Charles Robert Mathis IV - 07 May 2025 Form 3 Insider Report for BROWN & BROWN, INC. (BRO)

Reporting relationship: EVP and Chief Legal Officer
Issuer ticker: BRO
Reported as of: 07 May 2025
Net transaction value: $0
SEC form: 3
Accepted by SEC: 19 May 2025, 09:08:41 UTC
Source filing: View source filing
Reporting owner signature: /s/ Charles Robert Mathis IV

Key filing fact

Charles Robert Mathis IV filed Form 3 for BROWN & BROWN, INC. (BRO) on 19 May 2025.

Key facts

This page summarizes Charles Robert Mathis IV's Form 3 filing for BROWN & BROWN, INC. (BRO).
0 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 19 May 2025, 09:08.

Change

No earlier filing in this sequence is available for direct comparison.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (1)

CIK 0002069054 Primary reporting owner

Mathis IV Charles Robert

Relationship: EVP and Chief Legal Officer
Address: 300 NORTH BEACH STREET, DAYTONA BEACH
Signature: /s/ Charles Robert Mathis IV
Signature date: 19 May 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BRO holding

Common Stock, $.10 par value (2019 SIP)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 5,081
Date: 07 May 2025
Ownership: Direct
Footnotes: F1

BRO holding

Common Stock, $.10 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 758
Date: 07 May 2025
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). With respect to securities that are restricted stock awards, 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. With respect to securities that are restricted stock units, the Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions or the Reporting Person's qualified retirement.