Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionGlenview Trust Co
Latest Disclosed Ownership9,682 shares
Latest Disclosed Value $ 631,363
Glenview Trust Co reports 9.20% increase in ownership of BRO / Brown & Brown, Inc.

On May 8, 2026 - Glenview Trust Co filed a 13F-HR form disclosing ownership of 9,682 shares of Brown & Brown, Inc. (US:BRO) valued at $631,363 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 8,866 shares of Brown & Brown, Inc.. This represents a change in shares of 9.20% during the quarter. The current value of the position is $533,865 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)
2026-05-08 2026-03-31 13F BROWN & BROWN COM 115236101 9,682 816 9.20 631 -10.62 0.0051
2026-02-09 2025-12-31 13F BROWN & BROWN COM 115236101 8,866 -241 -2.65 707 -17.33 0.0109
2025-11-07 2025-09-30 13F BROWN & BROWN COM 115236101 9,107 -197 -2.12 854 -17.17 0.0135
2025-08-14 2025-06-30 13F BROWN & BROWN COM 115236101 9,304 -233 -2.44 1,032 -13.07 0.0178
2025-05-20 2025-03-31 13F/A-1 BROWN & BROWN COM 115236101 9,537 -212 -2.17 1,186 19.32 0.0231
2025-05-15 2025-03-31 13F BROWN & BROWN COM 115236101 9,749 0 995 0.0097
2025-02-10 2024-12-31 13F BROWN & BROWN COM 115236101 9,749 701 7.75 995 6.08 0.0186
2024-11-12 2024-09-30 13F BROWN & BROWN COM 115236101 9,048 0 0.00 937 15.97 0.0180
2024-08-14 2024-06-30 13F BROWN & BROWN COM 115236101 9,048 -763 -7.78 809 -5.83 0.0163
2024-05-14 2024-03-31 13F BROWN & BROWN COM 115236101 9,811 151 1.56 859 25.07 0.0184
2024-02-12 2023-12-31 13F BROWN & BROWN COM 115236101 9,660 -663 -6.42 687 -4.72 0.0169
2023-11-13 2023-09-30 13F BROWN & BROWN COM 115236101 10,323 -800 -7.19 721 -5.88 0.0199
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 11,123 1,135 11.36 766 33.51 0.0209
2023-05-09 2023-03-31 13F BROWN & BROWN COM 115236101 9,988 398 4.15 574 4.95 0.0172
2023-02-08 2022-12-31 13F BROWN & BROWN COM 115236101 9,590 1,279 15.39 546 8.55 0.0181
2022-11-04 2022-09-30 13F BROWN & BROWN COM 115236101 8,311 857 11.50 503 15.63 0.0191
2022-08-10 2022-06-30 13F BROWN & BROWN COM 115236101 7,454 0 0.00 435 -19.29 0.0160
2022-05-11 2022-03-31 13F BROWN & BROWN COM 115236101 7,454 0 0.00 539 2.86 0.0175
2022-02-10 2021-12-31 13F BROWN & BROWN COM 115236101 7,454 0 0.00 524 26.88 0.0173
2021-11-12 2021-09-30 13F BROWN & BROWN COM 115236101 7,454 0 0.00 413 4.29 0.0160
2021-08-11 2021-06-30 13F BROWN & BROWN COM 115236101 7,454 0 0.00 396 16.13 0.0153
2021-05-12 2021-03-31 13F BROWN & BROWN COM 115236101 7,454 0 0.00 341 -3.40 0.0147
2021-02-02 2020-12-31 13F BROWN & BROWN COM 115236101 7,454 0 0.00 353 4.75 0.0164
2020-11-12 2020-09-30 13F BROWN & BROWN COM 115236101 7,454 0 0.00 337 10.86 0.0175
2020-08-12 2020-06-30 13F BROWN & BROWN COM 115236101 7,454 0 0.00 304 12.59 0.0173
2020-04-28 2020-03-31 13F BROWN & BROWN COM 115236101 7,454 0 0.00 270 -8.16 0.0187
2020-02-06 2019-12-31 13F BROWN & BROWN COM 115236101 7,454 0 0.00 294 9.29 0.0164
2019-11-14 2019-09-30 13F BROWN & BROWN COM 115236101 7,454 -3,378 -31.19 269 -25.90 0.0163
2019-08-08 2019-06-30 13F BROWN & BROWN COM 115236101 10,832 0 0.00 363 13.44 0.0226
2019-05-14 2019-03-31 13F BROWN & BROWN COM 115236101 10,832 0 0.00 320 7.02 0.0205
2019-02-14 2018-12-31 13F BROWN & BROWN COM 115236101 10,832 0 0.00 299 -6.56 0.0221
2018-11-14 2018-09-30 13F BROWN & BROWN COM 115236101 10,832 0 0.00 320 6.67 0.0202
2018-08-10 2018-06-30 13F BROWN & BROWN COM 115236101 10,832 0 0.00 300 8.70 0.0223
2018-05-15 2018-03-31 13F/A-1 BROWN & BROWN COM 115236101 10,832 5,416 100.00 276 -1.08 0.0191
2018-05-14 2018-03-31 13F BROWN & BROWN COM 115236101 10,832 276
2018-02-06 2017-12-31 13F BROWN & BROWN COM 115236101 5,416 0 0.00 279 6.90 0.0192
2017-11-07 2017-09-30 13F BROWN & BROWN COM 115236101 5,416 0 0.00 261 12.02 0.0191
2017-08-11 2017-06-30 13F BROWN & BROWN COM 115236101 5,416 0 0.00 233 3.10 0.0181
2017-05-10 2017-03-31 13F BROWN & BROWN COM 115236101 5,416 0 0.00 226 -7.00 0.0179
2017-02-14 2016-12-31 13F/A-1 BROWN & BROWN COM 115236101 5,416 5,416 243 0.0201
2017-02-10 2016-12-31 13F BROWN & BROWN COM 115236101 5,416 243 0.0063
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.