Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership130,474 shares
Latest Disclosed Value $ 8,508,231
Neuberger Berman Group LLC reports 84.51% increase in ownership of BRO / Brown & Brown, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 130,474 shares of Brown & Brown, Inc. (US:BRO) valued at $8,508,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 70,714 shares of Brown & Brown, Inc.. This represents a change in shares of 84.51% during the quarter. The current value of the position is $7,194,336 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)
2026-05-14 2026-03-31 13F BROWN & BROWN Common 115236101 130,474 59,760 84.51 8,508 50.98 0.0033
2026-02-13 2025-12-31 13F BROWN & BROWN Common 115236101 70,714 -2,636 -3.59 5,636 -18.08 0.0042
2025-11-12 2025-09-30 13F BROWN & BROWN Common 115236101 73,350 28,865 64.89 6,879 39.48 0.0050
2025-08-25 2025-06-30 13F/A-1 BROWN & BROWN Common 115236101 44,485 -245,219 -84.64 4,932 -86.31 0.0038
2025-08-13 2025-06-30 13F BROWN & BROWN Common 115236101 44,485 -245,219 4,932 0.0020
2025-05-13 2025-03-31 13F BROWN & BROWN Common 115236101 289,704 199,463 221.03 36,039 291.47 0.0302
2025-02-13 2024-12-31 13F BROWN & BROWN Common 115236101 90,241 -4,757 -5.01 9,206 -6.45 0.0073
2024-11-14 2024-09-30 13F BROWN & BROWN Common 115236101 94,998 -8,069 -7.83 9,842 6.79 0.0077
2024-11-14 2024-06-30 13F/A-1 BROWN & BROWN Common 115236101 103,067 -4,410 -4.10 9,215 -2.05 0.0076
2024-08-13 2024-06-30 13F BROWN & BROWN Common 115236101 103,067 -4,410 9,215 0.0076
2024-11-14 2024-03-31 13F/A-1 BROWN & BROWN Common 115236101 107,477 9,826 10.06 9,409 35.50 0.0078
2024-05-13 2024-03-31 13F BROWN & BROWN Common 115236101 107,477 9,826 9,409 0.0078
2024-11-14 2023-12-31 13F/A-2 BROWN & BROWN Common 115236101 97,651 -9,526 -8.89 6,944 -7.24 0.0061
2024-02-09 2023-12-31 13F BROWN & BROWN Common 115236101 97,651 -9,526 6,944 0.0061
2023-11-14 2023-09-30 13F BROWN & BROWN Common 115236101 107,177 1,172 1.11 7,485 2.58 0.0068
2023-08-11 2023-06-30 13F BROWN & BROWN Common 115236101 106,005 -10,845 -9.28 7,297 8.76 0.0065
2023-05-12 2023-03-31 13F BROWN & BROWN Common 115236101 116,850 -32,005 -21.50 6,710 -20.88 0.0062
2023-02-13 2022-12-31 13F BROWN & BROWN Common 115236101 148,855 -24,781 -14.27 8,480 -19.25 0.0083
2022-11-15 2022-09-30 13F BROWN & BROWN Common 115236101 173,636 -22,754 -11.59 10,502 -8.34 0.0110
2022-08-15 2022-06-30 13F BROWN & BROWN Common 115236101 196,390 57,824 41.73 11,457 14.40 0.0115
2022-05-23 2022-03-31 13F/A-1 BROWN & BROWN Common 115236101 138,566 24,229 21.19 10,015 27.35 0.0085
2022-05-13 2022-03-31 13F BROWN & BROWN Common 115236101 138,566 24,229 9,832 0.0044
2022-02-11 2021-12-31 13F BROWN & BROWN Common 115236101 114,337 30,191 35.88 7,864 72.49 0.0062
2021-11-12 2021-09-30 13F BROWN & BROWN Common 115236101 84,146 63,390 305.41 4,559 319.03 0.0040
2021-08-13 2021-06-30 13F BROWN & BROWN Common 115236101 20,756 -448 -2.11 1,088 13.81 0.0009
2021-05-13 2021-03-31 13F BROWN & BROWN Common 115236101 21,204 21,204 956 0.0009
2020-02-12 2019-12-31 13F BROWN & BROWN Common 115236101 0 -7,200 -100.00 0 -100.00
2019-11-13 2019-09-30 13F BROWN & BROWN Common 115236101 7,200 7,200 -80.39 260 -77.93 0.0003
2014-02-11 2013-12-31 13F BROWN & BROWN COMMON STOCK 115236101 0 -36,707 -100.00 0 -100.00
2013-10-29 2013-09-30 13F/A-1 BROWN & BROWN COMMON STOCK 115236101 36,707 8,962 32.30 1,178 31.77 0.0013
2013-10-29 2013-09-30 13F BROWN & BROWN COMMON STOCK 115236101 810,211 19,267
2013-08-13 2013-06-30 13F BROWN & BROWN COMMON STOCK 115236101 27,745 27,745 894 0.0011
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.