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U.S. Insurance Brokers Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies28
  • 7D3.1%
  • 3M-6.1%
  • 1Y-9.7%
  • YTDn/a

In the last week, the Insurance Brokers industry is up 3.1%, with Arthur J. Gallagher up 7.4%. Meanwhile, Yuanbao actually underperformed within the industry, shrinking 9.7% in the last week. In contrast, the industry has lost 9.7% in the last 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Insurance Brokers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$324.9bUS$83.5bUS$10.7b25x30.3x3.9x
Thu, 13 Nov 2025US$320.9bUS$84.1bUS$12.1b27.7x26.5x3.8x
Sat, 11 Oct 2025US$352.9bUS$81.9bUS$9.9b30.8x35.7x4.3x
Mon, 08 Sep 2025US$353.6bUS$82.0bUS$10.0b31.1x35.5x4.3x
Wed, 06 Aug 2025US$346.5bUS$81.8bUS$9.7b30.2x35.7x4.2x
Fri, 04 Jul 2025US$362.4bUS$79.4bUS$9.3b28.1x39x4.6x
Sun, 01 Jun 2025US$366.1bUS$79.4bUS$9.2b31.4x39.6x4.6x
Tue, 29 Apr 2025US$356.5bUS$78.0bUS$9.1b32.6x39.3x4.6x
Thu, 27 Mar 2025US$394.8bUS$77.3bUS$9.1b58.9x43.2x5.1x
Sat, 22 Feb 2025US$376.7bUS$76.6bUS$9.1b31.7x41.5x4.9x
Mon, 20 Jan 2025US$353.0bUS$74.5bUS$7.8b29.2x45.2x4.7x
Wed, 18 Dec 2024US$339.1bUS$74.5bUS$7.8b30.1x43.5x4.6x
Fri, 15 Nov 2024US$357.8bUS$74.5bUS$7.7b31.8x46.5x4.8x
Sun, 13 Oct 2024US$344.9bUS$72.7bUS$9.4b27.3x36.5x4.7x
Tue, 10 Sep 2024US$346.4bUS$72.7bUS$9.5b27.9x36.6x4.8x
Thu, 08 Aug 2024US$325.1bUS$72.7bUS$9.4b26.7x34.7x4.5x
Sat, 06 Jul 2024US$243.3bUS$57.5bUS$6.5b27.6x37.3x4.2x
Mon, 03 Jun 2024US$237.6bUS$57.5bUS$6.5b27x36.4x4.1x
Wed, 01 May 2024US$223.3bUS$57.2bUS$6.5b25.3x34.5x3.9x
Fri, 29 Mar 2024US$235.6bUS$55.8bUS$6.2b28.1x38.1x4.2x
Sun, 25 Feb 2024US$230.8bUS$55.4bUS$6.2b27.7x37.4x4.2x
Tue, 23 Jan 2024US$217.4bUS$54.0bUS$5.9b28.2x37x4x
Thu, 21 Dec 2023US$206.7bUS$54.0bUS$5.9b23.5x35.1x3.8x
Sat, 18 Nov 2023US$217.4bUS$54.0bUS$5.9b24.2x37x4x
Mon, 16 Oct 2023US$208.2bUS$52.3bUS$5.6b20.7x37.3x4x
Wed, 13 Sep 2023US$210.1bUS$51.9bUS$5.5b28.1x38x4.1x
Fri, 11 Aug 2023US$203.6bUS$51.8bUS$5.5b28.2x36.8x3.9x
Sun, 09 Jul 2023US$201.8bUS$50.4bUS$5.6b24.9x36.2x4x
Tue, 06 Jun 2023US$193.2bUS$50.4bUS$5.5b23.8x34.9x3.8x
Thu, 04 May 2023US$195.1bUS$50.3bUS$5.6b26.5x35.1x3.9x
Sat, 01 Apr 2023US$184.1bUS$49.3bUS$5.3b23.6x35.1x3.7x
Mon, 27 Feb 2023US$179.1bUS$49.6bUS$5.0b23.8x35.8x3.6x
Wed, 25 Jan 2023US$192.3bUS$49.6bUS$5.2b25.1x36.9x3.9x
Fri, 23 Dec 2022US$184.5bUS$49.4bUS$5.1b25.5x36.3x3.7x
Price to Earnings Ratio

36.3x


Total Market Cap: US$184.5bTotal Earnings: US$5.1bTotal Revenue: US$49.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Insurance Brokers Industry Price to Earnings3Y Average 37.4x202320242025
Current Industry PE
  • Investors are pessimistic on the American Insurance Brokers industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.3x which is lower than its 3-year average PE of 37.4x.
  • The industry is trading close to its 3-year average PS ratio of 4.2x.
Past Earnings Growth
  • The earnings for companies in the Insurance Brokers industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 19% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Insurance Brokers compare with similar industries?

