브라운앤브라운(주)
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership311,112 shares
Latest Disclosed Value $ 20,289,548
Ameriprise Financial Inc reports 13.57% increase in ownership of BRO / Brown & Brown, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 311,112 shares of Brown & Brown, Inc. (MX:BRO) valued at $20,289,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 273,942 shares of Brown & Brown, Inc.. This represents a change in shares of 13.57% during the quarter.

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 311,112 37,170 13.57 20,290 -7.08 0.0009
2026-02-17 2025-12-31 13F BROWN & BROWN COM 115236101 273,942 -7,479 -2.66 21,834 -17.24 0.0049
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 281,421 -21,640 -7.14 26,383 -21.40 0.0061
2025-08-14 2025-06-30 13F BROWN & BROWN COM 115236101 303,061 -256,930 -45.88 33,565 -51.83 0.0083
2025-05-14 2025-03-31 13F BROWN & BROWN COM 115236101 559,991 -29,127 -4.94 69,680 15.96 0.0188
2025-02-14 2024-12-31 13F BROWN & BROWN COM 115236101 589,118 28,127 5.01 60,093 3.12 0.0154
2024-11-14 2024-09-30 13F BROWN & BROWN COM 115236101 560,991 55,876 11.06 58,274 29.05 0.0149
2024-08-14 2024-06-30 13F BROWN & BROWN COM 115236101 505,115 186,854 58.71 45,158 62.09 0.0122
2024-05-15 2024-03-31 13F BROWN & BROWN COM 115236101 318,261 24,494 8.34 27,861 33.37 0.0077
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 293,767 -301,630 -50.66 20,890 -49.77 0.0063
2023-11-14 2023-09-30 13F BROWN & BROWN COM 115236101 595,397 -29,869 -4.78 41,583 -3.39 0.0137
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 625,266 -22,065 -3.41 43,043 15.80 0.0135
2023-05-22 2023-03-31 13F/A-1 BROWN & BROWN COM 115236101 647,331 7,213 1.13 37,170 1.92 0.0122
2023-05-15 2023-03-31 13F AZENTA COM 115236101 647,331 7,213 37,170 0.0022
2023-02-14 2022-12-31 13F BROWN & BROWN COM 115236101 640,118 -44,274 -6.47 36,468 -13.02 0.0125
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 684,392 33,967 5.22 41,926 12.04 0.0155
2022-08-15 2022-06-30 13F BROWN & BROWN COM 115236101 650,425 -8,661 -1.31 37,420 -18.18 0.0131
2022-05-16 2022-03-31 13F BROWN & BROWN COM 115236101 659,086 336,889 104.56 45,734 123.04 0.0135
2022-02-14 2021-12-31 13F BROWN & BROWN COM 115236101 322,197 217,550 207.89 20,505 253.35 0.0057
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 104,647 -321,826 -75.46 5,803 -74.39 0.0019
2021-08-16 2021-06-30 13F BROWN & BROWN COM 115236101 426,473 -18,709 -4.20 22,663 11.37 0.0070
2021-05-17 2021-03-31 13F BROWN & BROWN COM 115236101 445,182 -12,240 -2.68 20,349 -6.17 0.0068
2021-02-12 2020-12-31 13F BROWN & BROWN COM 115236101 457,422 -20,439 -4.28 21,686 0.24 0.0077
2020-11-16 2020-09-30 13F BROWN & BROWN COM 115236101 477,861 -174,856 -26.79 21,635 -18.68 0.0088
2020-08-14 2020-06-30 13F BROWN & BROWN COM 115236101 652,717 -2,062 -0.31 26,605 12.37 0.0114
2020-05-15 2020-03-31 13F BROWN & BROWN COM 115236101 654,779 85,660 15.05 23,676 5.38 0.0124
2020-02-14 2019-12-31 13F BROWN & BROWN COM 115236101 569,119 -54,043 -8.67 22,468 -0.02 0.0093
2019-11-14 2019-09-30 13F BROWN & BROWN COM 115236101 623,162 -23,500 -3.63 22,473 3.73 0.0101
2019-08-14 2019-06-30 13F BROWN & BROWN COM 115236101 646,662 22,674 3.63 21,664 17.64 0.0097
2019-05-15 2019-03-31 13F BROWN & BROWN COM 115236101 623,988 -241,198 -27.88 18,415 -22.79 0.0085
2019-02-14 2018-12-31 13F BROWN & BROWN COM 115236101 865,186 181,853 26.61 23,849 18.02 0.0119
2018-11-14 2018-09-30 13F BROWN & BROWN COM 115236101 683,333 37,077 5.74 20,207 12.76 0.0071
2018-08-14 2018-06-30 13F BROWN & BROWN COM 115236101 646,256 21,262 3.40 17,921 12.72 0.0079
2018-05-14 2018-03-31 13F BROWN & BROWN COM 115236101 624,994 305,094 95.37 15,899 -3.42 0.0072
2018-02-12 2017-12-31 13F BROWN & BROWN COM 115236101 319,900 -11,038 -3.34 16,462 3.22 0.0075
2017-11-07 2017-09-30 13F BROWN & BROWN COM 115236101 330,938 6,921 2.14 15,949 14.28 0.0076
2017-08-10 2017-06-30 13F BROWN & BROWN COM 115236101 324,017 13,817 4.45 13,956 7.83 0.0070
2017-05-05 2017-03-31 13F BROWN & BROWN COM 115236101 310,200 13,414 4.52 12,942 -2.79 0.0067
2017-02-03 2016-12-31 13F BROWN & BROWN COM 115236101 296,786 8,471 2.94 13,313 22.45 0.0073
2016-11-08 2016-09-30 13F BROWN & BROWN COM 115236101 288,315 656 0.23 10,872 0.86 0.0061
2016-08-08 2016-06-30 13F BROWN & BROWN COM 115236101 287,659 14,295 5.23 10,779 10.15 0.0063
2016-05-12 2016-03-31 13F BROWN & BROWN COM 115236101 273,364 -3,200 -1.16 9,786 10.24 0.0058
2016-02-11 2015-12-31 13F BROWN & BROWN COM 115236101 276,564 -5,818 -2.06 8,877 1.51 0.0052
2015-11-12 2015-09-30 13F BROWN & BROWN COM 115236101 282,382 -389 -0.14 8,745 -5.89 0.0054
2015-08-13 2015-06-30 13F BROWN & BROWN COM 115236101 282,771 -2,174,122 -88.49 9,292 -88.58 0.0053
2015-05-14 2015-03-31 13F BROWN & BROWN COM 115236101 2,456,893 41,322 1.71 81,341 2.32 0.0467
2015-02-13 2014-12-31 13F BROWN & BROWN COM 115236101 2,415,571 -58,779 -2.38 79,495 -0.07 0.0463
2014-11-14 2014-09-30 13F BROWN & BROWN COM 115236101 2,474,350 -14,253 -0.57 79,549 4.09 0.0479
2014-08-13 2014-06-30 13F BROWN & BROWN COM 115236101 2,488,603 -76,944 -3.00 76,422 -3.16 0.0451
2014-05-14 2014-03-31 13F BROWN & BROWN COM 115236101 2,565,547 67,149 2.69 78,917 0.64 0.0474
2014-02-14 2013-12-31 13F BROWN & BROWN COM 115236101 2,498,398 361,574 16.92 78,419 14.33 0.0475
2013-11-14 2013-09-30 13F BROWN & BROWN COM 115236101 2,136,824 1,302,045 155.97 68,591 154.80 0.0450
2013-08-14 2013-06-30 13F BROWN & BROWN COM 115236101 834,779 834,779 26,920 0.0186
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.