Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
AKTIENPREIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership15,192 shares
Latest Disclosed Value $ 990,671
CWM Advisors, LLC reports 269.55% increase in ownership of BTW / Brown & Brown, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 15,192 shares of Brown & Brown, Inc. (DE:BTW) valued at $870,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,111 shares of Brown & Brown, Inc.. This represents a change in shares of 269.55% during the quarter. The current value of the position is $751,548 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)
2026-05-13 2026-03-31 13F/A-1 BROWN & BROWN COM 115236101 15,192 11,081 269.55 991 202.75 0.1987
2026-04-23 2026-03-31 13F BROWN & BROWN COM 115236101 5,040 929 329 0.0270
2026-02-17 2025-12-31 13F BROWN & BROWN COM 115236101 4,111 806 24.39 328 5.83 0.0295
2025-10-15 2025-09-30 13F BROWN & BROWN COM 115236101 3,305 744 29.05 310 9.19 0.0302
2025-07-24 2025-06-30 13F BROWN & BROWN COM 115236101 2,561 -9 -0.35 284 -11.29 0.0309
2025-06-03 2025-03-31 13F BROWN & BROWN COM 115236101 2,570 -9,076 -77.93 320 -73.15 0.0380
2025-01-17 2024-12-31 13F BROWN & BROWN COM 115236101 11,646 -695 -5.63 1,188 -7.04 0.1330
2024-10-10 2024-09-30 13F BROWN & BROWN COM 115236101 12,341 -1,794 -12.69 1,279 1.19 0.1308
2024-08-12 2024-06-30 13F BROWN & BROWN COM 115236101 14,135 -3,897 -21.61 1,264 -19.96 0.1457
2024-05-07 2024-03-31 13F BROWN & BROWN COM 115236101 18,032 -1,641 -8.34 1,579 12.88 0.1615
2024-02-12 2023-12-31 13F BROWN & BROWN COM 115236101 19,673 952 5.09 1,399 6.96 0.1539
2023-10-26 2023-09-30 13F BROWN & BROWN COM 115236101 18,721 -1,260 -6.31 1,307 -4.95 0.1669
2023-07-31 2023-06-30 13F BROWN & BROWN COM 115236101 19,981 13,445 205.71 1,375 266.67 0.1664
2023-04-24 2023-03-31 13F BROWN & BROWN COM 115236101 6,536 519 8.63 375 9.65 0.0478
2023-01-26 2022-12-31 13F BROWN & BROWN COM 115236101 6,017 1,171 24.16 343 16.72 0.0441
2022-11-07 2022-09-30 13F BROWN & BROWN COM 115236101 4,846 -424 -8.05 293 -4.56 0.0414
2022-08-10 2022-06-30 13F BROWN & BROWN COM 115236101 5,270 278 5.57 307 -14.96 0.0407
2022-04-21 2022-03-31 13F BROWN & BROWN COM 115236101 4,992 -988 -16.52 361 -14.05 0.0418
2022-02-14 2021-12-31 13F/A-1 BROWN & BROWN COM 115236101 5,980 -55 -0.91 420 25.37 0.0482
2021-11-09 2021-09-30 13F BROWN & BROWN COM 115236101 6,035 6,035 335 0.0423
2021-04-30 2021-03-31 13F BROWN & BROWN COM 115236101 0 -9,905 -100.00 0 -100.00
2021-02-12 2020-12-31 13F BROWN & BROWN COM 115236101 9,905 9,905 469 0.1037
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.