Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,501 shares
Latest Disclosed Value $ 228,300
IFP Advisors, Inc reports 81.78% decrease in ownership of BRO / Brown & Brown, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,501 shares of Brown & Brown, Inc. (US:BRO) valued at $228,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 19,217 shares of Brown & Brown, Inc.. This represents a change in shares of -81.78% during the quarter. The current value of the position is $193,045 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)
2026-04-13 2026-03-31 13F BROWN & BROWN cs 115236101 3,501 -15,716 -81.78 228 -85.11 0.0047
2026-02-06 2025-12-31 13F BROWN & BROWN cs 115236101 19,217 -1,554 -7.48 1,532 -21.41 0.0344
2026-02-06 2025-09-30 13F/A-1 BROWN & BROWN cs 115236101 20,771 -28 -0.13 1,948 -17.98 0.0506
2025-12-02 2025-09-30 13F BROWN & BROWN cs 115236101 20,467 -332 1,978 0.0510
2025-07-24 2025-06-30 13F BROWN & BROWN cs 115236101 20,799 -3,630 -14.86 2,375 -21.98 0.0675
2025-05-05 2025-03-31 13F BROWN & BROWN cs 115236101 24,429 2,789 12.89 3,044 37.68 0.0939
2025-02-04 2024-12-31 13F BROWN & BROWN cs 115236101 21,640 -1,221 -5.34 2,212 -6.63 0.0724
2025-02-04 2024-09-30 13F BROWN & BROWN cs 115236101 22,861 7,298 46.89 2,369 70.24 0.0854
2024-07-30 2024-06-30 13F BROWN & BROWN cs 115236101 15,563 14,743 1,797.93 1,391 1,859.15 0.0552
2024-07-30 2024-03-31 13F BROWN & BROWN cs 115236101 820 -543 -39.84 72 -26.04 0.0031
2024-01-09 2023-12-31 13F BROWN & BROWN cs 115236101 1,363 -282 -17.14 97 -15.79 0.0046
2023-10-12 2023-09-30 13F BROWN & BROWN cs 115236101 1,645 -1,931 -54.00 115 -53.66 0.0052
2023-08-14 2023-06-30 13F/A-1 BROWN & BROWN cs 115236101 3,576 -750 -17.34 246 103.31 0.0103
2023-08-04 2023-06-30 13F BROWN & BROWN cs 115236101 3,576 -750 100 0.0046
2023-04-18 2023-03-31 13F BROWN & BROWN cs 115236101 4,326 -4,786 -52.52 121 0.0053
2023-02-07 2022-12-31 13F BROWN & BROWN cs 115236101 9,112 371 4.24 0 -100.00 0.0070
2022-11-08 2022-09-30 13F BROWN & BROWN cs 115236101 8,741 633 7.81 249 7.33 0.0065
2022-09-06 2022-06-30 13F/A-1 BROWN & BROWN cs 115236101 8,108 0 0.00 232 0.00 0.0074
2022-09-06 2022-03-31 13F/A-1 BROWN & BROWN cs 115236101 8,108 4,820 146.59 232 0.00 0.0074
2022-08-08 2022-03-31 13F BROWN BROWN INC COM Stock 115236101 3,178 -110 88 0.0018
2022-01-12 2021-12-31 13F BROWN BROWN INC COM Stock 115236101 3,288 -131 -3.83 232 22.11 0.0045
2021-10-06 2021-09-30 13F BROWN BROWN INC COM Stock 115236101 3,419 129 3.92 190 7.34 0.0038
2021-07-13 2021-06-30 13F BROWN BROWN INC COM Stock 115236101 3,290 1,873 132.18 177 172.31 0.0037
2021-04-30 2021-03-31 13F BROWN BROWN INC COM Stock 115236101 1,417 -44 -3.01 65 -5.80 0.0013
