Brown & Brown, Inc. $BRO Shares Sold by Sei Investments Co.

Sei Investments Co. trimmed its stake in Brown & Brown, Inc. (NYSE:BRO) by 34.0% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 376,761 shares of the financial services provider’s stock after selling 194,225 shares during the period. Sei Investments Co.’s holdings in Brown & Brown were worth $24,569,000 as of its most recent filing with the SEC.

Other hedge funds have also recently made changes to their positions in the company. Union Bancaire Privee UBP SA acquired a new stake in Brown & Brown in the 1st quarter valued at approximately $25,000. Basepoint Wealth LLC acquired a new position in Brown & Brown during the fourth quarter worth $27,000. Darwin Wealth Management LLC purchased a new position in shares of Brown & Brown during the second quarter worth $30,000. DV Equities LLC acquired a new stake in shares of Brown & Brown in the fourth quarter valued at $33,000. Finally, Maseco LLP purchased a new stake in shares of Brown & Brown in the 4th quarter valued at $60,000. Hedge funds and other institutional investors own 71.01% of the company’s stock.

Insiders Place Their Bets

In other news, Director H Palmer Proctor, Jr. bought 2,000 shares of Brown & Brown stock in a transaction that occurred on Tuesday, May 5th. The shares were purchased at an average price of $57.10 per share, with a total value of $114,200.00. Following the completion of the acquisition, the director directly owned 47,621 shares in the company, valued at $2,719,159.10. The trade was a 4.38% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 13.13% of the stock is currently owned by company insiders.

Trending Headlines about Brown & Brown

Here are the key news stories impacting Brown & Brown this week:

• Positive Sentiment: Second-quarter revenue rose 30.4% year over year to $1.676 billion, while net income attributable to Brown & Brown increased 24.7% to $288 million. Adjusted diluted EPS climbed 3.9% to $1.07, supported by higher contingent commissions, expense leverage, recent acquisitions and Accession-related synergies. Brown & Brown Rises After Q2 Revenue Jump and Acquisition Synergy Hopes
• Positive Sentiment: Management said it has strong momentum heading into the second half of 2026. Adjusted EBITDAC increased 27% to $598 million, suggesting the enlarged platform is producing meaningful operating benefits even as integration continues. Brown & Brown Q2 2026 Earnings Call Transcript
• Positive Sentiment: Six-month revenue reached $3.577 billion, up 33%, and operating cash flow totaled $608 million. Two reported insider transactions over the past six months were purchases, providing a modest supportive signal.
• Neutral Sentiment: Analyst price targets are mixed, with recent targets ranging from $55 to $81 and a median near the low-$70s, indicating limited consensus on upside after the move.
• Negative Sentiment: Adjusted EPS narrowly missed the $1.08 consensus estimate, while revenue of $1.65 billion also trailed the $1.71 billion forecast. Brown & Brown Q2 Earnings and Revenues Lag Estimates
• Negative Sentiment: Organic revenue declined 0.7%, or increased only 0.7% including contingents, highlighting weak core growth beneath the acquisition-led expansion. Adjusted EBITDAC margin also narrowed to 35.7% from 36.7%, reflecting integration, amortization and higher interest costs.

Brown & Brown Trading Up 5.7%

BRO opened at $73.65 on Wednesday. The business has a fifty day moving average price of $62.81 and a 200 day moving average price of $66.54. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.64 and a quick ratio of 1.64. Brown & Brown, Inc. has a 12 month low of $53.81 and a 12 month high of $98.30. The stock has a market capitalization of $24.96 billion, a price-to-earnings ratio of 23.23, a PEG ratio of 3.22 and a beta of 0.60.

Brown & Brown (NYSE:BRO) last posted its quarterly earnings results on Monday, July 27th. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.08 by ($0.01). The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.71 billion. Brown & Brown had a net margin of 17.75% and a return on equity of 13.19%. Brown & Brown’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same period in the prior year, the business earned $1.03 EPS. Sell-side analysts expect that Brown & Brown, Inc. will post 4.5 earnings per share for the current fiscal year.

Brown & Brown Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, August 12th will be paid a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Wednesday, August 12th. Brown & Brown’s dividend payout ratio is presently 20.82%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Morgan Stanley cut Brown & Brown from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $60.00 to $55.00 in a report on Monday, July 6th. Wells Fargo & Company reduced their price target on shares of Brown & Brown from $69.00 to $68.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 9th. Royal Bank Of Canada lowered their price objective on shares of Brown & Brown from $76.00 to $72.00 and set a “sector perform” rating for the company in a research note on Wednesday, April 29th. JPMorgan Chase & Co. dropped their price objective on shares of Brown & Brown from $81.00 to $78.00 and set a “neutral” rating for the company in a report on Monday, July 13th. Finally, Weiss Ratings downgraded shares of Brown & Brown from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, June 23rd. Five analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Brown & Brown presently has an average rating of “Hold” and a consensus target price of $78.62.

Brown & Brown Profile

Brown & Brown, Inc (NYSE: BRO) is a professional insurance brokerage and risk advisory firm that provides a broad range of property and casualty, employee benefits, personal risk, and specialty insurance products. The company works with commercial, public sector and individual clients to design and place insurance programs, manage claims and loss control, and deliver risk management consulting. Its services also include wholesale brokerage, program administration and other specialty distribution solutions that connect carriers and intermediaries to niche markets.

Brown & Brown operates through a decentralized model of operating units and subsidiaries, enabling local client service with the scale to access national and specialty markets.