Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
AKTIENPREIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionMarkel Corp
Latest Disclosed Ownership14,000 shares
Latest Disclosed Value $ 912,940
Markel Corp reports 27.27% increase in ownership of BTW / Brown & Brown, Inc.

On May 1, 2026 - Markel Corp filed a 13F-HR form disclosing ownership of 14,000 shares of Brown & Brown, Inc. (DE:BTW) valued at $801,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,000 shares of Brown & Brown, Inc.. This represents a change in shares of 27.27% during the quarter. The current value of the position is $692,580 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)
2026-05-01 2026-03-31 13F BROWN & BROWN COM 115236101 14,000 3,000 27.27 913 4.11 0.0066
2026-02-06 2025-12-31 13F BROWN & BROWN COM 115236101 11,000 11,000 877 0.0070
2015-05-07 2015-03-31 13F Brown & Brown COM 115236101 0 -165,628 -100.00 0 -100.00
2015-02-09 2014-12-31 13F Brown & Brown COM 115236101 165,628 -200,000 -54.70 5,451 -53.63 0.1438
2014-11-12 2014-09-30 13F Brown & Brown COM 115236101 365,628 0 0.00 11,755 4.69 0.3315
2014-08-08 2014-06-30 13F Brown & Brown COM 115236101 365,628 0 0.00 11,228 -0.17 0.3201
2014-05-13 2014-03-31 13F Brown & Brown COM 115236101 365,628 0 0.00 11,247 -2.00 0.3453
2014-02-11 2013-12-31 13F Brown & Brown COM 115236101 365,628 0 0.00 11,477 -2.22 0.3628
2013-11-12 2013-09-30 13F Brown & Brown COM 115236101 365,628 0 0.00 11,737 -0.43 0.4024
2013-08-08 2013-06-30 13F Brown & Brown COM 115236101 365,628 365,628 11,788 0.4216
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.