Brown & Brown, Inc.
US ˙ NYSE ˙ US1152361010

SecurityBRO / Brown & Brown, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership13,776,462 shares
Latest Disclosed Value $ 898,363,087
State Street Corp reports 2.78% increase in ownership of BRO / Brown & Brown, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 13,776,462 shares of Brown & Brown, Inc. (US:BRO) valued at $898,363,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,403,814 shares of Brown & Brown, Inc.. This represents a change in shares of 2.78% during the quarter. The current value of the position is $759,634,115 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)
2026-05-15 2026-03-31 13F BROWN & BROWN COM 115236101 13,776,462 372,648 2.78 898,363 -15.91 0.0310
2026-02-13 2025-12-31 13F BROWN & BROWN COM 115236101 13,403,814 282,988 2.16 1,068,284 -13.19 0.0358
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 13,120,826 660,005 5.30 1,230,602 -10.92 0.0427
2025-08-14 2025-06-30 13F BROWN & BROWN COM 115236101 12,460,821 1,262,139 11.27 1,381,531 -0.83 0.0518
2025-05-15 2025-03-31 13F BROWN & BROWN COM 115236101 11,198,682 49,363 0.44 1,393,116 22.48 0.0574
2025-02-14 2024-12-31 13F BROWN & BROWN COM 115236101 11,149,319 282,699 2.60 1,137,451 1.04 0.0449
2024-11-14 2024-09-30 13F BROWN & BROWN COM 115236101 10,866,620 3,842 0.04 1,125,782 15.91 0.0458
2024-08-14 2024-06-30 13F BROWN & BROWN COM 115236101 10,862,778 30,738 0.28 971,241 2.43 0.0424
2024-05-15 2024-03-31 13F BROWN & BROWN COM 115236101 10,832,040 85,844 0.80 948,237 24.09 0.0424
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 10,746,196 40,632 0.38 764,162 2.20 0.0372
2023-11-14 2023-09-30 13F BROWN & BROWN COM 115236101 10,705,564 -208,615 -1.91 747,677 -0.49 0.0415
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 10,914,179 20,619 0.19 751,332 20.12 0.0395
2023-05-15 2023-03-31 13F BROWN & BROWN COM 115236101 10,893,560 -64,745 -0.59 625,508 0.19 0.0353
2023-05-15 2022-12-31 13F/A-99 BROWN & BROWN COM 115236101 10,958,305 -89,995 -0.81 624,295 -6.57 0.0367
2023-05-15 2022-12-31 13F BROWN & BROWN COM 115236101 10,958,305 -89,995 624,295 0.0367
2022-11-15 2022-09-30 13F BROWN & BROWN COM 115236101 11,048,300 52,848 0.48 668,201 4.17 0.0423
2022-08-15 2022-06-30 13F BROWN & BROWN COM 115236101 10,995,452 -1,012,168 -8.43 641,475 -26.08 0.0384
2022-05-16 2022-03-31 13F BROWN & BROWN COM 115236101 12,007,620 -62,584 -0.52 867,791 2.30 0.0429
2022-02-14 2021-12-31 13F BROWN & BROWN COM 115236101 12,070,204 120,650 1.01 848,294 28.02 0.0402
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 11,949,554 2,098,749 21.31 662,603 26.58 0.0350
2021-08-16 2021-06-30 13F BROWN & BROWN COM 115236101 9,850,805 637,198 6.92 523,472 24.29 0.0276
2021-07-09 2021-03-31 13F/A-1 BROWN & BROWN COM 115236101 9,213,607 -15,029 -0.16 421,154 -3.74 0.0241
2021-05-17 2021-03-31 13F BROWN & BROWN COM 115236101 9,213,607 -15,029 421,154 0.0242
2021-02-16 2020-12-31 13F BROWN & BROWN COM 115236101 9,228,636 -166,394 -1.77 437,530 2.87 0.0268
2020-11-10 2020-09-30 13F BROWN & BROWN COM 115236101 9,395,030 -559,292 -5.62 425,313 4.82 0.0290
2020-08-14 2020-06-30 13F BROWN & BROWN COM 115236101 9,954,322 -784,057 -7.30 405,738 4.32 0.0295
2020-06-19 2020-03-31 13F/A-1 BROWN & BROWN COM 115236101 10,738,379 12,750 0.12 388,944 -8.15 0.0340
2020-05-11 2020-03-31 13F BROWN & BROWN COM 115236101 10,738,379 12,750 388,944 34,157.1147
2020-02-06 2019-12-31 13F BROWN & BROWN COM 115236101 10,725,629 1,815,178 20.37 423,448 31.79 0.0290
