Brown & Brown Inc. (BRO)

FINANCE: INSURANCE
SIC: INSURANCE AGENTS, BROKERS & SERVICE

300 N. BEACH STREET DAYTONA BEACH, FL 32114

Brown & Brown is an insurance agency, wholesale brokerage, insurance programs and service organization. Co. has four segments: Retail Division, which provides insurance products and services; National Programs Division including Professional Programs, which provides professional liability and related package products, and Special Programs, which markets targeted products and services for specific industries, trade groups, public entities, and market niches; Wholesale Brokerage Division, which markets and sells excess and surplus commercial insurance products and services and reinsurance products and services; and Services Division, which provides insurance-related services, among others.

Data as of 2021-04-11 06:30:54 -0400
Market Cap13.559 Billion Shares Outstanding283.486 Million Avg 30-day Volume1.085 Million
P/E Ratio29.14155 Dividend Yield0.547 EPS1.69
Price/Sales5.19 Debt to Equity2.39 EBITDA811.025 Million
Price to Book Value3.61 Forward PE26.38 Enterprise Value14.819 Billion
Total Cash835.73 Million Current Debt2.354 Billion Gross Profit2.613 Billion
BETA0.89187 52-week High/Low48.66 / 33.78 Next Earnings Date2021-04-26 Price to Cash FLow (P/CF) 98.706
Data provided by IEX Cloud
View SEC Filings from BRO instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 5 7 -28.57% 3 (0.18%) 3 (0.19%) 0.0%
Funds Holding: 444 423 4.96% 96 (5.77%) 93 (5.79%) 3.23%
13F shares: 198.426 Million 196.063 Million 1.21% 48.336 Million 44.486 Million 8.65%
% Ownership 69.8538 69.022 1.21% 17.0161 15.6608 8.65%
New Positions: 66 55 20.0% 19 21 -9.52%
Increased Positions 165 135 22.22% 38 30 26.67%
Closed Positions 37 36 2.78% 16 8 100.0%
Reduced Positions 146 157 -7.01% 28 31 -9.68%
Total Calls 4.902 Thousand 20.31 Thousand -75.86% 4.6 Thousand 0
Total Puts 3.7 Thousand 23.807 Thousand -84.46% 0
PUT/CALL Ratio 0.75 1.17 -35.9% 0.0 -100.0%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding BRO (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding BRO BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

WATTS R. ANDREW EVP, CFO AND TREASURER

  • Officer
200,833 2021-03-25 3

PENNY JEROME SCOTT EVP CHIEF ACQUISITIONS OFFICER

  • Officer
649,758 2021-03-23 4

BROWN J POWELL PRESIDENT AND CEO

  • Officer
  • Director
3,236,032 2021-03-23 5

LLOYD ROBERT W EVP, SECY, GENERAL COUNSEL

  • Officer
110,843 2021-03-23 6

STRIANESE ANTHONY T CHAIR WHOLESALE BROKERAGE SEG.

  • Officer
273,407 2021-03-23 5

WALKER CHRIS L EVP AND PRES. PROGRAMS SEGMENT

  • Officer
169,106 2021-03-23 3

BROWN P BARRETT EVP AND PRES.- RETAIL SEGMENT

  • Officer
1,367,987 2021-03-23 5

BOYD STEPHEN M EVP/ PRES WHOLESALE BROKERAGE

  • Officer
97,314 2021-03-23 3

BELL SAMUEL P III

  • Director
74,938 2021-02-25 2

HAYS JAMES CHARLES

  • Director
348,196 2021-01-29 1

VARNER CHILTON D

  • Director
1,085,329 2020-12-31 2

BROWN HYATT J CHAIRMAN

  • Officer
  • Director
  • 10% Owner
40,993,958 2020-11-25 1

BROWN HUGH M

  • Director
45,888 2020-05-05 1

HOEPNER THEODORE J

  • Director
111,688 2020-05-05 1

JENNINGS TONI

  • Director
47,018 2020-05-05 1

REILLY WENDELL

  • Director
227,588 2020-05-05 1

MAIN TIMOTHY R.M.

