Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
CENA AKCJI
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionHarbor Advisors LLC
Latest Disclosed Ownership24,000 shares
Latest Disclosed Value $ 1,565,040
Harbor Advisors LLC ownership in BTW / Brown & Brown, Inc.

On May 7, 2026 - Harbor Advisors LLC filed a 13F-HR form disclosing ownership of 24,000 shares of Brown & Brown, Inc. (DE:BTW) valued at $1,374,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 24,000 shares of Brown & Brown, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,187,280 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)
2026-05-07 2026-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,565 -18.15 0.2261
2026-01-30 2025-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,913 -15.02 0.2873
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,251 -15.41 0.3472
2025-08-13 2025-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,661 -10.89 0.4355
2025-05-15 2025-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,986 21.94 0.5184
2025-02-11 2024-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,448 -1.53 0.3847
2024-11-14 2024-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,486 15.90 0.4161
2024-07-30 2024-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,146 2.14 0.3935
2024-05-01 2024-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 2,101 23.09 0.3859
2024-02-01 2023-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,707 1.79 0.3263
2023-11-07 2023-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,676 1.45 0.3591
2023-08-15 2023-06-30 13F/A-1 BROWN & BROWN COM 115236101 24,000 0 0.00 1,652 19.88 0.3511
2023-08-01 2023-06-30 13F BROWN & BROWN COM 115236101 24,000 1,652
2023-05-11 2023-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,378 0.80 0.3225
2023-02-13 2022-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,367 -5.85 0.3413
2022-11-07 2022-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,452 3.71 0.3907
2022-08-05 2022-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,400 -19.26 0.3399
2022-05-16 2022-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,734 2.79 0.3555
2022-02-14 2021-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,687 26.75 0.3138
2021-10-29 2021-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,331 4.39 0.2662
2021-08-03 2021-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,275 16.23 0.2522
2021-05-04 2021-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,097 -3.60 0.2432
2021-02-11 2020-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,138 4.79 0.2548
2020-11-09 2020-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 1,086 11.04 0.2552
2020-08-03 2020-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 978 12.54 0.2507
2020-05-21 2020-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 869 -8.33 0.2637
2020-02-13 2019-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 948 9.60 0.2569
2019-11-13 2019-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 865 7.59 0.2475
2019-08-14 2019-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 804 13.56 0.2403
2019-05-15 2019-03-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 708 7.11 0.2282
2019-02-15 2018-12-31 13F BROWN & BROWN COM 115236101 24,000 0 0.00 661 -6.90 0.2571
2018-11-14 2018-09-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 710 6.61 0.2205
2018-08-07 2018-06-30 13F BROWN & BROWN COM 115236101 24,000 0 0.00 666 9.00 0.2144
2018-05-11 2018-03-31 13F BROWN & BROWN COM 115236101 24,000 12,000 100.00 611 -1.13 0.2057
2018-02-07 2017-12-31 13F BROWN & BROWN COM 115236101 12,000 0 0.00 618 6.92 0.2099
2017-10-26 2017-09-30 13F BROWN & BROWN COM 115236101 12,000 12,000 578 0.2116
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.