2021-01-25 2020-12-31 13F BROWN BROWN INC COM Stock 115236101 1,461 -58 -3.82 69 1.47 0.0028
2020-10-29 2020-09-30 13F BROWN BROWN INC COM Stock 115236101 1,519 55 3.76 68 17.24 0.0041
2020-08-05 2020-06-30 13F BROWN BROWN INC COM Stock 115236101 1,464 35 2.45 58 13.73 0.0046
2020-05-12 2020-03-31 13F BROWN BROWN INC COM Stock 115236101 1,429 729 104.14 51 82.14 0.0051
2020-01-17 2019-12-31 13F BROWN & BROWN INC COM Stock 115236101 700 -165 -19.08 28 -9.68 0.0021
2019-11-07 2019-09-30 13F BROWN & BROWN INC COM Stock 115236101 865 465 116.25 31 158.33 0.0021
2019-05-15 2019-03-31 13F BROWN & BROWN Stock 115236101 400 -1,849 -82.21 12 -80.33 0.0016
2019-06-03 2018-12-31 13F/A-10 BROWN & BROWN INC COM Stock 115236101 2,249 821 57.49 61 45.24 0.0037
2019-01-23 2018-12-31 13F BROWN & BROWN INC COM Stock 115236101 2,249 821 61 0.0037
2019-06-03 2018-09-30 13F/A-9 BROWN & BROWN INC COM Stock 115236101 1,428 -505 -26.13 42 -22.22 0.0017
2018-10-25 2018-09-30 13F BROWN & BROWN INC COM Stock 115236101 1,428 -505 42 0.0017
2019-06-03 2018-06-30 13F/A-8 BROWN & BROWN INC COM Stock 115236101 1,933 1,367 241.52 54 86.21 0.0023
2018-08-07 2018-06-30 13F BROWN & BROWN INC COM Stock 115236101 1,933 614 54
2019-06-03 2018-03-31 13F/A-7 BROWN & BROWN INC COM Stock 115236101 566 0 0.00 29 0.00 0.0013
2018-05-09 2018-03-31 13F BROWN & BROWN INC COM Stock 115236101 1,319 753 34
2019-06-03 2017-12-31 13F/A-6 BROWN & BROWN INC COM Stock 115236101 566 -2,264 -80.00 29 -78.68 0.0013
2018-01-24 2017-12-31 13F BROWN & BROWN INC COM Stock 115236101 566 -2,264 29
2017-10-30 2017-09-30 13F BROWN & BROWN INC COM Stock 115236101 2,830 7 0.25 136 11.48 0.0054
2019-06-03 2017-06-30 13F/A-5 BROWN & BROWN INC COM Stock 115236101 2,823 251 9.76 122 14.02 0.0052
2017-07-31 2017-06-30 13F BROWN & BROWN INC COM Stock 115236101 2,823 251 122
2019-06-03 2017-03-31 13F/A-4 BROWN & BROWN INC COM Stock 115236101 2,572 -9 -0.35 107 -7.76 0.0047
2017-04-26 2017-03-31 13F BROWN & BROWN INC COM Stock 115236101 2,572 -9 107
2019-06-03 2016-12-31 13F/A-3 BROWN & BROWN INC COM Stock 115236101 2,581 8 0.31 116 19.59 0.0056
2017-02-14 2016-12-31 13F BROWN & BROWN INC COM Stock 115236101 2,581 8 116
2016-11-04 2016-09-30 13F BROWN & BROWN INC COM Stock 115236101 2,573 118 4.81 97 5.43 0.0050
2019-06-03 2016-06-30 13F/A-2 BROWN & BROWN INC COM Stock 115236101 2,455 2,055 513.75 92 666.67 0.0051
2016-08-22 2016-06-30 13F BROWN & BROWN INC COM Stock 115236101 2,455 2,055 92
2019-06-03 2016-03-31 13F/A-1 BROWN & BROWN Stock 115236101 400 -2,183 -84.51 12 -85.54 0.0016
2016-05-02 2016-03-31 13F BROWN & BROWN INC COM Stock 115236101 2,447 -136 88
2016-02-11 2015-12-31 13F BROWN & BROWN INC COM Stock 115236101 2,583 2,583 83 0.0056
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.