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Jefferies Group’s BRO Holdings & Trades

First Buy
Q2 2023
Duration Held
9 Quarters
Largest Add
Q2 2025
+274,177 Shares
Current Position
7,446 Shares
$593,447 Value

Jefferies Group's BRO Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 7,446 shares of Brown & Brown, Inc. (BRO) worth $593,447, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 9 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 274,177 shares. Largest reduction occurred in Q3 2025, reducing 277,133 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -14,062 Reduce 65.38% 7,446 $79.70
Q3 2025 -277,133 Reduce 92.80% 21,508 $93.79
Q2 2025 +274,177 Add 1120.74% 298,641 $110.87
Q1 2025 +24,464 New Buy 24,464 $124.40
Q4 2024 -66,785 Sold Out 0 $0.00
Q3 2024 +63,000 Add 1664.46% 66,785 $103.60
Q2 2024 +3,785 New Buy 3,785 $89.41
Q3 2023 -36,008 Sold Out 0 $0.00
Q2 2023 +36,008 New Buy 36,008 $68.84

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 9 quarters since Q2 2023.

Jefferies Group's largest addition to Brown & Brown, Inc. (BRO) was in Q2 2025, adding 298,641 shares worth $33.11 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 7,446 shares of Brown & Brown, Inc. (BRO), valued at approximately $593,447.

As of the Q4 2025 filing, Brown & Brown, Inc. (BRO) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Brown & Brown, Inc. (BRO) was 298,641 shares, as reported at the end of Q2 2025.