BRO — BROWN & BROWN INC

Ownership history in BARR E S & CO  ·  3 quarters on record

This page tracks every 13F SEC filing in which BARR E S & CO reported a position in BROWN & BROWN INC (BRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.55% (2025 Q3)
Avg. % of fund
1.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 362,669 +57,971 +19.0% 1.50% $28.9M $79.52
2025 Q3 ADDED 304,698 +302,761 +15630.4% 1.55% $28.6M $93.38
2025 Q2 INITIATED 1,937 — — 0.01% $215K $110.21
% of Fund (quarterly)    BRO price (monthly, adj. close)

Other funds also holding BRO

As of 2025 Q4 — sorted by position size

PhiloSmith Capital Corp 3Y 6.96% JACKSON HILL ADVISORS, LLC 3Y 6.29% Quantum Capital Management, LLC / NJ 3Y 7Y 6.0% GOBI CAPITAL LLC 3Y 7Y 5.52% SPRING CAPITAL MANAGEMENT, LLC 3Y 4.1% Tandem Investment Advisors, Inc. 3Y 7Y 3.83% Dundas Partners LLP 3Y 7Y 3.74% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 3.62% Vancity Investment Management Ltd 3Y 3.62% Select Equity Group, L.P. 3Y 7Y 3.24%
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