Company Dossier · Financials
Brown & Brown
- S&P 500
- Russell 1000
What Brown & Brown is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $6.79 billion, up 34% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.45 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.07 billion, down 12% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.10 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $4.19 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed February 12, 2026): 5 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $0.2 million on the open market.SEC Form 4
- 811 institutional managers reported a position at June 30, 2026 (−5 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 3 (4 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Brown & Brown is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Hedging
Expanding ↔ Retrenching
Retrenching
- Capital spending27th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings18th pct
- Deals and private raises40th pct
- Patent publications17th pct
Confident ↔ Hedging
Hedging
- Call sentiment32nd pct
- Call confidence44th pct
- Guidance changes—
- Risk factors added16th pct
- Insider open-market trades80th pct
- − Risk factors added
- + Insider open-market trades
- − Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver72nd pct
- Stress filings49th pct
Credit
How these are built →Brown & Brown's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jun 4, 2024 | $600M | 5.650% | 2034 (10y) | +135bp | 5.684% |
From the pricing term sheets Brown & Brown filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Brown & Brown, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveMarcus & Millichap expands Brown & Brown partnership into Canada (BRO:NYSE)
seekingalpha.com · via Marketaux · Oct 9, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 8, 2026PatentPatent granted: Mounting BracketUS 12727699
- Sep 8, 2026PatentPatent granted: PAPERBOARD PRESSING TOOLUS 12728612
- Aug 24, 2026Trademark
- Aug 18, 2026Patent
- Aug 10, 20268-KDirector or officer changeItem 5.02
- Aug 4, 2026PatentPatent granted: Mounting BracketUS 12696991
- Jul 28, 2026PatentPatent granted: TAMPER EVIDENT CONTAINERUS 12692041
- Jun 5, 20268-KMaterial agreement signedItem 1.01
- May 7, 20268-KDirector or officer changeItem 5.02
- May 7, 20268-KShareholder vote resultsItem 5.07
- Mar 4, 20268-KDirector or officer changeItem 5.02
- Feb 12, 202610-KAnnual report (10-K)5 risk factors added, 1 removed
- Oct 20, 20258-KDirector or officer changeItem 5.02
- Aug 28, 2025Trademark
- Aug 15, 20258-KDirector or officer changeItem 5.02
- Aug 5, 20258-KAcquisition or sale completedItem 2.01
- Jun 23, 20258-KMaterial agreement signedItem 1.01
- Jun 13, 20258-KMaterial agreement signedItem 1.01
- Jun 10, 20258-KMaterial agreement signedItem 1.01
- May 12, 20258-KDirector or officer changeItem 5.02
- May 12, 20258-KShareholder vote resultsItem 5.07
- Feb 25, 20258-KDirector or officer changeItem 5.02
- Feb 13, 202510-KAnnual report (10-K)4 risk factors added, 0 removed
- Jan 22, 20258-KDirector or officer changeItem 5.02
- Feb 22, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Willis Towers Watson WTW | $9.9B | $1.7B | Jun 30, 2026 |
| Erie Indemnity ERIE | $4.1B | $0.6B | Jun 30, 2026 |
| Arthur J. Gallagher & Co. AJG | $15.8B | — | Jun 30, 2026 |
| Aon plc AON | $17.6B | $3.3B | Jun 30, 2026 |
| Marsh McLennan MRSH | $28.5B | $4.2B | Sep 30, 2026 |
| CME Group CME | $6.8B | $4.2B | Jun 30, 2026 |
| Hanover Insurance THG | $6.8B | $1.3B | Jun 30, 2026 |
| AXIS Capital AXS | $6.7B | — | Mar 31, 2026 |