Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership44,062 shares
Latest Disclosed Value $ 2,873,283
JustInvest LLC reports 37.22% increase in ownership of BRO / Brown & Brown, Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 44,062 shares of Brown & Brown, Inc. (MX:BRO) valued at $2,873,283 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,111 shares of Brown & Brown, Inc.. This represents a change in shares of 37.22% during the quarter.

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)
2026-05-14 2026-03-31 13F BROWN & BROWN COM 115236101 44,062 11,951 37.22 2,873 12.27 0.0282
2026-02-13 2025-12-31 13F BROWN & BROWN COM 115236101 32,111 4,515 16.36 2,559 -1.31 0.0250
2025-10-31 2025-09-30 13F BROWN & BROWN COM 115236101 27,596 -983 -3.44 2,594 -18.33 0.0266
2025-07-25 2025-06-30 13F BROWN & BROWN COM 115236101 28,579 3,203 12.62 3,176 0.60 0.0358
2025-05-14 2025-03-31 13F BROWN & BROWN COM 115236101 25,376 1,389 5.79 3,157 28.97 0.0465
2025-02-10 2024-12-31 13F BROWN & BROWN COM 115236101 23,987 890 3.85 2,447 2.30 0.0370
2024-11-12 2024-09-30 13F BROWN & BROWN COM 115236101 23,097 3,584 18.37 2,393 37.16 0.0385
2024-08-12 2024-06-30 13F BROWN & BROWN COM 115236101 19,513 4,412 29.22 1,745 32.02 0.0332
2024-05-09 2024-03-31 13F BROWN & BROWN COM 115236101 15,101 3,823 33.90 1,322 64.71 0.0284
2024-02-08 2023-12-31 13F BROWN & BROWN COM 115236101 11,278 -2,212 -16.40 802 -14.86 0.0208
2023-11-08 2023-09-30 13F BROWN & BROWN COM 115236101 13,490 -318 -2.30 942 -0.84 0.0282
2023-07-28 2023-06-30 13F BROWN & BROWN COM 115236101 13,808 84 0.61 951 20.56 0.0291
2023-05-10 2023-03-31 13F BROWN & BROWN COM 115236101 13,724 -4,855 -26.13 788 -25.52 0.0274
2023-02-10 2022-12-31 13F BROWN & BROWN COM 115236101 18,579 -218 -1.16 1,058 -6.95 0.0437
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 18,797 1,770 10.40 1,137 14.50 0.0514
2022-08-12 2022-06-30 13F/A-1 BROWN & BROWN COM 115236101 17,027 1,981 13.17 993 -8.65 0.0460
2022-08-09 2022-06-30 13F BROWN & BROWN COM 115236101 17,027 1,981 993 0.0460
2022-05-16 2022-03-31 13F BROWN & BROWN COM 115236101 15,046 1,226 8.87 1,087 11.95 0.0526
2022-02-23 2021-12-31 13F BROWN & BROWN COM 115236101 13,820 1,068 8.38 971 37.34 0.0572
2021-11-09 2021-09-30 13F BROWN & BROWN COM 115236101 12,752 231 1.84 707 6.32 0.0635
2021-08-11 2021-06-30 13F/A-1 BROWN & BROWN COM 115236101 12,521 12,521 665 0.0696
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.