Brown & Brown, Inc.· BRO

🇺🇸 US · LargeSP500NYSE

Financial Services Insurance - Brokers Website

Price: $62.44
Day: -2.89%
Mkt Cap: $20.89B
52W Range: $53.81 – $96.55
Volume: 3.72M
Beta: 0.58

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.2 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 821 institutions hold; 447 added, 276 reduced

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Brown & Brown, Inc.

BRO|Financial Services|Insurance - Brokers

Current price: $62

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

—

buy-only quarter

Seller breadth · Q2 2026

0 sellers

vs 0.5 avg per quarter

Institutional net breadth · Q2 2026

+165

576 adding vs 411 reducing

Institutional ownership · Q2 2026

85.3%

821 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

22.1M

+0.9%

VANGUARD CAPITAL MANAGEMENT LLC

18.9M

+0.1%

FMR LLC

18.4M

+14.7%

PRINCIPAL FINANCIAL GROUP INC

15.7M

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

14.6M

+0.3%

STATE STREET CORP

14.5M

+5.4%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

0 buying9 unchanged2 selling

11 funds held BRO in Q3 2026, holding 4.0M shares between them, down 3.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.6M sh

MADISON FUNDS997.4K sh

ETF Series Solutions269.6K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 25

BROWN HYATT J

$43.5M

Sale · Nov 26

BROWN HYATT J

$3.3M

Purchase · Aug 8

KRUMP PAUL J

$249.9K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore BRO on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BRO Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+34

Fund Flow

10% weight

-100

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for BRO

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q2 2026

Modest: 2 purchases totaling $164.1K (2.9K shares)

Limited history to compare against

—

Selling pace

buy-only quarter

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

in Q2 2026

$164.1K

Insider buying

2 buyers in Q2 2026

Notable Recent Transactions, BRO

Top 5 highest-value insider trades from the last 8 quarters

BROWN HYATT J

Chairman

Sell

389,007 shares at $111.75

≈1.1% of their stake at the time

Nov 25, 2024$43.47M

BROWN HYATT J

Chairman

Sell

29,921 shares at $111.75

≈0.1% of their stake at the time

Nov 26, 2024$3.34M

KRUMP PAUL J

Director

Buy

2,678 shares at $93.31

≈50.0% of their stake after buying

Aug 8, 2025$249.88K

PROCTOR H PALMER JR

Director

Buy

2,000 shares at $57.10

≈4.2% of their stake after buying

May 5, 2026$114.20K

Masojada Bronislaw Edmund

Director

Buy

1,000 shares at $91.44

≈20.0% of their stake after buying

Aug 6, 2025$91.44K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for BRO

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

85.3% institutional ownership

Slight accumulation: 576 adding vs 411 reducing

13F shares increased by 1.9%, a modest change

Momentum improving from prior quarter

+165

Net breadth

576 adding vs 411 reducing

Accumulating

1.40

Add / reduce ratio

in Q2 2026

-6

New − closed

129 initiated, 135 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+576 growing-411 shrinkingNet: +165

129

447

276

135

New (129)

Increased (447)

Reduced (276)

Closed (135)

Top Institutional Holders, BRO

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

22.1M

$1.4B

Ownership

6.64%

+0.9%

VANGUARD CAPITAL MANAGEMENT LLC

18.9M

$1.2B

Ownership

5.69%

+0.1%

FMR LLC

18.4M

$1.2B

Ownership

5.53%

+14.7%

PRINCIPAL FINANCIAL GROUP INC

15.7M

$1.0B

Ownership

4.72%

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

14.6M

$938.6M

Ownership

4.39%

+0.3%

STATE STREET CORP

14.5M

$931.1M

Ownership

4.36%

+5.4%

STATE STREET CORP

14.5M

$931.1M

Ownership

4.36%

+5.4%

CAPITAL WORLD INVESTORS

14.5M

$928.0M

Ownership

4.34%

-12.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 11 ETFs and mutual funds reporting

0 buying2 sellingNet: -2

Buying (0)

Unchanged (9)

Selling (2)

In total, funds bought 0 shares and sold 135.5K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bearish

Funds distributing in Q3 2026

11 ETFs and mutual funds reporting

2 funds selling vs 0 buying

Top Fund Holders, BRO

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.6M

Weight

12.78%

Jul 31, 2026No change

MADISON FUNDS

997.4K

Weight

20.57%

Jul 31, 2026Decreased

ETF Series Solutions

269.6K

Weight

—

Jul 31, 2026No change

FORUM FUNDS

63.3K

Weight

—

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

44.6K

Weight

0.01%

Jul 31, 2026Decreased

Tidal Trust I

17.5K

Weight

0.07%

Jul 31, 2026No change

New Age Alpha Funds Trust

7.7K

Weight

0.67%

Jun 30, 2026No change

PFS FUNDS

7.7K

Weight

39.59%

Jul 31, 2026No change

Brown & Brown, Inc.· BRO

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings171Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings171Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights