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View Full Filing (SEC EDGAR)Brown & Brown Inc
$69.40+2.1%
+$2.1B
Net Activity
+11.51% total shares
Institutions Holding
811
Popularity Rank
#646
Avg Weight
0.16%
Total Value
$18.6B
811 institutions currently hold BRO, with 440 net buyers and 409 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
409
Net Buying Institutions
440
Top 5 by Value
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Across its top 20 institutional holders, BRO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 37/100).
BRO ranks #646 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BRO is a top-conviction position for Quantum Capital Management, LLC / NJ — at 7.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BRO belongs to BlackRock, Inc., but the position matters far more to Quantum Capital Management, LLC / NJ, who has 7.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its BRO position for two straight quarters, increasing it by $2.3M to reach $3.2M today.
Triad Investment Management has trimmed its BRO position for two straight quarters, cutting it by $11.1M while still holding $3.8M.
BRO is up 2.1% today, and institutions have been net buyers of $2.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
BRO posted net income of $1.2B over the trailing twelve months.
+$3.1B
Total Buy Value
$1.9B
Total Sell Value
440
Net Buyers
409
Net Sellers
BRO
Q2 2026
Top 5 Institutional Movers
+$344.6M
+$282.0M
-$209.3M
-$190.5M
BRO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Buy | KRUMP PAUL J | 2025-08-08 | $250K |
| Buy | Masojada Bronislaw Edmund | 2025-08-06 | $91K |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-05-03 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-05-03 | $1K–$15K |
| Buy | Thomas H Tuberville Senate | 2024-04-05 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
3
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)On August 10, 2026, Brown & Brown announced that P. Barrett Brown, its Executive Vice President, former President of the Retail Segment, and a named executive officer in its latest proxy filing, resigned for good reason and stepped down from officer and director roles at the company and subsidiaries. However, he stays employed through July 31, 2027 to help transition his duties, files, and systems. Under the agreement, he keeps his $1,000,000 annual base salary during the transition, is eligible for a $1,300,000 bonus in two $650,000 installments, gets a $130,000 lump sum for related expenses, and will receive $2,500,000 in severance paid in 2027 and 2028, subject to conditions like staying employed and signing a release.
View Full Filing (SEC EDGAR)Brown & Brown, Inc. issued a press release on July 27, 2026, reporting its financial results for the second quarter ended June 30, 2026. The release is attached as an exhibit to this 8-K, but the information is furnished rather than filed for SEC purposes.
View Full Filing (SEC EDGAR)115236101
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