  • Director
25,526 2020-05-05 1

PROCTOR H PALMER JR

  • Director
34,006 2020-05-05 1

HUNT JAMES S

  • Director
17,602 2020-05-05 1

GELLERSTEDT LAWRENCE L III

  • Director
4,184 2020-05-05 1

CURREY BRADLEY JR

  • Director
472,589 2020-02-05 0

RYAN, JULIE K EVP, CHIEF PEOPLE OFFICER

  • Officer
4,303 2019-02-25 0

FREEBOURN RICHARD EVP AND PEOPLE OFFICER

  • Officer
53,275 2017-02-27 0

DOWNS LINDA S EXECUTIVE VICE PRESIDENT

  • Officer
631,263 2015-07-28 0

LYDECKER CHARLIE

  • FORMER EXECUTIVE OFFICER
No longer subject to file 2015-05-28 0

MASTERS KENNETH R SENIOR VICE PRESIDENT

  • Officer
163,982 2014-09-08 0

WALKER CORY T SR. VP AND CFO

  • Officer
No longer subject to file 2014-03-04 0

BRIDGES C ROY REGIONAL PRESIDENT

  • Officer
117,601 2014-02-27 0

GRAMMIG LAUREL L VP, SECRETARY

  • Officer
179,835 2013-07-01 0

BOONE SAM R JR REGIONAL EXECUTIVE VP

  • Officer
253,880 2013-07-01 0

RIEDMAN JOHN R

  • Director
57,689 2012-12-28 0

BROWN & BROWN INC REGIONAL PRESIDENT

  • Officer
184,876 2012-04-27 0

DONEGAN THOMAS M JR VP CHIEF ACQ. COUNSEL ASST SEC

  • Officer
28,360 2011-01-18 0

RILEY THOMAS E REGIONAL PRESIDENT

  • Officer
183,913 2010-12-30 0

HENDERSON JIM W FORMER VICE CHAIRMAN AND COO

  • Officer
  • Director
No longer subject to file 2010-12-23 0

RIORDAN MICHAEL J. REGIONAL EXECUTIVE VP

  • Officer
24,245 2010-11-24 0

KIRK KENNETH D FORMER REGIONAL PRESIDENT

  • Officer
916,047 2010-08-09 0

SMITH JAN E

  • Director
29,853 2009-08-18 0

PASCHKE MICHAEL REGIONAL EXECUTIVE VP

  • Officer
No longer subject to file 2009-02-19 0

LOWE COLIN E REGIONAL EXECUTIVE VP

  • Officer
76,023 2009-01-21 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

WATTS R. ANDREW - Officer EVP, CFO AND TREASURER

2021-03-25 17:00:59 -0400 2021-03-25 F 13,642 $45.88 d 117,212 direct 0.1299 1.0608 1.0608 6 -1.0392 4

BROWN P BARRETT - Officer EVP AND PRES.- RETAIL SEGMENT

2021-03-24 17:27:09 -0400 2021-03-23 F 18,128 $45.34 d 1,302,713 direct 0.6318 1.3508 1.3508 6 -0.4139 5

STRIANESE ANTHONY T - Officer CHAIR WHOLESALE BROKERAGE SEG.

2021-03-24 17:00:41 -0400 2021-03-23 F 15,230 $45.34 d 171,389 direct 0.6318 1.3508 1.3508 6 -0.4139 5

WATTS R. ANDREW - Officer EVP, CFO AND TREASURER

2021-03-25 09:12:40 -0400 2021-03-23 F 14,111 $45.34 d 96,188 direct 0.6318 1.3508 1.3508 6 -0.4139 5

WALKER CHRIS L - Officer EVP AND PRES. PROGRAMS SEGMENT

2021-03-24 17:00:11 -0400 2021-03-23 F 17,830 $45.34 d 95,110 direct 0.6318 1.3508 1.3508 6 -0.4139 5

LLOYD ROBERT W - Officer EVP, SECY, GENERAL COUNSEL

2021-03-24 17:00:53 -0400 2021-03-23 F 7,634 $45.34 d 40,533 direct 0.6318 1.3508 1.3508 6 -0.4139 5

BOYD STEPHEN M - Officer EVP/ PRES WHOLESALE BROKERAGE

2021-03-25 17:00:45 -0400 2021-03-23 F 6,188 $45.34 d 46,726 direct 0.1299 1.0608 1.0608 6 -1.0392 4

PENNY JEROME SCOTT - Officer EVP CHIEF ACQUISITIONS OFFICER

2021-03-25 07:56:29 -0400 2021-03-23 F 9,772 $45.34 d 187,965 direct 0.6318 1.3508 1.3508 6 -0.4139 5

BROWN J POWELL - Director - Officer PRESIDENT AND CEO

2021-03-24 17:00:22 -0400 2021-03-23 F 38,172 $45.34 d 2,523,495 direct 0.6318 1.3508 1.3508 6 -0.4139 5

BELL SAMUEL P III - Director

2021-03-04 17:00:37 -0500 2021-02-25 G 750 d 74,938 direct 0.6733 1.6942 1.6942 6 0.0 1

WATTS R. ANDREW - Officer EVP, CFO AND TREASURER

2021-02-23 17:00:54 -0500 2021-02-23 A 26,887 a 148,880 direct -2.1971 -4.6872 -0.9416 0.0 1 -6.3402 18

BROWN J POWELL - Director - Officer PRESIDENT AND CEO

2021-02-25 17:00:18 -0500 2021-02-23 A 16,240 a 31,700 direct 2.0479 0.305 4.2702 4.2702 31 -2.4837 16

BROWN P BARRETT - Officer EVP AND PRES.- RETAIL SEGMENT

2021-02-25 17:00:27 -0500 2021-02-23 A 13,442 a 85,459 direct 2.0479 0.305 4.2702 4.2702 31 -2.4837 16

STRIANESE ANTHONY T - Officer CHAIR WHOLESALE BROKERAGE SEG.

