Hyatt J Brown Transfers Shares of Brown & Brown Inc (BRO) — SEC Form 4, Jan 02, 2025

SEC Form 4 · No Market Transaction

Gift

Transfer of shares as a gift.

Reporting Owner

Hyatt J Brown

Chair 10% Owner

TXN 2024-12-31 · FILED 2025-01-02

Equity Position 38M sh 38,053,918 → 37,953,558

Equity Change -0.3% shares held after vs before

Filing Lag 1 business day within 2-day SEC deadline

Form 4 · Statement of Changes in Beneficial Ownership

Brown & Brown Inc

BRO CIK 0000079282

Reporting Owner

Name	Relationship
Hyatt J Brown CIK 0001168820	Director Chair 10% Owner

Hyatt J Brown at Brown & Brown Inc Full insider history

Bought (12 mo) —

Sold (12 mo) —

More from this insider at Brown & Brown Inc

Non-Derivative Securities Transactions

Title	Date	Type	Shares	Price	Net Total	Post-Txn	Ownership
Common Stock, $.10 par valueF1	2024-12-31	G - Gift	100,360 D	$0.00	—	1,954,590	Indirect Charitable Lead Annuity Trust

Non-Derivative Holdings

Title	Shares Held	Ownership
Common Stock, $.10 par valueF2	35,998,968	Indirect Limited Partnership

Footnotes (2)

F1: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries. Show more
F2: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc. Show more

Institutional Holders

Largest by reported value

5%+ Holders · 13D/G 2 filers

Latest Schedule 13D/G per filer; stakes the filer reported closed are left out.

Other insiders at Brown & Brown Inc

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