Brown & Brown, Inc. (BRO) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$14,173
Total Return
41.73%
CAGR
7.22%
Dividends
$527.41
Yield on Cost
5.27%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.71% |
| Median | +1.13% |
| Best | +19.22% |
| Worst | -22.90% |
| % of Windows Positive | 57.9% |
1-Year (252 Trading Days)
| Average | +14.09% |
| Median | +16.27% |
| Best | +60.41% |
| Worst | -47.93% |
| % of Windows Positive | 68.8% |
3-Year (756 Trading Days)
| Average | +62.53% |
| Median | +66.56% |
| Best | +111.49% |
| Worst | +14.31% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -48.73% |
| Average Drawdown | -11.27% |
| Drawdown Duration | 257 Trading Days (Unrecovered) |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.15 |
| CVaR (5%) | -3.84% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -16.36% (-46.61% ann.) | $1636.33 | $20.70 | $4.14 | $0.03 |
| 2025 | -21.48% | $2147.55 | $60.39 | $12.08 | $0.10 |
| 2024 | +44.14% | +$4414.46 | $76.09 | $15.22 | $0.12 |
| 2023 | +25.54% | +$2554.23 | $83.57 | $16.71 | $0.13 |
| 2022 | -18.49% | $1849.45 | $60.45 | $12.09 | $0.10 |
| 2021 | +49.09% | +$4909.12 | $80.76 | $16.15 | $0.13 |
| 2020 | +20.86% | +$2086.17 | $88.36 | $17.67 | $0.14 |
| 2019 | +44.38% | +$4437.87 | $118.30 | $23.66 | $0.19 |
| 2018 | +8.05% | +$805.12 | $118.94 | $23.79 | $0.19 |
| 2017 | +15.86% | +$1585.88 | $124.20 | $24.84 | $0.20 |
| 2016 | +41.38% | +$4138.17 | $157.73 | $31.55 | $0.25 |
| 2015 | -1.37% | $136.59 | $138.23 | $27.65 | $0.22 |
| 2014 | +5.97% | +$596.80 | $131.14 | $26.23 | $0.21 |
| 2013 | +24.48% | +$2447.63 | $145.88 | $29.18 | $0.23 |
| 2012 | +13.74% | +$1374.07 | $153.10 | $30.62 | $0.24 |
| 2011 | -4.37% | $436.74 | $136.32 | $27.26 | $0.22 |
| 2010 | +34.91% | +$3490.80 | $175.61 | $35.12 | $0.28 |
| 2009 | -12.92% | $1291.85 | $145.66 | $29.13 | $0.23 |
| 2008 | -10.06% | $1005.55 | $121.78 | $24.36 | $0.19 |
| 2007 | -16.06% | $1606.26 | $88.86 | $17.77 | $0.14 |
| 2006 | -7.11% | $710.87 | $68.91 | $13.78 | $0.11 |
| 2005 | +41.08% | +$4107.69 | $78.25 | $15.65 | $0.13 |
| 2004 | +34.33% | +$3432.92 | $89.13 | $17.83 | $0.14 |
| 2003 | +1.52% | +$152.31 | $75.67 | $15.13 | $0.12 |
| 2002 | +19.01% | +$1901.48 | $74.13 | $14.83 | $0.12 |
| 2001 | +56.87% | +$5687.09 | $91.65 | $18.33 | $0.15 |
| 2000 | +84.36% | +$8436.45 | $141.50 | $28.30 | $0.23 |
| 1999 | +10.86% | +$1085.96 | $132.20 | $26.44 | $0.21 |
| 1998 | +18.41% | +$1841.42 | $127.02 | $25.40 | $0.20 |
| 1997 | +70.60% | +$7060.14 | $201.11 | $40.22 | $0.32 |
| 1996 | +8.23% | +$823.36 | $198.18 | $39.63 | $0.32 |
| 1995 | +16.27% | +$1627.33 | $222.13 | $44.43 | $0.35 |
| 1994 | +23.72% | +$2371.81 | $236.53 | $47.31 | $0.38 |
| 1993 | +8.55% | +$855.48 | $240.40 | $48.08 | $0.38 |
