布朗與布朗公司
MX ˙ BMV ˙ US1152361010
SecurityMX:BRO / Brown & Brown, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership11,747 shares
Latest Disclosed Value $ 766,021
Crossmark Global Holdings, Inc. reports 1.34% decrease in ownership of BRO / Brown & Brown, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 11,747 shares of Brown & Brown, Inc. (MX:BRO) valued at $766,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 11,907 shares of Brown & Brown, Inc.. This represents a change in shares of -1.34% 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)
2026-05-11 2026-03-31 13F BROWN & BROWN COM 115236101 11,747 -160 -1.34 766 -19.20 0.0113
2026-02-03 2025-12-31 13F BROWN & BROWN COM 115236101 11,907 -7,107 -37.38 949 -46.83 0.0135
2025-11-12 2025-09-30 13F BROWN & BROWN COM 115236101 19,014 -2,213 -10.43 1,783 -24.22 0.0267
2025-08-08 2025-06-30 13F BROWN & BROWN COM 115236101 21,227 -1,303 -5.78 2,353 -16.02 0.0380
2025-04-30 2025-03-31 13F BROWN & BROWN COM 115236101 22,530 -372 -1.62 2,803 140,000.00 0.0494
2025-01-16 2024-12-31 13F BROWN & BROWN COM 115236101 22,902 -27 -0.12 2 0.00 0.0426
2024-11-04 2024-09-30 13F BROWN & BROWN COM 115236101 22,929 113 0.50 2 0.00 0.0424
2024-07-29 2024-06-30 13F BROWN & BROWN COM 115236101 22,816 685 3.10 2 100.00 0.0390
2024-05-13 2024-03-31 13F BROWN & BROWN COM 115236101 22,131 144 0.65 2 0.00 0.0371
2024-02-13 2023-12-31 13F BROWN & BROWN COM 115236101 21,987 -389 -1.74 2 0.00 0.0325
2023-11-08 2023-09-30 13F BROWN & BROWN COM 115236101 22,376 490 2.24 2 0.00 0.0360
2023-07-31 2023-06-30 13F BROWN & BROWN COM 115236101 21,886 -938 -4.11 2 0.00 0.0332
2023-05-12 2023-03-31 13F BROWN & BROWN COM 115236101 22,824 791 3.59 1 0.00 0.0308
2023-01-19 2022-12-31 13F BROWN & BROWN COM 115236101 22,033 2,114 10.61 1 -99.92 0.0313
2022-11-01 2022-09-30 13F BROWN & BROWN COM 115236101 19,919 -3,005 -13.11 1,205 -9.87 0.0334
2022-07-29 2022-06-30 13F BROWN & BROWN COM 115236101 22,924 -2,320 -9.19 1,337 -26.70 0.0346
2022-05-11 2022-03-31 13F BROWN & BROWN COM 115236101 25,244 800 3.27 1,824 6.17 0.0407
2022-01-10 2021-12-31 13F BROWN & BROWN COM 115236101 24,444 2,730 12.57 1,718 42.69 0.0373
2021-10-21 2021-09-30 13F/A-1 BROWN & BROWN COM 115236101 21,714 -4,830 -18.20 1,204 -14.67 0.0282
2021-10-13 2021-09-30 13F BROWN & BROWN COM 115236101 11,400 -15,144 149 0.0171
2021-07-21 2021-06-30 13F BROWN & BROWN COM 115236101 26,544 -360 -1.34 1,411 14.72 0.0332
2021-04-15 2021-03-31 13F BROWN & BROWN COM 115236101 26,904 -110 -0.41 1,230 -3.98 0.0305
2021-01-14 2020-12-31 13F BROWN & BROWN COM 115236101 27,014 770 2.93 1,281 7.83 0.0324
2020-10-08 2020-09-30 13F BROWN & BROWN COM 115236101 26,244 -180 -0.68 1,188 10.31 0.0333
2020-08-14 2020-06-30 13F BROWN & BROWN COM 115236101 26,424 234 0.89 1,077 13.49 0.0314
2020-04-28 2020-03-31 13F BROWN & BROWN COM 115236101 26,190 30 0.11 949 -8.13 0.0340
2020-02-06 2019-12-31 13F BROWN & BROWN COM 115236101 26,160 20 0.08 1,033 9.54 0.0284
2019-10-09 2019-09-30 13F BROWN & BROWN COM 115236101 26,140 -1,217 -4.45 943 2.95 0.0275
2019-07-09 2019-06-30 13F BROWN & BROWN COM 115236101 27,357 -99 -0.36 916 13.09 0.0257
2019-05-02 2019-03-31 13F BROWN & BROWN COM 115236101 27,456 -940 -3.31 810 3.45 0.0230
2019-01-31 2018-12-31 13F BROWN & BROWN COM 115236101 28,396 1,990 7.54 783 0.26 0.0243
2018-11-08 2018-09-30 13F/A-1 BROWN & BROWN COM 115236101 26,406 1,050 4.14 781 11.10 0.0198
2018-11-06 2018-09-30 13F BROWN & BROWN COM 115236101 25,356 0 703
2018-07-31 2018-06-30 13F BROWN & BROWN COM 115236101 25,356 -1,480 -5.51 703 2.93 0.0189
2018-04-16 2018-03-31 13F BROWN & BROWN COM 115236101 26,836 12,630 88.91 683 -6.57 0.0177
2018-02-05 2017-12-31 13F BROWN & BROWN COM 115236101 14,206 -1,372 -8.81 731 -2.66 0.0176
2017-10-27 2017-09-30 13F BROWN & BROWN COM 115236101 15,578 0 0.00 751 0.00 0.0194
2017-10-25 2016-09-30 13F BROWN & BROWN COM 115236101 15,578 15,578 751 0.0194
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.