Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
AKTIENPREIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership31,065 shares
Latest Disclosed Value $ 2,025,562
Prospera Financial Services Inc reports 40.41% increase in ownership of BTW / Brown & Brown, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 31,065 shares of Brown & Brown, Inc. (DE:BTW) valued at $1,779,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 22,125 shares of Brown & Brown, Inc.. This represents a change in shares of 40.41% during the quarter. The current value of the position is $1,536,786 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)
2026-04-14 2026-03-31 13F BROWN & BROWN COM 115236101 31,065 8,940 40.41 2,026 14.86 0.0326
2026-02-09 2025-12-31 13F BROWN & BROWN COM 115236101 22,125 1,411 6.81 1,763 -9.22 0.0289
2025-11-06 2025-09-30 13F BROWN & BROWN COM 115236101 20,714 2,969 16.73 1,943 -1.27 0.0331
2025-08-06 2025-06-30 13F BROWN & BROWN COM 115236101 17,745 -1,325 -6.95 1,967 -17.07 0.0366
2025-05-15 2025-03-31 13F BROWN & BROWN COM 115236101 19,070 134 0.71 2,372 22.84 0.0545
2025-02-13 2024-12-31 13F BROWN & BROWN COM 115236101 18,936 370 1.99 1,932 0.42 0.0450
2024-11-07 2024-09-30 13F BROWN & BROWN COM 115236101 18,566 -145 -0.77 1,923 15.01 0.0491
2024-08-13 2024-06-30 13F BROWN & BROWN COM 115236101 18,711 509 2.80 1,673 4.96 0.0465
2024-08-13 2024-03-31 13F BROWN & BROWN COM 115236101 18,202 1,186 6.97 1,593 31.65 0.0475
2024-02-14 2023-12-31 13F BROWN & BROWN COM 115236101 17,016 181 1.08 1,210 2.98 0.0401
2023-11-13 2023-09-30 13F BROWN & BROWN COM 115236101 16,835 -818 -4.63 1,176 -3.29 0.0455
2023-08-08 2023-06-30 13F BROWN & BROWN COM 115236101 17,653 -980 -5.26 1,215 13.66 0.0465
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 18,633 -269 -1.42 1,070 -0.65 0.0440
2023-02-08 2022-12-31 13F BROWN & BROWN COM 115236101 18,902 -218 -1.14 1,077 -6.92 0.0539
2022-10-27 2022-09-30 13F BROWN & BROWN COM 115236101 19,120 3,542 22.74 1,156 27.17 0.0603
2022-08-08 2022-06-30 13F BROWN & BROWN COM 115236101 15,578 -3,892 -19.99 909 -35.39 0.0464
2022-05-04 2022-03-31 13F BROWN & BROWN COM 115236101 19,470 4,415 29.33 1,407 32.99 0.0589
2022-02-10 2021-12-31 13F BROWN & BROWN COM 115236101 15,055 -2,455 -14.02 1,058 8.96 0.0457
2021-11-12 2021-09-30 13F BROWN & BROWN COM 115236101 17,510 982 5.94 971 10.59 0.0484
2021-08-16 2021-06-30 13F/A-1 BROWN & BROWN COM 115236101 16,528 69 0.42 878 16.76 0.0440
2021-08-12 2021-06-30 13F BROWN & BROWN COM 115236101 16,528 69 878 0.0452
2021-05-06 2021-03-31 13F BROWN & BROWN COM 115236101 16,459 -679 -3.96 752 -7.50 0.0446
2021-02-12 2020-12-31 13F BROWN & BROWN COM 115236101 17,138 13,192 334.31 813 354.19 0.0560
2020-11-04 2020-09-30 13F BROWN & BROWN COM 115236101 3,946 -13,421 -77.28 179 -74.72 0.0684
2020-08-10 2020-06-30 13F BROWN & BROWN COM 115236101 17,367 360 2.12 708 14.94 0.0627
2020-05-15 2020-03-31 13F BROWN & BROWN COM 115236101 17,007 728 4.47 616 -4.20 0.0654
2020-02-12 2019-12-31 13F BROWN & BROWN COM 115236101 16,279 16,279 643 0.0495
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.