BRO monthly performance report
Explore BRO's monthly returns, drawdown, and seasonality trends — updated every month.
BRO monthly report
—
Key takeaways
- Brown & Brown (BRO) closed September 2026 at $65.02, down 9.91% for the month and −29.23% over the trailing 12 months.
- Year-to-date, BRO is −18.42%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −5.97% versus its 200-day moving average ($69.15), a cautious technical signal.
- Over the past three years, BRO has underperformed the S&P 500 by −83.03%, with a relative strength index reading of 51.6.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Brown & Brown ended September 2026 at $65.02, posting a monthly return of −9.91%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −9.21%.
The current quarter stands at +1.36% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.97% versus the 200-day moving average ($69.15).
Year-to-date, BRO is −18.42% against SPY +11.70%, a gap of −30.12%. The stock is currently −32.66% below its 52-week high, with maximum 3-year drawdown at −56.30%.
| Period | BRO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.15% | −0.12% | −0.03% |
| 1 Week | −1.77% | −0.34% | −1.43% |
| 1 Month | −9.91% | −0.70% | −9.21% |
| 3 Months | +8.91% | +2.80% | +6.11% |
| 6 Months | −4.75% | +13.85% | −18.60% |
| YTD | −18.42% | +11.70% | −30.12% |
| 12 Months | −29.23% | +15.01% | −44.24% |
| 3 Years | −11.33% | +71.69% | −83.03% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | +14.04% |
| #2 | Feb 2025 | +13.26% |
| #3 | Jul 2024 | +11.21% |
| #4 | May 2024 | +9.77% |
| #5 | Jul 2026 | +9.74% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −17.59% |
| #2 | Oct 2025 | −14.98% |
| #3 | Apr 2025 | −11.09% |
| #4 | Sep 2026 | −9.91% |
| #5 | Dec 2024 | −9.80% |
| Quarter | Return |
|---|---|
| Q2 2025 | −10.88% |
| Q3 2025 | −15.41% |
| Q4 2025 | −15.02% |
| Q1 2026 | −18.18% |
| Q2 2026 | −1.63% |
| Q3 2026 (QTD) | +1.36% |
| Year | Return |
|---|---|
| 2023 | +24.82% |
| 2024 | +43.47% |
| 2025 | −21.88% |
| 2026 | −18.42% |
| Metric | Value |
|---|---|
| 52-Week High | $96.55 (2025-10-08) |
| 52-Week Low | $53.81 (2026-05-13) |
| Current Price | $65.02 |
| 200-Day Moving Average | $69.15 |
| Price vs 200DMA | −5.97% |
| 3-Year Maximum Drawdown | −56.30% (2026-05-13) |
| Current Drawdown from 52W High | −32.66% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 51.6 |
| 3-Year Excess Return vs S&P 500 | −83.03% |
| RS Peak | 140.3 (Apr 2025) |
| RS Trough | 44.2 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BRO's return for this report period?
BRO returned −9.91% in the latest monthly window ending 2026-09-18.
Has BRO outperformed SPY year to date?
YTD BRO: −18.42% vs SPY: +11.70%.
What is BRO's 12-month return?
−29.23% over the trailing 12 months.
Is BRO above or below its 200-day moving average?
Price is −5.97% versus 200DMA ($69.15).
What is the maximum drawdown in the 3-year window?
−56.30% on 2026-05-13.