Brown & Brown (BRO) Stock Insights
BRO$67.78+1.91 +2.89%
$22.48B
Market Cap
18.46
P/E
15.08
Forward P/E
60
Score
Brown & Brown (BRO) Stock Insights
BRO price $67.78 +1.91 +2.89%
- Ticker
- BRO
- Price
- $67.78
- Change
- +1.91 +2.89%
- Market cap ?
- $22.48B
- P/E ?
- 18.46
- Forward P/E ?
- 15.08
- Dividend yield ?
- 0.98%
- Beta ?
- 0.59
- Sector
- Financial Services
- Industry
- Insurance - Brokers
- Stocklytics score
- 60
- Value
- 67
- Quality
- 61
- Growth
- 51
Stocklytics score rationale: value 67, quality 61, growth 51.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 1762787000 | 1857270000 | 2009857000 | 2384737000 | 2606100000 | 3047500000 | 3563000000 | 4199000000 | 4705000000 | 5763000000 |
Brown & Brown, Inc. operates as an insurance brokerage firm, providing a diverse range of products and services throughout the United States, Bermuda, Canada, Ireland, the United Kingdom, and the Cayman Islands. The company's operations are strategically divided into four primary segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail division delivers a comprehensive suite of property and…
Fair value
BRO fair value $97.58. Price $67.78. Price is 31% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 86% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.49B. Growth 17.03%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 331.69M. Net debt 6.84B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-01-25 | — | 0.95 | — | 1.62B |
| 2026-10-26 | 1.07 | 1.09 | 1.73B | 1.76B |
| 2026-07-27 | 1.07 | 1.08 | 1.68B | 1.71B |
| 2026-04-27 | 1.39 | 1.36 | 1.90B | 1.89B |
| 2026-01-26 | 0.93 | 0.91 | 1.61B | 1.65B |
| 2025-10-27 | 1.05 | 0.94 | 1.61B | 1.55B |
| 2025-07-28 | 1.03 | 0.99 | 1.25B | 1.28B |
| 2025-04-28 | 1.29 | 1.29 | 1.39B | 1.41B |
| 2025-01-27 | 0.86 | 0.77 | 1.09B | 1.12B |
| 2024-10-28 | 0.91 | 0.88 | 1.19B | 1.16B |
| 2024-07-22 | 0.93 | 0.88 | 1.18B | 1.14B |
| 2024-04-22 | 1.14 | 1.05 | 1.24B | 1.22B |
| 2024-01-22 | 0.58 | 0.53 | 972.40M | 985.48M |
| 2023-10-23 | 0.71 | 0.62 | 1.07B | 1.03B |
| 2023-07-24 | 0.68 | 0.59 | 1.05B | 997.51M |
| 2023-04-24 | 0.84 | 0.82 | 1.12B | 1.07B |
| 2023-01-23 | 0.50 | 0.46 | 893.20M | 898.00M |
| 2022-10-24 | 0.50 | 0.61 | 927.60M | 945.80M |
| 2022-07-25 | 0.51 | 0.49 | 839.70M | 803.46M |
| 2022-04-25 | 0.78 | 0.75 | 904.70M | 893.82M |
| 2022-01-24 | 0.42 | 0.39 | 737.90M | 891.20M |
| 2021-10-25 | 0.58 | 0.53 | 769.70M | 758.42M |
| 2021-07-26 | 0.49 | 0.40 | 725.90M | 758.42M |
| 2021-04-26 | 0.70 | 0.58 | 814.00M | 755.73M |
| 2021-01-25 | 0.32 | 0.29 | 640.00M | 573.84M |
| 2020-10-26 | 0.52 | 0.43 | 671.40M | 557.31M |
