Is Brown & Brown, Inc. (BRO) a Buy, Sell, or Hold?
NYSE : BRO
Brown & Brown, Inc. — Institutional Ownership
$70.27 USD
-$0.6 (-0.85%)
- Volume
- 566.4K
- Average Volume
- 3.21M
- Market Capitalization
- $23.51B
- P/E Ratio
- 19.41
- Dividend Yield
- 0.92%
- Price Target
- $72.50
- Year High
- $98.30
- Year Low
- $53.81
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.18
- Current Ratio
- $1.13
Institutional Ownership Summary
Institutional Ownership %
4.11%
Investors Holding
276
change: -547 | last: 823
Increased Positions
154
change: -255 | last: 409
Reduced Positions
78
change: -223 | last: 301
New Positions
42
change: -57 | last: 99
Sold Positions
580
change: 407 | last: 173
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -51.5659 | last: 0.5157
Total Invested
847.96M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-14 | Capital World Investors | 16.52M | 4.90% |
| 2026-04-29 | Vanguard Capital Management | 21.82M | 6.42% |
| 2026-03-26 | The Vanguard Group | - | 0.00% |
| 2025-11-13 | Capital World Investors | 17.5M | 5.30% |
| 2025-10-30 | The Vanguard Group | 37.33M | 11.31% |
| 2022-02-14 | Select Equity Group, L.P. | 18.28M | 6.50% |
| 2022-02-14 | George S. Loening | 18.28M | 6.50% |
| 2022-02-01 | (1) BlackRock, Inc. | 19.35M | 6.90% |
| 2022-01-10 | The Vanguard Group - 23-1945930 | 28.28M | 10.01% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 24.49M | 8.62% |
| 2021-01-29 | (1) BlackRock, Inc. | 27.48M | 9.70% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 25.65M | 9.10% |
| 2020-02-10 | (1) BlackRock, Inc. | 29.21M | 10.40% |
| 2020-02-05 | (1) BlackRock, Inc. | 27.12M | 9.60% |
| 2019-02-11 | Tax ID # 57-1156902 | 11.53M | 4.13% |
| 2019-02-04 | (1) BlackRock, Inc. | 21.35M | 7.60% |
| 2018-02-06 | Tax ID # 57-1156902 | 7.1M | 5.10% |
| 2018-01-29 | (1) BlackRock, Inc. | 9.78M | 7.00% |
| 2017-01-19 | (1) BlackRock, Inc. | 8.96M | 6.40% |
| 2016-01-25 | (1) BlackRock, Inc. | 8.23M | 5.80% |
| 2015-02-02 | (1) BlackRock, Inc. | 7.86M | 5.50% |
| 2014-01-28 | (1) BlackRock, Inc. | 8.02M | 5.50% |
| 2013-01-30 | (1) BlackRock, Inc. | 8.03M | 5.58% |
| 2011-11-10 | (1) BlackRock, Inc. | 6.52M | 4.56% |
| 2011-11-10 | (1) BlackRock, Inc. | 6.52M | 4.56% |
| 2011-02-03 | (1) BlackRock, Inc. | 7.78M | 5.46% |
| 2010-02-17 | Select Equity Group, Inc. | 2.01M | 1.41% |
| 2010-02-16 | EIN #75-3019302 | 7.28M | 5.10% |
| 2010-02-17 | George S. Loening | 2.61M | 1.84% |
| 2010-02-17 | Select Offshore Advisors, LLC | 598.14K | 0.42% |
| 2009-02-18 | Select Equity Group, Inc. | 6.06M | 4.29% |
| 2009-02-18 | George S. Loening | 7.63M | 5.39% |
| 2009-02-18 | Select Offshore Advisors, LLC | 1.57M | 1.10% |
| 2009-02-13 | 13-2628641 | 4.78M | 3.38% |
| 2008-02-15 | (13-4186328) | 2.17M | 1.54% |
| 2008-02-14 | 13-2628641 | 11.28M | 8.02% |
| 2008-02-15 | George S. Loening | 10.19M | 7.24% |
| 2008-02-15 | (13-3669571) | 8.02M | 5.70% |
| 2007-02-14 | 13-2628641 | 11.9M | 8.50% |
| 2007-02-15 | George S. Loening | 9.71M | 6.94% |
| 2007-02-15 | (13-4186328) | 1.7M | 1.22% |
| 2007-02-15 | (13-3669571) | 8.01M | 5.72% |
| 2006-02-15 | (13-3669571) | 6.52M | 4.69% |
| 2006-02-15 | George S. Loening | 7.63M | 5.49% |
| 2006-02-15 | (13-4186328) | 1.12M | 0.80% |
| 2006-02-14 | 13-2628641 | 12.72M | 9.15% |
| 2005-02-16 | 52-0556948 | 1.29M | 1.80% |
| 2005-02-14 | (13-3669571) | 3.48M | 5.03% |
| 2005-02-14 | George S. Loening | 4.14M | 5.99% |
| 2005-02-14 | (13-4186328) | 665.55K | 0.96% |
| 2005-02-14 | 13-2628641 | 6.36M | 9.20% |
| 2005-02-09 | 52-0556948 | 1.29M | 1.80% |
| 2004-02-17 | (13-3669571) | 3.49M | 5.09% |
| 2004-02-17 | (13-4186328) | 719.05K | 1.05% |
