Brown & Brown, Inc. (BRO)

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The chart shows the growth of an initial investment of $10,000 in Brown & Brown, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Brown & Brown, Inc. (BRO) has returned -17.99% so far this year and -47.20% over the past 12 months. Looking at the last ten years, BRO has achieved an annualized return of 14.87%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Mar 3, 1992, BRO's average daily return is +0.07%, while the average monthly return is +1.40%. At this rate, your investment would double in approximately 4.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 2002 with a return of +27.3%, while the worst month was Mar 1998 at -32.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BRO closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +12.3%, while the worst single day was Mar 2, 1998 at -28.8%.

Brown & Brown, Inc. has an annualized alpha of 12.17%, beta of 0.66, and R² of 0.18 versus S&P 500 Index. Calculated based on daily prices since March 04, 1992.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.39%) than losses (41.33%) — typical of diversified or defensive assets.
• Beta of 0.66 may look defensive, but with R² of 0.18 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.18 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BRO ranks 2 for risk / return — in the bottom 2% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and compare them to a chosen benchmark (S&P 500 Index).

Brown & Brown, Inc. provided a 0.97% dividend yield over the last twelve months, with an annual payout of $0.63 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.

The table displays the monthly dividend distributions for Brown & Brown, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Brown & Brown, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Brown & Brown, Inc. was 54.08%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.

The current Brown & Brown, Inc. drawdown is 47.21%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Brown & Brown, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Brown & Brown, Inc. is priced in the market compared to other companies in the Insurance Brokers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.