Stifel Financial Corp reports 20.27% increase in ownership of BTW / Brown & Brown, Inc.

Brown & Brown, Inc.

DE ˙ DB ˙ US1152361010

49,47 € ↑0,95 (1,96%)

2026-06-04
AKTIENPREIS

Security	DE:BTW / Brown & Brown, Inc.
Institution	Stifel Financial Corp
Latest Disclosed Ownership	357,354 shares
Latest Disclosed Value	$ 23,303,974

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 357,354 shares of Brown & Brown, Inc. (DE:BTW) valued at $20,469,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 297,133 shares of Brown & Brown, Inc.. This represents a change in shares of 20.27% during the quarter. The current value of the position is $17,678,302 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	BROWN & BROWN	COM	115236101	357,354	60,221	20.27	23,304	-1.60	0.0050
2026-02-13	2025-12-31	13F	BROWN & BROWN	COM	115236101	297,133	-11,382	-3.69	23,683	-18.16	0.0213
2025-11-12	2025-09-30	13F	BROWN & BROWN	COM	115236101	308,515	-80,145	-20.62	28,937	-32.85	0.0264
2025-08-14	2025-06-30	13F	BROWN & BROWN	COM	115236101	388,660	31,011	8.67	43,094	-3.15	0.0419
2025-05-14	2025-03-31	13F	BROWN & BROWN	COM	115236101	357,649	-15,368	-4.12	44,495	16.91	0.0473
2025-02-13	2024-12-31	13F	BROWN & BROWN	COM	115236101	373,017	5,677	1.55	38,058	0.00	0.0396
2024-11-14	2024-09-30	13F	BROWN & BROWN	COM	115236101	367,340	1,712	0.47	38,058	16.41	0.0399
2024-08-13	2024-06-30	13F	BROWN & BROWN	COM	115236101	365,628	25,853	7.61	32,692	9.91	0.0368
2024-05-14	2024-03-31	13F	BROWN & BROWN	COM	115236101	339,775	-8,685	-2.49	29,745	20.04	0.0339
2024-02-12	2023-12-31	13F	BROWN & BROWN	COM	115236101	348,460	-4,225	-1.20	24,780	0.60	0.0312
2023-11-13	2023-09-30	13F	BROWN & BROWN	COM	115236101	352,685	5,936	1.71	24,632	3.19	0.0346
2023-08-14	2023-06-30	13F	BROWN & BROWN	COM	115236101	346,749	8,495	2.51	23,871	22.90	0.0327
2023-05-12	2023-03-31	13F	BROWN & BROWN	COM	115236101	338,254	7,784	2.36	19,423	3.16	0.0278
2023-02-13	2022-12-31	13F	BROWN & BROWN	COM	115236101	330,470	-12,168	-3.55	18,827	-9.15	0.0283
2022-11-14	2022-09-30	13F	BROWN & BROWN	COM	115236101	342,638	1,171	0.34	20,723	4.03	0.0339
2022-08-15	2022-06-30	13F	BROWN & BROWN	COM	115236101	341,467	-12,091	-3.42	19,921	-22.04	0.0312
2022-05-13	2022-03-31	13F	BROWN & BROWN	COM	115236101	353,558	52,008	17.25	25,553	20.57	0.0349
2022-02-14	2021-12-31	13F	BROWN & BROWN	COM	115236101	301,550	18,441	6.51	21,194	35.00	0.0280
2021-11-15	2021-09-30	13F	BROWN & BROWN	COM	115236101	283,109	96,909	52.05	15,699	58.66	0.0230
2021-08-13	2021-06-30	13F	BROWN & BROWN	COM	115236101	186,200	2,072	1.13	9,895	17.57	0.0148
2021-05-14	2021-03-31	13F	BROWN & BROWN	COM	115236101	184,128	2,059	1.13	8,416	-2.49	0.0139
2021-02-12	2020-12-31	13F	BROWN & BROWN	COM	115236101	182,069	4,520	2.55	8,631	7.38	0.0154
2020-11-16	2020-09-30	13F	BROWN & BROWN	COM	115236101	177,549	-13,448	-7.04	8,038	3.25	0.0165
