Welcome to our dedicated page for Brown & Brown SEC filings (Ticker: BRO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Brown & Brown, Inc. (NYSE: BRO), an insurance brokerage firm in the insurance agencies and brokerages industry. Through these filings, investors can review the company’s official disclosures on financial performance, capital structure, governance and significant corporate events.
Brown & Brown uses Form 8-K to report material events such as quarterly earnings releases, segment reorganizations, leadership changes, acquisitions and financing transactions. For example, the company has furnished press releases announcing results of operations for specific quarters, described its segment reorganization into Retail and Specialty Distribution following the acquisition of RSC Topco, Inc., and disclosed the appointment of new directors and executive role changes.
Other 8-K filings detail capital markets activity, including the issuance of multiple tranches of senior notes under an automatic shelf registration statement. These filings outline key terms of the notes, intended use of proceeds and related covenants. Investors can use this information to understand Brown & Brown’s debt profile and funding strategy.
In addition to current reports, Brown & Brown files annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain audited and unaudited financial statements, segment information and risk factor disclosures. Proxy statements on Schedule 14A and related documents provide details on board composition, executive compensation and governance practices. Insider transaction reports on Form 4 allow users to track equity transactions by directors and officers.
On Stock Titan, Brown & Brown’s SEC filings are updated in near real time as they appear on EDGAR. AI-powered tools summarize lengthy documents such as 10-Ks, 10-Qs and complex 8-Ks, highlight key changes and help explain technical language, enabling users to quickly identify important information without reading every page.
Brown & Brown, Inc. outlined 2026 incentive plans for key executives. The annual cash bonus will be split 40% based on organic revenue growth, 40% on adjusted EBITDAC margin, and 20% on individual objectives, with payouts ranging from 0% to 200% of target amounts. Target cash incentives are $5,500,000 for J. Powell Brown, $1,400,000 for R. Andrew Watts, $1,100,000 for J. Scott Penny, and $1,400,000 for Chris L. Walker.
The Compensation Committee also approved long-term performance awards under the 2019 Stock Incentive Plan. Performance stock awards for Brown, Watts, and Penny, with grant values of $10,000,000, $5,000,000, and $2,500,000, can pay out 0% to 805% based on five-year share price, earnings per share growth, and relative share price performance versus the S&P 500. Chris Walker received $1,500,000 in performance stock units with a 0% to 299% payout range, vesting over 2031–2033, also tied to multi-year financial and share price goals.
BROWN & BROWN, INC. executive Penny Jerome Scott, EVP Chief Acquisitions Officer, reported equity awards under the company’s 2019 Stock Incentive Plan. On February 26, 2026, she acquired 13,004 common shares tied to a 2023 performance-based grant and an additional 2,676 common shares subject to service-based vesting.
For both grants, she now has voting rights and is entitled to dividends, while full ownership will vest only after specified service conditions are met. The filing also updates her directly and jointly owned share balances, plus indirect holdings through a 401(k) plan and shares attributed to children, for which beneficial ownership is expressly disclaimed.
BROWN & BROWN, INC. executive Chris L. Walker, EVP and Chair of the Specialty Distribution segment, reported stock-based compensation awards rather than open-market trades. On February 26, 2026, he acquired 13,004 shares and an additional 2,141 shares of common stock at $0.00 per share under the company’s 2019 Stock Incentive Plan.
The filing explains that the initial grant tied to the 13,004 shares was made in February 2023, with vesting subject to performance-based conditions that have now been confirmed, and ongoing service-based conditions or qualified retirement before delivery of shares. Related footnotes note voting and dividend or dividend-equivalent rights on restricted stock and restricted stock units, and that 248 shares were previously acquired in July 2025 through the Teammate Stock Purchase Plan with amounts varying due to dividend reinvestment.
