Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
AKTIENPREIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership52,736 shares
Latest Disclosed Value $ 3,438,915
Daiwa Securities Group Inc. reports 5.19% increase in ownership of BTW / Brown & Brown, Inc.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 52,736 shares of Brown & Brown, Inc. (DE:BTW) valued at $3,020,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 50,133 shares of Brown & Brown, Inc.. This represents a change in shares of 5.19% during the quarter. The current value of the position is $2,608,850 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 BROWN & BROWN COM 115236101 52,736 2,603 5.19 3,439 114,500.00 0.0058
2026-02-10 2025-12-31 13F BROWN & BROWN COM 115236101 50,133 875 1.78 4 -25.00 0.0128
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 49,258 13,099 36.23 5 0.00 0.0156
2025-08-14 2025-06-30 13F BROWN & BROWN COM 115236101 36,159 2,096 6.15 4 0.00 0.0148
2025-05-13 2025-03-31 13F BROWN & BROWN COM 115236101 34,063 2,344 7.39 4 33.33 0.0179
2025-02-07 2024-12-31 13F BROWN & BROWN COM 115236101 31,719 2,325 7.91 3 0.00 0.0145
2024-11-12 2024-09-30 13F BROWN & BROWN COM 115236101 29,394 3,101 11.79 3 50.00 0.0141
2024-08-07 2024-06-30 13F BROWN & BROWN COM 115236101 26,293 746 2.92 2 0.00 0.0125
2024-05-02 2024-03-31 13F BROWN & BROWN COM 115236101 25,547 3,044 13.53 2 100.00 0.0126
2024-01-31 2023-12-31 13F BROWN & BROWN COM 115236101 22,503 2,577 12.93 2 0.00 0.0100
2023-11-01 2023-09-30 13F BROWN & BROWN COM 115236101 19,926 1,154 6.15 1 0.00 0.0099
2023-07-31 2023-06-30 13F BROWN & BROWN COM 115236101 18,772 293 1.59 1 0.00 0.0085
2023-05-02 2023-03-31 13F BROWN & BROWN COM 115236101 18,479 1,783 10.68 1 0.0074
2023-02-06 2022-12-31 13F BROWN & BROWN COM 115236101 16,696 1,172 7.55 1 -100.00 0.0073
2022-11-02 2022-09-30 13F BROWN & BROWN COM 115236101 15,524 356 2.35 939 6.10 0.0078
2022-08-09 2022-06-30 13F BROWN & BROWN COM 115236101 15,168 847 5.91 885 -14.49 0.0068
2022-04-29 2022-03-31 13F BROWN & BROWN COM 115236101 14,321 257 1.83 1,035 4.76 0.0048
2022-02-03 2021-12-31 13F BROWN & BROWN COM 115236101 14,064 797 6.01 988 34.24 0.0058
2021-11-05 2021-09-30 13F BROWN & BROWN COM 115236101 13,267 1,831 16.01 736 21.05 0.0048
2021-08-06 2021-06-30 13F BROWN & BROWN COM 115236101 11,436 600 5.54 608 22.83 0.0041
2021-05-03 2021-03-31 13F BROWN & BROWN COM 115236101 10,836 0 0.00 495 -3.70 0.0037
2021-02-04 2020-12-31 13F BROWN & BROWN COM 115236101 10,836 0 0.00 514 4.68 0.0040
2020-11-02 2020-09-30 13F BROWN & BROWN COM 115236101 10,836 893 8.98 491 36.39 0.0044
2020-08-11 2020-06-30 13F BROWN & BROWN COM 115236101 9,943 0 0.00 360 0.00 0.0076
2020-05-14 2020-03-31 13F BROWN & BROWN COM 115236101 9,943 450 4.74 360 -4.00 0.0037
2020-01-31 2019-12-31 13F BROWN & BROWN COM 115236101 9,493 9,493 375 0.0031
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.