Brown & Brown Inc. (BRO)
BRO · Financials · 
United States
Brown & Brown Inc. (BRO) is a US company in the Financials sector. The stock has its largest weight in SPYD (S&P High Yield Dividend Aristocrats), at 0.45%. Anyone who holds an ETF containing Brown & Brown also has an indirect stake in the company.
Data and Charts: Brown & Brown
Key Data for Brown & Brown
Brown & Brown Stock Price Chart
The Brown & Brown chart shows daily closing prices and is set to the current year by default. The stock is down 12.5% year to date and down 13.3% over twelve months. The last recorded close on October 30, 2026, was $69.76, at 55% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Brown & Brown Stock Performance
| Year to date | -12.5% | 1 year | -13.3% |
|---|---|---|---|
| 1 month | +14.5% | 3 months | -0.9% |
| Calendar year 2025 | -21.9% |
Measured in euros, Brown & Brown is down 7.9% year to date and down 10.4% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Brown & Brown
What ETF Is Brown & Brown In?
Brown & Brown has above-average ETF coverage and is held by 23 of the 104 ETFs we track, which together follow 12 indices. That puts the stock in more ETFs than 87.8% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| SPYD | S&P High Yield Dividend Aristocrats | 0.45% | €4.48 |
| XUFI / XUFN | MSCI USA Financials | 0.25% | €2.49 |
| XDEW | S&P 500 Equal Weight | 0.20% | €1.98 |
| XDWF | MSCI World Financials | 0.13% | €1.34 |
| WFIN | MSCI World Financials | 0.13% | €1.30 |
| XDEB | MSCI World Minimum Volatility | 0.09% | €0.93 |
| XDEQ | MSCI World Quality | 0.05% | €0.51 |
| SPYL / SPY5 | S&P 500 | 0.03% | €0.30 |
| SXR8 | S&P 500 | 0.03% | €0.30 |
| XD9U / XD9D | MSCI USA | 0.03% | €0.29 |
| WIMI | MSCI World IMI | 0.02% | €0.21 |
| XDWD / XDWL | MSCI World | 0.02% | €0.21 |
| EUNL | MSCI World | 0.02% | €0.20 |
| IUSQ | MSCI ACWI | 0.02% | €0.20 |
| SPYY | MSCI ACWI | 0.02% | €0.18 |
| SWWD | MSCI World | 0.02% | €0.17 |
| SPPW | MSCI World | 0.02% | €0.17 |
| SPYI / SPSA | MSCI ACWI IMI | < 0.01% | < €0.05 |
The last column shows how much of €1,000 in one of these funds goes to Brown & Brown, based on each fund's latest holdings list.
US-listed ETFs holding Brown & Brown (weight per latest SEC filing): IVV 0.03%, SPY 0.03%, VOO 0.03%, VTI 0.03%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Brown & Brown Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Brown & Brown had a weight of 0.01% on Dec 31, 2019 and 0.02% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.04% on Mar 31, 2025. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Brown & Brown overlaps with the rest of a portfolio.
Which Tracked Investors Hold Brown & Brown?
Brown & Brown is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Brown & Brown increased its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 18,017 | $1M | newly added |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Brown & Brown
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Brown & Brown | – | – | -13.3% | 27.8% | 17.9% | +22.8% |
 Chubb Limited | 23 | – | +31.0% | 19.6% | 17.4% | +6.5% |
 W. R. Berkley Corporation | 23 | – | +3.2% | 22.0% | 12.1% | +7.8% |
 Aflac Incorporated | 22 | – | +16.0% | 19.5% | 21.2% | -9.3% |
| Ameriprise Financial | 22 | – | +8.1% | 27.1% | 18.8% | +5.5% |
 Aon Plc | 22 | – | -2.0% | 24.6% | 21.5% | +9.4% |
 CME Group | 22 | – | +15.3% | 21.4% | 62.5% | +6.4% |
 Mastercard Incorporated | 22 | – | +15.2% | 21.9% | 45.6% | +16.4% |
 Marsh & McLennan Companies | 22 | +0.90 | +12.3% | 22.7% | 15.4% | +10.3% |
These stocks reach a portfolio through largely the same funds as Brown & Brown. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Brown & Brown
Brown & Brown Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 4.3 | 0.9 | 20.5% |
| FY ended Dec 2024 | 4.8 | 1.0 | 20.7% |
| FY ended Dec 2025 | 5.9 | 1.1 | 17.9% |
Technical Analysis: Brown & Brown
Brown & Brown Risk Metrics
The close on Oct 30, 2026, was 43.9% below the highest close since Aug 12, 2024. That high was reached on Apr 3, 2025. When the S&P 500 rose or fell 1%, Brown & Brown moved 0.46% on average in the opposite direction (past 252 trading days). The correlation of -0.18, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Brown & Brown.
What Brown & Brown Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Arthur J. Gallagher & Co. | +0.90 | |
| Marsh & McLennan Companies Inc. | +0.90 | |
| Paychex Inc. | +0.79 | |
| FactSet Research Systems Inc. | +0.78 | |
| Intuit Inc. | +0.76 | |
| Tyler Technologies Inc. | +0.75 | |
| Keysight Technologies Inc | -0.75 | |
| Teradyne Inc. | -0.72 | |
| nVent Electric plc | -0.70 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