2019-11-14 2019-09-30 13F BROWN & BROWN COM 115236101 8,910,451 -807,139 -8.31 321,311 -1.30 0.0239
2019-08-14 2019-06-30 13F BROWN & BROWN COM 115236101 9,717,590 316,485 3.37 325,539 17.34 0.0243
2019-05-15 2019-03-31 13F BROWN & BROWN COM 115236101 9,401,105 87,968 0.94 277,427 8.09 0.0216
2019-02-12 2018-12-31 13F BROWN & BROWN COM 115236101 9,313,137 95,079 1.03 256,670 -5.84 0.0234
2018-11-09 2018-09-30 13F BROWN BROWN Common equity shares 115236101 9,218,058 -206,170 -2.19 272,578 4.30 0.0209
2018-08-14 2018-06-30 13F BROWN ; BROWN Common equity shares 115236101 9,424,228 -1,054,482 -10.06 261,335 -1.97 0.0218
2018-05-15 2018-03-31 13F BROWN & BROWN Common equity shares 115236101 10,478,710 5,135,206 96.10 266,574 -3.06 0.0226
2018-02-14 2017-12-31 13F BROWN ; BROWN Common equity shares 115236101 5,343,504 -259,617 -4.63 274,975 1.84 0.0221
2017-11-14 2017-09-30 13F BROWN &; BROWN Common equity shares 115236101 5,603,121 -204,590 -3.52 270,010 7.94 0.0233
2017-08-14 2017-06-30 13F BROWN & BROWN Common equity shares 115236101 5,807,711 98,674 1.73 250,140 5.02 0.0221
2017-05-15 2017-03-31 13F BROWN & BROWN Common equity shares 115236101 5,709,037 -233,788 -3.93 238,185 -10.66 0.0212
2017-02-09 2016-12-31 13F BROWN & BROWN Common equity shares 115236101 5,942,825 -3,095 -0.05 266,596 18.90 0.0251
2017-01-13 2016-09-30 13F/A-1 BROWN & BROWN Common equity shares 115236101 5,945,920 9,311 0.16 224,219 0.80 0.0226
2016-11-14 2016-09-30 13F BROWN & BROWN Common equity shares 115236101 5,945,920 224,219
2016-08-12 2016-06-30 13F BROWN & BROWN Common equity shares 115236101 5,936,609 -32,216 -0.54 222,440 4.10 0.0239
2016-05-20 2016-03-31 13F/A-1 BROWN & BROWN Common equity shares 115236101 5,968,825 -83,130 -1.37 213,683 9.99 0.0231
2016-05-12 2016-03-31 13F BROWN & BROWN Common equity shares 115236101 5,968,825 213,683
2016-02-16 2015-12-31 13F BROWN & BROWN Common equity shares 115236101 6,051,955 109,452 1.84 194,268 5.56 0.0212
2015-11-16 2015-09-30 13F BROWN & BROWN Common equity shares 115236101 5,942,503 -102,174 -1.69 184,044 -7.34 0.0214
2015-08-13 2015-06-30 13F BROWN & BROWN Common equity shares 115236101 6,044,677 -510,752 -7.79 198,631 -8.49 0.0212
2015-05-15 2015-03-31 13F BROWN & BROWN Common equity shares 115236101 6,555,429 376,667 6.10 217,053 6.74 0.0223
2015-02-11 2014-12-31 13F BROWN & BROWN Common equity shares 115236101 6,178,762 -316,064 -4.87 203,345 -2.61 0.0203
2014-11-12 2014-09-30 13F/A-1 BROWN & BROWN Common equity shares 115236101 6,494,826 127,344 2.00 208,805 6.78 0.0225
2014-11-10 2014-09-30 13F BROWN & BROWN Common equity shares 115236101 6,494,826 208,805
2014-08-12 2014-06-30 13F BROWN & BROWN Common equity shares 115236101 6,367,482 142,564 2.29 195,543 2.12 0.0211
2014-05-15 2014-03-31 13F/A-1 BROWN & BROWN Common equity shares 115236101 6,224,918 2,741,785 78.72 191,478 75.13 0.0218
2014-05-13 2014-03-31 13F BROWN & BROWN Common equity shares 115236101 6,226,139 191,516
2014-02-06 2013-12-31 13F/A-1 BROWN & BROWN Common equity shares 115236101 3,483,133 -616,513 -15.04 109,337 -16.91 0.0122
2014-02-06 2013-12-31 13F BROWN & BROWN Common equity shares 115236101 3,373,606 85,892
2013-11-12 2013-09-30 13F BROWN & BROWN Common equity shares 115236101 4,099,646 528,642 14.80 131,593 14.30 0.0162
2013-08-08 2013-06-30 13F BROWN & BROWN Common equity shares 115236101 3,571,004 3,571,004 115,134 0.0150
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.