| 1992 | +42.93% | +$4293.28 | $336.39 | $67.28 | $0.54 |
| 1991 | +92.36% | +$9236.01 | $505.43 | $101.09 | $0.81 |
| 1990 | -35.36% | $3535.55 | $316.91 | $63.39 | $0.51 |
| 1989 | +60.28% | +$6027.91 | $491.71 | $98.34 | $0.78 |
| 1988 | +22.58% | +$2258.50 | $580.31 | $116.06 | $0.93 |
| 1987 | -39.94% | $3993.81 | $336.51 | $67.31 | $0.54 |
| 1986 | +32.11% | +$3211.00 | $0.00 | $0.00 | $0.00 |
| 1985 | +127.08% | +$12708.41 | $0.00 | $0.00 | $0.00 |
| 1984 | +20.00% | +$1999.97 | $0.00 | $0.00 | $0.00 |
| 1983 | -28.57% | $2857.16 | $0.00 | $0.00 | $0.00 |
| 1982 | +7.69% | +$769.30 | $0.00 | $0.00 | $0.00 |
| 1981 partial | -18.75% (-20.93% ann.) | $1875.04 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +121.25% | +18.91% | +$12124.80 | $1130.63 | $226.12 | $1.81 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +260.81% | +64.64% | +$26080.62 | $506.65 | $101.33 | $0.81 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +80.58% | +12.56% | +$8057.78 | $565.60 | $113.12 | $0.90 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -40.74% | -30.95% | $4073.71 | $161.21 | $32.24 | $0.26 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +61.61% | +15.28% | +$6161.49 | $649.77 | $129.95 | $1.04 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +312.69% | +20.60% | +$31269.37 | $1606.65 | $321.33 | $2.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -34.74% | -99.23% | $3473.51 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +29.31% | +51.23% | +$2931.29 | $74.13 | $14.83 | $0.12 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +43.26% | +40.64% | +$4326.25 | $83.38 | $16.68 | $0.13 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -13.00% | -13.75% | $1300.22 | $65.96 | $13.19 | $0.11 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +77.50% | +36.28% | +$7749.89 | $148.04 | $29.61 | $0.24 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -34.57% | -23.69% | $3456.80 | $90.99 | $18.20 | $0.15 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-05 | $0.0033 | 0.82% |
| 1987-05-11 | $0.0033 | 0.75% |
| 1987-08-10 | $0.0033 | 0.85% |
| 1987-11-06 | $0.0033 | 1.25% |
| 1988-02-08 | $0.0033 | 1.48% |
| 1988-05-09 | $0.0033 | 1.08% |
| 1988-08-08 | $0.0033 | 1.18% |
| 1988-11-04 | $0.0033 | 1.21% |
| 1989-02-06 | $0.0033 | 1.21% |
| 1989-05-08 | $0.0033 | 1.14% |
| 1989-08-09 | $0.0033 | 1.18% |
| 1989-11-06 | $0.0033 | 1.05% |
| 1990-02-05 | $0.0033 | 0.85% |
| 1990-05-07 | $0.0033 | 0.83% |
| 1990-08-06 | $0.0033 | 0.89% |
| 1990-11-05 | $0.0033 | 1.18% |
| 1991-02-07 | $0.0033 | 1.05% |
| 1991-05-03 | $0.0033 | 0.82% |
| 1991-08-06 | $0.0033 | 0.67% |
| 1991-11-04 | $0.0033 | 0.67% |
| 1992-02-04 | $0.0042 | 0.78% |
| 1992-04-28 | $0.0042 | 0.70% |
| 1992-07-29 | $0.0042 | 0.78% |
