Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | EVP/Chief People Officer | February 26, 2026 | March 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BROWN & BROWN, INC.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par value (2019 SIP)SEC Table I · non-derivative | Direct | 41,828 |
Last balance in matching sequence
After 2026-02-26 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-02-26 · Grant · Acquired 11,704 · Balance 38,973 F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Row 2 · 2026-02-26 · Grant · Acquired 2,855 · Balance 41,828 F2: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 41,036 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 41,036 F3: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.
F2: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.
F3: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 26, 2026 Filed Mar 2, 2026 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 2,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085642 · ownership.xml · nonDerivative · entry 2 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,828 F2 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 11,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085642 · ownership.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,973 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 13:12 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 4,418 | $69.59 | $307,448.62 |
DisclosureSEC source: 0001193125-26-068626 · ownership.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,036 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 14,886 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment. Read SEC document |
| May 05, 2025 Filed May 5, 2025 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,226 | $110.57 | $246,128.82 |
DisclosureSEC source: 0000950170-25-063671 · ownership.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,320 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 5,656 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 00:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,342 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025938 · ownership.xml · nonDerivative · entry 3 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,811 F4 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 00:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 6,802 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025938 · ownership.xml · nonDerivative · entry 2 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,469 F3 · shares: These securities were granted pursuant to the 2019 SIP. The initial grant was made on February 21, 2022, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 24, 2025, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F4 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 00:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 1,392 | $111.65 | $155,416.80 |
DisclosureSEC source: 0000950170-25-025938 · ownership.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,890 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 4,328 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvestment. Read SEC document |
| June 07, 2024 Filed Jun 7, 2024 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value | 3,350 | $89.92 | $301,232.00 |
DisclosureSEC source: 0000950170-24-070831 · ownership.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,597 F1 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,071 | $84.24 | $174,461.04 |
DisclosureSEC source: 0001209191-24-004014 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,947 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 7,114 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 19, 2024 Filed Feb 20, 2024 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003570 · doc4.xml · nonDerivative · entry 2 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,995 F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 19, 2024 Filed Feb 20, 2024 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 8,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003570 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,181 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 01:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,243 | $56.47 | $126,662.21 |
DisclosureSEC source: 0001209191-23-013466 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,509 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 9,206 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 00:16 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011375 · doc4.xml · nonDerivative · entry 3 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,061 F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 00:16 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 4,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011375 · doc4.xml · nonDerivative · entry 2 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,111 F3 · shares: These securities were granted pursuant to the Company's 2019 SIP. The initial grant was made on May 5, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 00:16 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 3,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011375 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,263 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,378 | $64.23 | $152,738.94 |
DisclosureSEC source: 0001209191-22-013639 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,086 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 6,041 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012302 · doc4.xml · nonDerivative · entry 2 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,553 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 6,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012302 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,361 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 25, 2019, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2022, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2010 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| January 21, 2022 Filed Jan 21, 2022 23:53 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,720 | $64.24 | $174,732.80 |
DisclosureSEC source: 0001209191-22-004498 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,423 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 10,748 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 02:30 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 14,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000364 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,420 F1 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.