Jefferies Group's BRO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 21.5K shares of Brown & Brown, Inc. (BRO) worth $2.02 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BRO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 274.2K shares. Largest reduction occurred in Q3 2025, reducing 277.1K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Brown & Brown (BRO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brown & Brown (BRO) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +36,008 | New Buy | 36,008 | $68.84 |
| Q3 2023 | -36,008 | Sold Out | 36,008 | $0.00 |
| Q2 2024 | +3,785 | New Buy | 3,785 | $89.41 |
| Q3 2024 | +63,000 | Add 1664.46% | 66,785 | $103.60 |
| Q4 2024 | -66,785 | Sold Out | 66,785 | $0.00 |
| Q1 2025 | +24,464 | New Buy | 24,464 | $124.40 |
| Q2 2025 | +274,177 | Add 1120.74% | 298,641 | $110.87 |
| Q3 2025 | -277,133 | Reduce 92.80% | 21,508 | $93.79 |
Jefferies Group's Brown & Brown Investment FAQs
Jefferies Group first purchased Brown & Brown, Inc. (BRO) in Q2 2023, acquiring 36,008 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Brown & Brown, Inc. (BRO) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Brown & Brown, Inc. (BRO) was in Q2 2025, adding 298,641 shares worth $33.11 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 21,508 shares of Brown & Brown, Inc. (BRO), valued at approximately $2.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brown & Brown, Inc. (BRO) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Brown & Brown, Inc. (BRO) was 298,641 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.