Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionPrudential Plc
Latest Disclosed Ownership8,460 shares
Latest Disclosed Value $ 551,677
Prudential Plc reports 45.87% decrease in ownership of BRO / Brown & Brown, Inc.

On May 14, 2026 - Prudential Plc filed a 13F-HR form disclosing ownership of 8,460 shares of Brown & Brown, Inc. (US:BRO) valued at $551,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 15,629 shares of Brown & Brown, Inc.. This represents a change in shares of -45.87% during the quarter. The current value of the position is $466,484 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 COM 115236101 8,460 -7,169 -45.87 552 -55.74 0.0024
2026-02-11 2025-12-31 13F BROWN & BROWN COM 115236101 15,629 5,024 47.37 1,246 25.25 0.0099
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 10,605 6,419 153.34 995 114.22 0.0073
2025-08-12 2025-06-30 13F BROWN & BROWN COM 115236101 4,186 -11,743 -73.72 464 -76.58 0.0028
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 15,929 0 0.00 1,982 21.91 0.0099
2025-02-13 2024-12-31 13F BROWN & BROWN COM 115236101 15,929 0 0.00 1,625 -1.52 0.0082
2024-11-13 2024-09-30 13F BROWN & BROWN COM 115236101 15,929 0 0.00 1,650 15.87 0.0083
2024-08-07 2024-06-30 13F BROWN & BROWN COM 115236101 15,929 0 0.00 1,424 2.15 0.0096
2024-05-14 2024-03-31 13F BROWN & BROWN COM 115236101 15,929 -8,822 -35.64 1,394 -20.80 0.0106
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 24,751 -15 -0.06 1,760 1.79 0.0179
2023-11-13 2023-09-30 13F BROWN & BROWN COM 115236101 24,766 -2,140 -7.95 1,730 -6.64 0.0192
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 26,906 -294 -1.08 1,852 18.64 0.0217
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 27,200 -5,630 -17.15 1,562 -16.52 0.0183
2023-02-09 2022-12-31 13F BROWN & BROWN COM 115236101 32,830 6,178 23.18 1,870 16.00 0.0235
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 26,652 -2,780 -9.45 1,612 -6.12 0.0255
2022-08-12 2022-06-30 13F BROWN & BROWN COM 115236101 29,432 -311 -1.05 1,717 -20.14 0.0311
2022-05-13 2022-03-31 13F BROWN & BROWN COM 115236101 29,743 7,482 33.61 2,150 37.38 0.0311
2022-02-11 2021-12-31 13F BROWN & BROWN COM 115236101 22,261 -768 -3.33 1,565 22.55 0.0214
2021-11-10 2021-09-30 13F BROWN & BROWN COM 115236101 23,029 -1,782 -7.18 1,277 -3.11 0.0178
2021-08-13 2021-06-30 13F BROWN & BROWN BROWN & BROWN INC 115236101 24,811 -1,999 -7.46 1,318 7.59 0.0122
2021-05-14 2021-03-31 13F BROWN & BROWN BROWN & BROWN INC 115236101 26,810 -8,066 -23.13 1,225 -25.89 0.0085
2021-02-10 2020-12-31 13F/A-1 BROWN & BROWN BROWN & BROWN INC 115236101 34,876 362 1.05 1,653 5.83 0.0088
2021-02-08 2020-12-31 13F BROWN & BROWN BROWN & BROWN INC 115236101 34,876 362 1,653 3,761.1469
2020-10-30 2020-09-30 13F BROWN & BROWN BROWN & BROWN INC 115236101 34,514 -3,313 -8.76 1,562 1.30 0.0078
2020-07-31 2020-06-30 13F BROWN & BROWN BROWN & BROWN INC 115236101 37,827 2,662 7.57 1,542 21.04 0.0074
2020-05-01 2020-03-31 13F BROWN & BROWN BROWN & BROWN INC 115236101 35,165 14,878 73.34 1,274 59.05 0.0068
2020-02-13 2019-12-31 13F BROWN & BROWN BROWN & BROWN INC 115236101 20,287 242 1.21 801 10.79 0.0034
2019-11-12 2019-09-30 13F BROWN & BROWN BROWN & BROWN INC 115236101 20,045 145 0.73 723 8.40 0.0021
2019-10-04 2019-06-30 13F/A-1 Brown & Brown BROWN & BROWN ORD SHS 115236101 19,900 2,400 13.71 667 29.26 0.0020
2019-08-14 2019-06-30 13F Brown & Brown BROWN & BROWN ORD SHS 115236101 19,900 2,400 667
2019-10-04 2019-03-31 13F/A-1 Brown & Brown COM USD0.10 115236101 17,500 0 0.00 516 7.05 0.0019
2019-05-13 2019-03-31 13F Brown & Brown COM USD0.10 115236101 17,500 0 516
2019-10-04 2018-12-31 13F/A-1 BROWN & BROWN COM USD0.10 115236101 17,500 3,400 24.11 482 15.59 0.0019
2019-02-13 2018-12-31 13F BROWN & BROWN COM USD0.10 115236101 17,500 3,400 482
2019-10-03 2018-09-30 13F/A-1 BROWN & BROWN COM USD0.10 115236101 14,100 14,100 417 0.0013
2018-11-14 2018-09-30 13F BROWN & BROWN COM USD0.10 115236101 14,100 417 0.0013
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.