BRO vs. CB
BRO (Brown & Brown, Inc.) and CB (Chubb Limited) are both stocks. Both are in the Financial Services sector — BRO in Insurance Brokers, CB in Insurance - Property & Casualty. Over the past 10 years, BRO returned 13.77%/yr vs 12.26%/yr for CB. At a 0.37 correlation, their price movements are largely independent.
Performance
BRO vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, BRO achieves a -25.23% return, which is significantly lower than CB's 5.39% return. Over the past 10 years, BRO has outperformed CB with an annualized return of 13.77%, while CB has yielded a comparatively lower 12.26% annualized return.
BRO
- 1D
- -1.18%
- 1M
- 5.33%
- YTD
- -25.23%
- 6M
- -27.62%
- 1Y
- -43.90%
- 3Y*
- -2.96%
- 5Y*
- 3.10%
- 10Y*
- 13.77%
CB
- 1D
- -0.36%
- 1M
- 1.18%
- YTD
- 5.39%
- 6M
- 5.22%
- 1Y
- 15.46%
- 3Y*
- 20.42%
- 5Y*
- 16.13%
- 10Y*
- 12.26%
BRO vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | -25.23% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
CB Chubb Limited | 5.39% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between BRO and CB is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 1993 | 0.37 |
The correlation between BRO and CB shifts across timeframes, from 0.37 (all time) to 0.54 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BRO:
$4.76
CB:
$28.35
BRO:
12.44
CB:
11.53
BRO:
0.91
CB:
0.80
BRO:
2.22
CB:
2.71
BRO:
$6.43B
CB:
$48.15B
BRO:
$3.82B
CB:
$17.01B
BRO:
$1.51B
CB:
$12.22B
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Return for Risk
BRO vs. CB — Risk / Return Rank
BRO
CB
BRO vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and Chubb Limited (CB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRO | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.64 | ||
| Omega ratioGain probability vs. loss probability | 0.71 | 1.17 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 1.66 | -2.53 |
| Martin ratioReturn relative to average drawdown | -1.45 | 3.77 | -5.22 |
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Drawdowns
BRO vs. CB - Drawdown Comparison
The maximum BRO drawdown since its inception was -55.85%, which is greater than CB's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for BRO and CB.
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Drawdown Indicators
| BRO | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.85% | -50.99% | -4.86% |
Max Drawdown (1Y)Largest decline over 1 year | -50.55% | -9.36% | -41.19% |
Max Drawdown (3Y)Largest decline over 3 years | -55.85% | -14.35% | -41.50% |
Max Drawdown (5Y)Largest decline over 5 years | -55.85% | -19.26% | -36.59% |
Max Drawdown (10Y)Largest decline over 10 years | -55.85% | -42.59% | -13.26% |
Current DrawdownCurrent decline from peak | -51.87% | -4.03% | -47.84% |
Average DrawdownAverage peak-to-trough decline | -13.54% | -10.68% | -2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.26% | 4.11% | +26.15% |
Volatility
BRO vs. CB - Volatility Comparison
Brown & Brown, Inc. (BRO) has a higher volatility of 8.51% compared to Chubb Limited (CB) at 5.99%. This indicates that BRO's price experiences larger fluctuations and is considered to be riskier than CB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRO | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 5.99% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 12.76% | +9.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.43% | 17.66% | +10.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.83% | 20.33% | +4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 23.69% | +0.02% |
Dividends
BRO vs. CB - Dividend Comparison
BRO's dividend yield for the trailing twelve months is around 1.09%, less than CB's 1.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 1.09% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
CB Chubb Limited | 1.20% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
Financials
BRO vs. CB - Financials Comparison
This section allows you to compare key financial metrics between Brown & Brown, Inc. and Chubb Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BRO and CB have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRO has higher volatility (8.51%) compared to CB (5.99%). In terms of maximum drawdown, BRO dropped -55.85% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (0.88 vs -1.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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