STOCK TITAN

Brown & Brown, Inc. Form 4 Filings

BRO NYSE

Every Form 4 that Brown & Brown, Inc. (BRO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow BRO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BRO filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

BROWN & BROWN, INC. director Kathleen A. Savio reported an equity award of common stock. She received a grant of 2,434 shares of Common Stock, $.10 par value, at a stated price of $0.0000 per share.

After this award, she directly holds 5,109 common shares. The filing characterizes the transaction as a “grant, award, or other acquisition,” meaning it is a compensation-related share award rather than an open-market purchase.

Rhea-AI Summary

BROWN & BROWN, INC. director Lawrence L. Gellerstedt III received a grant of 2,434 shares of Common Stock. This award was reported at no stated price per share and is classified as a grant or other acquisition. Following the grant, he directly holds 23,241 shares of the company’s common stock.

Rhea-AI Summary

JOHNSON JOIA M reported acquisition or exercise transactions in this Form 4 filing.

Brown & Brown, Inc. director Joia M. Johnson received a grant of 2,434 shares of the company’s common stock. The award was recorded at a price of $0.00 per share, indicating it is a compensation-related equity grant rather than an open‑market purchase. Following this transaction, Johnson directly holds 2,434 shares of Brown & Brown common stock.

Rhea-AI Summary

Masojada Bronislaw Edmund reported acquisition or exercise transactions in this Form 4 filing.

Brown & Brown director Bronislaw Edmund Masojada reported a compensation-related share grant. He received 2,434 shares of Common Stock at a price of $0.0000 per share as a grant or award, increasing his directly held position to 5,109 shares.

Separately, 5,000 shares are reported as indirectly owned by an entity whose sole shareholder is his spouse, and he disclaims beneficial ownership of those shares.

Rhea-AI Summary

Hunt James S reported acquisition or exercise transactions in this Form 4 filing.

BROWN & BROWN, INC. director James S. Hunt received a stock award of 2,434 shares of common stock. The shares were granted at a reported price of $0.00 per share, indicating a compensation-related award rather than an open-market purchase. Following this grant, his direct holdings total 27,109 shares of Brown & Brown common stock.

Rhea-AI Summary

BROWN & BROWN, INC. director Wendell Reilly reported an equity award of 2,434 shares of common stock on May 6, 2026. The shares were granted at $0.00 per share, increasing his direct holdings to 42,731 shares of common stock.

Reilly also has indirect ownership of 195,354 shares of common stock held through Grapevine Partners, LLC, a limited liability company for which he is the sole member. The filing shows no open-market purchases or sales, only a grant/award acquisition and an updated indirect holding entry.

Rhea-AI Summary

Main Timothy R.M. reported acquisition or exercise transactions in this Form 4 filing.

BROWN & BROWN, INC. director Timothy R.M. Main received a grant of 2,434 shares of common stock on May 6, 2026, recorded at a price of $0.00 per share as a compensation-related award. Following this grant, he directly owns a total of 36,023 shares of the company’s common stock.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Brown & Brown, Inc. executive vice president Stephen M. Boyd reported a tax-related share withholding tied to restricted stock vesting. On the transaction date, 7,712 shares of common stock were withheld by the company at $69.59 per share to cover income tax requirements on the vesting of 15,157 shares granted under the 2019 Stock Incentive Plan. After this disposition, he directly owned 83,081 common shares. A separate line shows 44,454 shares under the 2019 plan, which carry voting and dividend rights but will fully vest only after service-based conditions are met, including 248 shares acquired through the Teammate Stock Purchase Plan.

Rhea-AI Summary

BROWN & BROWN, INC. executive Julie Turpin, EVP and Chief People Officer, reported a tax-related share disposition tied to equity compensation. On February 23, 2026, 4,418 shares of common stock at $69.59 per share were withheld by the company solely to cover income tax obligations from the vesting of 14,886 shares under the 2019 Stock Incentive Plan.

After this tax-withholding disposition, Turpin directly held 41,036 shares of common stock and 27,269 shares under the 2019 Stock Incentive Plan, for which she has voting rights and dividend entitlement but that remain subject to service-based vesting conditions.

