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NYSE · Financials

BROWN & BROWN INC BRO

Brown & Brown, Inc. markets and sells insurance products and services in the United States, the United Kingdom, and internationally. It operates through Retail and Specialty Distribution segments. The Retail segment provides property and casualty, employee benefits insurance products, personal insurance products, specialties insurance products, risk management strategies, loss control survey and analysis, consultancy, and claims processing services.

Sources StockAnalysis company profile stockanalysis.com
Insurance Brokerage

Company profile

Business mix

  • It operates through Retail and Specialty Distribution segments.
  • This segment also offers non-insurance services and products through automobile and recreational vehicle dealer services businesses.
  • It serves commercial, public and quasi-public entities, professional, and individual customers. The Specialty Distribution segment comprises wholesale brokerage and specialty businesses.
  • This segment offers professional liability and related package insurance products for dentistry, legal, eyecare, insurance, insurance, financial, physicians, real estate title professionals.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance brokers?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.84 FCF 7.15% Buyback -14.59%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.8% $575.4M 2026-03-31
Giverny Capital Francois Rochon 1.8% $49.3M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $33.3M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $480.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +268.5% +7,356,821 / 2,740,131
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -39.4% 13F value change -$22.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 69.7% 13F value change +$9.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 496,186 Last 2 periods +13,835 (+2.8%) Total shares 510,021 Value $33.3M
Giverny Capital Francois Rochon 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 139.7% 13F value change +$31.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.2% 13F value change -$12.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 322,246 Last 2 periods +433,023 (+134.4%) Total shares 755,269 Value $49.3M
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-06-30 Filed 2025-08-06
Sold out Shares -100.0% 13F value change -$239.1M
13F 2026-03-31 Filed 2026-05-12
New Shares - 13F value change +$575.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 1,921,699 Last 2 periods +6,901,463 (+359.1%) Total shares 8,823,162 Value $575.4M
Soros Fund Management George Soros 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$110.9M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -99.2% 13F value change -$110.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 2 periods +8,500 (New) Total shares 8,500 Value $797,215

Recent mentions

No public mentions.