Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,710,837 shares
Latest Disclosed Value $ 111,566,448
Dimensional Fund Advisors Lp reports 0.73% decrease in ownership of BRO / Brown & Brown, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,710,837 shares of Brown & Brown, Inc. (US:BRO) valued at $111,563,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,723,389 shares of Brown & Brown, Inc.. This represents a change in shares of -0.73% during the quarter. The current value of the position is $94,335,552 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)
2026-05-07 2026-03-31 13F BROWN & BROWN COM 115236101 1,710,837 -12,552 -0.73 111,566 -18.78 0.0050
2026-02-12 2025-12-31 13F BROWN & BROWN COM 115236101 1,723,389 152,874 9.73 137,362 -6.74 0.0288
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 1,570,515 18,504 1.19 147,286 -14.40 0.0316
2025-08-12 2025-06-30 13F BROWN & BROWN COM 115236101 1,552,011 16,206 1.06 172,054 -9.93 0.0398
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 1,535,805 -28,380 -1.81 191,032 19.71 0.0475
2025-02-13 2024-12-31 13F BROWN & BROWN COM 115236101 1,564,185 26,770 1.74 159,579 0.20 0.0383
2024-11-07 2024-09-30 13F BROWN & BROWN COM 115236101 1,537,415 -15,981 -1.03 159,265 14.66 0.0386
2024-08-09 2024-06-30 13F BROWN & BROWN COM 115236101 1,553,396 114,688 7.97 138,899 10.29 0.0363
2024-05-10 2024-03-31 13F BROWN & BROWN COM 115236101 1,438,708 -56,091 -3.75 125,945 18.49 0.0341
2024-02-07 2023-12-31 13F BROWN & BROWN COM 115236101 1,494,799 19,311 1.31 106,294 3.14 0.0310
2023-11-09 2023-09-30 13F BROWN & BROWN COM 115236101 1,475,488 1,992 0.14 103,060 1.61 0.0338
2023-08-09 2023-06-30 13F BROWN & BROWN COM 115236101 1,473,496 10,729 0.73 101,427 20.77 0.0323
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 1,462,767 -7,235 -0.49 83,986 101,087.95 0.0283
2023-02-09 2022-12-31 13F BROWN & BROWN COM 115236101 1,470,002 -29,228 -1.95 84 -99.91 0.0247
2022-11-10 2022-09-30 13F BROWN & BROWN COM 115236101 1,499,230 -15,375 -1.02 90,679 2.63 0.0348
2022-08-12 2022-06-30 13F BROWN & BROWN COM 115236101 1,514,605 -52,836 -3.37 88,355 -22.01 0.0317
2022-05-13 2022-03-31 13F BROWN & BROWN COM 115236101 1,567,441 -24,895 -1.56 113,284 1.23 0.0349
2022-02-09 2021-12-31 13F BROWN & BROWN COM 115236101 1,592,336 -1,083 -0.07 111,903 26.64 0.0338
2021-11-12 2021-09-30 13F BROWN & BROWN COM 115236101 1,593,419 40,437 2.60 88,365 7.07 0.0285
2021-08-12 2021-06-30 13F BROWN & BROWN COM 115236101 1,552,982 -18,411 -1.17 82,529 14.89 0.0261
2021-05-14 2021-03-31 13F BROWN & BROWN COM 115236101 1,571,393 51,922 3.42 71,832 -0.27 0.0238
2021-03-08 2020-12-31 13F/A-2 BROWN & BROWN COM 115236101 1,519,471 34,996 2.36 72,027 7.18 0.0260
2021-02-11 2020-12-31 13F BROWN & BROWN COM 115236101 1,519,471 34,996 72,027 26,012.3240
2020-11-12 2020-09-30 13F BROWN & BROWN COM 115236101 1,484,475 61,613 4.33 67,199 15.89 0.0285