| 2020-07-27 | 0.34 | 0.28 | 598.16M | 493.13M |
| 2020-04-27 | 0.51 | 0.46 | 696.50M | 630.02M |
| 2020-01-27 | 0.28 | 0.27 | 576.98M | 558.31M |
| 2019-10-28 | 0.39 | 0.38 | 617.36M | 602.82M |
| 2019-07-22 | 0.32 | 0.28 | 572.90M | 1.05B |
| 2019-04-22 | 0.41 | 0.36 | 617.46M | 543.76M |
| 2019-01-28 | 0.26 | 0.27 | 507.64M | 528.32M |
| 2018-10-22 | 0.38 | 0.34 | 529.80M | 475.02M |
| 2018-07-23 | 0.26 | 0.28 | 472.00M | 509.60M |
| 2018-04-23 | 0.33 | 0.29 | 500.34M | 455.91M |
| 2018-01-22 | 0.24 | 0.21 | 473.37M | 415.01M |
| 2017-10-16 | 0.27 | 0.25 | 474.60M | 440.37M |
| 2017-07-17 | 0.25 | 0.24 | 464.70M | 447.65M |
| 2017-04-17 | 0.21 | 0.21 | 444.57M | 443.96M |
Dividends
Yield 0.97%. Payout ratio 18.56%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 19% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 40 separate years. Yield is 1.0%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-11-04 | $0.18 | 2026-11-04 | 2026-11-11 | Quarterly |
| 2026-08-12 | $0.17 | 2026-08-12 | 2026-08-19 | Quarterly |
| 2026-05-11 | $0.17 | 2026-05-11 | 2026-05-20 | Quarterly |
| 2026-02-04 | $0.17 | 2026-02-04 | 2026-02-11 | Quarterly |
| 2025-11-05 | $0.17 | 2025-11-05 | 2025-11-12 | Quarterly |
| 2025-08-13 | $0.15 | 2025-08-13 | 2025-08-20 | Quarterly |
| 2025-05-12 | $0.15 | 2025-05-12 | 2025-05-21 | Quarterly |
| 2025-02-05 | $0.15 | 2025-02-05 | 2025-02-12 | Quarterly |
| 2024-11-06 | $0.15 | 2024-11-06 | 2024-11-13 | Quarterly |
| 2024-08-07 | $0.13 | 2024-08-07 | 2024-08-14 | Quarterly |
| 2024-05-03 | $0.13 | 2024-05-06 | 2024-05-15 | Quarterly |
| 2024-02-01 | $0.13 | 2024-02-02 | 2024-02-14 | Quarterly |
| 2023-10-31 | $0.13 | 2023-11-01 | 2023-11-15 | Quarterly |
| 2023-08-08 | $0.12 | 2023-08-09 | 2023-08-16 | Quarterly |
| 2023-05-05 | $0.12 | 2023-05-08 | 2023-05-17 | Quarterly |
| 2023-02-02 | $0.12 | 2023-02-03 | 2023-02-15 | Quarterly |
| 2022-11-01 | $0.12 | 2022-11-02 | 2022-11-16 | Quarterly |
| 2022-08-09 | $0.10 | 2022-08-10 | 2022-08-17 | Quarterly |
| 2022-05-06 | $0.10 | 2022-05-09 | 2022-05-18 | Quarterly |
| 2022-02-03 | $0.10 | 2022-02-04 | 2022-02-16 | Quarterly |
| 2021-11-02 | $0.10 | 2021-11-03 | 2021-11-17 | Quarterly |
| 2021-08-10 | $0.09 | 2021-08-11 | 2021-08-18 | Quarterly |
| 2021-05-07 | $0.09 | 2021-05-10 | 2021-05-19 | Quarterly |
| 2021-02-04 | $0.09 | 2021-02-05 | 2021-02-17 | Quarterly |
| 2020-11-03 | $0.09 | 2020-11-04 | 2020-11-18 | Quarterly |
| 2020-08-04 | $0.09 | 2020-08-05 | 2020-08-12 | Quarterly |
| 2020-05-08 | $0.09 | 2020-05-11 | 2020-05-20 | Quarterly |
| 2020-02-04 | $0.09 | 2020-02-05 | 2020-02-19 | Quarterly |
