Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
AKTIENPREIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionTower Bridge Advisors
Latest Disclosed Ownership61,416 shares
Latest Disclosed Value $ 4,004,912
Tower Bridge Advisors reports 9.64% decrease in ownership of BTW / Brown & Brown, Inc.

On May 12, 2026 - Tower Bridge Advisors filed a 13F-HR form disclosing ownership of 61,416 shares of Brown & Brown, Inc. (DE:BTW) valued at $3,517,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 67,970 shares of Brown & Brown, Inc.. This represents a change in shares of -9.64% during the quarter. The current value of the position is $3,038,250 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)
2026-05-12 2026-03-31 13F Brown & Brown Common 115236101 61,416 -6,554 -9.64 4,005 -26.08 0.2808
2026-02-13 2025-12-31 13F BROWN & BROWN COMMON 115236101 67,970 -37,168 -35.35 5,417 -45.06 0.5471
2025-11-12 2025-09-30 13F BROWN & BROWN COMMON 115236101 105,138 59,445 130.10 9,861 94.67 0.9848
2025-08-11 2025-06-30 13F BROWN & BROWN COMMON 115236101 45,693 4,789 11.71 5,066 -0.45 0.5446
2025-05-08 2025-03-31 13F BROWN & BROWN COMMON 115236101 40,904 -1,762 -4.13 5,088 16.91 0.5686
2025-02-05 2024-12-31 13F BROWN & BROWN COMMON 115236101 42,666 -335 -0.78 4,353 -2.29 0.4635
2024-11-06 2024-09-30 13F BROWN & BROWN COMMON 115236101 43,001 -1,564 -3.51 4,455 11.80 0.4623
2024-07-24 2024-06-30 13F BROWN & BROWN COMMON 115236101 44,565 -13,517 -23.27 3,985 -21.64 0.4429
2024-04-29 2024-03-31 13F BROWN & BROWN COMMON 115236101 58,082 -83,614 -59.01 5,084 -49.54 0.5175
2024-02-14 2023-12-31 13F BROWN & BROWN COMMON 115236101 141,696 -2,938 -2.03 10,076 -0.25 0.8667
2023-11-01 2023-09-30 13F BROWN & BROWN COMMON 115236101 144,634 -123 -0.08 10,101 1.36 0.9350
2023-07-20 2023-06-30 13F BROWN & BROWN COM 115236101 144,757 -1,831 -1.25 9,965 18.39 0.9135
2023-04-26 2023-03-31 13F BROWN & BROWN COMMON 115236101 146,588 25,585 21.14 8,417 22.11 0.6892
2023-01-27 2022-12-31 13F BROWN & BROWN COMMON 115236101 121,003 3,575 3.04 6,894 -2.94 0.5725
2022-11-14 2022-09-30 13F BROWN & BROWN COMMON 115236101 117,428 500 0.43 7,102 4.12 0.6311
2022-07-21 2022-06-30 13F BROWN & BROWN COMMON 115236101 116,928 4,950 4.42 6,822 -15.71 0.5564
2022-05-05 2022-03-31 13F BROWN & BROWN COMMON 115236101 111,978 -4,775 -4.09 8,093 -1.38 0.5409
2022-02-09 2021-12-31 13F BROWN & BROWN COMMON 115236101 116,753 2,000 1.74 8,205 28.95 0.5038
2021-10-28 2021-09-30 13F BROWN & BROWN COMMON 115236101 114,753 1,200 1.06 6,363 5.45 0.4245
2021-08-10 2021-06-30 13F BROWN & BROWN COMMON 115236101 113,553 -400 -0.35 6,034 15.86 0.4022
2021-05-12 2021-03-31 13F BROWN & BROWN COMMON 115236101 113,953 1,120 0.99 5,209 -2.64 0.3921
2021-02-11 2020-12-31 13F BROWN & BROWN COMMON 115236101 112,833 833 0.74 5,349 5.50 0.4357
2020-11-13 2020-09-30 13F BROWN & BROWN COMMON 115236101 112,000 -150 -0.13 5,070 10.92 0.5180
2020-07-22 2020-06-30 13F BROWN & BROWN INC COM COMMON 115236101 112,150 2,500 2.28 4,571 15.11 0.5126
2020-04-27 2020-03-31 13F BROWN & BROWN INC COM COMMON 115236101 109,650 7,700 7.55 3,972 -1.32 0.5213
2020-02-05 2019-12-31 13F BROWN & BROWN INC COM COMMON 115236101 101,950 2,750 2.77 4,025 7.48 0.4252
2019-11-12 2019-09-30 13F BROWN & BROWN INC COM COMMON 115236101 99,200 2,150 2.22 3,745 15.16 0.4100
2019-08-06 2019-06-30 13F BROWN & BROWN INC COM COMMON 115236101 97,050 18,300 23.24 3,251 39.95 0.3637
2019-04-30 2019-03-31 13F BROWN & BROWN INC COM COMMON 115236101 78,750 41,200 109.72 2,324 124.66 0.2698
2019-02-07 2018-12-31 13F BROWN & BROWN INC COM COMMON 115236101 37,550 37,550 1,035 0.1333
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.