Source-grounded facts extracted from BROWN & BROWN, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
BROWN & BROWN, INC. incurred term loan of $250 million with JPMorgan Chase Bank, N.A. as administrative agent and the other lenders named therein at unknown maturing June 5, 2031.
“• makes available to the Company term loans in the aggregate amount of $250 million with a maturity date of June 5, 2031 (the “Term A-2 Loan Facility” and collectively with the Revolving Credit Facility and the Term A-1 Loan Facility, the “Facilities” and each, a “Facility”);”
BROWN & BROWN, INC. incurred term loan of $250 million with JPMorgan Chase Bank, N.A. as administrative agent and the other lenders named therein at unknown maturing June 5, 2029.
“• makes available to the Company term loans in the aggregate amount of $250 million with a maturity date of June 5, 2029 (the “Term A-1 Loan Facility”);”
BROWN & BROWN, INC. amended revolving credit of $1,250 million (increased from $800 million) with JPMorgan Chase Bank, N.A. as administrative agent and the other lenders named therein at unknown maturing June 5, 2031.
“The Third Amended and Restated Credit Agreement: • increases the amount available to the Company and certain other subsidiary borrowers under the existing revolving credit facility (the “Revolving Credit Facility”) from $800 million to $1,250 million; • extends the applicable maturity date in respect of the Revolving Credit Facility in the amount of $1,250 million to June 5, 2031;”
BROWN & BROWN, INC. amended Third Amended and Restated Credit Agreement with JPMorgan Chase Bank, N.A. as administrative agent, Bank of America, N.A., Truist Bank and BMO Bank N.A. as co-syndication agents, and U.S. Bank National Association, Fifth Third Bank, National Association, Wells Fargo Bank, National Association, PNC Bank, National Association, HSBC Bank USA, Nationa (effective 2026-06-05).
“On June 5, 2026, Brown & Brown, Inc. (the “Company”) entered into an amended and restated credit agreement (the “Third Amended and Restated Credit Agreement”) with the lenders named therein”
BROWN & BROWN, INC. shareholders approved Amendment to the SIP to increase the aggregate number of shares available for issuance by 6,900,000 shares and extend the term at the 2026-05-06 meeting.
“The shareholders approved the amendment to the SIP to increase the aggregate number of shares available for issuance under the SIP by 6,900,000 shares and extend the term of the SIP. Of the shares voted, 281,520,155 voted in favor, 2,432,780 voted against, and 331,512 abstained. There were also 22,222,632 broker non-votes.”
BROWN & BROWN, INC. shareholders approved Advisory approval of the compensation of the Named Executive Officers at the 2026-05-06 meeting.
“The shareholders approved, on an advisory basis, the compensation of the Named Executive Officers. Of the shares voted, 240,765,556 voted in favor, 42,472,512 voted against, and 1,046,377 abstained. There were also 22,222,634 broker non-votes.”
BROWN & BROWN, INC. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accountants for fiscal year 2026 at the 2026-05-06 meeting.
“The shareholders ratified the appointment of Deloitte & Touche LLP as the Company's independent registered public accountants for the fiscal year ending December 31, 2026. Of the shares voted, 290,036,120 voted in favor, 16,369,254 voted against, and 101,705 abstained.”
BROWN & BROWN, INC. shareholders approved Election of Directors at the 2026-05-06 meeting.
“At the Meeting, shareholders elected J. Hyatt Brown, J. Powell Brown, Lawrence L. Gellerstedt III, Theodore J. Hoepner, James S. Hunt, Toni Jennings, Joia M. Johnson, Paul J. Krump, Timothy R.M. Main, Bronislaw E. Masojada, Jaymin B. Patel, H. Palmer Proctor, Jr., Wendell S. Reilly, and Kathleen A. Savio to serve as directors until the next annual meeting of shareholders and until their respective successors are elected and qualified.”
BROWN & BROWN, INC. reported first quarter ended March 31, 2026 results: revenue $1.9 billion, net income $426 million, EPS $1.06.
“Brown & Brown, Inc. announces first quarter 2026 results, including total revenues of $1.9 billion, an increase of 35.4%; flat Organic Revenue; growth of Organic Revenue with Contingents of 2.2%; diluted net income per share of $1.06; Diluted Net Income Per Share - Adjusted of $1.39; and a quarterly dividend of $0.165 per share”
BROWN & BROWN, INC. completed an acquisition involving RSC Topco, Inc. for $9.825 billion (closed 2025-08-01).
“On August 1, 2025, Brown & Brown, Inc., a Florida corporation (the “Company”), completed its previously announced acquisition of RSC Topco, Inc., a Delaware corporation (“RSC”), pursuant to that certain Agreement and Plan of Merger (the “Merger Agreement”), dated as of June 10, 2025, by and among RSC, the Company, Encore Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Merger Sub”), and Kelso RSC (Investor), L.P., a Delaware limited partnership, solely in its capacity as the equityholder representative (the “Kelso Investor”), pursuant to which the Company acquired RSC for an aggregate purchase price of $9.825 billion, paid at the closing of the Merger (the “Closing”), subject to certain customary post-Closing adjustments as set forth in the Merger Agreement (the “Transaction”).”
BROWN & BROWN, INC. incurred senior notes of $1,000,000,000 with U.S. Bank Trust Company, National Association at 5.550% maturing June 23, 2035.
“$1,000,000,000 aggregate principal amount of the Company’s 5.550% Senior Notes due 2035”
BROWN & BROWN, INC. incurred senior notes of $500,000,000 with U.S. Bank Trust Company, National Association at 5.250% maturing June 23, 2032.
“$500,000,000 aggregate principal amount of the Company’s 5.250% Senior Notes due 2032”
BROWN & BROWN, INC. incurred senior notes of $800,000,000 with U.S. Bank Trust Company, National Association at 4.900% maturing June 23, 2030.
“$800,000,000 aggregate principal amount of the Company’s 4.900% Senior Notes due 2030”
BROWN & BROWN, INC. incurred senior notes of $500,000,000 with U.S. Bank Trust Company, National Association at 4.700% maturing June 23, 2028.
“$500,000,000 aggregate principal amount of the Company’s 4.700% Senior Notes due 2028”
BROWN & BROWN, INC. incurred senior notes of $400,000,000 with U.S. Bank Trust Company, National Association at 4.600% maturing December 23, 2026.
“$400,000,000 aggregate principal amount of the Company’s 4.600% Senior Notes due 2026”
R. Andrew Watts changed role as Principal Accounting Officer at BROWN & BROWN, INC..
“In connection with the foregoing, effective on May 7, 2025, R. Andrew Watts, the Company’s current principal accounting officer, no longer serves as the Company’s principal accounting officer.”
Paul M. Gallagher was appointed as Principal Accounting Officer at BROWN & BROWN, INC..
“On May 7, 2025, the Board of Directors (the “Board”) of Brown & Brown, Inc. (the “Company”) appointed Paul M. Gallagher as the Company’s principal accounting officer.”
Stephen P. Hearn was appointed as Executive Vice President and Chief Operating Officer at BROWN & BROWN, INC..
“Mr. Hearn will become the Company's Executive Vice President and Chief Operating Officer, effective March 3, 2025.”
Chilton D. Varner departed as Director at BROWN & BROWN, INC..
“On January 21, 2025, Chilton D. Varner informed Brown & Brown, Inc. (the “Company”) that she will not stand for re-election at the Company's 2025 Annual Meeting of Shareholders.”
Stephen P. Hearn was appointed as director at BROWN & BROWN, INC..
“On August 9, 2024, the Board of Directors (the “Board”) of Brown & Brown, Inc., a Florida corporation (the “Company”), appointed Stephen P. Hearn, age 58, to serve as a director of the Company, effective immediately.”
BROWN & BROWN, INC. shareholders approved Advisory Vote on Executive Compensation at the 2024-05-08 meeting.
“The shareholders approved, on an advisory basis, the compensation of the Named Executive Officers. Of the shares voted, 228,748,624 voted in favor, 10,177,711 voted against and 3,656,232 abstained. There were also 20,411,396 broker non-votes.”
BROWN & BROWN, INC. shareholders approved Ratification of Appointment of Deloitte & Touche LLP as Independent Registered Public Accountants at the 2024-05-08 meeting.
“The shareholders ratified the appointment of Deloitte & Touche LLP as the Company's independent registered public accountants for the fiscal year ending December 31, 2024. Of the shares voted, 252,495,249 voted in favor, 10,266,642 voted against and 232,072 abstained.”
BROWN & BROWN, INC. shareholders approved Election of Director Chilton D. Varner at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Kathleen A. Savio at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Wendell S. Reilly at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director H. Palmer Proctor, Jr. at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Jaymin B. Patel at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Bronislaw E. Masojada at the 2024-05-08 meeting.
“Masojada 241,404,409 1,178,176 20,411,238 Jaymin B. Patel 241,565,285 1,017,300 20,411,378 H.”
BROWN & BROWN, INC. shareholders approved Election of Director Timothy R.M. Main at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Paul J. Krump at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Toni Jennings at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director James S. Hunt at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Theodore J. Hoepner at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director Lawrence L. Gellerstedt III at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director J. Powell Brown at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L. Gellerstedt III 233,176,731 9,405,854 20,411,378 Theodore J.”
BROWN & BROWN, INC. shareholders approved Election of Director J. Hyatt Brown at the 2024-05-08 meeting.
“Hyatt Brown 231,735,835 10,846,750 20,411,378 J. Powell Brown 239,770,552 2,812,033 20,411,378 Lawrence L.”
BROWN & BROWN, INC. reported the first quarter ended March 31, 2024 results: revenue $1,258 million, net income $293 million, EPS $1.02.
“by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Brown & Brown, Inc. announces first quarter 2024 results, including total revenues of $1,258 million, an increase of 12.7%; Organic Revenue growth of 8.6%; diluted net income per share of $1.02; Diluted Net Income Per Share - Adjusted of $1.14; and a quarterly dividend of $0.13”
James C. Hays resigned as Director at BROWN & BROWN, INC..