| 2019-11-07 | $0.09 | 2019-11-08 | 2019-11-20 | Quarterly |
| 2019-08-06 | $0.08 | 2019-08-07 | 2019-08-14 | Quarterly |
| 2019-05-07 | $0.08 | 2019-05-08 | 2019-05-17 | Quarterly |
| 2019-02-05 | $0.08 | 2019-02-06 | 2019-02-20 | Quarterly |
| 2018-10-25 | $0.08 | 2018-10-26 | 2018-11-07 | Quarterly |
| 2018-08-07 | $0.07 | 2018-08-08 | 2018-08-15 | Quarterly |
| 2018-05-08 | $0.07 | 2018-05-09 | 2018-05-18 | Quarterly |
| 2018-02-01 | $0.07 | 2018-02-02 | 2018-02-14 | Quarterly |
| 2017-10-26 | $0.07 | 2017-10-27 | 2017-11-08 | Quarterly |
| 2017-08-07 | $0.07 | 2017-08-09 | 2017-08-16 | Quarterly |
| 2017-05-04 | $0.07 | 2017-05-08 | 2017-05-17 | Quarterly |
| 2017-02-01 | $0.07 | 2017-02-03 | 2017-02-15 | Quarterly |
| 2016-10-26 | $0.07 | 2016-10-28 | 2016-11-09 | Quarterly |
| 2016-08-05 | $0.06 | 2016-08-09 | 2016-08-17 | Quarterly |
| 2016-05-05 | $0.06 | 2016-05-09 | 2016-05-18 | Quarterly |
| 2016-02-01 | $0.06 | 2016-02-03 | 2016-02-17 | Quarterly |
| 2015-11-02 | $0.06 | 2015-11-04 | 2015-11-12 | Quarterly |
| 2015-08-05 | $0.06 | 2015-08-07 | 2015-08-12 | Quarterly |
| 2015-04-30 | $0.06 | 2015-05-04 | 2015-05-13 | Quarterly |
| 2015-02-02 | $0.06 | 2015-02-04 | 2015-02-18 | Quarterly |
| 2014-10-29 | $0.06 | 2014-10-31 | 2014-11-12 | Quarterly |
| 2014-08-06 | $0.05 | 2014-08-08 | 2014-08-13 | Quarterly |
| 2014-05-02 | $0.05 | 2014-05-06 | 2014-05-14 | Quarterly |
| 2014-02-03 | $0.05 | 2014-02-05 | 2014-02-19 | Quarterly |
| 2013-10-28 | $0.05 | 2013-10-30 | 2013-11-13 | Quarterly |
| 2013-08-05 | $0.04 | 2013-08-07 | 2013-08-14 | Quarterly |
| 2013-04-29 | $0.04 | 2013-05-01 | 2013-05-15 | Quarterly |
| 2013-01-28 | $0.04 | 2013-01-30 | 2013-02-13 | Quarterly |
| 2012-11-05 | $0.04 | 2012-11-07 | 2012-11-14 | Quarterly |
| 2012-08-06 | $0.04 | 2012-08-08 | 2012-08-15 | Quarterly |
| 2012-05-02 | $0.04 | 2012-05-04 | 2012-05-16 | Quarterly |
| 2012-01-30 | $0.04 | 2012-02-01 | 2012-02-15 | Quarterly |
| 2011-10-31 | $0.04 | 2011-11-02 | 2011-11-16 | Quarterly |
| 2011-08-08 | $0.04 | 2011-08-10 | 2011-08-17 | Quarterly |
| 2011-05-02 | $0.04 | 2011-05-04 | 2011-05-18 | Quarterly |
| 2011-01-31 | $0.04 | 2011-02-02 | 2011-02-16 | Quarterly |
| 2010-11-01 | $0.04 | 2010-11-03 | 2010-11-17 | Quarterly |
| 2010-08-02 | $0.04 | 2010-08-04 | 2010-08-18 | Quarterly |
| 2010-05-03 | $0.04 | 2010-05-05 | 2010-05-19 | Quarterly |
| 2010-02-01 | $0.04 | 2010-02-03 | 2010-02-17 | Quarterly |
| 2009-11-02 | $0.04 | 2009-11-04 | 2009-11-18 | Quarterly |
| 2009-08-10 | $0.04 | 2009-08-12 | 2009-08-19 | Quarterly |
