브라운앤브라운(주)
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership204,007 shares
Latest Disclosed Value $ 13,303,297
Baird Financial Group, Inc. reports 12.61% increase in ownership of BRO / Brown & Brown, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 204,007 shares of Brown & Brown, Inc. (MX:BRO) valued at $13,303,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 181,163 shares of Brown & Brown, Inc.. This represents a change in shares of 12.61% 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)
2026-05-14 2026-03-31 13F BROWN BROWN COM 115236101 204,007 22,844 12.61 13,303 -7.86 0.0112
2026-02-13 2025-12-31 13F BROWN BROWN INC COM COMMON 115236101 181,163 1,774 0.99 14,439 -14.18 0.0225
2025-11-13 2025-09-30 13F BROWN BROWN COMMON 115236101 179,389 589 0.33 16,825 -15.13 0.0271
2025-08-13 2025-06-30 13F BROWN BROWN INC COM COMMON 115236101 178,800 3,582 2.04 19,824 -9.06 0.0348
2025-05-15 2025-03-31 13F BROWN BROWN INC COM COMMON 115236101 175,218 -3,041 -1.71 21,797 19.86 0.0420
2025-02-14 2024-12-31 13F BROWN BROWN COMMON 115236101 178,259 -8,160 -4.38 18,186 -5.84 0.0348
2024-11-14 2024-09-30 13F BROWN BROWN COMMON 115236101 186,419 -1,724 -0.92 19,313 14.81 0.0375
2024-08-14 2024-06-30 13F BROWN BROWN COMMON 115236101 188,143 1,240 0.66 16,822 2.81 0.0349
2024-05-14 2024-03-31 13F BROWN BROWN COMMON 115236101 186,903 1,324 0.71 16,361 23.98 0.0343
2024-02-14 2023-12-31 13F BROWN BROWN COMMON 115236101 185,579 -877 -0.47 13,197 1.34 0.0301
2023-11-13 2023-09-30 13F BROWN BROWN COMMON 115236101 186,456 1,808 0.98 13,022 2.45 0.0355
2023-08-11 2023-06-30 13F BROWN BROWN COMMON 115236101 184,648 3,499 1.93 12,711 22.21 0.0335
2023-05-15 2023-03-31 13F BROWN BROWN COMMON 115236101 181,149 -13,093 -6.74 10,402 94,454.55 0.0257
2023-02-13 2022-12-31 13F BROWN BROWN COMMON 115236101 194,242 -13,908 -6.68 11 -99.91 0.0291
2022-11-15 2022-09-30 13F BROWN BROWN COMMON 115236101 208,150 8,739 4.38 12,589 8.21 0.0371
2022-08-08 2022-06-30 13F BROWN BROWN COMMON 115236101 199,411 39,496 24.70 11,634 0.67 0.0323
2022-05-13 2022-03-31 13F BROWN BROWN COMMON 115236101 159,915 3,775 2.42 11,557 5.31 0.0286
2022-02-09 2021-12-31 13F BROWN BROWN COMMON 115236101 156,140 8,864 6.02 10,974 34.39 0.0257
2021-11-12 2021-09-30 13F BROWN BROWN COMMON 115236101 147,276 10,686 7.82 8,166 12.51 0.0209
2021-08-11 2021-06-30 13F BROWN BROWN COMMON 115236101 136,590 4,138 3.12 7,258 19.89 0.0189
2021-05-13 2021-03-31 13F BROWN BROWN COMMON 115236101 132,452 29,688 28.89 6,054 24.26 0.0170
2021-02-11 2020-12-31 13F BROWN BROWN COMMON 115236101 102,764 1,223 1.20 4,872 5.98 0.0146
2020-11-12 2020-09-30 13F BROWN BROWN COMMON 115236101 101,541 14,588 16.78 4,597 29.71 0.0157
2020-10-22 2020-06-30 13F/A-1 BROWN BROWN COMMON 115236101 86,953 86,953 3,544 0.0134
2020-08-14 2020-06-30 13F BROWN BROWN COMMON 115236101 6,300 255 0.0009
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.