Brown & Brown, Inc.

BRO: 8-K · leadership change

Brown & Brown disclosed that director Bronislaw E. Masojada resigned from the Board effective October 21, 2026, also stepping down from the Audit and Compensation Committees. His departure is due to obligations from his election as the 698th Lord Mayor of the City of London beginning in November 2026. The company stated the resignation was not due to any disagreement over operations, policies, or practices.

SEC 8-K•3d ago

Marcus & Millichap and Brown & Brown Expand Preferred Partner Relationship into Canada

Brown & Brown's preferred partner relationship with Marcus & Millichap has expanded into Canada, giving Canadian commercial real estate investors access to BRO's insurance placement, risk consulting and portfolio analysis. The release was issued under Marcus & Millichap's account; Brown & Brown is the named partner, with its National Real Estate Practice director Dan Cioci quoted on growing demand for insurance clarity in deal underwriting. No financial terms were disclosed, making this an incremental channel-expansion announcement rather than a material event for BRO.

•17d ago

Brown & Brown named one of the 2026 Healthiest 100 Workplaces in America®

Brown & Brown was named one of the 2026 Healthiest 100 Workplaces in America by Healthiest Employers, ranking No. 25 nationally. The award recognizes employer wellness programs across six categories including culture, strategic planning, and analytics. The recognition is a soft employer-branding item with no financial impact on the company.

•17d ago

Brown & Brown, Inc. announces 2026 third-quarter earnings release and conference call dates

Brown & Brown will release its 2026 third-quarter earnings on Monday, October 26, 2026, after market close. CEO J. Powell Brown and CFO R. Andrew Watts will host an investor call on Tuesday, October 27, 2026, at 8:00 a.m. EDT, webcast live on the company's website. The release is a routine scheduling notice with no financial results or guidance.

•24d ago

Brown & Brown names Erik Templin to lead employee benefits across North America

Brown & Brown appointed Erik Templin as executive managing director of employee benefits, North America, within its Retail segment. Templin, who joined the firm in 2018 through acquisition and brings more than 25 years of industry experience, will lead the employee benefits business across North America — covering growth, talent, operations, innovation and customer experience — and reports to Retail president Steve Hearn. The move is an internal promotion with no change to strategy, guidance or financial outlook disclosed; it signals leadership continuity for a unit management says has been building sustainable organic growth.

•1mo ago

BRO: 8-K · other

Brown & Brown filed this 8-K under Item 7.01 to furnish its 2026 Company Overview investor presentation (Exhibit 99.1), which management may use in meetings with institutional investors and analysts. It is a routine Regulation FD filing with no new financial results, transactions, or guidance. The deck highlights 2025 revenue of $5.9 billion, roughly 23,000 teammates across 16 countries and more than 700 locations, with a 59% Retail and 41% Specialty Distribution revenue mix. It also touts more than 700 acquisitions since 1993 and the 2025 Accession (RSC Topco) deal. Financial highlights include $1.5 billion of 2025 operating cash flow (up 24% over 2024), $1.1 billion of cash on the balance sheet, $975 million of revolver availability, and a 32-year dividend increase streak as an S&P 500 Dividend Aristocrat. Watch items embedded in the deck: organic revenue growth slowed to 2.8% in both segments in 2025 versus 5-year averages of 6.5% (Retail) and 11.5% (Specialty Distribution), and the Accession acquisition added indebtedness, with BRO's one-year total shareholder return at -21% through year-end 2025 versus +18% for the S&P 500.

SEC 8-K•1mo ago

Brown & Brown, Inc. announces 2026 second-quarter earnings release and conference call dates

Brown & Brown scheduled the release of its second-quarter 2026 financial results for Monday, July 27, after the market close. CEO J. Powell Brown and CFO R. Andrew Watts will host a conference call to discuss the results on Tuesday, July 28, at 8:00 a.m. EDT. The live webcast will be broadcast on the company's website, with an archived replay available for 14 days.

•3mo ago

Brown & Brown, Inc. included on the 2026 Best Workplaces™ in Financial Services & Insurance and Best Workplaces™ for Mental Health Lists in Canada

Brown & Brown was named to the 2026 Best Workplaces in Financial Services & Insurance and Best Workplaces for Mental Wellness lists in Canada. The recognition is based on direct feedback from employees via the Trust Index survey, reflecting the firm's prioritization of teammate health and well-being. Earlier this year, the company also received the Platinum Level Bell Seal for Workplace Mental Health from Mental Health America for the fourth consecutive year.

•4mo ago

BRO: 8-K · debt financing

Brown & Brown, Inc. (BRO) entered into a Third Amended and Restated Credit Agreement on June 5, 2026, significantly expanding its debt capacity. The new agreement increases the revolving credit facility from $800 million to $1.25 billion and adds two new $250 million term loan facilities, bringing total available capacity to $2.75 billion. As of the filing date, the company has drawn $825 million under these facilities. The revolving credit facility matures on June 5, 2031, while the Term A-1 loan matures in 2029 and the Term A-2 loan in 2031. This refinancing provides greater liquidity flexibility and extends maturity profiles, which is typical for large insurance brokers managing capital for growth and M&A.

SEC 8-K•4mo ago

Brown & Brown strengthens private equity and M&A services capabilities, appoints Corey Lewis as retail global head of tax insurance

Brown & Brown appointed Corey Lewis as retail global head of tax insurance, a newly established leadership role within its private equity and M&A services practice. Lewis joins from Aon, where he was a managing director, and will report to Neil Krauter to lead the expansion of transactional tax capabilities globally. The move is part of Brown & Brown’s strategy to invest in specialized talent to address complex deal structures and tax credit landscapes for its clients.

•4mo ago