브라운앤브라운(주)
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionExodusPoint Capital Management, LP
Latest Disclosed Ownership137,499 shares
Latest Disclosed Value $ 8,966,310
ExodusPoint Capital Management, LP reports 56.87% increase in ownership of BRO / Brown & Brown, Inc.

On May 14, 2026 - ExodusPoint Capital Management, LP filed a 13F-HR form disclosing ownership of 137,499 shares of Brown & Brown, Inc. (MX:BRO) valued at $8,966,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 14, 2025 disclosing 87,650 shares of Brown & Brown, Inc.. This represents a change in shares of 56.87% 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 137,499 49,849 56.87 8,966 9.08 0.0723
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 87,650 43,864 100.18 8,221 205,400.00 0.0840
2025-08-13 2025-06-30 13F BROWN & BROWN COM 115236101 43,786 43,786 5 0.0426
2025-05-14 2025-03-31 13F BROWN & BROWN COM 115236101 0 -88,687 -100.00 0 -100.00
2025-02-12 2024-12-31 13F BROWN & BROWN COM 115236101 88,687 82,152 1,257.11 9 0.0621
2024-11-12 2024-09-30 13F BROWN & BROWN COM 115236101 6,535 6,535 1 0.0041
2024-05-14 2024-03-31 13F BROWN & BROWN COM 115236101 0 -148,175 -100.00 0 -100.00
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 148,175 130,390 733.15 11 900.00 0.0691
2023-11-13 2023-09-30 13F BROWN & BROWN COM 115236101 17,785 -40,428 -69.45 1 -75.00 0.0119
2023-08-11 2023-06-30 13F BROWN & BROWN COM 115236101 58,213 -78,672 -57.47 4 -42.86 0.0326
2023-05-11 2023-03-31 13F BROWN & BROWN COM 115236101 136,885 103,353 308.22 8 600.00 0.0651
2023-02-13 2022-12-31 13F BROWN & BROWN COM 115236101 33,532 -159,088 -82.59 2 -99.99 0.0277
2022-11-10 2022-09-30 13F BROWN & BROWN COM 115236101 192,620 52,673 37.64 11,650 42.68 0.1523
2022-08-22 2022-06-30 13F BROWN & BROWN COM 115236101 139,947 139,947 8,165 0.1001
2022-05-12 2022-03-31 13F BROWN & BROWN COM 115236101 0 -92,185 -100.00 0 -100.00
2022-02-11 2021-12-31 13F BROWN & BROWN COM 115236101 92,185 8,553 10.23 6,479 39.72 0.0670
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 83,632 72,104 625.47 4,637 656.44 0.0626
2021-08-16 2021-06-30 13F BROWN & BROWN COM 115236101 11,528 -92,693 -88.94 613 -87.13 0.0068
2021-05-17 2021-03-31 13F BROWN & BROWN COM 115236101 104,221 62,396 149.18 4,764 140.24 0.0695
2021-02-16 2020-12-31 13F BROWN & BROWN COM 115236101 41,825 29,987 253.31 1,983 269.96 0.0193
2020-11-16 2020-09-30 13F BROWN & BROWN COM 115236101 11,838 -30,570 -72.09 536 -69.00 0.0107
2020-08-14 2020-06-30 13F BROWN & BROWN COM 115236101 42,408 33,794 392.31 1,729 454.17 0.0449
2020-05-15 2020-03-31 13F BROWN & BROWN BROWN & BROWN INC 115236101 8,614 8,614 312 0.0171
2020-02-14 2019-12-31 13F BROWN & BROWN COM 115236101 0 -481,197 -100.00 0 -100.00
2019-11-14 2019-09-30 13F BROWN & BROWN COM 115236101 481,197 454,351 1,692.43 17,352 1,830.14 0.6072
2019-08-14 2019-06-30 13F BROWN & BROWN COM 115236101 26,846 26,846 899 0.0358
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.