Rhea-AI Summary

BROWN & BROWN, INC. President and CEO J. Powell Brown reported that 44,737 shares of common stock were withheld by the company at $69.59 per share to satisfy income tax withholding related to the vesting of 113,684 shares under the 2019 Stock Incentive Plan.

After this tax-withholding disposition, he directly holds 2,881.434 common shares, along with unvested awards of 108,163 shares under the 2019 plan, 299,264 shares under the 2010 plan, and 32,000 shares under the Performance Stock Plan. Indirect holdings include 1,827,556 shares in a charitable lead annuity trust and 43,849 shares in a 401(k) account, plus shares held by children for which beneficial ownership is disclaimed.

Rhea-AI Summary

BROWN & BROWN, INC. executive Penny Jerome Scott reported a tax-related share disposition tied to vesting of stock awards. On 2026-02-23, the company withheld 7,058 shares of common stock at $69.59 per share solely to cover income tax withholding on 18,946 vested shares under the 2019 Stock Incentive Plan.

After this withholding, Scott directly owned 272,674 common shares, plus 46,480 unvested shares granted under the 2019 plan where she has voting rights and dividend entitlement subject to service-based vesting conditions. She also jointly owned 357,056 shares with her spouse, held 19,947 shares through a 401(k) plan as of December 31, 2025, and 192 shares were attributed to children, for which she disclaimed beneficial ownership.

Rhea-AI Summary

BROWN & BROWN, INC. executive Chris L. Walker reported an automatic tax-related share disposition. On the vesting of 5,954 shares under the 2019 Stock Incentive Plan, the company withheld 3,031 common shares at $69.59 per share to cover income tax withholding. After these withholdings, Walker directly holds 163,120 common shares and 49,141 shares tied to awards under the 2019 Stock Incentive Plan, which include restricted stock and restricted stock units subject to service-based vesting conditions.

Rhea-AI Summary

BROWN & BROWN, INC. Executive Vice President Barrett P. Brown reported a tax-related share disposition. On the vesting of 18,946 shares under the company’s 2019 Stock Incentive Plan, 8,440 common shares were withheld by the company solely to cover income tax withholding, at a price of $69.59 per share. After this tax-withholding disposition, Brown directly owned 1,361,925 common shares. Additional indirect holdings include shares in a charitable lead annuity trust, a 401(k) plan, and shares attributed to children, with beneficial ownership of the children’s shares expressly disclaimed.

Rhea-AI Summary

BROWN & BROWN, INC. Executive Vice President, CFO and Treasurer Andrew R. Watts reported a tax-withholding disposition of 11,646 shares of common stock at $69.59 per share on February 23, 2026. The shares were withheld by the company solely to cover income tax on the vesting of 32,209 shares under the 2019 Stock Incentive Plan.

After these transactions, Watts directly holds 118,960 shares of common stock and 58,150 shares granted under the 2019 Stock Incentive Plan, which carry voting and dividend rights but remain subject to service-based vesting conditions. He also has indirect ownership of 3,198 shares held by the Watts Family Trust.

Rhea-AI Summary

Brown & Brown, Inc. executive P. Barrett Brown reported an insider stock gift. On 12/31/2025, he recorded a transaction coded "G" (gift) involving 127,034 shares of Brown & Brown common stock at a reported price of $0.00 per share.

After this transaction, he is shown as beneficially owning 1,827,556 shares held indirectly through the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, where he is a trustee and remainder beneficiary. He also holds 1,351,419 shares directly, 66,479 shares of restricted stock under the company’s 2019 Stock Incentive Plan, 10,922 shares indirectly through a 401(k) plan, and 2,324 shares indirectly attributed to his children, for which he disclaims beneficial ownership.

Rhea-AI Summary

Brown & Brown, Inc. insider activity: President and CEO J. Powell Brown, who is also a director, reported a transaction dated 12/31/2025. A Form 4 entry shows a Code G transaction (typically a gift or similar transfer) involving 127,034 shares of common stock at $0.00, after which 1,827,556 shares are shown as indirectly owned through a charitable lead annuity trust where he serves as trustee and remainder beneficiary.

