— Know what they know.
Not Investment Advice

BRO Smart Money

Brown & Brown, Inc.
1W: +2.9% 1M: +17.1% 3M: -3.3% YTD: -8.0% 1Y: -19.6% 3Y: +5.8% 5Y: +14.4%
$67.55
-3.53 (-4.97%)
After Hours: $67.28 (-0.27, -0.40%)
Weekly Expected Move ±4.8%
$66 $70 $73 $76 $80
NYSE · Financial Services · Insurance - Brokers · Tech Score Buy · Power 69 · $23.8B mcap · 288M float · 0.844% daily turnover · Short 53% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $581.3M held by 425 funds, 97 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
940
Institutions Holding
-40 vs prior
75.4%
Ownership
-0.11%
126 New
320 Increased
400 Reduced
123 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-21 Hunt James S director G-Gift 5,000 $— $0 Filing
2026-06-09 JOHNSON JOIA M director P-Purchase 860 $58.05 $50K Filing
2026-05-06 PROCTOR H PALMER JR director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 KRUMP PAUL J director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 JENNINGS TONI director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 PATEL JAYMIN B director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 Hoepner Theodore J director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 Savio Kathleen A. director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 GELLERSTEDT LAWRENCE L III director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 JOHNSON JOIA M director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 Masojada Bronislaw Edmund director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 Hunt James S director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 Reilly Wendell director A-Grant/Award 2,434 $— $0 Filing
2026-05-06 Main Timothy R.M. director A-Grant/Award 2,434 $— $0 Filing
2026-05-05 PROCTOR H PALMER JR director P-Purchase 2,000 $57.10 $114K Filing
2026-02-26 BROWN J POWELL officer: president and ceo A-Grant/Award 78,030 $— $0 Filing
2026-02-26 Brown P Barrett officer: executive vice president A-Grant/Award 13,004 $— $0 Filing
2026-02-26 Boyd Stephen M officer: evp/pres spec dist segment A-Grant/Award 10,404 $— $0 Filing
2026-02-26 Boyd Stephen M officer: evp/pres spec dist segment A-Grant/Award 5,710 $— $0 Filing
2026-02-26 Watts R. Andrew officer: evp, cfo and treasurer A-Grant/Award 26,010 $— $0 Filing
2026-02-26 Walker Chris L officer: evp/chair spec dist segment A-Grant/Award 13,004 $— $0 Filing
2026-02-26 Walker Chris L officer: evp/chair spec dist segment A-Grant/Award 2,141 $— $0 Filing
2026-02-26 Hearn Stephen Patrick officer: evp, coo, pres retail segment A-Grant/Award 7,137 $— $0 Filing
2026-02-26 Turpin Julie officer: evp/chief people officer A-Grant/Award 2,855 $— $0 Filing
2026-02-26 Turpin Julie officer: evp/chief people officer A-Grant/Award 11,704 $— $0 Filing

🏛️ Congressional Trades

25 records
Date Politician Chamber Type Amount Filing
2026-08-25 April McClain Delaney House Sell $100,001 - $250,000 Filing
2026-08-25 April Delaney House Sell $100,001 - $250,000 Filing
2026-05-01 Ro Khanna House Buy $1,001 - $15,000 Filing
2026-04-17 April Delaney House Sell $1,001 - $15,000 Filing
2026-04-17 April McClain Delaney House Sell $1,001 - $15,000 Filing
2026-03-27 Alan Armstrong Senate Buy $1,001 - $15,000 Filing
2026-03-23 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-03-23 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-03-23 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-03-23 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-03-23 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-03-22 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-03-22 Jared Moskowitz House Sell $1,001 - $15,000 Filing
2026-02-24 April McClain Delaney House Sell $1,001 - $15,000 Filing
2026-02-24 April Delaney House Sell $1,001 - $15,000 Filing
2026-02-23 April McClain Delaney House Sell $1,001 - $15,000 Filing
2026-02-10 Byron Donalds House Sell $1,001 - $15,000 Filing
2026-02-10 Byron Donalds House Sell $1,001 - $15,000 Filing
2026-02-10 Byron Donalds House Sell $1,001 - $15,000 Filing
2026-02-10 Byron Donalds House Sell $1,001 - $15,000 Filing
2026-02-09 Byron Donalds House Sell $1,001 - $15,000 Filing
2026-02-09 Byron Donalds House Sell $1,001 - $15,000 Filing
2026-02-06 April Delaney House Buy $1,001 - $15,000 Filing
2026-02-06 April McClain Delaney House Buy $1,001 - $15,000 Filing
2026-02-05 April McClain Delaney House Buy $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 22,113,344 $1.4B +196,597 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 18,941,212 $1.2B +19,972 2026-06-30 Filing
FMR LLC 18,405,749 $1.2B +2,355,053 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 15,721,830 $1.0B +113,110 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 14,631,444 $939M +44,968 2026-06-30 Filing
STATE STREET CORP 14,514,119 $931M +737,657 2026-06-30 Filing
Capital World Investors 14,465,915 $928M -2,028,007 2026-06-30 Filing
First Eagle Investment Management, LLC 11,727,514 $752M +2,904,352 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 8,230,737 $526M +92,584 2026-06-30 Filing
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMEN 6,709,042 $430M +837,827 2026-06-30 Filing
Orbis Allan Gray Ltd 5,371,080 $345M +5,371,080 2026-06-30 Filing
Select Equity Group, L.P. 4,892,500 $314M -3,129,623 2026-06-30 Filing
NORGES BANK 4,396,401 $282M +4,396,401 2026-06-30 Filing
DEUTSCHE BANK AG 4,161,199 $267M -40,835 2026-06-30 Filing
Invesco Ltd. 4,098,277 $263M +616,968 2026-06-30 Filing
Capital Research Global Investors 3,913,022 $251M +21,360 2026-06-30 Filing
MORGAN STANLEY 3,869,724 $248M +624,752 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 3,637,032 $233M +1,356,430 2026-06-30 Filing
BANK OF AMERICA CORP /DE 3,554,971 $228M -68,208 2026-06-30 Filing
ROYAL BANK OF CANADA 3,471,860 $223M -97,924 2026-06-30 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms