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Brown & Brown Shares Slip Ahead of Quarterly Results

Investivoq PriceTracker

Brown & Brown (BRO) is down 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to cautious positioning ahead of Brown & Brown’s third-quarter earnings release scheduled for after the market close on October 26, 2026. Investors also seem sensitive to the company’s recent weak organic growth and to broader concerns about whether insurance brokers can defend growth and margins as pricing moderates and technology competition increases.

Details:

  • Brown & Brown said it would report third-quarter 2026 results after the close on October 26, with its investor call set for October 27.
  • In the second quarter, total revenue rose 30.4% to about $1.7 billion, but organic revenue declined 0.7%, suggesting a large share of growth came from acquisitions rather than core momentum.
  • The company’s prior quarterly update showed adjusted diluted earnings per share of $1.07, while the market has been watching for a sequential improvement in the next report.
  • This could be because analysts have turned more cautious in recent months, with trimmed price targets and added focus on organic growth, integration execution, and competitive pressure from newer technology-driven insurance platforms.

    • Sources:

    Brown & Brown, Investing.com, SEC

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $BRO Insider Trading Activity

    BRO Insider Trades

    $BRO insiders have traded $BRO stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $BRO stock by insiders over the last 6 months:

    • H PALMER JR PROCTOR purchased 2,000 shares for an estimated $114,200
    • JOIA M JOHNSON purchased 860 shares for an estimated $49,923

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $BRO Hedge Fund Activity

    We have seen 408 institutional investors add shares of $BRO stock to their portfolio, and 411 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • ORBIS ALLAN GRAY LTD added 5,371,080 shares (+inf%) to their portfolio in Q2 2026, for an estimated $344,554,782
    • SELECT EQUITY GROUP, L.P. removed 3,129,623 shares (-39.0%) from their portfolio in Q2 2026, for an estimated $200,765,315
    • JPMORGAN CHASE & CO added 3,097,240 shares (+inf%) to their portfolio in Q2 2026, for an estimated $198,687,946
    • BARCLAYS PLC removed 2,908,842 shares (-79.0%) from their portfolio in Q2 2026, for an estimated $186,602,214
    • ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 2,526,044 shares (-99.3%) from their portfolio in Q2 2026, for an estimated $162,045,722
    • FMR LLC added 2,355,053 shares (+14.7%) to their portfolio in Q2 2026, for an estimated $151,076,649
    • NORGES BANK removed 2,088,377 shares (-32.2%) from their portfolio in Q2 2026, for an estimated $133,969,384

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $BRO Congressional Stock Trading

    Members of Congress have traded $BRO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $BRO stock by members of Congress over the last 6 months:

    • REPRESENTATIVE APRIL MCCLAIN DELANEY sold up to $250,000 on 08/25.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $BRO Price Targets

    Multiple analysts have issued price targets for $BRO recently. We have seen 10 analysts offer price targets for $BRO in the last 6 months, with a median target of $70.0.

    Here are some recent targets:

    • Yaron Kinar from Mizuho set a target price of $81.0 on 07/09/2026
    • Elyse Greenspan from Wells Fargo set a target price of $68.0 on 07/09/2026
    • Meyer Shields from Keefe, Bruyette & Woods set a target price of $74.0 on 07/08/2026
    • Brian Meredith from UBS set a target price of $73.0 on 07/08/2026
    • Alex Scott from Barclays set a target price of $76.0 on 07/07/2026
    • Bob Huang from Morgan Stanley set a target price of $55.0 on 07/06/2026
    • Robert Cox from Goldman Sachs set a target price of $70.0 on 07/01/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.