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BRO · Brown & Brown, Inc.

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$72.08 +0.59 (+0.83%) At close · Aug 20
Market Cap
$23.21B
Shares
334.61M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$72.08 Open$71.57 Day$70.84–72.74 52W close$54.38–96.95 Avg vol 30d2.5M Short int16.6M · 5.0% float · 4.9d Short vol58% Last earningsJul 28, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 27, 2026 Est · unconfirmed · in 10 wks
FQ3-27 quarter ends
~Oct 19, 2026 Est
filed Jul 27, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Fair Quant / Vol High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +3%
      above
      Price vs 50-day avg +7%
      above
      RSI (14) 58
      neutral
      MACD trend Negative
      52-week position 42%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +10%
      trailing
      6-month return 0%
      trailing
      YTD return −10%
      this year
      Relative strength −11%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $67 › 200d $70 — 200d above 50d
      Institutional flow Distributing
      -2% holders QoQ · +125 funds added
      Insider flow Accumulating
      Net +$49.9K over 90 days · 0% sells
      Short interest Falling
      4.95% of float · ▼ -11.6% MoM · 4.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      803 holders — mid 3-yr range
      Squeeze score 65
      elevated · 0–100
      Fundamentals
      Fair
      Revenue growth +23%
      Y/Y
      EPS growth −9%
      Y/Y
      Free cash flow $1.4B
      Balance sheet $5.8B
      net debt
      Quant / Vol
      risk profile
      High
      Volatility 30%
      annualized · 1-yr
      Max drawdown −44%
      past year
      ATR 3.0%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Jul 31, 2026
      Retail's organic growth, excluding contingents · second half of the year 1.5% – 2.5%
      Organic growth for retail, excluding contingents · second half of the year 1.5% – 2.5%
      Organic growth for specialty distribution, excluding contingent · second half of the year 2% – 4%
      Prior guidance period ended · from the Earnings Call filed Jan 31, 2024
      Interest expense · for the full year $170M – $180M
      Interest income · for the full year $65M – $70M
      Effective tax rate · for 2025 24% – 25%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +3% Bullish
      Price vs 50-day avg
      +7% Bullish
      RSI (14)
      58 Neutral
      MACD trend
      Negative Bearish
      52-week position
      42% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $67 › 200d $70 — 200d above 50d
      Institutional flow Distributing
      -2% holders QoQ · +125 funds added
      Insider flow Accumulating
      Net +$49.9K over 90 days · 0% sells
      Short interest Falling
      4.95% of float · ▼ -11.6% MoM · 4.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      803 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $54 Now $72 · 42% Range high $97
      vs 200-day avg +3% vs 50-day avg +7%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Organic Revenue with Contingents $2.66B Six months ended June 30, 2026
      Organic Revenue with Contingents growth % 2.2% Q1 2026
      Organic Revenue growth % non-GAAP 2.8% FY2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BRO
      Brown & Brown, Inc.
      this stock
      $23.21B -9.6% +19.1% 5.0%
      MRSH
      Marsh & Mclennan Companies, Inc.
      $90.29B +2.0% +10.3% 23.1 1.6%
      AON
      Aon plc
      $72.80B -0.3% +7.7% 18.9 2.3%
      AJG
      Arthur J. Gallagher & Co.
      $63.65B +0.3% +10.1% 41.2 2.4%
      WTW
      Willis Towers Watson PLC
      $31.68B +2.1% -2.2% 21.1 3.8%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      803
      % held
      84.2%
      Net QoQ
      +2.7M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      636
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      16.6M
      Days to cover
      4.9d
      Change
      -2.2M sh
      View
      Short Volume
      Short vol %
      58%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.4K
      Value
      $173.4K
      As of
      Jul 29, 2026
      View
      Off-Exchange
      Off-exchange %
      41.6%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net buying
      Net (90d)
      +$49.9K
      Buyers / Sellers
      1 / 0
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      April McClain Delaney
      Amount
      $1.0K–$15.0K
      Traded
      Apr 17, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $5.9B
      Net income (FY)
      $1.1B
      EPS diluted
      $3.16
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 10, 2026
      This year
      13
      View
      Proposed Sales
      Value
      $3.3M
      Shares
      29.9K
      Filed
      Nov 26, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 28, 2026
      View
      Investor Relations
      Latest news
      Brown & Brown, Inc. announces sec…
      Published
      Jul 27, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BRO +0.7% +9.6% +0.4% +2.4% -9.6%
      SPY -0.4% +2.9% +11.6% +3.0% +12.8%
      vs SPY +1.1% +6.7% -11.2% -0.6% -22.3%

      Capital returns

      Latest dividend
      $0.165 / share · ex Aug 12, 2026
      Raised 10%
      Paid (TTM)
      $0.66 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.92%

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 79282 CUSIP 115236101 13F (30d) 715 filings 670 filers Visit website Investor relations