Brown & Brown, Inc.
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionGlen Eagle Advisors, LLC
Latest Disclosed Ownership1,000 shares
Latest Disclosed Value $ 65,210
Glen Eagle Advisors, LLC ownership in BRO / Brown & Brown, Inc.

On May 15, 2026 - Glen Eagle Advisors, LLC filed a 13F-HR form disclosing ownership of 1,000 shares of Brown & Brown, Inc. (MX:BRO) valued at $65,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,000 shares of Brown & Brown, Inc.. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 65 -17.72 0.0091
2026-02-13 2025-12-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 80 -15.05 0.0109
2025-11-14 2025-09-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 94 -15.45 0.0130
2025-08-14 2025-06-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 111 -11.29 0.0171
2025-05-15 2025-03-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 124 21.57 0.0206
2025-02-18 2024-12-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 102 -0.97 0.0169
2024-11-15 2024-09-30 13F BROWN &BROWN COM 115236101 1,000 -250 -20.00 104 -7.21 0.0175
2024-08-14 2024-06-30 13F BROWN &BROWN COM 115236101 1,250 0 0.00 112 1.83 0.0205
2024-07-03 2024-03-31 13F BROWN &BROWN COM 115236101 1,250 0 0.00 109 23.86 0.0208
2024-08-13 2023-12-31 13F BROWN &BROWN COM 115236101 1,250 0 0.00 89 1.15 0.0185
2024-08-13 2023-09-30 13F BROWN &BROWN COM 115236101 1,250 0 0.00 87 1.16 0.0202
2024-08-13 2023-06-30 13F BROWN &BROWN COM 115236101 1,250 0 0.00 86 21.13 0.0198
2024-08-13 2023-03-31 13F BROWN &BROWN COM 115236101 1,250 0 0.00 72 0.00 0.0180
2024-08-13 2022-12-31 13F BROWN &BROWN COM 115236101 1,250 0 0.00 71 -5.33 0.0194
2024-08-13 2022-09-30 13F BROWN &BROWN COM 115236101 1,250 0 0.00 76 4.17 0.0220
2024-08-13 2022-06-30 13F BROWN &BROWN COM 115236101 1,250 0 0.00 73 -20.00 0.0198
2024-08-13 2022-03-31 13F BROWN &BROWN COM 115236101 1,250 250 25.00 90 28.57 0.0236
2024-08-13 2021-12-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 70 27.27 0.0183
2024-08-13 2021-09-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 55 3.77 0.0160
2024-08-13 2021-06-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 53 17.78 0.0165
2024-08-13 2021-03-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 46 -4.26 0.0160
2024-08-13 2020-12-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 47 4.44 0.0187
2024-08-13 2020-09-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 45 12.50 0.0203
2024-08-13 2020-06-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 41 11.11 0.0209
2024-08-13 2020-03-31 13F BROWN &BROWN BROWN &BROWN INC 115236101 1,000 -150 -13.04 36 -20.00 0.0254
2024-08-13 2019-12-31 13F BROWN &BROWN COM 115236101 1,150 150 15.00 45 25.00 0.0243
2024-08-13 2019-09-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 36 9.09 0.0238
2024-08-13 2019-06-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 34 13.79 0.0229
2024-08-13 2019-03-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 30 7.41 0.0215
2024-08-13 2018-12-31 13F BROWN &BROWN COM 115236101 1,000 0 0.00 28 -6.90 0.0232
2024-08-13 2018-09-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 30 7.41 0.0211
2024-08-13 2018-06-30 13F BROWN &BROWN COM 115236101 1,000 0 0.00 28 8.00 0.0217
2024-08-14 2018-03-31 13F/A-1 BROWN &BROWN BROWN &BROWN INC 115236101 1,000 500 100.00 25 0.00 0.0210
2024-08-13 2018-03-31 13F BROWN &BROWN COM 115236101 25,440 24,940 25 0.0210
2024-08-13 2017-12-31 13F BROWN &BROWN COM 115236101 500 0 0.00 26 4.17 0.0224
2024-08-13 2017-09-30 13F BROWN &BROWN COM 115236101 500 500 24 0.0225
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.