Brown & Brown, Inc.
DE ˙ DB ˙ US1152361010
49,47 € ↑0,95 (1,96%)
2026-06-04
DELAT PRIS
SecurityDE:BTW / Brown & Brown, Inc.
InstitutionCim, Llc
Latest Disclosed Ownership15,163 shares
Latest Disclosed Value $ 988,779
Cim, Llc reports 55.79% decrease in ownership of BTW / Brown & Brown, Inc.

On May 18, 2026 - Cim, Llc filed a 13F-HR form disclosing ownership of 15,163 shares of Brown & Brown, Inc. (DE:BTW) valued at $868,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 34,296 shares of Brown & Brown, Inc.. This represents a change in shares of -55.79% during the quarter. The current value of the position is $750,114 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)
2026-05-18 2026-03-31 13F BROWN & BROWN COM 115236101 15,163 -19,133 -55.79 989 -63.85 0.1429
2026-02-18 2025-12-31 13F BROWN & BROWN COM 115236101 34,296 5,511 19.15 2,733 1.26 0.3584
2025-11-14 2025-09-30 13F BROWN & BROWN COM 115236101 28,785 1,560 5.73 2,700 -10.57 0.3531
2025-08-19 2025-06-30 13F BROWN & BROWN COM 115236101 27,225 1,730 6.79 3,018 -4.82 0.4064
2025-06-05 2025-03-31 13F BROWN & BROWN COM 115236101 25,495 11,059 76.61 3,172 115.42 0.4712
2025-03-03 2024-12-31 13F BROWN & BROWN COM 115236101 14,436 159 1.11 1,473 -0.47 0.2098
2025-01-16 2024-09-30 13F BROWN & BROWN COM 115236101 14,277 -507 -3.43 1,479 -4.33 0.2131
2024-09-06 2024-06-30 13F BROWN & BROWN COM 115236101 14,784 76 0.52 1,547 20.12 0.2325
2024-09-06 2024-06-30 13F BROWN & BROWN COM 115236101 14,784 76 1,547 0.2325
2024-05-20 2024-03-31 13F BROWN & BROWN COM 115236101 14,708 -127 -0.86 1,288 3.21 0.1948
2024-02-23 2023-12-31 13F BROWN & BROWN COM 115236101 14,835 -128 -0.86 1,248 19.33 0.1944
2024-05-17 2023-09-30 13F BROWN & BROWN COM 115236101 14,963 8 0.05 1,045 1.55 0.1991
2024-05-17 2023-06-30 13F BROWN & BROWN COM 115236101 14,955 -1,387 -8.49 1,030 9.70 0.1923
2024-05-17 2023-03-31 13F BROWN & BROWN COM 115236101 16,342 177 1.09 938 -0.42 0.1859
2023-02-10 2022-12-31 13F BROWN & BROWN COM 115236101 16,165 -653 -3.88 943 -4.46 0.1870
2022-11-02 2022-09-30 13F BROWN & BROWN COM 115236101 16,818 -2,480 -12.85 986 -14.93 0.2078
2022-07-11 2022-06-30 13F BROWN & BROWN COM 115236101 19,298 843 4.57 1,159 -13.38 0.2405
2022-04-12 2022-03-31 13F BROWN & BROWN COM 115236101 18,455 -243 -1.30 1,338 11.04 0.2490
2022-01-26 2021-12-31 13F BROWN & BROWN COM 115236101 18,698 -3,110 -14.26 1,205 -10.81 0.2249
2021-11-08 2021-09-30 13F BROWN & BROWN COM 115236101 21,808 641 3.03 1,351 17.17 0.2101
2021-08-09 2021-06-30 13F BROWN & BROWN COM 115236101 21,167 243 1.16 1,153 3.22 0.1876
2021-05-11 2021-03-31 13F BROWN & BROWN COM 115236101 20,924 591 2.91 1,117 22.75 0.2003
2021-02-08 2020-12-31 13F BROWN & BROWN COM 115236101 20,333 672 3.42 910 1.68 0.1680
2020-11-06 2020-09-30 13F BROWN & BROWN COM 115236101 19,661 -292 -1.46 895 10.09 0.1823
2020-08-07 2020-06-30 13F BROWN & BROWN COM 115236101 19,953 393 2.01 813 14.83 0.2382
2020-05-05 2020-03-31 13F BROWN & BROWN COM 115236101 19,560 246 1.27 708 -7.21 0.2687
2020-02-13 2019-12-31 13F BROWN & BROWN COM 115236101 19,314 19,314 763 0.2391
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.