Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionAmundi
Latest Disclosed Ownership592,073 shares
Latest Disclosed Value $ 38,609,080
Amundi reports 4.22% increase in ownership of BRO / Brown & Brown, Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 592,073 shares of Brown & Brown, Inc. (US:BRO) valued at $38,609,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 568,106 shares of Brown & Brown, Inc.. This represents a change in shares of 4.22% during the quarter. The current value of the position is $32,646,905 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.

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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 592,073 23,967 4.22 38,609 -14.73 0.0044
2026-02-17 2025-12-31 13F BROWN & BROWN COM 115236101 568,106 27,013 4.99 45,278 -11.39 0.0123
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 541,093 -291,584 -35.02 51,101 -43.08 0.0164
2025-08-13 2025-06-30 13F BROWN & BROWN COM 115236101 832,677 517,915 164.54 89,771 129.21 0.0310
2025-05-15 2025-03-31 13F BROWN & BROWN COM 115236101 314,762 -363,770 -53.61 39,166 -43.70 0.0143
2025-02-07 2024-12-31 13F BROWN & BROWN COM 115236101 678,532 353,797 108.95 69,570 103.55 0.0242
2024-11-13 2024-09-30 13F BROWN & BROWN COM 115236101 324,735 71,494 28.23 34,178 49.90 0.0126
2024-08-14 2024-06-30 13F BROWN & BROWN COM 115236101 253,241 -121,668 -32.45 22,802 -25.04 0.0087
2024-05-15 2024-03-31 13F BROWN & BROWN COM 115236101 374,909 97 0.03 30,416 12.92 0.0131
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 374,812 124,909 49.98 26,938 54.63 0.0121
2023-11-14 2023-09-30 13F BROWN & BROWN COM 115236101 249,903 -26,920 -9.72 17,421 -6.66 0.0086
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 276,823 -186,061 -40.20 18,663 -31.48 0.0094
2023-05-15 2023-03-31 13F BROWN & BROWN COM 115236101 462,884 183,595 65.74 27,236 58.08 0.0147
2023-02-14 2022-12-31 13F BROWN & BROWN COM 115236101 279,289 -412,641 -59.64 17,229 -60.92 0.0095
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 691,930 -148,153 -17.64 44,084 -9.99 0.0261
2022-09-02 2022-06-30 13F/A-1 BROWN & BROWN COM 115236101 840,083 52,886 6.72 48,977 -15.23 0.0393
2022-08-15 2022-06-30 13F BROWN & BROWN COM 115236101 840,083 52,886 48,977 0.0026
2022-05-16 2022-03-31 13F BROWN & BROWN COM 115236101 787,197 286,022 57.07 57,779 68.10 0.0391
2022-02-14 2021-12-31 13F BROWN & BROWN COM 115236101 501,175 146,107 41.15 34,372 74.58 0.0218
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 355,068 67,757 23.58 19,688 131,153.33 0.0138
2021-08-16 2021-06-30 13F BROWN & BROWN COM 115236101 287,311 287,311 15 0.0106
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.