| 2009-05-04 | $0.04 | 2009-05-06 | 2009-05-20 | Quarterly |
| 2009-02-02 | $0.04 | 2009-02-04 | 2009-02-18 | Quarterly |
| 2008-11-03 | $0.04 | 2008-11-05 | 2008-11-19 | Quarterly |
| 2008-08-04 | $0.04 | 2008-08-06 | 2008-08-20 | Quarterly |
| 2008-05-12 | $0.04 | 2008-05-14 | 2008-05-28 | Quarterly |
| 2008-02-04 | $0.04 | 2008-02-06 | 2008-02-20 | Quarterly |
| 2007-11-05 | $0.04 | 2007-11-07 | 2007-11-21 | Quarterly |
| 2007-08-06 | $0.03 | 2007-08-08 | 2007-08-22 | Quarterly |
| 2007-05-07 | $0.03 | 2007-05-09 | 2007-05-23 | Quarterly |
| 2007-02-05 | $0.03 | 2007-02-07 | 2007-02-21 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-21 | Hunt James S | Sell | 5.00K | — | — |
| 2026-09-21 | Hunt James S | Buy | 5.00K | — | — |
| 2026-06-09 | JOHNSON JOIA M | Buy | 860 | $58.05 | 49.92K |
| 2026-05-06 | KRUMP PAUL J | Buy | 2.43K | — | — |
| 2026-05-06 | PROCTOR H PALMER JR | Buy | 2.43K | — | — |
| 2026-05-06 | JENNINGS TONI | Buy | 2.43K | — | — |
| 2026-05-06 | PATEL JAYMIN B | Buy | 2.43K | — | — |
| 2026-05-06 | Hoepner Theodore J | Buy | 2.43K | — | — |
| 2026-05-06 | Savio Kathleen A. | Buy | 2.43K | — | — |
| 2026-05-06 | GELLERSTEDT LAWRENCE L III | Buy | 2.43K | — | — |
| 2026-05-06 | JOHNSON JOIA M | Buy | 2.43K | — | — |
| 2026-05-06 | Masojada Bronislaw Edmund | Buy | 2.43K | — | — |
| 2026-05-06 | Hunt James S | Buy | 2.43K | — | — |
| 2026-05-06 | Reilly Wendell | Buy | 2.43K | — | — |
| 2026-05-06 | Main Timothy R.M. | Buy | 2.43K | — | — |
| 2026-05-05 | PROCTOR H PALMER JR | Buy | 2.00K | $57.10 | 114.20K |
| 2026-02-26 | PENNY JEROME SCOTT | Buy | 2.68K | — | — |
| 2026-02-26 | PENNY JEROME SCOTT | Buy | 13.00K | — | — |
| 2026-02-26 | Walker Chris L | Buy | 2.14K | — | — |
| 2026-02-26 | Walker Chris L | Buy | 13.00K | — | — |
| 2026-02-26 | Gallagher Paul M. | Buy | 1.07K | — | — |
| 2026-02-26 | Watts R. Andrew | Buy | 6.07K | — | — |
| 2026-02-26 | Watts R. Andrew | Buy | 26.01K | — | — |
| 2026-02-26 | Boyd Stephen M | Buy | 5.71K | — | — |
| 2026-02-26 | Boyd Stephen M | Buy | 10.40K | — | — |
| 2026-02-26 | BROWN J POWELL | Buy | 78.03K | — | — |
| 2026-02-26 | Brown P Barrett | Buy | 13.00K | — | — |
| 2026-02-26 | Hearn Stephen Patrick | Buy | 7.14K | — | — |
| 2026-02-26 | Turpin Julie | Buy | 2.85K | — | — |
| 2026-02-26 | Turpin Julie | Buy | 11.70K | — | — |
| 2026-02-25 | BROWN J POWELL | Buy | 17.84K | — | — |
| 2026-02-23 | Boyd Stephen M | Sell | 7.71K | $69.59 | 536.68K |
| 2026-02-23 | Turpin Julie | Sell | 4.42K | $69.59 | 307.45K |
| 2026-02-23 | BROWN J POWELL | Sell | 44.74K | $69.59 | 3.11M |
| 2026-02-23 | PENNY JEROME SCOTT | Sell | 7.06K | $69.59 | 491.17K |