| 1992-10-27 | $0.0042 | 0.73% |
| 1993-02-02 | $0.0042 | 0.59% |
| 1993-05-04 | $0.0042 | 0.51% |
| 1993-07-29 | $0.0042 | 0.53% |
| 1993-11-02 | $0.0042 | 0.50% |
| 1994-01-25 | $0.0042 | 0.56% |
| 1994-05-03 | $0.0042 | 0.53% |
| 1994-08-01 | $0.0042 | 0.46% |
| 1994-10-31 | $0.0050 | 0.55% |
| 1995-01-30 | $0.0050 | 0.59% |
| 1995-04-27 | $0.0050 | 0.50% |
| 1995-08-01 | $0.0050 | 0.50% |
| 1995-11-08 | $0.0050 | 0.48% |
| 1996-01-31 | $0.0050 | 0.48% |
| 1996-05-08 | $0.0050 | 0.50% |
| 1996-08-07 | $0.0050 | 0.50% |
| 1996-11-06 | $0.0054 | 0.50% |
| 1997-02-12 | $0.0054 | 0.49% |
| 1997-05-08 | $0.0054 | 0.46% |
| 1997-08-07 | $0.0054 | 0.35% |
| 1997-11-06 | $0.0058 | 0.34% |
| 1998-01-28 | $0.0042 | 0.21% |
| 1998-05-11 | $0.0063 | 0.27% |
| 1998-08-10 | $0.0063 | 0.24% |
| 1998-11-10 | $0.0069 | 0.30% |
| 1999-02-08 | $0.0069 | 0.33% |
| 1999-05-10 | $0.0069 | 0.33% |
| 1999-08-09 | $0.0069 | 0.32% |
| 1999-11-02 | $0.0081 | 0.39% |
| 2000-02-07 | $0.0081 | 0.35% |
| 2000-05-03 | $0.0081 | 0.32% |
| 2000-08-07 | $0.0081 | 0.26% |
| 2000-11-06 | $0.0094 | 0.22% |
| 2001-02-05 | $0.0094 | 0.22% |
| 2001-05-02 | $0.0094 | 0.17% |
| 2001-08-06 | $0.0094 | 0.16% |
| 2001-11-05 | $0.0119 | 0.16% |
| 2002-02-04 | $0.0120 | 0.14% |
| 2002-05-07 | $0.0120 | 0.13% |
| 2002-08-05 | $0.0120 | 0.18% |
| 2002-11-04 | $0.0145 | 0.19% |
| 2003-02-03 | $0.0145 | 0.19% |
| 2003-05-06 | $0.0145 | 0.16% |
| 2003-08-04 | $0.0145 | 0.19% |
| 2003-11-03 | $0.0175 | 0.23% |
| 2004-02-02 | $0.0175 | 0.20% |
| 2004-05-04 | $0.0175 | 0.18% |
| 2004-08-02 | $0.0175 | 0.16% |
| 2004-11-01 | $0.0200 | 0.19% |
| 2005-01-31 | $0.0200 | 0.19% |
| 2005-05-03 | $0.0200 | 0.18% |
| 2005-08-01 | $0.0200 | 0.18% |
| 2005-10-31 | $0.0250 | 0.19% |
| 2006-02-06 | $0.0250 | 0.18% |
| 2006-05-12 | $0.0250 | 0.16% |
| 2006-08-07 | $0.0250 | 0.16% |
| 2006-11-06 | $0.0300 | 0.21% |
| 2007-02-05 | $0.0300 | 0.21% |
| 2007-05-07 | $0.0300 | 0.23% |
| 2007-08-06 | $0.0300 | 0.24% |
| 2007-11-05 | $0.0350 | 0.28% |
| 2008-02-04 | $0.0350 | 0.30% |
| 2008-05-12 | $0.0350 | 0.36% |
| 2008-08-04 | $0.0350 | 0.40% |
| 2008-11-03 | $0.0375 | 0.37% |
| 2009-02-02 | $0.0375 | 0.39% |
| 2009-05-04 | $0.0375 | 0.40% |
| 2009-08-10 | $0.0375 | 0.38% |
| 2009-11-02 | $0.0390 | 0.42% |
| 2010-02-01 | $0.0390 | 0.44% |
| 2010-05-03 | $0.0390 | 0.39% |
| 2010-08-02 | $0.0390 | 0.39% |
| 2010-11-01 | $0.0400 | 0.36% |
| 2011-01-31 | $0.0400 | 0.32% |
| 2011-05-02 | $0.0400 | 0.31% |
| 2011-08-08 | $0.0400 | 0.40% |
| 2011-10-31 | $0.0425 | 0.38% |
| 2012-01-30 | $0.0425 | 0.37% |
| 2012-05-02 | $0.0425 | 0.31% |
| 2012-08-06 | $0.0425 | 0.33% |
| 2012-11-05 | $0.0450 | 0.35% |
| 2013-01-28 | $0.0450 | 0.33% |
| 2013-04-29 | $0.0450 | 0.30% |
| 2013-08-05 | $0.0450 | 0.27% |
