BRO monthly performance report
Explore BRO's monthly returns, drawdown, and seasonality trends — updated every month.
BRO monthly report
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Key takeaways
- Brown & Brown (BRO) closed November 2026 at $71.93, up 3.11% for the month and −10.15% over the trailing 12 months.
- Year-to-date, BRO is −9.75%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +8.27% versus its 200-day moving average ($66.43), a bullish technical signal.
- Over the past three years, BRO has underperformed the S&P 500 by −73.54%, with a relative strength index reading of 57.1.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Brown & Brown ended November 2026 at $71.93, posting a monthly return of +3.11%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +3.29%.
The current quarter stands at +18.11% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +8.27% versus the 200-day moving average ($66.43).
Year-to-date, BRO is −9.75% against SPY +10.62%, a gap of −20.37%. The stock is currently −12.90% below its 52-week high, with maximum 3-year drawdown at −56.30%.
| Period | BRO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.96% | −0.36% | +2.32% |
| 1 Week | −0.26% | +2.59% | −2.86% |
| 1 Month | +3.11% | −0.18% | +3.29% |
| 3 Months | +4.46% | −2.37% | +6.83% |
| 6 Months | +28.95% | +0.83% | +28.12% |
| YTD | −9.75% | +10.62% | −20.37% |
| 12 Months | −10.15% | +12.25% | −22.41% |
| 3 Years | −2.16% | +71.37% | −73.54% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +14.55% |
| #2 | Jun 2026 | +14.04% |
| #3 | Feb 2025 | +13.26% |
| #4 | Jul 2024 | +11.21% |
| #5 | May 2024 | +9.77% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −17.59% |
| #2 | Sep 2026 | −15.62% |
| #3 | Oct 2025 | −14.98% |
| #4 | Apr 2025 | −11.09% |
| #5 | Dec 2024 | −9.80% |
| Quarter | Return |
|---|---|
| Q3 2025 | −15.41% |
| Q4 2025 | −15.02% |
| Q1 2026 | −18.18% |
| Q2 2026 | −1.63% |
| Q3 2026 | −5.07% |
| Q4 2026 (QTD) | +18.11% |
| Year | Return |
|---|---|
| 2023 | +24.82% |
| 2024 | +43.47% |
| 2025 | −21.88% |
| 2026 | −9.75% |
| Metric | Value |
|---|---|
| 52-Week High | $82.58 (2025-12-16) |
| 52-Week Low | $53.81 (2026-05-13) |
| Current Price | $71.93 |
| 200-Day Moving Average | $66.43 |
| Price vs 200DMA | +8.27% |
| 3-Year Maximum Drawdown | −56.30% (2026-05-13) |
| Current Drawdown from 52W High | −12.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 57.1 |
| 3-Year Excess Return vs S&P 500 | −73.54% |
| RS Peak | 138.8 (Apr 2025) |
| RS Trough | 43.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BRO's return for this report period?
BRO returned +3.11% in the latest monthly window ending 2026-11-13.
Has BRO outperformed SPY year to date?
YTD BRO: −9.75% vs SPY: +10.62%.
What is BRO's 12-month return?
−10.15% over the trailing 12 months.
Is BRO above or below its 200-day moving average?
Price is +8.27% versus 200DMA ($66.43).
What is the maximum drawdown in the 3-year window?
−56.30% on 2026-05-13.