BARR E S & CO BRO β€” BROWN & BROWN INC

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

AI Ownership Summary

BARR E S & CO reported BROWN & BROWN INC (BRO) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q3. The latest visible filing shows BRO at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARR E S & CO's position in BROWN & BROWN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRO was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARR E S & CO held BRO β€” position size vs. price
% of Fund (quarterly)    BRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 362,669 +57,971 +19.0% 1.50% $28.9M 2026-02-14 (Est.) $68.47
2025 Q3 ADDED β€” β€” β€” 304,698 +302,761 +15630.4% 1.55% $28.6M 2025-11-12 $80.02
2025 Q2 INITIATED β€” β€” β€” 1,937 β€” β€” 0.01% $215K 2025-08-12 $94.20

FAQ About BARR E S & CO and BRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARR E S & CO reported owning BRO?

BARR E S & CO reported BRO across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BRO position in BARR E S & CO's portfolio?

The largest reported portfolio weight for BRO was 1.55% in 2025 Q3.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2025 Q4, when BARR E S & CO reported 362,669 shares, equal to 1.50% of portfolio, with an estimated market value of $28.9M.

What does the chart on this BRO ownership page compare?

The chart compares BARR E S & CO's quarterly BRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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