| 2013-10-28 | $0.0500 | 0.31% |
| 2014-02-03 | $0.0500 | 0.32% |
| 2014-05-02 | $0.0500 | 0.34% |
| 2014-08-06 | $0.0500 | 0.33% |
| 2014-10-29 | $0.0550 | 0.34% |
| 2015-02-02 | $0.0550 | 0.36% |
| 2015-04-30 | $0.0550 | 0.34% |
| 2015-08-05 | $0.0550 | 0.33% |
| 2015-11-02 | $0.0615 | 0.38% |
| 2016-02-01 | $0.0615 | 0.41% |
| 2016-05-05 | $0.0615 | 0.35% |
| 2016-08-05 | $0.0615 | 0.34% |
| 2016-10-26 | $0.0675 | 0.37% |
| 2017-02-01 | $0.0675 | 0.32% |
| 2017-05-04 | $0.0675 | 0.32% |
| 2017-08-07 | $0.0675 | 0.31% |
| 2017-10-26 | $0.0750 | 0.30% |
| 2018-02-01 | $0.0750 | 0.29% |
| 2018-05-08 | $0.0750 | 0.27% |
| 2018-08-07 | $0.0750 | 0.25% |
| 2018-10-25 | $0.0800 | 0.29% |
| 2019-02-05 | $0.0800 | 0.29% |
| 2019-05-07 | $0.0800 | 0.25% |
| 2019-08-06 | $0.0800 | 0.23% |
| 2019-11-07 | $0.0850 | 0.23% |
| 2020-02-04 | $0.0850 | 0.19% |
| 2020-05-08 | $0.0850 | 0.23% |
| 2020-08-04 | $0.0850 | 0.19% |
| 2020-11-03 | $0.0930 | 0.21% |
| 2021-02-04 | $0.0930 | 0.21% |
| 2021-05-07 | $0.0930 | 0.17% |
| 2021-08-10 | $0.0930 | 0.17% |
| 2021-11-02 | $0.1030 | 0.17% |
| 2022-02-03 | $0.1030 | 0.15% |
| 2022-05-06 | $0.1030 | 0.17% |
| 2022-08-09 | $0.1030 | 0.16% |
| 2022-11-01 | $0.1150 | 0.20% |
| 2023-02-02 | $0.1150 | 0.20% |
| 2023-05-05 | $0.1150 | 0.18% |
| 2023-08-08 | $0.1150 | 0.16% |
| 2023-10-31 | $0.1300 | 0.19% |
| 2024-02-01 | $0.1300 | 0.17% |
| 2024-05-03 | $0.1300 | 0.16% |
| 2024-08-07 | $0.1300 | 0.13% |
| 2024-11-06 | $0.1500 | 0.14% |
| 2025-02-05 | $0.1500 | 0.14% |
| 2025-05-12 | $0.1500 | 0.13% |
| 2025-08-13 | $0.1500 | 0.16% |
| 2025-11-05 | $0.1650 | 0.21% |
| 2026-02-04 | $0.1650 | 0.23% |
| Total | 157 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-07 | $19.28 | $3.86 | $0.03 | 0.2867 |
| 2021-08-10 | $19.31 | $3.86 | $0.03 | 0.2810 |
| 2021-11-02 | $21.41 | $4.28 | $0.03 | 0.2726 |
| 2022-02-03 | $21.44 | $4.29 | $0.03 | 0.2569 |
| 2022-05-06 | $21.47 | $4.29 | $0.03 | 0.2943 |
| 2022-08-09 | $21.50 | $4.30 | $0.03 | 0.2620 |
| 2022-11-01 | $24.03 | $4.81 | $0.04 | 0.3272 |
| 2023-02-02 | $24.07 | $4.81 | $0.04 | 0.3276 |
| 2023-05-05 | $24.11 | $4.82 | $0.04 | 0.2947 |
| 2023-08-08 | $24.14 | $4.83 | $0.04 | 0.2744 |
| 2023-10-31 | $27.33 | $5.47 | $0.04 | 0.3143 |
| 2024-02-01 | $27.37 | $5.47 | $0.04 | 0.2809 |
| 2024-05-03 | $27.41 | $5.48 | $0.04 | 0.2620 |
| 2024-08-07 | $27.44 | $5.49 | $0.04 | 0.2218 |
| 2024-11-06 | $31.69 | $6.34 | $0.05 | 0.2284 |
| 2025-02-05 | $31.73 | $6.35 | $0.05 | 0.2372 |
| 2025-05-12 | $31.76 | $6.35 | $0.05 | 0.2290 |
| 2025-08-13 | $31.80 | $6.36 | $0.05 | 0.2647 |
| 2025-11-05 | $35.02 | $7.00 | $0.06 | 0.3592 |
| 2026-02-04 | $35.08 | $7.02 | $0.06 | 0.3783 |
| Total | $527.41 | $105.48 | $0.84 | 5.6533 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.