Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionQuantbot Technologies LP
Latest Disclosed Ownership153,936 shares
Latest Disclosed Value $ 10,038,167
Quantbot Technologies LP reports 2.85% decrease in ownership of BRO / Brown & Brown, Inc.

On May 13, 2026 - Quantbot Technologies LP filed a 13F-HR form disclosing ownership of 153,936 shares of Brown & Brown, Inc. (US:BRO) valued at $10,038,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 158,455 shares of Brown & Brown, Inc.. This represents a change in shares of -2.85% during the quarter. The current value of the position is $8,488,031 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)
2026-05-13 2026-03-31 13F BROWN BROWN COM 115236101 153,936 -4,519 -2.85 10,038 -20.51 0.4107
2026-02-10 2025-12-31 13F BROWN BROWN COM 115236101 158,455 149,540 1,677.40 12,629 1,410.53 0.4201
2025-11-12 2025-09-30 13F BROWN BROWN COM 115236101 8,915 -26,922 -75.12 836 -78.96 0.0228
2025-08-13 2025-06-30 13F BROWN BROWN COM 115236101 35,837 25,987 263.83 3,973 224.33 0.1019
2025-05-13 2025-03-31 13F BROWN BROWN COM 115236101 9,850 -61,349 -86.17 1,225 -83.13 0.0390
2025-02-11 2024-12-31 13F BROWN BROWN COM 115236101 71,199 -23,705 -24.98 7,264 -26.13 0.2654
2024-11-13 2024-09-30 13F BROWN BROWN COM 115236101 94,904 94,904 9,832 0.3879
2024-08-09 2024-06-30 13F BROWN BROWN COM 115236101 0 -13,069 -100.00 0 -100.00
2024-05-06 2024-03-31 13F BROWN BROWN COM 115236101 13,069 -16,554 -55.88 1,144 -45.68 0.0645
2024-02-14 2023-12-31 13F BROWN BROWN COM 115236101 29,623 -58,065 -66.22 2,106 -65.61 0.1223
2023-11-07 2023-09-30 13F BROWN BROWN COM 115236101 87,688 50,388 135.09 6,124 138.57 0.4116
2023-08-08 2023-06-30 13F BROWN BROWN COM 115236101 37,300 12,375 49.65 2,568 79.39 0.1681
2023-05-12 2023-03-31 13F BROWN BROWN COM 115236101 24,925 -22,672 -47.63 1,431 -47.22 0.1013
2023-02-13 2022-12-31 13F BROWN BROWN COM 115236101 47,597 4,767 11.13 2,712 4.67 0.1945
2022-11-07 2022-09-30 13F BROWN BROWN COM 115236101 42,830 -22,617 -34.56 2,590 -32.16 0.1955
2022-08-09 2022-06-30 13F BROWN BROWN COM 115236101 65,447 41,601 174.46 3,818 121.59 0.3510
2022-05-16 2022-03-31 13F BROWN BROWN COM 115236101 23,846 20,521 617.17 1,723 639.48 0.1503
2022-02-11 2021-12-31 13F BROWN BROWN COM 115236101 3,325 -45,865 -93.24 233 -91.46 0.0189
2021-11-09 2021-09-30 13F BROWN BROWN COM 115236101 49,190 49,190 2,727 0.1994
2021-05-14 2021-03-31 13F BROWN BROWN COM 115236101 0 -8,756 -100.00 0 -100.00
2021-02-12 2020-12-31 13F BROWN BROWN COM 115236101 8,756 8,756 415 0.0431
2020-02-10 2019-12-31 13F BROWN BROWN COM 115236101 0 -66,531 -100.00 0 -100.00
2019-11-12 2019-09-30 13F BROWN BROWN COM 115236101 66,531 48,228 263.50 2,399 291.35 0.2365
2019-08-13 2019-06-30 13F BROWN BROWN COM 115236101 18,303 18,303 613 0.0613
2019-02-13 2018-12-31 13F BROWN BROWN COM 115236101 0 -28,385 -100.00 0 -100.00
2018-11-13 2018-09-30 13F BROWN BROWN COM 115236101 28,385 28,385 839 0.0587
2018-08-13 2018-06-30 13F BROWN BROWN COM 115236101 0 -1,100 -100.00 0 -100.00
2018-05-11 2018-03-31 13F BROWN BROWN COM 115236101 1,100 1,100 27 0.0023
2017-11-07 2017-09-30 13F BROWN BROWN COM 115236101 0 -2,236 -100.00 0 -100.00
2017-08-11 2017-06-30 13F BROWN BROWN COM 115236101 2,236 -22,630 -91.01 96 -90.74 0.0090
2017-05-10 2017-03-31 13F BROWN BROWN COM 115236101 24,866 24,866 1,037 0.1087
2016-04-28 2016-03-31 13F BROWN BROWN COM 115236101 0 0 0 0.0000
2016-01-22 2015-12-31 13F BROWN BROWN COM 115236101 0 -4,741 -100.00 0 -100.00
2015-10-22 2015-09-30 13F BROWN BROWN COM 115236101 4,741 4,741 146 0.0255
2014-10-15 2014-09-30 13F BROWN BROWN COM 115236101 0 -9,251 -100.00 0 -100.00
2014-07-08 2014-06-30 13F BROWN BROWN COM 115236101 9,251 1,907 25.97 284 26.22 0.0449
2014-05-21 2014-03-31 13F BROWN BROWN COM 115236101 7,344 6,344 634.40 225 625.81 0.0531
2014-01-31 2013-12-31 13F BROWN BROWN COM 115236101 1,000 -8,300 -89.25 31 -89.60 0.0152
2013-10-28 2013-09-30 13F BROWN BROWN COM 115236101 9,300 8,144 704.50 298 705.41 0.1847
2013-08-02 2013-06-30 13F BROWN BROWN COM 115236101 1,156 1,156 37 0.0194
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.