Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
AKTIENPREIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership53,663 shares
Latest Disclosed Value $ 3,499
Amalgamated Bank reports 2.67% decrease in ownership of BTW / Brown & Brown, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 53,663 shares of Brown & Brown, Inc. (DE:BTW) valued at $3,073,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 55,133 shares of Brown & Brown, Inc.. This represents a change in shares of -2.67% during the quarter. The current value of the position is $2,654,709 USD.

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)
2026-05-08 2026-03-31 13F BROWN BROWN COM 115236101 53,663 -1,470 -2.67 3 -25.00 0.0268
2026-02-05 2025-12-31 13F BROWN BROWN COM 115236101 55,133 -2,445 -4.25 4 -20.00 0.0317
2025-10-29 2025-09-30 13F BROWN BROWN COM 115236101 57,578 7,117 14.10 5 0.00 0.0386
2025-08-04 2025-06-30 13F BROWN BROWN COM 115236101 50,461 -1,774 -3.40 6 -16.67 0.0432
2025-04-25 2025-03-31 13F BROWN BROWN COM 115236101 52,235 331 0.64 6 20.00 0.0556
2025-02-04 2024-12-31 13F BROWN BROWN COM 115236101 51,904 421 0.82 5 0.00 0.0435
2024-10-30 2024-09-30 13F BROWN BROWN COM 115236101 51,483 1,953 3.94 5 25.00 0.0439
2024-08-12 2024-06-30 13F BROWN BROWN COM 115236101 49,530 -297 -0.60 4 0.00 0.0377
2024-04-23 2024-03-31 13F BROWN BROWN COM 115236101 49,827 -15,184 -23.36 4 0.00 0.0373
2024-02-06 2023-12-31 13F BROWN BROWN COM 115236101 65,011 -3,317 -4.85 5 0.00 0.0369
2023-11-08 2023-09-30 13F BROWN BROWN COM 115236101 68,328 3,576 5.52 5 0.00 0.0406
2023-08-11 2023-06-30 13F BROWN BROWN COM 115236101 64,752 -11,618 -15.21 4 0.00 0.0361
2023-05-02 2023-03-31 13F BROWN BROWN COM 115236101 76,370 -5,304 -6.49 4 0.00 0.0374
2023-02-10 2022-12-31 13F BROWN BROWN COM 115236101 81,674 -481 -0.59 5 -99.92 0.0415
2022-11-09 2022-09-30 13F BROWN BROWN COM 115236101 82,155 -1,301 -1.56 4,969 2.05 0.0480
2022-08-15 2022-06-30 13F BROWN BROWN COM 115236101 83,456 798 0.97 4,869 -18.50 0.0454
2022-08-25 2022-03-31 13F/A-1 BROWN & BROWN COM 115236101 82,658 -3,676 -4.26 5,974 -1.55 0.0464
2022-06-30 2022-03-31 13F BROWN BROWN COM 115236101 82,658 -3,676 5,974 0.0474
2022-02-15 2021-12-31 13F/A-1 BROWN BROWN COM 115236101 86,334 3,942 4.78 6,068 32.81 0.0448
2022-02-15 2021-12-31 13F BROWN BROWN COM 115236101 86,334 3,942 6,068 0.0448
2021-10-29 2021-09-30 13F BROWN BROWN COM 115236101 82,392 -103,118 -55.59 4,569 -53.65 0.0386
2021-08-16 2021-06-30 13F BROWN BROWN COM 115236101 185,510 155,238 512.81 9,858 612.28 0.0790
2021-05-13 2021-03-31 13F BROWN BROWN COM 115236101 30,272 -2,069 -6.40 1,384 -9.72 0.0519
2021-02-12 2020-12-31 13F BROWN BROWN COM 115236101 32,341 94 0.29 1,533 5.00 0.0581
2020-10-30 2020-09-30 13F BROWN BROWN COM 115236101 32,247 -202 -0.62 1,460 10.36 0.0635
2020-08-10 2020-06-30 13F BROWN BROWN COM 115236101 32,449 -21,447 -39.79 1,323 -32.22 0.0612
2020-05-13 2020-03-31 13F BROWN BROWN COM 115236101 53,896 -1,085 -1.97 1,952 -10.09 0.0477
2020-02-13 2019-12-31 13F BROWN BROWN COM 115236101 54,981 5,593 11.32 2,171 21.90 0.0400
2019-11-13 2019-09-30 13F BROWN BROWN COM 115236101 49,388 -89 -0.18 1,781 7.48 0.0374
2019-08-14 2019-06-30 13F BROWN BROWN COM 115236101 49,477 2,427 5.16 1,657 19.38 0.0387
2019-05-15 2019-03-31 13F BROWN BROWN COM 115236101 47,050 949 2.06 1,388 9.21 0.0336
2019-02-15 2018-12-31 13F BROWN BROWN COM 115236101 46,101 798 1.76 1,271 -5.15 0.0360
2018-11-14 2018-09-30 13F BROWN BROWN COM 115236101 45,303 -1,263 -2.71 1,340 3.80 0.0331
2018-07-18 2018-06-30 13F BROWN BROWN COM 115236101 46,566 389 0.84 1,291 9.87 0.0316
2018-05-22 2018-03-31 13F BROWN BROWN COM 115236101 46,177 22,496 95.00 1,175 -3.61 0.0312
2018-02-13 2017-12-31 13F BROWN BROWN COM 115236101 23,681 1,322 5.91 1,219 13.18 0.0330
2017-11-09 2017-09-30 13F BROWN BROWN COM 115236101 22,359 -617 -2.69 1,077 8.79 0.0335
2017-08-10 2017-06-30 13F BROWN BROWN COM 115236101 22,976 4,535 24.59 990 28.74 0.0324
2017-05-12 2017-03-31 13F BROWN BROWN COM 115236101 18,441 256 1.41 769 -5.76 0.0383
2017-02-14 2016-12-31 13F BROWN BROWN COM 115236101 18,185 2,108 13.11 816 34.65 0.0369
2016-11-15 2016-09-30 13F/A-1 BROWN BROWN COM 115236101 16,077 9 0.06 606 2.54 0.0352
2016-08-16 2016-06-30 13F BROWN BROWN COM 115236101 16,068 2,060 14.71 591 17.96 0.0342
2016-05-11 2016-03-31 13F BROWN BROWN COM 115236101 14,008 1,196 9.33 501 21.90 0.0488
2016-02-10 2015-12-31 13F BROWN BROWN COM 115236101 12,812 -844 -6.18 411 -2.84 0.0507
2015-11-04 2015-09-30 13F BROWN BROWN COM 115236101 13,656 138 1.02 423 -4.73 0.0444
2015-07-10 2015-06-30 13F BROWN BROWN COM 115236101 13,518 5,486 68.30 444 79.76 0.0436
2014-05-12 2014-03-31 13F BROWN BROWN COM 115236101 8,032 -73 -0.90 247 -2.76 0.0426
2014-02-13 2013-12-31 13F BROWN BROWN COM 115236101 8,105 8,105 254 0.0432
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.