| 2026-02-23 | Walker Chris L | Sell | 3.03K | $69.59 | 210.93K |
| 2026-02-23 | Brown P Barrett | Sell | 8.44K | $69.59 | 587.34K |
| 2026-02-23 | Watts R. Andrew | Sell | 11.65K | $69.59 | 810.45K |
| 2025-12-31 | Brown P Barrett | Sell | 127.03K | — | — |
| 2025-12-31 | BROWN J POWELL | Sell | 127.03K | — | — |
| 2025-12-31 | BROWN HYATT J | Sell | 127.03K | — | — |
| 2025-12-19 | Watts R. Andrew | Sell | 3.59K | — | — |
| 2025-12-19 | Watts R. Andrew | Buy | 470 | — | — |
| 2025-12-17 | Boyd Stephen M | Sell | 1.50K | — | — |
| 2025-12-15 | Brown P Barrett | Buy | 474 | — | — |
| 2025-12-15 | BROWN HYATT J | Sell | 1.42K | — | — |
| 2025-12-15 | BROWN J POWELL | Buy | 474 | — | — |
| 2025-08-13 | JOHNSON JOIA M | Other | 0 | — | — |
| 2025-08-08 | KRUMP PAUL J | Buy | 2.68K | $93.31 | 249.88K |
| 2025-08-06 | Masojada Bronislaw Edmund | Buy | 1.00K | $91.44 | 91.44K |
| 2025-05-07 | Gallagher Paul M. | Other | 0 | — | — |
| 2025-05-07 | Gallagher Paul M. | Other | 0 | — | — |
| 2025-05-07 | Mathis IV Charles Robert | Other | 0 | — | — |
| 2025-05-07 | Mathis IV Charles Robert | Other | 0 | — | — |
| 2025-05-07 | KRUMP PAUL J | Buy | 1.27K | — | — |
| 2025-05-07 | Main Timothy R.M. | Buy | 1.27K | — | — |
| 2025-05-07 | Hunt James S | Buy | 1.27K | — | — |
| 2025-05-07 | GELLERSTEDT LAWRENCE L III | Buy | 1.27K | — | — |
| 2025-05-07 | Hoepner Theodore J | Buy | 1.27K | — | — |
| 2025-05-07 | JENNINGS TONI | Buy | 1.27K | — | — |
| 2025-05-07 | PROCTOR H PALMER JR | Buy | 1.27K | — | — |
| 2025-05-07 | Savio Kathleen A. | Buy | 1.27K | — | — |
| 2025-05-07 | Reilly Wendell | Buy | 1.27K | — | — |
| 2025-05-07 | PATEL JAYMIN B | Buy | 1.27K | — | — |
| 2025-05-07 | Masojada Bronislaw Edmund | Buy | 1.27K | — | — |
| 2025-05-05 | Turpin Julie | Sell | 2.23K | $110.57 | 246.13K |
| 2025-03-03 | Hearn Stephen Patrick | Buy | 3.25K | — | — |
| 2025-02-24 | Brown P Barrett | Buy | 1.57K | — | — |
| 2025-02-24 | Brown P Barrett | Buy | 11.34K | — | — |
| 2025-02-24 | Boyd Stephen M | Buy | 1.57K | — | — |
| 2025-02-24 | Boyd Stephen M | Buy | 9.07K | — | — |
| 2025-02-24 | Watts R. Andrew | Buy | 2.91K | — | — |
| 2025-02-24 | Watts R. Andrew | Buy | 15.87K | — | — |
| 2025-02-24 | BROWN J POWELL | Buy | 6.71K | — | — |
| 2025-02-24 | BROWN J POWELL | Buy | 68.04K | — | — |
| 2025-02-24 | PENNY JEROME SCOTT | Buy | 1.12K | — | — |
| 2025-02-24 | PENNY JEROME SCOTT | Buy | 11.34K | — | — |
| 2025-02-24 | Walker Chris L | Buy | 2.01K | — | — |
| 2025-02-24 | Walker Chris L | Buy | 11.34K | — | — |
| 2025-02-24 | Turpin Julie | Buy | 1.34K | — | — |
