BRO monthly performance report
Monthly BRO research: returns, drawdown, relative strength, seasonality, and key stats.
BRO monthly report
—
Key takeaways
- Brown & Brown (BRO) closed September 2026 at $72.04, down 0.18% for the month and −24.51% over the trailing 12 months.
- Year-to-date, BRO is −9.61%, underperforming the S&P 500 which has returned +12.21% YTD.
- The stock is trading +3.22% versus its 200-day moving average ($69.79), a bullish technical signal.
- Over the past three years, BRO has underperformed the S&P 500 by −72.50%, with a relative strength index reading of 58.3.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Brown & Brown ended September 2026 at $72.04, posting a monthly return of −0.18%. The S&P 500 returned −0.25% over the same window, leaving relative performance at +0.07%.
The current quarter stands at +8.76% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.22% versus the 200-day moving average ($69.79).
Year-to-date, BRO is −9.61% against SPY +12.21%, a gap of −21.82%. The stock is currently −26.11% below its 52-week high, with maximum 3-year drawdown at −56.30%.
| Period | BRO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.01% | +0.44% | −0.46% |
| 1 Week | −1.77% | −0.12% | −1.65% |
| 1 Month | −0.18% | −0.25% | +0.07% |
| 3 Months | +26.43% | +0.74% | +25.69% |
| 6 Months | +0.31% | +11.48% | −11.17% |
| YTD | −9.61% | +12.21% | −21.82% |
| 12 Months | −24.51% | +19.51% | −44.02% |
| 3 Years | −2.91% | +69.59% | −72.50% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | +14.29% |
| #2 | Feb 2025 | +14.05% |
| #3 | Jul 2024 | +10.70% |
| #4 | May 2024 | +9.71% |
| #5 | Jan 2024 | +9.21% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −17.67% |
| #2 | Oct 2025 | −15.28% |
| #3 | Apr 2025 | −10.79% |
| #4 | Dec 2024 | −9.89% |
| #5 | Jan 2026 | −9.62% |
| Quarter | Return |
|---|---|
| Q2 2025 | −9.87% |
| Q3 2025 | −15.93% |
| Q4 2025 | −14.26% |
| Q1 2026 | −18.18% |
| Q2 2026 | −2.09% |
| Q3 2026 (QTD) | +8.76% |
| Year | Return |
|---|---|
| 2023 | +28.08% |
| 2024 | +42.89% |
| 2025 | −20.83% |
| 2026 | −12.88% |
| Metric | Value |
|---|---|
| 52-Week High | $97.49 (2025-08-29) |
| 52-Week Low | $53.81 (2026-05-13) |
| Current Price | $72.04 |
| 200-Day Moving Average | $69.79 |
| Price vs 200DMA | +3.22% |
| 3-Year Maximum Drawdown | −56.30% (2026-05-13) |
| Current Drawdown from 52W High | −26.11% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 58.3 |
| 3-Year Excess Return vs S&P 500 | −72.50% |
| RS Peak | 143.7 (Apr 2025) |
| RS Trough | 45.3 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BRO's return for this report period?
BRO returned −0.18% in the latest monthly window ending 2026-09-02.
Has BRO outperformed SPY year to date?
YTD BRO: −9.61% vs SPY: +12.21%.
What is BRO's 12-month return?
−24.51% over the trailing 12 months.
Is BRO above or below its 200-day moving average?
Price is +3.22% versus 200DMA ($69.79).
What is the maximum drawdown in the 3-year window?
−56.30% on 2026-05-13.