Select Equity Group — BRO Trade History
Quarter-by-quarter changes in the BROWN & BROWN INC position · CUSIP 115236101
Currently held · >10 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 4,892,500 | -3,129,623 | -39.0% | $313.9M | 1.55% |
| 2026 Q1 | 2026-05-15 | Reduce | 8,022,123 | -1,412,679 | -15.0% | $523.1M | 2.68% |
| 2025 Q4 | 2026-02-17 | Add | 9,434,802 | 3,358,403 | +55.3% | $752.0M | 3.24% |
| 2025 Q3 | 2025-11-14 | Add | 6,076,399 | 330,694 | +5.8% | $569.9M | 2.35% |
| 2025 Q2 | 2025-08-14 | Reduce | 5,745,705 | -528,667 | -8.4% | $637.0M | 2.67% |
| 2025 Q1 | 2025-05-15 | Reduce | 6,274,372 | -1,704,535 | -21.4% | $780.5M | 3.37% |
| 2024 Q4 | 2025-02-14 | Reduce | 7,978,907 | -1,594,373 | -16.7% | $814.0M | 3.23% |
| 2024 Q3 | 2024-11-14 | Reduce | 9,573,280 | -3,560,516 | -27.1% | $991.8M | 3.56% |
| 2024 Q2 | 2024-08-14 | Reduce | 13,133,796 | -472,594 | -3.5% | $1.17B | 4.62% |
| 2024 Q1 | 2024-05-15 | Reduce | 13,606,390 | -704,090 | -4.9% | $1.19B | 4.21% |
| 2023 Q4 | 2024-02-14 | Reduce | 14,310,480 | -443,276 | -3.0% | $1.02B | 3.62% |
| 2023 Q3 | 2023-11-14 | Reduce | 14,753,756 | -957,888 | -6.1% | $1.03B | 4.22% |
| 2023 Q2 | 2023-08-14 | Reduce | 15,711,644 | -806,579 | -4.9% | $1.08B | 4.03% |
| 2023 Q1 | 2023-05-15 | Reduce | 16,518,223 | -743,511 | -4.3% | $948.5M | 3.38% |
| 2022 Q4 | 2023-02-14 | Reduce | 17,261,734 | -1,329,366 | -7.2% | $983.4M | 3.70% |
| 2022 Q3 | 2022-11-14 | Reduce | 18,591,100 | -338,829 | -1.8% | $1.12B | 3.92% |
| 2022 Q2 | 2022-08-15 | Add | 18,929,929 | 390,496 | +2.1% | $1.10B | 3.54% |
| 2022 Q1 | 2022-05-16 | Add | 18,539,433 | 263,444 | +1.4% | $1.34B | 4.34% |
| 2021 Q4 | 2022-02-14 | Add | 18,275,989 | 290,645 | +1.6% | $1.28B | 3.50% |
| 2021 Q3 | 2021-11-15 | Add | 17,985,344 | 1,597,989 | +9.8% | $997.29B | 3.35% |
| 2021 Q2 | 2021-08-16 | Add | 16,387,355 | 1,657,110 | +11.2% | $870.82B | 2.98% |
| 2021 Q1 | 2021-05-17 | Add | 14,730,245 | 840,666 | +6.1% | $673.32B | 2.45% |
| 2020 Q4 | 2021-02-16 | Add | 13,889,579 | 948,514 | +7.3% | $658.50B | 2.70% |
| 2020 Q3 | 2020-11-16 | Add | 12,941,065 | 324,549 | +2.6% | $585.84B | 2.88% |
| 2020 Q2 | 2020-08-14 | Add | 12,616,516 | 683,360 | +5.7% | $514.25B | 2.95% |
| 2020 Q1 | 2020-05-15 | Add | 11,933,156 | 1,026,869 | +9.4% | $432.22B | 2.98% |
| 2019 Q4 | 2020-02-14 | Add | 10,906,287 | 1,029,286 | +10.4% | $430.58B | 2.72% |
| 2019 Q3 | 2019-11-14 | Add | 9,877,001 | 410,087 | +4.3% | $356.16B | 2.41% |
| 2019 Q2 | 2019-08-14 | Add | 9,466,914 | 135,184 | +1.4% | $317.14B | 2.16% |
| 2019 Q1 | 2019-05-15 | Reduce | 9,331,730 | -50,354 | -0.5% | $275.38B | 1.86% |
| 2018 Q4 | 2019-02-14 | Add | 9,382,084 | 1,122,132 | +13.6% | $258.57B | 1.95% |
| 2018 Q3 | 2018-11-14 | Add | 8,259,952 | 2,668,708 | +47.7% | $244.25B | 1.81% |
| 2018 Q2 | 2018-08-14 | Add | 5,591,244 | 1,075,295 | +23.8% | $155.05B | 1.25% |
| 2018 Q1 | 2018-05-15 | Add | 4,515,949 | 1,074,545 | +31.2% | $114.89B | 0.94% |
| 2017 Q4 | 2018-02-14 | Reduce | 3,441,404 | -1,511,956 | -30.5% | $88.55B | 0.70% |
| 2017 Q3 | 2017-11-14 | Reduce | 4,953,360 | -2,704,508 | -35.3% | $119.35B | 0.91% |
| 2017 Q2 | 2017-08-14 | Add | 7,657,868 | 4,396,530 | +134.8% | $164.91B | 1.18% |
| 2017 Q1 | 2017-05-15 | Add | 3,261,338 | 458,288 | +16.3% | $68.03B | 0.51% |
| 2016 Q4 | 2017-02-14 | Add | 2,803,050 | 994,828 | +55.0% | $62.87B | 0.52% |
| 2016 Q3 | 2016-11-14 | New | 1,808,222 | 1,808,222 | — | $34.09B | 0.29% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.