§ INSURANCE
USD · Insurance

BRO

BROWN & BROWN INC
USDSector · InsuranceMarket cap · $20.4BBeta · 0.54
LAST · MARKET CLOSE · OCT 06
60.97
+0.04 ▲ 0.07%PREV CLOSE · $60.93
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 60.71HIGH 61.41LOW 60.3852W 53.81 — 96.55
EVENTSJUN 10 · JJM BUYJUN 30 · EARNINGS −2.1%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
449 increased/new, 281 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/E17.0P/B2.17
EPS (TTM)3.59Dividend0.70%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.21.9M0.0%+1%
VANGUARD CAPITAL MANAGEMENT LLC18.9Mn/an/a
Capital World Investors16.5M0.1%−8%
Fidelity Management16.1M0.1%+52%
PRINCIPAL FINANCIAL GROUP INC15.6M0.5%+2%
VANGUARD PORTFOLIO MANAGEMENT LLC14.6Mn/an/a
◇ AC INTELLIGENCE

Top institutional owners for BRO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER9.7% · 0 holders
OTHER34.6% · 630 holders
QUALITY / COMPOUNDER15.8% · 38 holders
DEALER / BANK15.1% · 66 holders
PASSIVE / INDEX11.6% · 13 holders
INCOME / DEFENSIVE6.5% · 42 holders
DEEP VALUE5.3% · 3 holders
SYSTEMATIC / QUANT0.9% · 13 holders
TACTICAL / MACRO0.4% · 4 holders
GROWTH / MOMENTUM0.1% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
JUN 10JOHNSON JOIA MBUY860+$50K
MAY 06PROCTOR H PALMER JRBUY2K+$114K
◇ AC INTELLIGENCE

2 insider buys, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES