,468,253 1,175,211 83,646 0.0577
2023-02-09 2022-12-31 13F BROWN & BROWN COM 115236101 1,444,087 1,151,045 82,587 0.0561
2022-11-02 2022-09-30 13F BROWN & BROWN COM 115236101 293,042 -33,973 -10.39 17,723 -7.10 0.0207
2022-08-01 2022-06-30 13F BROWN & BROWN COM 115236101 327,015 -4,961 -1.49 19,078 -7.28 0.0217
2022-05-04 2022-03-31 13F BROWN & BROWN COM 115236101 331,976 16,013 5.07 20,576 -7.34 0.0206
2022-02-07 2021-12-31 13F BROWN & BROWN COM 115236101 315,963 17,611 5.90 22,206 34.22 0.0204
2021-11-02 2021-09-30 13F BROWN & BROWN COM 115236101 298,352 -153,144 -33.92 16,544 -31.04 0.0162
2021-08-03 2021-06-30 13F BROWN & BROWN COM 115236101 451,496 -61,463 -11.98 23,992 2.32 0.0230
2021-05-04 2021-03-31 13F BROWN & BROWN COM 115236101 512,959 -242,812 -32.13 23,447 -34.56 0.0240
2021-02-01 2020-12-31 13F BROWN & BROWN COM 115236101 755,771 -1,139,878 -60.13 35,831 -58.25 0.0399
2020-11-09 2020-09-30 13F Brown & Brown COM 115236101 1,895,649 -262,441 -12.16 85,816 -2.44 0.1102
2020-08-07 2020-06-30 13F BROWN & BROWN COM 115236101 2,158,090 -276,386 -11.35 87,963 -0.24 0.1191
2020-05-12 2020-03-31 13F/A-1 BROWN & BROWN COM 115236101 2,434,476 -430,109 -15.01 88,177 -22.03 0.1478
2020-05-04 2020-03-31 13F BROWN & BROWN COM 115236101 2,434,476 -430,109 88,177 96,500.7662
2020-02-06 2019-12-31 13F/A-1 BROWN & BROWN COM 115236101 2,864,585 -200,481 -6.54 113,094 2.32 0.1373
2020-02-04 2019-12-31 13F BROWN & BROWN COM 115236101 2,513,134 -551,932 112,840 135,260.2525
2019-11-12 2019-09-30 13F BROWN & BROWN COM 115236101 3,065,066 -821,729 -21.14 110,526 -15.12 0.1422
2019-08-15 2019-06-30 13F BROWN & BROWN COM 115236101 3,886,795 -670,134 -14.71 130,208 -3.17 0.2626
2019-05-03 2019-03-31 13F BROWN & BROWN Common Stock 115236101 4,556,929 -1,472,628 -24.42 134,475 -19.08 0.3059
2019-05-02 2018-12-31 13F/A-1 BROWN & BROWN COM 115236101 6,029,557 -389,917 -6.07 166,175 -12.46 0.4171
2019-02-05 2018-12-31 13F BROWN & BROWN COM 115236101 6,029,557 -389,917 166,175
2018-11-01 2018-09-30 13F BROWN & BROWN COM 115236101 6,419,474 610,726 10.51 189,824 17.85 0.3917
2018-08-02 2018-06-30 13F BROWN & BROWN COM 115236101 5,808,748 -279,963 -4.60 161,076 3.99 0.3428
2018-05-04 2018-03-31 13F BROWN & BROWN COM 115236101 6,088,711 2,944,288 93.64 154,897 -4.27 0.3379
2018-02-01 2017-12-31 13F BROWN & BROWN COM 115236101 3,144,423 -200,418 -5.99 161,812 0.39 0.3406
2017-10-27 2017-09-30 13F BROWN & BROWN COM 115236101 3,344,841 1,253,538 59.94 161,187 78.95 0.3622
2017-08-07 2017-06-30 13F BROWN & BROWN COM 115236101 2,091,303 499,043 31.34 90,072 35.59 0.2108
2017-05-10 2017-03-31 13F BROWN & BROWN COM 115236101 1,592,260 197,072 14.13 66,429 6.14 0.1581
2017-02-09 2016-12-31 13F Brown & Brown COM 115236101 1,395,188 45,537 3.37 62,589 22.97 0.1579
2016-11-02 2016-09-30 13F BROWN AND BROWN COM 115236101 1,349,651 -340,860 -20.16 50,896 -19.65 0.1425
2016-08-09 2016-06-30 13F Brown & Brown COM 115236101 1,690,511 42,184 2.56 63,343 7.34 0.2534
2016-05-17 2016-03-31 13F/A-2 Brown & Brown COM 115236101 1,648,327 -132,554 -7.44 59,010 3.22 0.2437
2016-05-12 2016-03-31 13F/A-1 Brown & Brown COM 115236101 1,646,193 -2,134 58,933 0.2418
2016-05-12 2016-03-31 13F Brown & Brown COM 115236101 1,646,193 58,933
2016-02-10 2015-12-31 13F Brown & Brown COM 115236101 1,780,881 192,179 12.10 57,167 16.19 0.2374
2015-11-06 2015-09-30 13F Brown & Brown COM 115236101 1,588,702 173,158 12.23 49,203 5.78 0.2027
2015-08-14 2015-06-30 13F/A-01 Brown & Brown COM 115236101 1,415,544 -8,400 -0.59 46,514 -1.34 0.1722
2015-08-07 2015-06-30 13F Brown & Brown COM 115236101 1,415,544 46,515
2015-05-07 2015-03-31 13F Brown & Brown COM 115236101 1,423,944 112,625 8.59 47,146 9.25 0.1693
2015-02-11 2014-12-31 13F Brown & Brown COM 115236101 1,311,319 108,425 9.01 43,155 11.59 0.1591
2014-10-16 2014-09-30 13F BROWN & BROWN Common Stock 115236101 1,202,894 1,152,869 2,304.59 38,674 2,363.31 0.2915
2014-02-12 2013-12-31 13F Brown & Brown Common Stock 115236101 50,025 -492,306 -90.78 1,570 -90.98 0.0111
2014-03-12 2013-09-30 13F/A-1 Brown & Brown Common Stock 115236101 542,331 542,331 17,408 0.1249
2013-11-12 2013-09-30 13F Brown & Brown Common Stock 115236101 542,331 17,408
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.