Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionSkopos Labs, Inc.
Latest Disclosed Ownership10,823 shares
Latest Disclosed Value $ 705,759
Skopos Labs, Inc. reports 37.40% decrease in ownership of BRO / Brown & Brown, Inc.

On April 29, 2026 - Skopos Labs, Inc. filed a 13F-HR form disclosing ownership of 10,823 shares of Brown & Brown, Inc. (US:BRO) valued at $705,768 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 17,290 shares of Brown & Brown, Inc.. This represents a change in shares of -37.40% during the quarter. The current value of the position is $637,042 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)
2026-04-29 2026-03-31 13F BROWN & BROWN COM 115236101 10,823 -6,467 -37.40 706 -49.53 0.0221
2026-02-12 2025-12-31 13F BROWN & BROWN COM 115236101 17,290 11,460 196.57 1,398 118.97 0.0645
2025-11-14 2025-09-30 13F/A-2 BROWN & BROWN COM 115236101 5,830 47 0.81 639 -0.47 0.0863
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 16,329 10,546 1,531 0.1058
2025-08-14 2025-06-30 13F/A-1 BROWN & BROWN COM 115236101 5,783 4,731 449.71 641 393.08 0.0842
2025-08-12 2025-06-30 13F BROWN & BROWN COM 115236101 1,052 0 131 0.0282
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 1,052 608 136.94 131 188.89 0.0282
2025-01-15 2024-12-31 13F BROWN & BROWN COM 115236101 444 191 75.49 45 73.08 0.0135
2024-11-13 2024-09-30 13F BROWN & BROWN COM 115236101 253 253 26 0.0086
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.