| 2025-02-24 | Turpin Julie | Buy | 6.80K | — | — |
| 2025-02-23 | Walker Chris L | Sell | 1.65K | $111.71 | 184.32K |
| 2025-02-21 | Brown P Barrett | Sell | 8.07K | $111.65 | 901.13K |
| 2025-02-21 | Boyd Stephen M | Sell | 6.41K | $111.65 | 716.01K |
| 2025-02-21 | Watts R. Andrew | Sell | 9.94K | $111.65 | 1.11M |
| 2025-02-21 | BROWN J POWELL | Sell | 42.59K | $111.65 | 4.75M |
| 2025-02-21 | PENNY JEROME SCOTT | Sell | 7.10K | $111.65 | 792.49K |
| 2025-02-21 | Walker Chris L | Sell | 2.88K | $111.65 | 321.66K |
| 2025-02-21 | Turpin Julie | Sell | 1.39K | $111.65 | 155.42K |
| 2024-12-31 | Brown P Barrett | Sell | 100.36K | — | — |
| 2024-12-31 | BROWN J POWELL | Sell | 100.36K | — | — |
| 2024-12-31 | BROWN HYATT J | Sell | 100.36K | — | — |
| 2024-12-13 | Watts R. Andrew | Sell | 2.02K | — | — |
| 2024-12-13 | Watts R. Andrew | Buy | 345 | — | — |
| 2024-12-13 | BROWN HYATT J | Sell | 1.03K | — | — |
| 2024-12-13 | BROWN J POWELL | Buy | 344 | — | — |
| 2024-12-13 | BROWN J POWELL | Sell | 9.37K | — | — |
| 2024-12-13 | Brown P Barrett | Buy | 344 | — | — |
| 2024-11-26 | BROWN HYATT J | Sell | 29.92K | $111.75 | 3.34M |
| 2024-11-25 | BROWN HYATT J | Sell | 389.01K | $111.75 | 43.47M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 822, holders -9 vs prior quarter. Ownership 85.30%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 22.11M | 196.60K | +0.90% | 1.42B |
| VANGUARD CAPITAL MANAGEMENT LLC | 18.94M | 19.97K | +0.11% | 1.22B |
| FMR LLC | 18.41M | 2.36M | +14.67% | 1.18B |
| PRINCIPAL FINANCIAL GROUP INC | 15.72M | 113.11K | +0.72% | 1.01B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.63M | 44.97K | +0.31% | 938.61M |
| STATE STREET CORP | 14.51M | 737.66K | +5.35% | 931.08M |
| CAPITAL WORLD INVESTORS | 14.47M | -2.03M | -12.30% | 927.99M |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11.73M | 2.90M | +32.92% | 752.32M |
| GEODE CAPITAL MANAGEMENT, LLC | 8.23M | 92.58K | +1.14% | 526.02M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 6.71M | 837.83K | +14.27% | 430.39M |
| ORBIS ALLAN GRAY LTD | 5.37M | 5.37M | New | 344.55M |
| SELECT EQUITY GROUP, L.P. | 4.89M | -3.13M | -39.01% | 313.85M |
| NORGES BANK | 4.40M | 4.40M | New | 282.03M |
| DEUTSCHE BANK AG\ | 4.16M | -40.84K | -0.97% | 266.94M |
| INVESCO LTD. | 4.10M | 616.97K | +17.72% | 262.90M |
| CAPITAL RESEARCH GLOBAL INVESTORS | 3.91M | 21.36K | +0.55% | 251.02M |
| MORGAN STANLEY | 3.87M | 624.75K | +19.25% | 248.24M |
| GOLDMAN SACHS GROUP INC | 3.64M | 1.36M | +59.48% | 233.32M |
| BANK OF AMERICA CORP /DE/ | 3.55M | -68.21K | -1.88% | 228.05M |
| ROYAL BANK OF CANADA | 3.47M | -97.92K | -2.74% | 222.72M |
