BRO β€” BROWN & BROWN INC COM

Ownership history in SEGALL BRYANT & HAMILL, LLC  Β·  5 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported BROWN & BROWN INC COM (BRO) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows BRO at 0.14% 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 SEGALL BRYANT & HAMILL, LLC's position in BROWN & BROWN INC COM, 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 Q3

BRO was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 SEGALL BRYANT & HAMILL, LLC held BRO β€” position size vs. price
% of Fund (quarterly)    BRO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 110,960 -2,802 -2.5% 0.14% $10.4M 2025-11-12 $80.02
2025 Q2 REDUCED 113,762 -4,728 -4.0% 0.18% $12.6M 2025-08-12 $94.20
2025 Q1 REDUCED 118,490 -6,860 -5.5% 0.23% $14.7M 2025-05-02 $109.76
2024 Q4 REDUCED 125,350 -744 -0.6% 0.18% $12.8M 2025-02-11 $107.96
2024 Q3 INITIATED 126,094 β€” β€” 0.18% $13.1M 2024-11-08 $111.45

FAQ About SEGALL BRYANT & HAMILL, LLC and BRO

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

How long has SEGALL BRYANT & HAMILL, LLC reported owning BRO?

SEGALL BRYANT & HAMILL, LLC reported BRO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BRO position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for BRO was 0.23% in 2025 Q1.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2025 Q3, when SEGALL BRYANT & HAMILL, LLC reported 110,960 shares, equal to 0.14% of portfolio, with an estimated market value of $10.4M.

What does the chart on this BRO ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC'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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