“On April 9, 2024, James C. Hays notified the Board of Directors (the “Board”) of Brown & Brown, Inc. (the “Company”) of his decision to resign from the Board and as a member of the Board’s Acquisition Committee, effective immediately.”
BROWN & BROWN, INC. reported financial results for the fourth quarter and fiscal year ended December 31, 2023.
“On January 22, 2024, Brown & Brown, Inc. issued a press release announcing its results of operations for the fourth quarter and fiscal year ended December 31, 2023. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.”
Kathleen A. Savio was appointed as director at BROWN & BROWN, INC..
“On January 12, 2024, the Board appointed Kathleen A. Savio, age 58, to serve as a director of the Company, effective immediately.”
BROWN & BROWN, INC. reported the nine months ended September 30, 2023 results: revenue $3,230.9 million, net income $601.8 million, EPS $2.11.
“Revenues for the nine months ended September 30, 2023 under GAAP were $3,230.9 million”
BROWN & BROWN, INC. reported the third quarter ended September 30, 2023 results: revenue $1,067.7 million, net income $175.9 million, EPS $0.62.
“by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Brown & Brown, Inc. announces third quarter 2023 results, including total revenues of $1,067.7 million, an increase of 15.1%; Organic Revenue growth of 9.6%; diluted net income per share of $0.62; and Diluted Net Income Per Share - Adjusted of $0.71 DAYTONA BEACH, Fla., October”
BROWN & BROWN, INC. reported the second quarter ended June 30, 2023 results: revenue $1,047.3 million, net income $190.4 million, EPS $0.67.
“by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Brown & Brown, Inc. announces second quarter 2023 results, including total revenues of $1,047.3 million, an increase of 24.7%; Organic Revenue growth of 11.2%; diluted net income per share of $0.67; and Diluted Net Income Per Share - Adjusted of $0.68 DAYTONA BEACH, Fla., July 24,”
Bronislaw E. Masojada was appointed as Director at BROWN & BROWN, INC..
“On June 13, 2023, the Board appointed Paul J. Krump, age 63, and Bronislaw E. Masojada, age 61, to each serve as a director of the Company, effective immediately.”
Paul J. Krump was appointed as Director at BROWN & BROWN, INC..
“On June 13, 2023, the Board appointed Paul J. Krump, age 63, and Bronislaw E. Masojada, age 61, to each serve as a director of the Company, effective immediately.”
BROWN & BROWN, INC. shareholders approved Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation at the 2023-05-03 meeting.
“The shareholders approved, on an advisory basis, one year as the interval at which an advisory vote on the compensation of the Named Executive Officers will be conducted. Of the shared voted, 237,287,440 voted in favor of a one-year interval, 525,147 voted in favor of a two-year interval, 2,763,741 voted in favor of a three-year interval, and 457,050 abstained. There were also 18,996,733 broker non-votes.”
BROWN & BROWN, INC. shareholders approved Advisory Vote to Approve Executive Compensation at the 2023-05-03 meeting.
“The shareholders approved, on an advisory basis, the compensation of the Named Executive Officers. Of the shares voted, 227,373,190 voted in favor, 9,955,864 voted against and 3,704,327 abstained. There were also 18,996,730 broker non-votes.”
BROWN & BROWN, INC. shareholders approved Ratification of the Appointment of Deloitte & Touche LLP as Independent Registered Public Accountants at the 2023-05-03 meeting.
“The shareholders ratified the appointment of Deloitte & Touche LLP as the Company's independent registered public accountants for the fiscal year ending December 31, 2023. Of the shares voted, 250,157,671 voted in favor, 9,641,491 voted against and 230,949 abstained.”
BROWN & BROWN, INC. shareholders approved Election of Directors at the 2023-05-03 meeting.
“The table below sets out the number of votes cast for, and votes withheld from, each director: Directors Votes For Votes Withheld Broker Non-Votes J. Hyatt Brown 221,938,176 19,095,209 18,996,726 J. Powell Brown 237,889,979 3,143,406 18,996,726 Lawrence L. Gellerstedt III 239,861,011 1,172,374 18,996,726 James C. Hays 227,750,678 13,282,707 18,996,726 Theodore J. Hoepner 217,114,105 23,919,280 18,996,726 James S. Hunt 238,333,700 2,699,685 18,996,726 Toni Jennings 225,834,526 15,198,859 18,996,726 Timothy R.M. Main 236,482,882 4,550,503 18,996,726 Jaymin B. Patel 240,430,889 602,496 18,996,726 H. Palmer Proctor, Jr. 204,181,080 36,852,305 18,996,726 Wendell S. Reilly 215,365,807 25,667,578 18,996,726 Chilton D. Varner 218,143,156 22,890,229 18,996,726”
BROWN & BROWN, INC. reported the first quarter ended March 31, 2023 results: revenue $1,116.0 million, net income $235.5 million, EPS $0.83.
“Brown & Brown, Inc. announces first quarter 2023 results, including total revenues of $1,116.0 million, an increase of 23.4%; Organic Revenue growth of 12.6%; diluted net income per share of $0.83; Diluted Net Income Per Share - Adjusted of $0.84; and a quarterly dividend of $0.1150 per share”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.