RLI vs. BRO
Compare and contrast key facts about RLI Corp. (RLI) and Brown & Brown, Inc. (BRO).
Performance
RLI vs. BRO - Performance Comparison
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RLI vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLI RLI Corp. | -10.77% | -19.13% | 27.57% | 3.77% | 24.80% | 10.67% | 18.08% | 33.22% | 16.69% | 0.38% |
BRO Brown & Brown, Inc. | -19.01% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
Fundamentals
RLI:
$5.25B
BRO:
$21.83B
RLI:
$4.37
BRO:
$3.28
RLI:
13.04
BRO:
19.65
RLI:
0.59
BRO:
1.47
RLI:
3.60
BRO:
3.50
RLI:
0.85
BRO:
1.74
RLI:
$1.46B
BRO:
$5.91B
RLI:
$402.13M
BRO:
$3.52B
RLI:
$482.89M
BRO:
$2.05B
Returns By Period
In the year-to-date period, RLI achieves a -10.77% return, which is significantly higher than BRO's -19.01% return. Over the past 10 years, RLI has underperformed BRO with an annualized return of 8.98%, while BRO has yielded a comparatively higher 14.72% annualized return.
RLI
- 1D
- -0.18%
- 1M
- -9.30%
- YTD
- -10.77%
- 6M
- -6.60%
- 1Y
- -26.47%
- 3Y*
- -1.99%
- 5Y*
- 3.87%
- 10Y*
- 8.98%
BRO
- 1D
- -1.24%
- 1M
- -11.00%
- YTD
- -19.01%
- 6M
- -30.27%
- 1Y
- -47.73%
- 3Y*
- 4.59%
- 5Y*
- 7.45%
- 10Y*
- 14.72%
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Return for Risk
RLI vs. BRO — Risk / Return Rank
RLI
BRO
RLI vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RLI Corp. (RLI) and Brown & Brown, Inc. (BRO). 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.
| RLI | BRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.17 | -1.70 | +0.53 |
Sortino ratioReturn per unit of downside risk | -1.60 | -2.49 | +0.89 |
Omega ratioGain probability vs. loss probability | 0.81 | 0.66 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.95 | -0.98 | +0.03 |
Martin ratioReturn relative to average drawdown | -1.45 | -1.63 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RLI | BRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.17 | -1.70 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.31 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.63 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.52 | -0.03 |
Correlation
The correlation between RLI and BRO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RLI vs. BRO - Dividend Comparison
RLI's dividend yield for the trailing twelve months is around 4.64%, more than BRO's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLI RLI Corp. | 4.64% | 4.11% | 3.12% | 2.31% | 6.12% | 2.67% | 1.87% | 2.12% | 2.71% | 4.25% | 4.42% | 4.45% |
BRO Brown & Brown, Inc. | 0.98% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
Drawdowns
RLI vs. BRO - Drawdown Comparison
The maximum RLI drawdown since its inception was -40.55%, smaller than the maximum BRO drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for RLI and BRO.
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Drawdown Indicators
| RLI | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.55% | -54.08% | +13.53% |
Max Drawdown (1Y)Largest decline over 1 year | -27.38% | -48.65% | +21.27% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -48.65% | +15.26% |
Max Drawdown (10Y)Largest decline over 10 years | -33.39% | -48.65% | +15.26% |
Current DrawdownCurrent decline from peak | -32.65% | -47.86% | +15.21% |
Average DrawdownAverage peak-to-trough decline | -9.72% | -13.32% | +3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.01% | 29.31% | -11.30% |
Volatility
RLI vs. BRO - Volatility Comparison
The current volatility for RLI Corp. (RLI) is 6.06%, while Brown & Brown, Inc. (BRO) has a volatility of 8.04%. This indicates that RLI experiences smaller price fluctuations and is considered to be less risky than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLI | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.06% | 8.04% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 20.56% | -4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 28.08% | -5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 24.20% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.35% | 23.34% | +3.01% |
Financials
RLI vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between RLI Corp. and Brown & Brown, Inc.. 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