BRO

Brown & Brown Inc

Latest period2024 - Q4Total superinvestors102

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 102 superinvestors own shares of Brown & Brown Inc (BRO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Brown & Brown Inc (BRO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Brown & Brown Inc (BRO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Brown & Brown Inc (BRO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 18.52%
0.01%
$627,622
6,152 shares@ 102.02 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Increased 9.64%
0.1%
$580,000
5,690 shares@ 101.94 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 2.49%
0.03%
$476,000
4,664 shares@ 102.06 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Increased 1.6%
0.01%
$430,014
4,215 shares@ 102.02 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 13.09%
0.02%
$372,578
3,517 shares@ 105.94 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 68.3%
0.08%
$358,011
3,509 shares@ 102.03 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 0.84%
0.01%
$355,948
3,489 shares@ 102.03 avg price
Joseph Wallace@Wallace Advisory Group, Llc
Recent Activity
Increased 0.58%
0.23%
$326,341
3,150 shares@ 103.61 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 0.75%
0.02%
$316,777
3,105 shares@ 102.03 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 36.07%
0.02%
$303,349
2,973 shares@ 102.04 avg price