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BRO Brown & Brown, Inc.

NYSE, CIK 0000079282, fiscal year ends 01/19. Last price 72.97 on 2026-10-23, market value 24.4 billion dollars.

Machine-readable: BRO.json, BRO.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	34	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	no open-market transactions in window	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	72.97	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	334,610,357	underlying shares	2026-07-24	SEC cover page 10-Q 0001193125-26-318251 (334,610,357 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/79282/000119312526318251/bro-20260630.htm 0001193125-26-318251
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	24,416,517,750	USD	2026-10-23 shares at 2026-07-24	72.97 (price 2026-10-23) / 1 x 334,610,357 (shares at 2026-07-24) = 24,416,517,750

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

34 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-29.8 % (percentile 6.7)	3.3 / 50
6 month return	8.6 % (percentile 61.5)	12.3 / 20
Price / 52-week high	0.83	12.4 / 15
Volatility penalty (60d annualised)	30.2 %	6.2 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	72.97	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 0 numbers with their sources

Input	Value	Period	Source	Check

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-12-31	1,363	217	0.74	paid	0000079282-16-000034
2014	2014-12-31	1,576	207	0.705	paid	0000079282-17-000006
2015	2015-12-31	1,661	243	0.85	paid	0000079282-18-000006
2016	2016-12-31	1,767	257	0.91	paid	0000079282-19-000006
2017	2017-12-31	1,881	400	1.4	paid	0001564590-20-006075
2018	2018-12-31	2,014	344	1.22	paid	0001564590-21-007624
2019	2019-12-31	2,392	399	1.4	paid	0000950170-22-001654
2020	2020-12-31	2,613	480	1.69	paid	0000950170-23-004717
2021	2021-12-31	3,051	587	2.07	paid	0000950170-24-018890
2022	2022-12-31	3,573	672	2.37	paid	0000950170-25-019039
2023	2023-12-31	4,257	871	3.05	paid	0001193125-26-046984
2024	2024-12-31	4,805	993	3.46	paid	0001193125-26-046984
2025	2025-12-31	5,902	1,054	3.16	paid	0001193125-26-046984

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-06-09	Johnson Joia M	director	buy	860	58.05	49,923
2026-05-05	Proctor H Palmer Jr	director	buy	2,000	57.10	114,200

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/BRO; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.