Insurance Agents, Brokers & Service · SIC 6411

BROWN & BROWN, INC.

BRO

Watch

Latest revenue

$1.90B

as of 2026-03-31

Latest net income

$426.0M

as of 2026-03-31

Net margin

22.4%

as of 2026-03-31

Price · 5Y

+2.7% / yr 11.1 pts / yr vs S&P 500 14.0% total
Compare:

Live market

delayed ≤15 min
$57.82
1.20%
Market cap
$19.60B
Enterprise value
$26.42B
P/E (trailing)
18.6×
Forward P/E
P/B
3.77×
Dividend yield
1.1%
52-wk high
$113.83
52-wk low
$53.81
Beta
Shares out
338.9M

5-year trend

What this company does

AI

Brown & Brown is an insurance brokerage that places property, casualty, and employee benefits coverage for businesses and individuals through retail offices and specialty wholesale and program units. It earns the bulk of revenue from commissions and fees on insurance policies it sells or underwrites as a managing general agent, totaling $1.88 billion last quarter. Revenue jumped 35% year-over-year, reflecting the company's transformation through large acquisitions that roughly doubled goodwill and amortization expense versus a year ago.

Generated from BRO's filing dated 2026-02-12

Key risks

AI
  • Leverage spike: long-term debt totals $7.82B with interest expense up 115% YoY to $99M, pressuring earnings as $1.24B comes due short-term.
  • Goodwill/intangibles of $19.86B equal 158% of equity; amortization doubled to $116M, signaling heavy reliance on accretive M&A to sustain growth.
  • Diluted EPS fell to $1.06 from $1.15 despite 35% revenue growth, as share count nearly doubled from acquisition-related issuance diluting shareholders.

Generated from BRO's filing dated 2026-02-12

Profitability

Net margin

17.9%

13.6%

Return on equity

18.9%

29.6%

Return on assets

3.5%

37.7%

Leverage

Debt / equity

2.23×

9.7%

Long-term debt / equity

0.70×

12.6%

Debt / assets

69.0%

3.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.90B+35.4%$426.0M+28.7%22.4%

Q4 2025

2025-12-31

$1.61B+35.8%$265.0M+26.8%16.5%

Q3 2025

2025-09-30

$1.61B+35.4%$227.0M-3.0%14.1%

Q2 2025

2025-06-30

$1.28B+9.1%$231.0M-10.1%18.0%

Q1 2025

2025-03-31

$1.40B+11.6%$331.0M+13.0%23.6%

Q4 2024

2024-12-31

$1.18B$209.0M17.7%

Q3 2024

2024-09-30

$1.19B+11.1%$234.0M+33.0%19.7%

Q2 2024

2024-06-30

$1.18B+12.5%$257.0M+35.3%21.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Insurance Agents, Brokers & Service · SIC 6411

No data yet for industry average

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Insider activity

Insider buying

$455.5K

Insider selling

$0

Net activity

+$455.5K

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-05

Palmer H Proctor JR

Director

Purchase2,000$57.10$114.2K
2025-08-08

Paul J Krump

Director

Purchase2,678$93.31$249.9K
2025-08-06

Bronislaw Edmund Masojada

Director

Purchase1,000$91.44$91.4K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns BRO

Institutional value

$11.08B

Total shares held

173.5M

Distinct holders

578

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.21.9M$1.43BNew
2VANGUARD CAPITAL MANAGEMENT LLC18.9M$1.23BNew
3Capital World Investors16.5M$1.08BNew
4PRINCIPAL FINANCIAL GROUP INC15.6M$1.02BNew
5VANGUARD PORTFOLIO MANAGEMENT LLC14.6M$951.2MNew
6First Eagle Investment Management, LLC8.8M$575.4MNew
7DEUTSCHE BANK AG\4.2M$274.0MNew
8Capital Research Global Investors3.9M$253.8MNew
9Invesco Ltd.3.5M$227.0MNew
10JPMORGAN CHASE & CO3.1M$204.7MNew
11WELLS FARGO & COMPANY/MN3.0M$195.5MNew
12Capital International Investors2.6M$170.2MNew
13Allspring Global Investments Holdings, LLC2.5M$163.9MNew
14Madison Asset Management, LLC2.3M$150.5MNew
15ProShare Advisors LLC2.2M$142.7MNew
16UBS Group AG1.9M$121.0MNew
17DIMENSIONAL FUND ADVISORS LP1.7M$111.6MNew
18VANGUARD FIDUCIARY TRUST CO1.6M$107.4MNew
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.5M$98.7MNew
20Bank of New York Mellon Corp1.4M$90.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Diluted EPS fell to $1.06 from $1.15 despite net income rising 29%—what share count and contingent consideration assumptions drive that dilution, and does it persist?

  2. 2

    Strip out the $64M escrow mark-to-market gain and doubled amortization—what was true organic commissions growth versus M&A contribution this quarter?

  3. 3

    With $7.8B total debt, $1.24B current, and quarterly interest now $99M, how do you refinance amid covenant headroom and rating agency conversations?

Refreshed when BRO files a new report · last from 2026-02-12