Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership177,983 shares
Latest Disclosed Value $ 11,606,271
Standard Life Aberdeen plc reports 2.52% increase in ownership of BRO / Brown & Brown, Inc.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 177,983 shares of Brown & Brown, Inc. (US:BRO) valued at $11,606,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 173,615 shares of Brown & Brown, Inc.. This represents a change in shares of 2.52% during the quarter. The current value of the position is $10,476,079 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 177,983 4,368 2.52 11,606 -16.12 0.0102
2026-01-16 2025-12-31 13F BROWN & BROWN COM 115236101 173,615 -9,949 -5.42 13,837 -18.96 0.0214
2025-11-07 2025-09-30 13F BROWN & BROWN COM 115236101 183,564 14,008 8.26 17,075 -9.17 0.0270
2025-07-24 2025-06-30 13F BROWN & BROWN COM 115236101 169,556 5,586 3.41 18,799 -7.25 0.0320
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 163,970 77,954 90.63 20,268 131.48 0.0395
2025-01-24 2024-12-31 13F BROWN & BROWN COM 115236101 86,016 -12,587 -12.77 8,756 -13.51 0.0164
2024-10-25 2024-09-30 13F BROWN & BROWN COM 115236101 98,603 10,150 11.48 10,124 28.02 0.0186
2024-08-09 2024-06-30 13F BROWN & BROWN COM 115236101 88,453 -20,214 -18.60 7,909 -16.86 0.0152
2024-05-09 2024-03-31 13F BROWN & BROWN COM 115236101 108,667 -11,207 -9.35 9,513 11.59 0.0187
2024-01-31 2023-12-31 13F BROWN & BROWN COM 115236101 119,874 57,119 91.02 8,524 94.52 0.0185
2023-11-07 2023-09-30 13F BROWN & BROWN COM 115236101 62,755 1,380 2.25 4,383 3.72 0.0112
2024-06-20 2023-06-30 13F/A-1 BROWN & BROWN COM 115236101 61,375 195 0.32 4,225 20.30 0.0098
2023-08-04 2023-06-30 13F BROWN & BROWN COM 115236101 61,375 195 4,225 0.0098
2024-06-20 2023-03-31 13F/A-1 BROWN & BROWN COM 115236101 61,180 354 0.58 3,513 1.36 0.0088
2023-04-28 2023-03-31 13F BROWN & BROWN COM 115236101 61,180 354 3,513 0.0088
2024-06-20 2022-12-31 13F/A-1 BROWN & BROWN COM 115236101 60,826 4,139 7.30 3,465 1.05 0.0094
2023-02-10 2022-12-31 13F BROWN & BROWN COM 115236101 60,826 4,139 3,465 0.0094
2022-11-10 2022-09-30 13F BROWN & BROWN COM 115236101 56,687 667 1.19 3,429 5.02 0.0102
2022-08-05 2022-06-30 13F BROWN & BROWN COM 115236101 56,020 -2,119 -3.64 3,265 -24.11 0.0103
2022-05-04 2022-03-31 13F BROWN & BROWN COM 115236101 58,139 -10,861 -15.74 4,302 -11.30 0.0110
2022-02-10 2021-12-31 13F/A-1 BROWN & BROWN COM 115236101 69,000 -3,723 -5.12 4,850 18.76 0.0106
2022-02-08 2021-12-31 13F BROWN & BROWN COM 115236101 69,000 -3,723 4,850 0.0035
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 72,723 44,313 155.98 4,084 170.46 0.0092
2021-08-10 2021-06-30 13F BROWN & BROWN COM 115236101 28,410 -4,491 -13.65 1,510 0.40 0.0033
2021-05-06 2021-03-31 13F BROWN & BROWN COM 115236101 32,901 710 2.21 1,504 -1.51 0.0034
2021-02-10 2020-12-31 13F BROWN & BROWN COM 115236101 32,191 222 0.69 1,527 5.53 0.0037
2020-10-21 2020-09-30 13F BROWN & BROWN COM 115236101 31,969 1,139 3.69 1,447 15.12 0.0039
2020-08-10 2020-06-30 13F BROWN & BROWN COM 115236101 30,830 -665 -2.11 1,257 10.17 0.0034
2020-05-13 2020-03-31 13F BROWN & BROWN COM 115236101 31,495 -330 -1.04 1,141 -9.23 0.0036
2020-02-18 2019-12-31 13F BROWN & BROWN COM 115236101 31,825 13,677 75.36 1,257 92.20 0.0030
2019-11-13 2019-09-30 13F BROWN & BROWN COM 115236101 18,148 1,060 6.20 654 14.34 0.0016
2019-08-13 2019-06-30 13F BROWN & BROWN COM 115236101 17,088 -574 -3.25 572 9.79 0.0013
2019-05-14 2019-03-31 13F BROWN & BROWN COM 115236101 17,662 17,662 521 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.