브라운앤브라운(주)
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionFenimore Asset Management Inc
Latest Disclosed Ownership2,223,136 shares
Latest Disclosed Value $ 144,970,690
Fenimore Asset Management Inc reports 1.81% increase in ownership of BRO / Brown & Brown, Inc.

On May 15, 2026 - Fenimore Asset Management Inc filed a 13F-HR form disclosing ownership of 2,223,136 shares of Brown & Brown, Inc. (MX:BRO) valued at $144,970,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,183,511 shares of Brown & Brown, Inc.. This represents a change in shares of 1.81% 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 2,223,136 39,625 1.81 144,971 -16.70 3.2331
2026-02-02 2025-12-31 13F Brown & Brown COM 115236101 2,183,511 27,056 1.25 174,026 -13.96 3.6240
2025-10-20 2025-09-30 13F Brown & Brown COM 115236101 2,156,455 16,263 0.76 202,254 -14.76 4.0548
2025-07-22 2025-06-30 13F Brown & Brown COM 115236101 2,140,192 -4,101 -0.19 237,283 -11.05 4.7354
2025-04-14 2025-03-31 13F Brown & Brown COM 115236101 2,144,293 -154,215 -6.71 266,750 13.76 5.6495
2025-01-21 2024-12-31 13F Brown & Brown COM 115236101 2,298,508 -26,368 -1.13 234,494 -2.64 4.9267
2024-11-14 2024-09-30 13F Brown & Brown COM 115236101 2,324,876 -88,159 -3.65 240,857 11.64 4.8519
2024-08-14 2024-06-30 13F Brown & Brown COM 115236101 2,413,035 5,032 0.21 215,749 2.35 4.7257
2024-04-30 2024-03-31 13F Brown & Brown COM 115236101 2,408,003 -10,209 -0.42 210,797 22.59 4.4520
2024-01-23 2023-12-31 13F Brown & Brown COM 115236101 2,418,212 -12,083 -0.50 171,959 1.31 3.9921
2023-10-19 2023-09-30 13F Brown & Brown COM 115236101 2,430,295 -274,601 -10.15 169,732 -8.85 4.4086
2023-07-25 2023-06-30 13F Brown & Brown COM 115236101 2,704,896 -2,297 -0.08 186,205 19.79 4.6455
2023-04-20 2023-03-31 13F Brown & Brown COM 115236101 2,707,193 -3,092 -0.11 155,447 100,839.61 4.0566
2023-01-17 2022-12-31 13F Brown & Brown COM 115236101 2,710,285 106,470 4.09 154 -99.90 4.1511
2022-10-25 2022-09-30 13F Brown & Brown COM 115236101 2,603,815 -2,437 -0.09 157,479 3.57 4.5261
2022-07-26 2022-06-30 13F Brown & Brown COM 115236101 2,606,252 -7,827 -0.30 152,049 -19.52 4.2919
2022-04-12 2022-03-31 13F Brown & Brown COM 115236101 2,614,079 -270,689 -9.38 188,919 -6.82 4.6202
2022-01-13 2021-12-31 13F Brown & Brown COM 115236101 2,884,768 -15,919 -0.55 202,741 26.05 4.5030
2021-10-26 2021-09-30 13F Brown & Brown COM 115236101 2,900,687 -10,027 -0.34 160,843 3.99 3.9531
2021-07-15 2021-06-30 13F Brown & Brown COM 115236101 2,910,714 495 0.02 154,675 16.27 3.7465
2021-04-16 2021-03-31 13F Brown & Brown COM 115236101 2,910,219 4,110 0.14 133,026 -3.45 3.4341
2021-01-28 2020-12-31 13F Brown & Brown COM 115236101 2,906,109 -35,697 -1.21 137,779 3.46 3.8690
2020-10-13 2020-09-30 13F Brown & Brown COM 115236101 2,941,806 -37,575 -1.26 133,176 9.66 4.3008