2020-08-14	2020-06-30	13F	BROWN & BROWN	COM	115236101	190,997	4,006	2.14	7,785	14.96	0.0179
2020-05-14	2020-03-31	13F	BROWN & BROWN	COM	115236101	186,991	-29,135	-13.48	6,772	-20.70	0.0187
2020-02-13	2019-12-31	13F	BROWN & BROWN	COM	115236101	216,126	2,462	1.15	8,540	10.98	0.0178
2019-11-19	2019-09-30	13F/A-1	BROWN & BROWN	COM	115236101	213,664	-11,095	-4.94	7,695	2.40	0.0196
2019-11-13	2019-09-30	13F	BROWN & BROWN	COM	115236101	213,664	-11,095		7,695		4,313.4332
2019-08-14	2019-06-30	13F	BROWN & BROWN	COM	115236101	224,759	-6,613	-2.86	7,515	10.13	0.0194
2019-05-14	2019-03-31	13F	BROWN & BROWN	COM	115236101	231,372	5,415	2.40	6,824	9.59	0.0193
2019-02-13	2018-12-31	13F	BROWN & BROWN	COM	115236101	225,957	22,826	11.24	6,227	3.73	0.0201
2018-11-13	2018-09-30	13F	BROWN & BROWN	COM	115236101	203,131	1,014	0.50	6,003	7.33	0.0172
2018-08-14	2018-06-30	13F	BROWN & BROWN	COM	115236101	202,117	2,051	1.03	5,593	9.86	0.0172
2018-05-11	2018-03-31	13F	BROWN & BROWN	COM	115236101	200,066	107,420	115.95	5,091	6.84	0.0161
2018-02-14	2017-12-31	13F	BROWN & BROWN	COM	115236101	92,646	-10	-0.01	4,765	6.91	0.0151
2017-11-13	2017-09-30	13F	BROWN & BROWN	COM	115236101	92,656	-1,689	-1.79	4,457	9.54	0.0155
2017-08-14	2017-06-30	13F	BROWN & BROWN	COM	115236101	94,345	14	0.01	4,069	2.91	0.0151
2017-05-10	2017-03-31	13F	BROWN & BROWN	COM	115236101	94,331	10,008	11.87	3,954	4.74	0.0153
2017-02-16	2016-12-31	13F	BROWN & BROWN	COM	115236101	84,323	-5,917	-6.56	3,775	10.87	0.0160
2016-11-15	2016-09-30	13F	BROWN & BROWN	COM	115236101	90,240	-18,442	-16.97	3,405	-16.40	0.0153
2016-08-17	2016-06-30	13F	BROWN & BROWN	COM	115236101	108,682	5,598	5.43	4,073	10.38	0.0188
2016-05-16	2016-03-31	13F	BROWN & BROWN	COM	115236101	103,084	-8,033	-7.23	3,690	3.45	0.0197
2016-03-21	2015-12-31	13F/A-2	BROWN & BROWN	COM	115236101	111,117	-50	-0.04	3,567	3.63	0.0186
2016-02-26	2015-12-31	13F/A-1	BROWN & BROWN	COM	115236101	111,015	-102		3,564		0.0186
2016-02-16	2015-12-31	13F	BROWN & BROWN	COM	115236101	111,015			4,356
2015-11-16	2015-09-30	13F	BROWN & BROWN	COM	115236101	111,167	-520	-0.47	3,442	-6.21	0.0193
2015-08-17	2015-06-30	13F/A-1	BROWN & BROWN	COM	115236101	111,687	-48,598	-30.32	3,670	-30.85	0.0190
2015-08-17	2015-06-30	13F	BROWN & BROWN	COM	115236101	111,422			3,662
2015-05-14	2015-03-31	13F	BROWN & BROWN	COM	115236101	160,285	-2,832	-1.74	5,307	-1.12	0.0290
2015-02-13	2014-12-31	13F	BROWN & BROWN	COM	115236101	163,117	106,422	187.71	5,367	194.40	0.0298
2014-11-13	2014-09-30	13F	BROWN & BROWN	COM	115236101	56,695	-167,901	-74.76	1,823	-73.57	0.0160
2014-08-14	2014-06-30	13F	BROWN & BROWN	COM	115236101	224,596	15,735	7.53	6,898	7.38	0.0619
2014-05-15	2014-03-31	13F	BROWN & BROWN	COM	115236101	208,861	208,861		6,424		0.0615

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.