In addition, he reports direct ownership of 2,812,487 shares of common stock, including 248 shares acquired through the company’s Employee Stock Purchase Plan, and restricted shares under the 2019 and 2010 Stock Incentive Plans and the Performance Stock Plan that carry voting and dividend rights but vest only upon meeting service- or performance-based conditions. Indirect holdings also include 43,121 shares in a 401(k) plan and 32,241 shares attributed to his children, for which he disclaims beneficial ownership.

Rhea-AI Summary

Brown & Brown, Inc. chairman and director J. Hyatt Brown, a 10% owner, reported an insider transaction dated 12/31/2025. The Form 4 shows a transaction coded "G" (a gift or similar transfer) of 127,034 shares of common stock at a stated price of $0.00, moving shares into a charitable lead annuity trust.

Following this transaction, the trust holds 1,827,556 shares indirectly for his benefit, with his spouse and three children serving as trustees and his children as remainder beneficiaries. Separately, Brown indirectly owns 35,997,546 shares through Ormond Riverside, Limited Partnership, whose general partner is fully controlled by a revocable trust he created, giving him sole voting and investment power over those shares.

Rhea-AI Summary

Brown & Brown, Inc. executive vice president, CFO and treasurer R. Andrew Watts reported stock transfers in company common shares. On 12/19/2025, he recorded a transaction coded "G" involving 3,592 shares of common stock at a reported price of $0.00, leaving him with 98,397 directly held shares noted in the table. The same day, a separate "G" transaction shows 470 shares acquired indirectly at $0.00 for the Watts Family Trust, after which the trust held 3,198 shares. Another line lists 90,359 shares of common stock granted under the company’s 2019 Stock Incentive Plan, for which Watts has voting and dividend rights, but full ownership depends on meeting service-based vesting conditions. A footnote states that 248 of the plan shares were acquired through the company’s Employee Stock Purchase Plan in July 2025.

Rhea-AI Summary

Brown & Brown executive Stephen M. Boyd reported a change in his company shareholdings. On 12/17/2025, he disposed of 1,500 shares of Brown & Brown common stock at a reported price of $0.00 per share. After this transaction, he beneficially owned 75,636 shares of common stock directly, including 248 shares acquired through the company's Employee Stock Purchase Plan in July 2025.

In addition, Boyd held 59,611 shares granted under the company's 2019 Stock Incentive Plan, for which he currently has voting rights and receives dividends, while full ownership will depend on satisfying service-based conditions.

Rhea-AI Summary

Brown & Brown, Inc. executive reports insider stock transaction. Executive Vice President P. Barrett Brown reported a transaction dated 12/15/2025 involving 474 shares of Brown & Brown common stock coded as a gift at a price of $0.00.

After this transaction, Brown directly holds 1,351,419 shares of common stock, including 248 shares acquired through the company’s Employee Stock Purchase Plan in July 2025. He also has 66,479 shares granted under the 2019 Stock Incentive Plan that are subject to service-based vesting conditions, 1,954,590 shares held indirectly through the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, 10,922 shares in a 401(k) plan as of December 31, 2024, and 2,324 shares owned by children for which he disclaims beneficial ownership.

Rhea-AI Summary

Brown & Brown, Inc. insider J. Hyatt Brown, who serves as chairman, director, and a 10% owner, reported a transaction in the company’s common stock dated 12/15/2025. The filing shows a disposition coded “G” of 1,422 shares at a price of $0.00, affecting his indirect holdings in an affiliated limited partnership.

After this transaction, the form reports 35,997,546 shares held indirectly through Ormond Riverside, Limited Partnership, and 1,954,590 shares held indirectly through the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust. The explanatory notes describe a trust and partnership structure through which Brown and related parties hold voting and investment power over these shares.

Rhea-AI Summary

Brown & Brown president and CEO J. Powell Brown, who also serves as a director, reported acquiring 474 shares of the company’s common stock on 12/15/2025 at a price of $0.00 per share. After this transaction, he directly owned 2,812,487 common shares.

He also reported additional holdings through the company’s 2019 and 2010 stock incentive plans and a performance stock plan, along with indirect holdings in a 401(k), a charitable lead annuity trust, and shares held by his children, for which he disclaims beneficial ownership.