브라운앤브라운(주)
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership46,387 shares
Latest Disclosed Value $ 3,024,897
Utah Retirement Systems reports 0.48% decrease in ownership of BRO / Brown & Brown, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 46,387 shares of Brown & Brown, Inc. (MX:BRO) valued at $3,024,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 46,613 shares of Brown & Brown, Inc.. This represents a change in shares of -0.48% 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 46,387 -226 -0.48 3,025 -18.60 0.0309
2026-02-17 2025-12-31 13F BROWN & BROWN COM 115236101 46,613 551 1.20 3,715 -14.00 0.0353
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 46,062 4,858 11.79 4,320 -5.43 0.0420
2025-08-14 2025-06-30 13F BROWN & BROWN COM 115236101 41,204 1,814 4.61 4,568 -6.78 0.0477
2025-05-15 2025-03-31 13F BROWN & BROWN COM 115236101 39,390 0 0.00 4,900 21.95 0.0565
2025-02-14 2024-12-31 13F BROWN & BROWN COM 115236101 39,390 0 0.00 4,019 -1.52 0.0443
2024-11-14 2024-09-30 13F BROWN & BROWN COM 115236101 39,390 100 0.25 4,081 16.17 0.0460
2024-08-14 2024-06-30 13F BROWN & BROWN COM 115236101 39,290 -1,646 -4.02 3,513 -1.98 0.0417
2024-05-15 2024-03-31 13F BROWN & BROWN COM 115236101 40,936 0 0.00 3,584 23.13 0.0419
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 40,936 200 0.49 2,911 2.28 0.0371
2023-11-14 2023-09-30 13F BROWN & BROWN COM 115236101 40,736 100 0.25 2,845 1.72 0.0407
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 40,636 -1,400 -3.33 2,797 15.91 0.0388
2023-05-16 2023-03-31 13F BROWN & BROWN COM 115236101 42,036 100 0.24 2,414 1.00 0.0349
2023-02-15 2022-12-31 13F BROWN & BROWN COM 115236101 41,936 -400 -0.94 2,389 -6.68 0.0379
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 42,336 600 1.44 2,560 5.13 0.0427
2022-08-16 2022-06-30 13F BROWN & BROWN COM 115236101 41,736 0 0.00 2,435 -19.26 0.0390
2022-05-13 2022-03-31 13F BROWN & BROWN COM 115236101 41,736 -700 -1.65 3,016 1.14 0.0401
2022-02-14 2021-12-31 13F BROWN & BROWN COM 115236101 42,436 100 0.24 2,982 27.06 0.0368
2021-11-16 2021-09-30 13F BROWN & BROWN COM 115236101 42,336 -2,700 -6.00 2,347 -1.92 0.0317
2021-08-16 2021-06-30 13F BROWN & BROWN COM 115236101 45,036 -100 -0.22 2,393 15.94 0.0308
2021-05-17 2021-03-31 13F BROWN & BROWN COM 115236101 45,136 -2,000 -4.24 2,064 -7.61 0.0288
2021-02-16 2020-12-31 13F BROWN & BROWN COM 115236101 47,136 2,000 4.43 2,234 9.35 0.0317
2020-11-16 2020-09-30 13F BROWN & BROWN COM 115236101 45,136 300 0.67 2,043 11.82 0.0339
2020-08-13 2020-06-30 13F/A-1 BROWN & BROWN COM 115236101 44,836 0 0.00 1,827 12.50 0.0335
2020-08-13 2020-06-30 13F BROWN & BROWN COM 115236101 44,836 0 1,827 33,532.8418
2020-05-15 2020-03-31 13F BROWN & BROWN COM 115236101 44,836 0 0.00 1,624 -8.25 0.0351
2020-02-12 2019-12-31 13F BROWN & BROWN COM 115236101 44,836 100 0.22 1,770 9.73 0.0311
2019-11-14 2019-09-30 13F BROWN & BROWN COM 115236101 44,736 300 0.68 1,613 8.40 0.0307
2019-08-14 2019-06-30 13F BROWN & BROWN COM 115236101 44,436 638 1.46 1,488 15.17 0.0285
2019-05-15 2019-03-31 13F BROWN & BROWN COM 115236101 43,798 614 1.42 1,292 8.57 0.0256
2019-02-08 2018-12-31 13F BROWN & BROWN COM 115236101 43,184 100 0.23 1,190 -6.59 0.0269
2018-11-13 2018-09-30 13F BROWN & BROWN COM 115236101 43,084 700 1.65 1,274 8.43 0.0247
2018-08-10 2018-06-30 13F BROWN & BROWN COM 115236101 42,384 -400 -0.93 1,175 8.00 0.0243
2018-05-15 2018-03-31 13F BROWN & BROWN COM 115236101 42,784 20,992 96.33 1,088 -2.94 0.0231
2018-02-14 2017-12-31 13F BROWN & BROWN COM 115236101 21,792 300 1.40 1,121 8.31 0.0236
2017-11-13 2017-09-30 13F BROWN & BROWN COM 115236101 21,492 0 0.00 1,035 11.89 0.0233
2017-08-08 2017-06-30 13F BROWN & BROWN COM 115236101 21,492 300 1.42 925 4.64 0.0216
2017-05-11 2017-03-31 13F BROWN & BROWN COM 115236101 21,192 0 0.00 884 -6.95 0.0211
2017-02-10 2016-12-31 13F BROWN & BROWN COM 115236101 21,192 0 0.00 950 18.90 0.0239
2016-11-07 2016-09-30 13F BROWN & BROWN COM 115236101 21,192 0 0.00 799 0.63 0.0207
2016-08-03 2016-06-30 13F BROWN & BROWN COM 115236101 21,192 500 2.42 794 7.15 0.0212
2016-05-10 2016-03-31 13F BROWN & BROWN COM 115236101 20,692 100 0.49 741 12.10 0.0201
2016-02-11 2015-12-31 13F BROWN & BROWN COM 115236101 20,592 0 0.00 661 3.77 0.0179
2015-11-03 2015-09-30 13F BROWN & BROWN COM 115236101 20,592 100 0.49 637 -5.35 0.0182
2015-08-11 2015-06-30 13F BROWN & BROWN COM 115236101 20,492 -900 -4.21 673 -4.94 0.0179
2015-05-14 2015-03-31 13F BROWN & BROWN COM 115236101 21,392 600 2.89 708 3.36 0.0186
2015-02-11 2014-12-31 13F BROWN & BROWN COM 115236101 20,792 0 0.00 685 2.39 0.0188
2014-11-06 2014-09-30 13F BROWN & BROWN COM 115236101 20,792 0 0.00 669 4.69 0.0192
2014-08-08 2014-06-30 13F BROWN & BROWN COM 115236101 20,792 -200 -0.95 639 -1.08 0.0183
2014-05-08 2014-03-31 13F BROWN & BROWN COM 115236101 20,992 100 0.48 646 -1.52 0.0186
2014-02-05 2013-12-31 13F BROWN & BROWN COM 115236101 20,892 0 0.00 656 -2.24 0.0194
2013-11-06 2013-09-30 13F BROWN & BROWN COM 115236101 20,892 -200 -0.95 671 -1.32 0.0217
2013-08-02 2013-06-30 13F BROWN & BROWN COM 115236101 21,092 21,092 680 0.0230
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.