브라운앤브라운(주)
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership277,031 shares
Latest Disclosed Value $ 18,065,192
LPL Financial LLC reports 0.15% decrease in ownership of BRO / Brown & Brown, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 277,031 shares of Brown & Brown, Inc. (MX:BRO) valued at $18,065,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 277,444 shares of Brown & Brown, Inc.. This represents a change in shares of -0.15% 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)
2026-05-06 2026-03-31 13F BROWN & BROWN COM 115236101 277,031 -413 -0.15 18,065 -18.30 0.0048
2026-02-11 2025-12-31 13F BROWN & BROWN COM 115236101 277,444 15,663 5.98 22,112 -9.94 0.0060
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 261,781 -13,845 -5.02 24,552 -19.65 0.0072
2025-08-12 2025-06-30 13F BROWN & BROWN COM 115236101 275,626 -5,946 -2.11 30,559 -12.76 0.0102
2025-05-07 2025-03-31 13F BROWN & BROWN COM 115236101 281,572 63,724 29.25 35,028 57.61 0.0136
2025-02-11 2024-12-31 13F BROWN & BROWN COM 115236101 217,848 50,837 30.44 22,225 28.45 0.0090
2024-11-08 2024-09-30 13F BROWN & BROWN COM 115236101 167,011 5,865 3.64 17,302 20.09 0.0077
2024-08-07 2024-06-30 13F BROWN & BROWN COM 115236101 161,146 3,757 2.39 14,408 4.58 0.0072
2024-05-10 2024-03-31 13F BROWN & BROWN COM 115236101 157,389 -14,811 -8.60 13,778 12.51 0.0074
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 172,200 8,451 5.16 12,245 7.07 0.0074
2023-11-13 2023-09-30 13F BROWN & BROWN COM 115236101 163,749 12,152 8.02 11,436 9.59 0.0080
2023-07-31 2023-06-30 13F BROWN & BROWN COM 115236101 151,597 45,514 42.90 10,436 71.32 0.0075
2023-05-10 2023-03-31 13F BROWN & BROWN COM 115236101 106,083 34,636 48.48 6,091 49.66 0.0047
2023-02-07 2022-12-31 13F BROWN & BROWN COM 115236101 71,447 -31,220 -30.41 4,070 -34.45 0.0035
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 102,667 10,490 11.38 6,209 15.45 0.0060
2022-08-12 2022-06-30 13F BROWN & BROWN COM 115236101 92,177 8,594 10.28 5,378 -10.98 0.0051
2022-05-16 2022-03-31 13F BROWN & BROWN COM 115236101 83,583 -7,655 -8.39 6,041 -5.79 0.0052
2022-02-14 2021-12-31 13F BROWN & BROWN COM 115236101 91,238 11,479 14.39 6,412 44.97 0.0054
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 79,759 11,568 16.96 4,423 22.05 0.0042
2021-08-13 2021-06-30 13F BROWN & BROWN COM 115236101 68,191 2,695 4.11 3,624 21.04 0.0037
2021-05-14 2021-03-31 13F BROWN & BROWN COM 115236101 65,496 7,386 12.71 2,994 8.68 0.0034
2021-02-12 2020-12-31 13F BROWN & BROWN COM 115236101 58,110 12,112 26.33 2,755 32.32 0.0036
2020-11-09 2020-09-30 13F BROWN & BROWN COM 115236101 45,998 30,957 205.82 2,082 239.64 0.0033
2020-08-13 2020-06-30 13F BROWN & BROWN COM 115236101 15,041 691 4.82 613 17.88 0.0011
2020-05-14 2020-03-31 13F BROWN & BROWN COM 115236101 14,350 1,882 15.09 520 5.69 0.0011
2020-02-14 2019-12-31 13F BROWN & BROWN COM 115236101 12,468 3,525 39.42 492 52.80 0.0009
2019-11-13 2019-09-30 13F BROWN & BROWN COM 115236101 8,943 -30 -0.33 322 6.98 0.0007
2019-08-09 2019-06-30 13F BROWN & BROWN COM 115236101 8,973 -730 -7.52 301 5.24 0.0006
2019-05-08 2019-03-31 13F BROWN & BROWN COM 115236101 9,703 -11,667 -54.60 286 -51.44 0.0006
2019-02-07 2018-12-31 13F BROWN & BROWN COM 115236101 21,370 -2,173 -9.23 589 -15.37 0.0016
2018-11-14 2018-09-30 13F BROWN & BROWN COM 115236101 23,543 157 0.67 696 7.41 0.0017
2018-08-14 2018-06-30 13F BROWN & BROWN COM 115236101 23,386 531 2.32 648 11.53 0.0017
2018-05-15 2018-03-31 13F BROWN & BROWN COM 115236101 22,855 22,855 581 0.0016
2016-08-15 2016-06-30 13F BROWN & BROWN COM 115236101 0 -6,257 -100.00 0 -100.00
2016-05-16 2016-03-31 13F BROWN & BROWN COM 115236101 6,257 -1,315 -17.37 219 -9.50 0.0006
2016-02-12 2015-12-31 13F BROWN & BROWN COM 115236101 7,572 7,572 0.00 242 0.0007
2015-05-14 2015-03-31 13F BROWN & BROWN COM 115236101 0 -16,691 -100.00 0 -100.00
2015-02-13 2014-12-31 13F BROWN & BROWN COM 115236101 16,691 -1,219 -6.81 549 -4.19 0.0030
2014-11-10 2014-09-30 13F BROWN & BROWN COM 115236101 17,910 6,078 51.37 573 57.85 0.0034
2014-08-05 2014-06-30 13F/A-1 BROWN & BROWN COM 115236101 11,832 0 0.00 363 -0.27 0.0021
2014-08-05 2014-06-30 13F BROWN & BROWN COM 115236101 11,832 1,693
2014-05-12 2014-03-31 13F BROWN & BROWN COM 115236101 11,832 -1,950 -14.15 364 -15.94 0.0022
2014-02-13 2013-12-31 13F BROWN & BROWN COM 115236101 13,782 0 0.00 433 -5.87 0.0027
2013-11-04 2013-09-30 13F BROWN & BROWN COM 115236101 13,782 0 0.00 460 3.60 0.0031
2013-08-15 2013-06-30 13F BROWN & BROWN COM 115236101 13,782 13,782 444 0.0032
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.