BRO monthly performance report
Monthly BRO research: returns, drawdown, relative strength, seasonality, and key stats.
BRO monthly report
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Key takeaways
- Brown & Brown (BRO) closed August 2026 at $70.95, up 0.78% for the month and −22.60% over the trailing 12 months.
- Year-to-date, BRO is −10.98%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +0.21% versus its 200-day moving average ($70.80), a bullish technical signal.
- Over the past three years, BRO has underperformed the S&P 500 by −70.93%, with a relative strength index reading of 58.4.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Brown & Brown ended August 2026 at $70.95, posting a monthly return of +0.78%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −2.27%.
The current quarter stands at +9.29% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.21% versus the 200-day moving average ($70.80).
Year-to-date, BRO is −10.98% against SPY +12.89%, a gap of −23.86%. The stock is currently −27.82% below its 52-week high, with maximum 3-year drawdown at −56.30%.
| Period | BRO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.31% | −0.20% | −0.11% |
| 1 Week | −3.67% | +3.90% | −7.57% |
| 1 Month | +0.78% | +3.05% | −2.27% |
| 3 Months | +17.96% | +7.11% | +10.84% |
| 6 Months |