2020-07-28 2020-06-30 13F Brown & Brown COM 115236101 2,979,381 -2,695 -0.09 121,440 12.43 4.2631
2020-04-24 2020-03-31 13F Brown & Brown COM 115236101 2,982,076 7,622 0.26 108,011 -8.02 4.3554
2020-01-16 2019-12-31 13F Brown & Brown COM 115236101 2,974,454 6,620 0.22 117,431 9.73 3.5808
2019-10-22 2019-09-30 13F Brown & Brown COM 115236101 2,967,834 -2,147 -0.07 107,020 7.56 3.5288
2019-07-16 2019-06-30 13F Brown & Brown COM 115236101 2,969,981 -3,350 -0.11 99,494 13.39 3.3063
2019-04-11 2019-03-31 13F Brown & Brown COM 115236101 2,973,331 149,028 5.28 87,743 12.73 3.1883
2019-01-11 2018-12-31 13F Brown & Brown COM 115236101 2,824,303 20,132 0.72 77,838 -6.13 3.1505
2018-10-18 2018-09-30 13F Brown & Brown COM 115236101 2,804,171 -6,767 -0.24 82,919 6.38 2.9123
2018-07-11 2018-06-30 13F Brown & Brown COM 115236101 2,810,938 -40,599 -1.42 77,947 7.45 2.9425
2018-04-10 2018-03-31 13F Brown & Brown COM 115236101 2,851,537 1,412,745 98.19 72,543 -2.02 2.8001
2018-02-06 2017-12-31 13F Brown & Brown COM 115236101 1,438,792 -2,275 -0.16 74,040 6.62 2.8099
2017-10-17 2017-09-30 13F Brown & Brown COM 115236101 1,441,067 -2,700 -0.19 69,445 11.68 2.7897
2017-07-13 2017-06-30 13F Brown & Brown COM 115236101 1,443,767 -3,741 -0.26 62,183 2.97 2.5740
2017-04-11 2017-03-31 13F Brown & Brown COM 115236101 1,447,508 -310,541 -17.66 60,390 -23.43 2.5864
2017-01-12 2016-12-31 13F Brown & Brown COM 115236101 1,758,049 -8,713 -0.49 78,866 18.37 3.5337
2016-10-12 2016-09-30 13F Brown & Brown COM 115236101 1,766,762 -34,800 -1.93 66,625 -1.30 3.1957
2016-07-13 2016-06-30 13F Brown & Brown COM 115236101 1,801,562 -53,445 -2.88 67,505 1.65 3.3354
2016-04-08 2016-03-31 13F Brown & Brown COM 115236101 1,855,007 -236,860 -11.32 66,409 -1.10 3.3595
2016-01-11 2015-12-31 13F Brown & Brown COM 115236101 2,091,867 -975 -0.05 67,149 3.60 3.5139
2015-10-16 2015-09-30 13F Brown & Brown COM 115236101 2,092,842 1,205 0.06 64,815 -5.70 3.4788
2015-07-20 2015-06-30 13F Brown & Brown COM 115236101 2,091,637 21,225 1.03 68,731 0.26 3.5406
2015-04-08 2015-03-31 13F Brown & Brown COM 115236101 2,070,412 -9,110 -0.44 68,551 0.17 3.5284
2015-01-14 2014-12-31 13F Brown & Brown COM 115236101 2,079,522 -26,694 -1.27 68,437 1.07 3.4753
2014-10-09 2014-09-30 13F Brown & Brown COM 115236101 2,106,216 -4,640 -0.22 67,715 4.46 3.7547
2014-07-14 2014-06-30 13F Brown & Brown COM 115236101 2,110,856 21,673 1.04 64,824 0.87 3.5105
2014-04-04 2014-03-31 13F Brown & Brown COM 115236101 2,089,183 35,862 1.75 64,263 -0.30 3.5535
2014-01-16 2013-12-31 13F Brown & Brown COM 115236101 2,053,321 8,021 0.39 64,454 -1.83 3.6505
2013-10-10 2013-09-30 13F Brown & Brown COM 115236101 2,045,300 276 0.01 65,654 -0.42 3.9722
2013-07-16 2013-06-30 13F Brown & Brown COM 115236101 2,045,024 2,045,024 65,932 4.2810
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.