BROWN & BROWN, INC. executive Paul M. Gallagher, VP, Controller & CAO, reported an equity award on a Form 4. On February 26, 2026, he acquired 1,070 shares of common stock at $0.0000 per share as a grant under the company’s 2019 Stock Incentive Plan. Footnotes state he has voting rights and dividend entitlement on these shares, but full ownership will vest only after service-based conditions are satisfied. Following this grant, he directly holds 3,952 shares under the 2019 SIP. A separate line shows direct ownership of 447 common shares, including 248 shares acquired through the Teammate Stock Purchase Plan in July 2025.
BROWN & BROWN, INC. executive R. Andrew Watts, EVP, CFO and Treasurer, reported stock awards under the company’s 2019 Stock Incentive Plan. On February 26, 2026, he acquired 26,010 shares tied to performance-based conditions originally granted in 2023, and 6,067 service-based shares, both at no cash cost.
For these awards, he now has voting rights and dividend entitlement, while full ownership will vest only after additional service-based conditions are met. Following these updates, direct holdings reflected in the filing total 118,960 shares, with a further 3,198 shares held indirectly through the Watts Family Trust.
Brown & Brown, Inc. executive Stephen M. Boyd reported stock awards rather than open‑market trades. On February 26, 2026, he acquired 10,404 shares of common stock tied to a 2023 performance-based grant under the 2019 Stock Incentive Plan, after the company confirmed the required performance conditions were met.
He also received a separate 5,710-share service-based award under the same plan. For both grants he now has voting rights and dividend entitlement, while full ownership will vest only after additional service-based conditions are satisfied. Following these awards, he directly holds 83,081 common shares.
BROWN & BROWN, INC. President and CEO J. Powell Brown reported stock awards under the company’s equity plans. On February 26, 2026, he acquired 78,030 shares of common stock at $0.00 per share under the 2019 Stock Incentive Plan after performance-based conditions were confirmed as satisfied. On February 25, 2026, he also received a separate grant of 17,844 shares under the same plan at no cost.
For these awards, he already has voting rights and dividend entitlement, while full ownership depends on meeting additional service-based conditions. The filing also updates his holdings in earlier stock incentive plans, a performance stock plan, a 401(k) account, shares held for his children, and a charitable lead annuity trust.
Brown & Brown, Inc. Executive Vice President Brown P. Barrett reported an acquisition of 13,004 shares of common stock on February 26, 2026, recorded at $0.00 per share. These shares were granted under the company’s 2019 Stock Incentive Plan.
The initial grant was made in February 2023 and became effective when the company confirmed that performance-based conditions were satisfied on February 26, 2026. Barrett now has voting rights and dividend entitlements on these shares, although full ownership will vest only after additional service-based conditions are met.
Following this award, direct holdings under the 2019 Stock Incentive Plan total 60,537 shares. Separate from this, direct common stock holdings are 1,361,925 shares, with additional indirect interests including 1,827,556 shares held in a charitable lead annuity trust where he serves as trustee and remainder beneficiary, 11,159 shares in a 401(k) plan as of December 31, 2025, and 2,324 shares held by his children, for which beneficial ownership is disclaimed.
Hearn Stephen Patrick reported acquisition or exercise transactions in this Form 4 filing.
BROWN & BROWN, INC. executive Stephen Patrick Hearn, EVP, COO and President of the Retail Segment, reported an equity award under the company’s 2019 Stock Incentive Plan. He received 7,137 shares of common stock at no cash cost, bringing his directly held total to 10,385 shares. The grant includes dividend equivalent rights, but the underlying shares will only be delivered after specified service-based conditions are satisfied.
Brown & Brown EVP and Chief People Officer Julie Turpin reported stock awards under the company’s 2019 Stock Incentive Plan. On February 26, 2026, she acquired 11,704 shares tied to performance conditions originally granted on February 20, 2023, once those performance goals were confirmed as met.
She also acquired a separate grant of 2,855 service-based shares on the same date. For both awards, she currently has voting rights and dividend entitlement, but full ownership will vest only after additional service-based conditions are satisfied. A footnote also notes 248 shares previously acquired through the Teammate Stock Purchase Plan in July 2025.