2020-08-13 2020-06-30 13F BROWN & BROWN COM 115236101 1,422,862 -98,646 -6.48 57,986 5.20 0.0255
2020-05-14 2020-03-31 13F BROWN & BROWN COM 115236101 1,521,508 -213,431 -12.30 55,121 -19.52 0.0287
2020-02-14 2019-12-31 13F BROWN & BROWN COM 115236101 1,734,939 -97,087 -5.30 68,494 3.68 0.0250
2019-11-12 2019-09-30 13F BROWN & BROWN COM 115236101 1,832,026 -155,662 -7.83 66,060 -0.79 0.0257
2019-08-13 2019-06-30 13F BROWN & BROWN COM 115236101 1,987,688 -129,332 -6.11 66,584 6.58 0.0259
2019-08-12 2019-03-31 13F/A-2 BROWN & BROWN COM 115236101 2,117,020 23,724 1.13 62,473 8.29 0.0249
2019-05-10 2019-03-31 13F BROWN & BROWN COM 115236101 2,117,020 23,724 62,473
2019-02-26 2018-12-31 13F/A-1 BROWN & BROWN COM 115236101 2,093,296 26,343 1.27 57,689 -5.61 0.0261
2019-02-13 2018-12-31 13F BROWN & BROWN COM 115236101 2,093,296 26,343 57,689
2018-11-13 2018-09-30 13F BROWN & BROWN COM 115236101 2,066,953 35,876 1.77 61,120 8.52 0.0233
2018-08-10 2018-06-30 13F BROWN & BROWN COM 115236101 2,031,077 -32,436 -1.57 56,321 7.29 0.0225
2018-05-11 2018-03-31 13F BROWN & BROWN COM 115236101 2,063,513 1,026,641 99.01 52,496 -1.62 0.0219
2018-02-12 2017-12-31 13F BROWN & BROWN COM 115236101 1,036,872 -59,634 -5.44 53,360 0.98 0.0221
2017-11-13 2017-09-30 13F BROWN & BROWN COM 115236101 1,096,506 -29,997 -2.66 52,841 8.90 0.0231
2017-08-11 2017-06-30 13F BROWN & BROWN COM 115236101 1,126,503 -49,357 -4.20 48,521 -1.09 0.0224
2017-05-12 2017-03-31 13F BROWN & BROWN COM 115236101 1,175,860 -55,170 -4.48 49,058 -11.17 0.0234
2017-02-09 2016-12-31 13F BROWN & BROWN COM 115236101 1,231,030 -9,549 -0.77 55,224 18.05 0.0276
2016-11-10 2016-09-30 13F BROWN & BROWN COM 115236101 1,240,579 12,750 1.04 46,780 1.69 0.0253
2016-08-09 2016-06-30 13F BROWN & BROWN COM 115236101 1,227,829 60,318 5.17 46,002 10.06 0.0265
2016-05-13 2016-03-31 13F BROWN & BROWN COM 115236101 1,167,511 123,757 11.86 41,796 24.74 0.0250
2016-02-10 2015-12-31 13F BROWN & BROWN COM 115236101 1,043,754 40,468 4.03 33,506 7.83 0.0209
2015-11-13 2015-09-30 13F BROWN & BROWN COM 115236101 1,003,286 19,159 1.95 31,072 -3.92 0.0204
2015-08-14 2015-06-30 13F BROWN & BROWN COM 115236101 984,127 69,318 7.58 32,339 6.77 0.0198
2015-05-14 2015-03-31 13F BROWN & BROWN COM 115236101 914,809 85,405 10.30 30,289 10.96 0.0191
2015-02-06 2014-12-31 13F BROWN & BROWN COM 115236101 829,404 88,021 11.87 27,298 14.52 0.0179
2014-11-13 2014-09-30 13F BROWN & BROWN COM 115236101 741,383 28,366 3.98 23,837 8.87 0.0169
2014-08-08 2014-06-30 13F BROWN & BROWN COM 115236101 713,017 16,474 2.37 21,895 2.20 0.0152
2014-05-14 2014-03-31 13F BROWN & BROWN COM 115236101 696,543 8,336 1.21 21,424 -0.82 0.0160
2014-02-12 2013-12-31 13F BROWN & BROWN COM 115236101 688,207 52,291 8.22 21,601 5.83 0.0168
2013-11-13 2013-09-30 13F BROWN & BROWN COM 115236101 635,916 49,222 8.39 20,412 7.91 0.0177
2013-08-15 2013-06-30 13F BROWN & BROWN COM 115236101 586,694 586,694 18,915 0.0178
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.