| JPMORGAN CHASE & CO | 3.10M | -39.78K | -1.27% | 198.10M |
| WELLS FARGO & COMPANY/MN | 2.64M | -356.67K | -11.90% | 169.47M |
| NORTHERN TRUST CORP | 2.47M | 20.96K | +0.86% | 158.43M |
| PROSHARE ADVISORS LLC | 2.41M | 218.61K | +9.99% | 154.38M |
| FENIMORE ASSET MANAGEMENT INC | 2.24M | 20.71K | +0.93% | 143.94M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2011 | National Programs: 181277000.0, Retail: 607199000.0, Services: 65972000.0, Wholesale Brokerage: 157308000.0 |
| FY2012 | National Programs: 252943000.0, Retail: 644429000.0, Services: 116736000.0, Wholesale Brokerage: 183565000.0 |
| FY2013 | National Programs: 292130000.0, Retail: 728324000.0, Services: 131489000.0, Wholesale Brokerage: 209907000.0 |
| FY2014 | National Programs: 394789000.0, Retail: 809766000.0, Services: 136559000.0, Wholesale Brokerage: 234673000.0 |
| FY2015 | National Programs: 428734000.0, Retail: 870346000.0, Services: 145365000.0, Wholesale Brokerage: 216996000.0 |
| FY2016 | National Programs: 448516000.0, Retail: 917406000.0, Services: 156365000.0, Wholesale Brokerage: 243103000.0 |
| FY2017 | National Programs: 479813000.0, Retail: 943460000.0, Services: 165372000.0, Wholesale Brokerage: 271737000.0 |
| FY2018 | National Programs: 494463000.0, Retail: 1042763000.0, Services: 189246000.0, Wholesale Brokerage: 287014000.0 |
| FY2019 | National Programs: 518384000.0, Retail: 1367261000.0, Services: 193781000.0, Wholesale Brokerage: 310087000.0 |
| FY2020 | National Programs: 610640000.0, Retail: 1472766000.0, Services: 174012000.0, Wholesale Brokerage: 352797000.0 |
| FY2021 | National Programs: 701850000.0, Retail: 1767938000.0, Services: 178860000.0, Wholesale Brokerage: 403417000.0 |
| FY2022 | National Programs: 859500000.0, Retail: 2084300000.0, Services: 171900000.0, Wholesale Brokerage: 453400000.0 |
| FY2023 | National Programs: 1077300000.0, Retail: 2440000000.0, Services: 163100000.0, Wholesale Brokerage: 540700000.0 |
| FY2024 | Programs: 1400000000.0, Retail: 2729000000.0, Wholesale Brokerage: 616000000.0 |
| FY2025 | Retail: 3406000000.0, Specialty Distribution: 2409000000.0 |
| Period | Value |
|---|---|
| FY2022 | CANADA: 23600000.0, IRELAND: 38100000.0, UNITED KINGDOM: 170000000.0, UNITED STATES: 3332800000.0 |
| FY2023 | CANADA: 35400000.0, UNITED KINGDOM: 432700000.0, UNITED STATES: 3730100000.0 |
| FY2024 | CANADA: 40000000.0, IRELAND: 48000000.0, UNITED KINGDOM: 545000000.0, UNITED STATES: 4140000000.0 |
| FY2025 | UNITED KINGDOM: 599000000.0, UNITED STATES: 5059000000.0 |
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