US Market-0.59%
Financials2.21%
Insurance3.58%
Insurance Brokers3.06%
General Insurance5.61%
Reinsurance4.56%
Property and Casualty Insurance4.02%
Life and Health Insurance2.75%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AJG Arthur J. GallagherUS$256.197.7%
+US$4.7b		-10.4%PE41.1x
MMC Marsh & McLennan CompaniesUS$187.303.1%
+US$2.8b		-12.1%PE22.2x
AON AonUS$354.103.1%
+US$2.3b		-2.1%PE28x
BRO Brown & BrownUS$82.336.0%
+US$1.6b		-21.1%PE28.4x
WTW Willis Towers WatsonUS$330.773.2%
+US$995.8m		5.6%PE15x

Latest News

ABL
US$8.31
Abacus Global Management
7D
12.4%
1Y
5.7%

ABL: Index Additions Will Offset Lower Margin Outlook Going Forward

Analysts have trimmed their price target on Abacus Global Management by approximately 10 percent to reflect expectations for slower revenue growth and lower profit margins, despite only a modest increase in projected future valuation multiples. What's in the News Abacus Global Management, Inc.
AJG
US$256.19
Arthur J. Gallagher
7D
7.7%
1Y
-10.4%

AJG: Maintained 6% Organic Outlook And Q4 Rebound Will Support 2026 Recovery

Arthur J. Gallagher's analyst price target has been revised modestly lower, with fair value edging down by about $3 to roughly $308 as analysts factor in a recent Q3 earnings miss, softer brokerage trends, and broader P&C valuation pressure, even as they maintain confidence in the company's longer term growth outlook into 2026.
RELI
US$0.63
Reliance Global Group
7D
-11.5%
1Y
-52.8%
WTW
US$330.77
Willis Towers Watson
7D
3.2%
1Y
5.6%
BRO
US$82.33
Brown & Brown
7D
6.0%
1Y
-21.1%

BRO: Expanded Buyback Authorization Will Support Future Share Price Upside

Analysts have modestly raised their 12 month price target on Brown & Brown to approximately $93.50, citing sustained strong revenue growth, resilient profit margins, and supportive long term valuation multiples. What's in the News Board approves a 10% increase in the regular quarterly cash dividend to $0.165 per share, marking Brown & Brown's 32nd consecutive annual dividend increase (board dividend announcement).
ZBAO
US$0.98
Zhibao Technology
7D
-7.6%
1Y
-54.9%
BWIN
US$23.67
Baldwin Insurance Group
7D
3.9%
1Y
-42.8%
MMC
US$187.30
Marsh & McLennan Companies
7D
3.1%
1Y
-12.1%

MMC: Future Earnings Will Stay Resilient Amid Softer Property And Casualty Cycle

Analysts have trimmed their price target on Marsh & McLennan Companies to $212.35 from $214.26, reflecting slightly lower medium term growth and margin expectations amid a softer property and casualty backdrop and mixed views on the stock's valuation. Analyst Commentary Recent Street research reflects a more mixed stance on Marsh & McLennan Companies, with modestly reduced price targets offset by a few upward revisions and continued confidence in the company’s earnings quality and balance sheet strength.
AON
US$354.10
Aon
7D
3.1%
1Y
-2.1%

AON: Data Center And AI Risk Demand Will Drive Future Upside

Analysts have trimmed their fair value estimate for Aon slightly, to about $400.50 from roughly $402.67. Modestly higher earnings expectations and solid Q3 execution are balanced against a more cautious sector outlook and limited perceived upside to current price targets.
GOCO
US$2.88
GoHealth
7D
-2.7%
1Y
-72.7%

GOCO: Focus On Profitability And Cash Burn Reduction Will Drive Future Stability

Analysts have sharply reduced GoHealth's fair value estimate from $14 to $7.70 per share. They cite ongoing market headwinds, weaker-than-expected Q3 results, and challenges in revenue growth as key reasons for the downward revision.
HUIZ
US$3.55
Huize Holding
7D
-0.3%
1Y
19.1%
ARX
US$15.39
Accelerant Holdings
7D
3.8%
1Y
n/a
YB
US$19.81
Yuanbao
7D
-9.7%
1Y
n/a
XHG
US$0.93
XChange TEC.INC
7D
-3.1%
1Y
-97.0%

More Unpleasant Surprises Could Be In Store For XChange TEC.INC's (NASDAQ:XHG) Shares After Tumbling 27%

Nov 02
More Unpleasant Surprises Could Be In Store For XChange TEC.INC's (NASDAQ:XHG) Shares After Tumbling 27%
TIRX
US$0.59
Tian Ruixiang Holdings
7D
-21.0%
1Y
n/a
CCG
US$0.91
Cheche Group
7D
-2.4%
1Y
17.9%

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Oct 07
Investors Holding Back On Cheche Group Inc. (NASDAQ:CCG)