First Merchants Corp reports 1.77% increase in ownership of BTW / Brown & Brown, Inc.

布朗與布朗公司

DE ˙ DB ˙ US1152361010

€49.47 ↑0.95 (1.96%)

2026-06-04
分享價格

Security	DE:BTW / Brown & Brown, Inc.
Institution	First Merchants Corp
Latest Disclosed Ownership	92,353 shares
Latest Disclosed Value	$ 6,022,339

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 92,353 shares of Brown & Brown, Inc. (DE:BTW) valued at $5,289,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 90,746 shares of Brown & Brown, Inc.. This represents a change in shares of 1.77% during the quarter. The current value of the position is $4,568,703 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-16	2026-03-31	13F	BROWN & BROWN	Equities	115236101	92,353	1,607	1.77	6,022	-16.73	0.2236
2026-01-12	2025-12-31	13F	BROWN & BROWN	Equities	115236101	90,746	-1,158	-1.26	7,232	-16.09	0.2678
2025-10-22	2025-09-30	13F	BROWN & BROWN	Equities	115236101	91,904	849	0.93	8,620	-14.62	0.3249
2025-07-23	2025-06-30	13F	BROWN & BROWN	Equities	115236101	91,055	-858	-0.93	10,095	-11.70	0.3905
2025-04-24	2025-03-31	13F	BROWN & BROWN	Equities	115236101	91,913	1,614	1.79	11,434	24.11	0.4561
2025-01-30	2024-12-31	13F	BROWN & BROWN	Equities	115236101	90,299	561	0.63	9,212	-0.90	0.3539
2024-10-24	2024-09-30	13F	BROWN & BROWN	Equities	115236101	89,738	57,988	182.64	9,297	227.55	0.3550
2024-07-25	2024-06-30	13F	BROWN & BROWN	Equities	115236101	31,750	338	1.08	2,839	3.24	0.1142
2024-04-25	2024-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	31,412	-1,326	-4.05	2,750	18.13	0.2068
2024-01-25	2023-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	32,738	-380	-1.15	2,328	0.65	0.1908
2023-10-26	2023-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	33,118	-950	-2.79	2,313	-1.41	0.2061
2023-07-25	2023-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	34,068	-340	-0.99	2,345	18.73	0.1983
2023-04-25	2023-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	34,408	-1,098	-3.09	1,976	-2.32	0.1759
2023-01-26	2022-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	35,506	390	1.11	2,023	-4.76	0.1853
2022-10-25	2022-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	35,116	-567	-1.59	2,123	2.02	0.2126
2022-07-26	2022-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	35,683	-930	-2.54	2,081	-21.35	0.2056
2022-04-26	2022-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	36,613	-2,165	-5.58	2,646	-2.90	0.2166
2022-01-27	2021-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	38,778	-705	-1.79	2,725	24.49	0.2104
2021-10-26	2021-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	39,483	-801	-1.99	2,189	2.24	0.1394
2021-07-26	2021-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	40,284	-876	-2.13	2,141	13.82	0.1392
2021-04-22	2021-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	41,160	-1,036	-2.46	1,881	-5.95	0.1253
2021-01-28	2020-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	42,196	-1,479	-3.39	2,000	1.16	0.1378
2020-10-28	2020-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	43,675	-1,579	-3.49	1,977	7.21	0.1506
2020-07-23	2020-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	45,254	-1,976	-4.18	1,844	7.77	0.1556
2020-04-23	2020-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	47,230	-300	-0.63	1,711	-8.80	0.2214
2020-01-30	2019-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	47,530	-1,910	-3.86	1,876	5.22	0.1921
2019-10-24	2019-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	49,440	-4,157	-7.76	1,783	-0.72	0.1895
2019-07-25	2019-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	53,597	-1,497	-2.72	1,796	10.52	0.2858
2019-04-25	2019-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	55,094	-6,254	-10.19	1,625	-3.90	0.2624
2019-01-31	2018-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	61,348	-21,637	-26.07	1,691	-31.06	0.3245
2018-10-24	2018-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	82,985	-7,233	-8.02	2,453	-1.92	0.4021
2018-07-26	2018-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	90,218	44,855	98.88	2,501	116.91	0.4352
2018-04-26	2018-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	45,363	-5,650	-11.08	1,153	-56.08	0.1936
2018-01-30	2017-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	51,013	-1,663	-3.16	2,625	3.47	0.4475
2017-10-31	2017-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	52,676	-795	-1.49	2,537	10.16	0.4383
2017-07-27	2017-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	53,471	-600	-1.11	2,303	2.08	0.6363
2017-04-27	2017-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	54,071	-22,340	-29.24	2,256	-34.19	0.6284
2017-01-26	2016-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	76,411	2,846	3.87	3,428	23.62	1.0153
2016-10-25	2016-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	73,565	-652	-0.88	2,773	-0.29	0.8890
2016-07-26	2016-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	74,217	21,233	40.07	2,781	46.68	0.9169
2016-04-26	2016-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	52,984	781	1.50	1,896	13.19	0.6717
2016-02-01	2015-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	52,203	-17,553	-25.16	1,675	-22.45	0.5907
2015-10-22	2015-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	69,756	3,037	4.55	2,160	-1.46	0.7713
2015-07-23	2015-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	66,719	1,844	2.84	2,192	2.05	0.6847
2015-04-27	2015-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	64,875	64,875	0.00	2,148		0.6630
2015-01-27	2014-12-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	0	-59,916	-100.00	0	-100.00
2014-10-23	2014-09-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	59,916	7,593	14.51	1,925	19.86	0.6150
2014-07-24	2014-06-30	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	52,323	31,944	156.75	1,606	156.14	0.5005
2014-04-29	2014-03-31	13F	BROWN & BROWN INC COM	COMMON STOCK	115236101	20,379	20,379		627		0.2022

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.