| 2004-02-17 | George S. Loening | 4.21M | 6.13% |
| 2004-02-13 | 13-2628641 | 6.5M | 9.48% |
| 2004-02-04 | 52-0556948 | 3.69M | 5.30% |
| 2003-09-12 | George S. Loening | 3.56M | 5.21% |
| 2003-09-12 | (13-4186328) | 766.9K | 1.12% |
| 2003-09-12 | (13-3669571) | 2.79M | 4.09% |
| 2003-02-14 | 13-2628641 | 2.43M | 11.00% |
| 2003-01-27 | 52-0556948 | 4.37M | 6.40% |
| 2002-03-07 | 13-5521910 | 1.54M | 2.44% |
| 2002-03-07 | 13-2628641 | 1.99M | 3.15% |
| 2002-02-14 | 13-2628641 | 1.99M | 6.30% |
| 2002-02-12 | 13-5521910 | 1.63M | 5.17% |
| 2002-02-04 | 52-0556948 | 5.42M | 8.50% |
| 2002-02-04 | 52-1575325 | 2.12M | 3.30% |
| 2001-02-20 | 13-5521910 | 1.04M | 3.64% |
| 2001-02-13 | 52-0556948 | 3.41M | 11.90% |
| 2001-02-13 | 52-1575325 | 1.58M | 5.50% |
| 2001-02-01 | 13-5521910 | 1.04M | 7.58% |
| 2000-07-27 | FMR Corp. | 681.88K | 4.99% |
| 2000-07-27 | Fidelity International Limited | 681.88K | 4.99% |
| 2000-07-27 | Abigail P. Johnson | 681.88K | 4.99% |
| 2000-07-27 | Edward C. Johnson 3d | 681.88K | 4.99% |
| 2000-07-27 | Abigail P. Johnson | 681.88K | 4.99% |
| 2000-07-27 | Edward C. Johnson 3d | 681.88K | 4.99% |
| 2000-07-05 | Abigail P. Johnson | 734.02K | 5.37% |
| 2000-07-05 | FMR Corp. | 734.02K | 5.37% |
| 2000-07-05 | Abigail P. Johnson | 734.02K | 5.37% |
| 2000-07-05 | Fidelity International Limited | 734.02K | 5.37% |
| 2000-07-05 | Edward C. Johnson 3d | 734.02K | 5.37% |
| 2000-07-05 | Edward C. Johnson 3d | 734.02K | 5.37% |
| 2000-02-04 | 52-1575325 | 825K | 6.00% |
| 2000-02-04 | 52-0556948 | 1.73M | 12.70% |
| 1999-02-11 | 52-1575325 | 875K | 6.40% |
| 1999-02-11 | 52-0556948 | 1.49M | 11.00% |
| 1998-02-10 | 52-1575325 | 652.9K | 7.30% |
| 1998-02-10 | 52-0556948 | 998.6K | 11.20% |
| 1997-04-08 | (52-1575325) | 650K | 7.40% |
| 1997-04-08 | 52-0556948 | 870.8K | 10.00% |
| 1997-02-14 | 52-0556948 | 840.8K | 9.60% |
| 1997-02-14 | (52-1575325) | 650K | 7.40% |
| 1994-02-14 | ###-##-####) | 336.98K | 4.03% |
| 1994-02-14 | 04-2507163) | 336.98K | 4.03% |
BRO Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $79.70 | 310M | $24.71B | $1.08B | $7.92B | $31.55B |
| 2024-12-31 | $102.02 | 282M | $28.77B | $675M | $4.06B | $32.15B |
| 2023-12-31 | $71.11 | 280.8M | $19.97B | $700M | $4.02B | $23.29B |
| 2022-12-31 | $56.97 | 278.1M | $15.84B | $650M | $4.18B | $19.38B |
| 2021-12-31 | $70.28 | 276.02M | $19.4B | $693.2M | $2.25B | $20.95B |
| 2020-12-31 | $47.41 | 275.33M | $13.05B | $817.4M | $2.31B | $14.55B |
| 2019-12-31 | $39.48 | 272.47M | $10.76B | $542.17M | $1.77B | $11.98B |
| 2018-12-31 | $27.56 | 282.18M | $7.78B | $438.96M | $1.51B | $8.84B |
| 2017-12-31 | $25.73 | 272.58M | $7.01B | $573.38M | $976.14M | $7.42B |
| 2016-12-31 | $22.43 | 272.28M | $6.11B | $515.65M | $1.07B | $6.67B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64.15 | 333M | $21.36B | $918M | $8.01B | $28.45B |
| 2026-03-31 | $65.21 | 333M | $21.71B | $1B | $8.06B | $28.77B |
| 2025-12-31 | $79.70 | 333M | $26.54B | $1.08B | $7.92B | $33.38B |
| 2025-09-30 | $93.79 | 331M | $31.04B | $1.19B | $7.97B | $37.83B |
| 2025-06-30 | $110.87 | 292M | $32.37B | $8.89B | $7.73B | $31.21B |
| 2025-03-31 | $124.40 | 283M | $35.21B | $669M | $3.99B | $38.53B |
| 2024-12-31 | $102.02 | 283M | $28.87B | $675M | $4.06B | $32.26B |
| 2024-09-30 | $103.60 | 282M | $29.22B | $957M | $3.77B | $32.03B |
| 2024-06-30 | $89.11 | 282M | $25.13B | $1.11B | $4.3B | $28.32B |
| 2024-03-31 | $86.32 | 281M | $24.26B | $581M | $4.06B | $27.74B |
| 2023-12-31 | $71.11 | 280.4M | $19.94B | $700M | $4.02B | $23.26B |
| 2023-09-30 | $69.84 | 280M | $19.56B | $755.7M | $3.89B | $22.69B |