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.
Brown & Brown, Inc.'s SEC filings document the operations, governance and capital structure of a diversified insurance agency, wholesale brokerage and insurance programs organization. Form 8-K filings furnish quarterly and annual operating results, Regulation FD materials, investor presentations, Global Impact Report disclosures and material-event updates tied to the company's insurance distribution business.
Proxy materials cover shareholder voting matters, board governance and executive compensation, including incentive metrics based on organic revenue growth and adjusted EBITDAC margin. The filing record also addresses dividends, risk factors, forward-looking-statement cautions and capital-structure disclosures for the company's common stock.
BROWN & BROWN, INC. director Joia M. Johnson reported an open-market purchase of 860 shares of common stock at a weighted average price of about $58.05 per share through a revocable trust. After this transaction, reported holdings include 2,434 shares held directly and 860 shares held indirectly via the trust.
Brown & Brown, Inc. entered into a Third Amended and Restated Credit Agreement that significantly updates its bank financing. The agreement increases the revolving credit facility from $800 million to $1,250 million and extends its maturity to June 5, 2031. It also adds a $250 million Term A-1 loan facility maturing June 5, 2029 and a $250 million Term A-2 loan facility maturing June 5, 2031. As of the date of this filing, $825 million is outstanding under the combined facilities, which include customary covenants, limitations and events of default for similarly rated borrowers.
Brown & Brown, Inc. reports that Capital World Investors disclosed beneficial ownership of 16,524,735 shares of Common Stock, representing 4.9% of the 339,559,191 shares believed to be outstanding as reported in the filing dated 03/31/2026. The filing states Capital World Investors has sole voting and sole dispositive power over these shares. The disclosure is an amendment to a prior Schedule 13G and is signed by a Capital Research and Management Company officer on 05/13/2026.
Brown & Brown, Inc. is registering, on an automatic shelf Form S-3, an unspecified aggregate amount of debt securities, common stock, warrants and units to permit primary issuances and resales by one or more selling securityholders from time to time after this registration statement becomes effective. The prospectus states that specific terms, amounts, pricing and any selling securityholder identities will be provided in prospectus supplements and that net proceeds to the Company (if any) will be described in those supplements.
Brown & Brown, Inc. reported the results of its annual shareholder meeting and an amendment to its stock plan. Shareholders approved an increase of 6,900,000 shares available for issuance under the 2019 Stock Incentive Plan and extended its term. All 14 nominated directors were elected, with each receiving over 259 million votes in favor. Shareholders also ratified Deloitte & Touche LLP as independent registered public accountants for the fiscal year ending December 31, 2026, and approved, on an advisory basis, compensation for the named executive officers. The meeting had strong participation, with 306,507,079 of 339,559,191 shares outstanding and entitled to vote represented in person or by proxy.
KRUMP PAUL J reported acquisition or exercise transactions in this Form 4 filing.
BROWN & BROWN, INC. director Paul J. Krump received a grant of 2,434 shares of Common Stock, $.10 par value, at a stated price of $0.00 per share. Following this award, his directly owned holdings increased to 7,787 shares.
BROWN & BROWN, INC. director Proctor H. Palmer Jr reported two acquisitions of common stock. On May 5, he bought 2,000 shares in the open market at $57.10 per share. On May 6, he received a 2,434-share stock award, bringing his direct holdings to 50,055 shares.
JENNINGS TONI reported acquisition or exercise transactions in this Form 4 filing.
BROWN & BROWN, INC. director Toni Jennings received a stock grant of 2,434 shares of Common Stock on May 6, 2026. The shares were awarded at $0.00 per share, indicating a compensation-related grant rather than a market purchase. Following this award, Jennings directly holds 57,859 shares of Brown & Brown common stock.
BROWN & BROWN, INC. director Jaymin B. Patel received a stock award of 2,434 shares of Common Stock on 2026-05-06. The shares were acquired at a reported price of $0.00 per share, indicating a compensation-related grant rather than a market purchase. Following this award, Patel directly holds 6,957 shares of the company’s common stock.
BROWN & BROWN, INC. director Theodore J. Hoepner received a grant of 2,434 shares of common stock at a price of $0.00 per share, classified as a grant or award acquisition. Following this grant, he holds 72,185 shares of common stock directly. Separate Form 4 entries show 25,000 shares held in each of two irrevocable trusts, where his spouse serves as sole trustee and his son’s and daughter’s family lines are beneficiaries, reflecting additional indirect ownership associated with him.