Company Analysis

Brown & Brown, Inc. (BRO)

NYSE: BRO · Insurance Agents, Brokers & Service · Daytona Beach, FL · filing with the SEC since 1994
Grade6.3
◀ Past 6.8● Present 6.4▶ Future 5.7

Who owns Brown & Brown, Inc.

As filed with the SEC
Holders of 5% or more
2
Vanguard Capital Management holds 6.42% of Common Stock, as its SCHEDULE 13G filed Apr 29, 2026 says.
Directors and officers
22
report now, of 34 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
6.42%
Fmr LLC
5.4%
Capital World Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · reported falling below 5%, from 5.3% in Nov 13, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 11.3% in Oct 30, 2025
under 5%
What BRO reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
RSC Topco Inc
A company bought · acquisition · owns, named in the 10-K filed Feb 12, 2026

448 subsidiaries in 23 countries, from the list filed with the 10-K filed Feb 12, 2026.

Insider tradesForm 4
0sales
2purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 34 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Johnson Joia Mdirector0$001$0
Proctor H Palmer Jrdirector0$001$100,000
SI Assistanton BRO · research, not advice