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BROWN & BROWN (BRO) SEC Filings

BRO NYSE

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.

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Brown & Brown, Inc. (BRO) reported third-quarter 2026 revenue of $1.725 billion, compared with $1.606 billion in 2025, and net income attributable to the company of $240 million, versus $227 million. Diluted earnings per share were $0.67, compared with $0.68. Commissions and fees were $1.700 billion. For the nine months ended September 30, 2026, revenue was $5.302 billion and net income attributable to the company was $954 million, compared with $4.295 billion and $790 million, respectively.

Net cash provided by operating activities for the nine months was $1.140 billion, versus $1.006 billion. Net cash used in investing activities was $125 million, versus $7.701 billion; the 2025 period included $7.659 billion in payments for businesses acquired, net of cash acquired. Brown & Brown reported 18 acquisitions in the 2026 nine-month period and purchased $750 million of treasury stock. Total debt was $7.759 billion as of September 30, 2026, compared with $7.613 billion as of December 31, 2025.

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Brown & Brown, Inc. (BRO) reported unaudited third-quarter 2026 results, with total revenue of $1.725 billion, up 7.4% from a year earlier. Organic Revenue grew 1.2%, and Organic Revenue with Contingents grew 1.5%. Net income attributable to the company was $240 million, up 5.7%.

Third-quarter diluted net income per share was $0.67, down 1.5%; Diluted Net Income Per Share - Adjusted was $1.07, up 1.9%. EBITDAC - Adjusted was $597 million, up 1.7%, while its margin was 34.6%, compared with 36.6% a year earlier.

For the nine months ended September 30, 2026, revenue was $5.302 billion, up 23.4%, and net income attributable to the company was $954 million, up 20.8%. Diluted net income per share was $2.57, unchanged; adjusted diluted net income per share was $3.52, up 5.7%. Operating cash flow was $1.140 billion, compared with $1.006 billion in the same 2025 period.

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Brown & Brown, Inc. said director Bronislaw E. Masojada notified its Board on October 21, 2026, that he would resign from the Board and its Audit and Compensation Committees, effective immediately. He cited obligations associated with his election to serve as the 698th Lord Mayor of the City of London beginning in November 2026. The company stated that his decision was not due to disagreement over its operations, policies or practices.

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BROWN & BROWN, INC. director James S. Hunt reported two gift transactions on September 21, 2026: an irrevocable trust acquired 5,000 shares, leaving it with 5,000 shares, and Hunt disposed of 5,000 directly held shares, leaving him with 22,109 directly held shares. Hunt disclaimed beneficial ownership of the trust-held shares; his spouse and daughter are co-trustees, and his daughter and her descendants are beneficiaries.

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BROWN & BROWN, INC. (BRO) furnished a 2026 Company Overview investor presentation highlighting its strategy as a global insurance broker focused on organic growth and acquisitions, including the Accession (RSC Topco, Inc.) transaction, and extensive use of non-GAAP metrics such as Organic Revenue, EBITDAC and Free Cash Flow.

The presentation shows a long-term record of double‑digit revenue and earnings growth, industry‑leading EBITDAC margins, strong free cash flow conversion, and significant capital deployment toward acquisitions, dividends and buybacks. Brown & Brown also outlines conservative leverage targets, ample liquidity, and continued investments in technology, artificial intelligence and talent to support future growth.

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Brown & Brown, Inc. reported that Executive Vice President and former Retail Segment President P. Barrett Brown entered into a Transition Agreement in connection with his voluntary resignation for good reason, effective August 10, 2026. He resigned from all officer and director roles on that date but will remain employed through July 31, 2027 to provide transition services.

During this transition period, Mr. Brown will continue to receive his current annual base salary of $1,000,000 and be eligible for a total bonus of $1,300,000, paid in two installments of $650,000, subject to satisfactory performance and continued employment. He will also receive a $130,000 lump sum for professional expenses and $2,500,000 in severance, paid in equal installments in August 2027 and August 2028, contingent on completing the transition period and signing a supplemental release. The agreement includes a one-year non-compete covenant and a provision that any unpaid amounts become payable in a lump sum within 30 days after a qualifying Change in Control.

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FMR LLC filed a Schedule 13G reporting beneficial ownership of Brown & Brown, Inc. common stock. FMR LLC and Abigail P. Johnson each report beneficial ownership of 18,285,849.60 shares, representing 5.4% of the common stock outstanding. FMR LLC has sole voting power over 12,512,867.19 shares and sole dispositive power over 18,285,849.60 shares, with no shared voting or dispositive power reported. The filing notes that one or more other persons may receive dividends or sale proceeds from these shares, but no other person holds more than five percent of the class through these interests.

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Brown & Brown, Inc. reported total revenues of $1,676 million for the quarter ended June 30, 2026, compared with $1,285 million a year earlier. Net income attributable to the company was $288 million, up from $231 million, with basic EPS of $0.86 and diluted EPS of $0.84.

For the first half of 2026, revenues were $3,577 million versus $2,689 million and net income attributable to the company was $714 million versus $563 million. Retail contributed $947 million and Specialty Distribution $721 million of second-quarter revenues. Operating cash flow for the six months was $608 million, compared with $538 million in the prior-year period. Total assets were $29,887 million, and long-term debt (including current portion, net of discounts and issuance costs) was $7,759 million, reflecting financing for the Accession acquisition. A non‑cash mark‑to‑market gain on the Accession escrow liability reduced expenses by $69 million year-to-date.

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Brown & Brown, Inc. reported unaudited results for the quarter and six months ended June 30, 2026. For Q2 2026, total revenues were $1.7 billion ($1,676 million), up 30.4% year over year, with Organic Revenue down 0.7% and Organic Revenue with Contingents up 0.7%. Income before income taxes was $383 million, up 23.2%, with a margin of 22.9%. Net income attributable to the company rose to $288 million, up 24.7%, and diluted EPS was $0.84, up 7.7%, while Diluted Net Income Per Share – Adjusted was $1.07, up 3.9%. EBITDAC – Adjusted reached $598 million, increasing 27.0%, with a margin of 35.7%.

For the first half of 2026, total revenues were $3.6 billion ($3,577 million), up 33.0%, with Organic Revenue down 0.3% and Organic Revenue with Contingents up 1.6%. Income before income taxes was $915 million, up 24.0%, and net income attributable to the company was $714 million, up 26.8%. Diluted EPS for the six months was $1.90, down 1.6%, while Diluted Net Income Per Share – Adjusted increased to $2.46, up 6.0%. As of June 30, 2026, total assets were $29,887 million and total equity was $12,608 million. Net cash provided by operating activities for the six months was $608 million.

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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.

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FAQ

How many BROWN & BROWN (BRO) SEC filings are available on StockTitan?

StockTitan tracks 76 SEC filings for BROWN & BROWN (BRO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BROWN & BROWN (BRO)?

The most recent SEC filing for BROWN & BROWN (BRO) was filed on October 26, 2026.