Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionAPG Asset Management N.V.
Latest Disclosed Ownership266,399 shares
Latest Disclosed Value $ 15,077,138
APG Asset Management N.V. reports 1.92% increase in ownership of BRO / Brown & Brown, Inc.

On May 13, 2026 - APG Asset Management N.V. filed a 13F-HR form disclosing ownership of 266,399 shares of Brown & Brown, Inc. (MX:BRO) valued at $15,077,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 261,387 shares of Brown & Brown, Inc.. This represents a change in shares of 1.92% 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)
2026-05-13 2026-03-31 13F BROWN & BROWN COM 115236101 266,399 5,012 1.92 15,077 -15.00 0.0478
2026-02-12 2025-12-31 13F BROWN & BROWN COM 115236101 261,387 -63,423 -19.53 17,738 -31.58 0.0503
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 324,810 -95,817 -22.78 25,927 -34.74 0.0728
2025-08-12 2025-06-30 13F BROWN & BROWN COM 115236101 420,627 94,972 29.16 39,728 5.93 0.1176
2025-05-14 2025-03-31 13F BROWN & BROWN COM 115236101 325,655 -56,417 -14.77 37,504 -0.37 0.1163
2025-02-13 2024-12-31 13F BROWN & BROWN COM 115236101 382,072 -284,347 -42.67 37,643 -39.15 0.1048
2024-11-14 2024-09-30 13F BROWN & BROWN COM 115236101 666,419 -2,244,123 -77.10 61,862 -74.52 0.4106
2024-08-14 2024-06-30 13F BROWN & BROWN COM 115236101 2,910,542 -110,105 -3.65 242,810 -0.83 0.4332
2024-05-14 2024-03-31 13F BROWN & BROWN COM 115236101 3,020,647 6,106 0.20 244,840 26.17 0.4289
2024-02-13 2023-12-31 13F BROWN & BROWN COM 115236101 3,014,541 215,086 7.68 194,056 -0.75 0.3785
2023-11-14 2023-09-30 13F BROWN & BROWN COM 115236101 2,799,455 -136,845 -4.66 195,514 5.53 0.3998
2023-08-14 2023-06-30 13F BROWN & BROWN COM 115236101 2,936,300 -85,108 -2.82 185,275 16.03 0.3737
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 3,021,408 58,228 1.97 159,685 94,950.00 0.3388
2023-02-14 2022-12-31 13F BROWN & BROWN COM 115236101 2,963,180 394,105 15.34 169 -99.89 0.3209
2022-11-14 2022-09-30 13F BROWN & BROWN COM 115236101 2,569,075 -204,907 -7.39 158,605 2.46 0.4091
2022-08-12 2022-06-30 13F BROWN & BROWN COM 115236101 2,773,982 -1,433,090 -34.06 154,799 -43.35 0.3628
2022-05-12 2022-03-31 13F BROWN & BROWN COM 115236101 4,207,072 213,753 5.35 273,262 10.73 0.5164
2022-02-11 2021-12-31 13F BROWN & BROWN COM 115236101 3,993,319 -194,824 -4.65 246,791 23.16 0.4193
2021-11-15 2021-09-30 13F/A-1 BROWN & BROWN COM 115236101 4,188,143 674,900 19.21 200,382 27.28 0.3561
2021-11-15 2021-09-30 13F BROWN & BROWN COM 115236101 4,188,143 674,900 200,382 0.3601
2021-08-13 2021-06-30 13F BROWN & BROWN COM 115236101 3,513,243 -49,917 -1.40 157,428 13.60 0.2674
2021-05-14 2021-03-31 13F BROWN & BROWN COM 115236101 3,563,160 40,633 1.15 138,579 1.53 0.2365
2021-02-12 2020-12-31 13F BROWN & BROWN COM 115236101 3,522,527 -415,034 -10.54 136,491 -10.21 0.2226
2020-11-12 2020-09-30 13F BROWN & BROWN COM 115236101 3,937,561 80,517 2.09 152,009 8.60 0.2631
2020-08-14 2020-06-30 13F BROWN & BROWN COM 115236101 3,857,044 53,300 1.40 139,975 1.60 0.2551
2020-05-19 2020-03-31 13F/A-2 BROWN & BROWN COM 115236101 3,803,744 114,814 3.11 137,772 6.19 0.2701
2020-05-15 2020-03-31 13F/A-1 BROWN & BROWN COM 115236101 3,803,744 0 137,772 0.2728
2020-05-14 2020-03-31 13F BROWN & BROWN COM 115236101 4,058,900 369,970 106,673 199,581.1738
2020-02-13 2019-12-31 13F BROWN & BROWN COM 115236101 3,688,930 568,000 18.20 129,745 25.69 0.2108
2019-11-08 2019-09-30 13F BROWN & BROWN COM 115236101 3,120,930 -42,248 -1.34 103,229 10.94 0.1700
2019-08-13 2019-06-30 13F BROWN & BROWN COM 115236101 3,163,178 -895,722 -22.07 93,051 -12.77 0.1596
2019-05-14 2019-03-31 13F BROWN & BROWN COM 115236101 4,058,900 -442,300 -9.83 106,673 -1.70 0.1958
2019-02-19 2018-12-31 13F/A-1 BROWN & BROWN COM 115236101 4,501,200 1,273,500 39.46 108,519 32.06 0.2206
2019-02-13 2018-12-31 13F BROWN & BROWN COM 115236101 4,501,200 1,273,500 108,519
2018-11-09 2018-09-30 13F BROWN & BROWN COM 115236101 3,227,700 1,048,800 48.13 82,172 58.79 0.1439
2018-08-13 2018-06-30 13F BROWN & BROWN COM 115236101 2,178,900 1,327,500 155.92 51,750 193.83 0.0951
2018-05-14 2018-03-31 13F BROWN & BROWN COM 115236101 851,400 766,800 906.38 17,612 385.71 0.0341
2018-02-21 2017-12-31 13F/A-1 BROWN & BROWN COM 115236101 84,600 84,600 3,626 0.0066
2018-01-24 2017-12-31 13F BROWN & BROWN COM 115236101 84,600 3,626 0.0066
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.