Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership11,622 shares
Latest Disclosed Value $ 757,871
Gilbert & Cook, Inc. reports 3.75% increase in ownership of BRO / Brown & Brown, Inc.

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 11,622 shares of Brown & Brown, Inc. (US:BRO) valued at $757,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 11,202 shares of Brown & Brown, Inc.. This represents a change in shares of 3.75% during the quarter. The current value of the position is $640,837 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F BROWN & BROWN COM 115236101 11,622 420 3.75 758 -15.13 0.0979
2026-01-07 2025-12-31 13F BROWN & BROWN COM 115236101 11,202 413 3.83 893 -11.77 0.1122
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 10,789 1,509 16.26 1,012 -1.65 0.1300
2025-08-05 2025-06-30 13F BROWN & BROWN COM 115236101 9,280 -269 -2.82 1,029 -13.40 0.1390
2025-05-06 2025-03-31 13F BROWN & BROWN COM 115236101 9,549 190 2.03 1,188 24.42 0.1723
2025-01-23 2024-12-31 13F BROWN & BROWN COM 115236101 9,359 -507 -5.14 955 -6.65 0.1346
2024-11-07 2024-09-30 13F BROWN & BROWN COM 115236101 9,866 -92 -0.92 1,022 14.83 0.1405
2024-08-01 2024-06-30 13F BROWN & BROWN COM 115236101 9,958 -1,286 -11.44 890 -9.55 0.1301
2024-05-02 2024-03-31 13F BROWN & BROWN COM 115236101 11,244 355 3.26 984 27.13 0.1341
2024-02-13 2023-12-31 13F/A-1 BROWN & BROWN COM 115236101 10,889 646 6.31 774 8.25 0.1096
2024-02-05 2023-12-31 13F BROWN & BROWN COM 115236101 10,889 646 774 0.1096
2023-11-02 2023-09-30 13F BROWN & BROWN COM 115236101 10,243 1,074 11.71 715 13.31 0.1128
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 9,169 585 6.82 631 28.25 0.1012
2023-05-05 2023-03-31 13F BROWN & BROWN COM 115236101 8,584 1,031 13.65 493 14.42 0.0851
2023-02-09 2022-12-31 13F BROWN & BROWN COM 115236101 7,553 794 11.75 430 11.40 0.0783
2022-11-03 2022-09-30 13F BROWN & BROWN COM 115236101 6,759 917 15.70 386 13.20 0.0858
2022-08-05 2022-06-30 13F BROWN & BROWN COM 115236101 5,842 957 19.59 341 -3.40 0.0613
2022-05-02 2022-03-31 13F BROWN & BROWN COM 115236101 4,885 478 10.85 353 13.87 0.0571
2022-01-19 2021-12-31 13F BROWN & BROWN COM 115236101 4,407 40 0.92 310 28.10 0.0499
2022-01-20 2021-09-30 13F/A-1 BROWN & BROWN COM 115236101 4,367 98 2.30 242 6.61 0.0433
2021-10-13 2021-09-30 13F BROWN & BROWN COM 115236101 4,099 -170 242 0.0433
2021-07-13 2021-06-30 13F BROWN & BROWN COM 115236101 4,269 4,269 227 0.0409
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.