2021-02-24 17:00:29 -0500 2021-02-23 A 22,406 a 107,939 direct -1.7972 -3.8725 2.332 2.332 31 -4.2362 17

LLOYD ROBERT W - Officer EVP, SECY, GENERAL COUNSEL

2021-02-24 17:01:02 -0500 2021-02-23 A 2,706 a 5,282 direct -1.7972 -3.8725 2.332 2.332 31 -4.2362 17

WALKER CHRIS L - Officer EVP AND PRES. PROGRAMS SEGMENT

2021-02-24 08:22:40 -0500 2021-02-23 A 22,405 a 107,515 direct -2.1971 -4.6872 -0.9416 0.0 1 -6.3402 18

BROWN J POWELL - Director - Officer PRESIDENT AND CEO

2021-02-25 17:00:18 -0500 2021-02-23 A 89,636 a 635,007 direct 2.0479 0.305 4.2702 4.2702 31 -2.4837 16

BOYD STEPHEN M - Officer EVP/ PRES WHOLESALE BROKERAGE

2021-02-25 17:00:39 -0500 2021-02-23 A 2,165 a 3,968 direct 2.0479 0.305 4.2702 4.2702 31 -2.4837 16

PENNY JEROME SCOTT - Officer EVP CHIEF ACQUISITIONS OFFICER

2021-02-24 17:00:34 -0500 2021-02-23 A 2,706 a 5,282 direct -1.7972 -3.8725 2.332 2.332 31 -4.2362 17

LLOYD ROBERT W - Officer EVP, SECY, GENERAL COUNSEL

2021-02-24 17:01:02 -0500 2021-02-23 A 17,925 a 63,380 direct -1.7972 -3.8725 2.332 2.332 31 -4.2362 17

WATTS R. ANDREW - Officer EVP, CFO AND TREASURER

2021-02-23 17:00:54 -0500 2021-02-23 A 4,601 a 8,208 direct -2.1971 -4.6872 -0.9416 0.0 1 -6.3402 18

BROWN P BARRETT - Officer EVP AND PRES.- RETAIL SEGMENT

2021-02-25 17:00:27 -0500 2021-02-23 A 2,706 a 5,282 direct 2.0479 0.305 4.2702 4.2702 31 -2.4837 16

BOYD STEPHEN M - Officer EVP/ PRES WHOLESALE BROKERAGE

2021-02-25 17:00:39 -0500 2021-02-23 A 8,961 a 62,136 direct 2.0479 0.305 4.2702 4.2702 31 -2.4837 16

PENNY JEROME SCOTT - Officer EVP CHIEF ACQUISITIONS OFFICER

2021-02-24 17:00:34 -0500 2021-02-23 A 14,340 a 70,178 direct -1.7972 -3.8725 2.332 2.332 31 -4.2362 17

WALKER CHRIS L - Officer EVP AND PRES. PROGRAMS SEGMENT

2021-02-24 08:22:40 -0500 2021-02-23 A 2,706 a 5,282 direct -2.1971 -4.6872 -0.9416 0.0 1 -6.3402 18

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
BROWN & BROWN INC BRO 2021-04-16 22:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 21:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 21:15:02 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 20:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 20:15:04 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 19:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 19:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 18:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 18:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 17:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 17:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 16:45:02 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 16:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 15:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 15:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 14:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 14:15:02 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 13:45:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 13:15:03 UTC -0.359 0.419 4100000
BROWN & BROWN INC BRO 2021-04-16 12:45:02 UTC -0.359 0.419 4000000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Advanced Series Trust- AST Academic Strategies Asset Allocation Portfolio BRO -6800.0 shares, $-322388.0 2020-12-31 N-PORT
AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund BRO -66.0 shares, $-2987.82 2020-09-30 N-PORT
AGF Investments Trust- AGFIQ Hedged Dividend Income Fund BRO -162.0 shares, $-7680.42 2020-12-31 N-PORT
Legg Mason Global Asset Management Trust- QS Global Market Neutral Fund BRO -7363.0 shares, $-349079.83 2020-12-31 N-PORT
AQR Funds- AQR Alternative Risk Premia Fund BRO -1411.0 shares, $-66895.51 2020-12-31 N-PORT

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