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U.S. Insurance Brokers Industry Analysis

UpdatedSep 14, 2026
DataAggregated Company Financials
Companies28
  • 7D-6.1%
  • 3M6.6%
  • 1Y-13.3%
  • YTDn/a

Over the last 7 days, the Insurance Brokers industry has dropped 6.1%, driven by a pullback from Arthur J. Gallagher of 8.5%. Overall the industry is down 15% in 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Sep 2026US$298.5bUS$91.7bUS$11.0b18.7x27.2x3.3x
Wed, 12 Aug 2026US$325.2bUS$91.5bUS$10.8b21.5x30.1x3.6x
Fri, 10 Jul 2026US$313.5bUS$89.2bUS$10.9b19.7x28.7x3.5x
Sun, 07 Jun 2026US$279.2bUS$89.0bUS$10.9b21x25.6x3.1x
Tue, 05 May 2026US$271.8bUS$88.2bUS$10.9b22.1x24.9x3.1x
Thu, 02 Apr 2026US$285.6bUS$86.4bUS$11.2b20.7x25.5x3.3x
Sat, 28 Feb 2026US$300.4bUS$86.2bUS$11.2b19.5x26.8x3.5x
Mon, 26 Jan 2026US$318.5bUS$83.5bUS$10.7b26.8x29.7x3.8x
Wed, 24 Dec 2025US$326.2bUS$83.5bUS$10.7b24.8x30.4x3.9x
Fri, 21 Nov 2025US$314.3bUS$83.4bUS$10.7b24.3x29.4x3.8x
Sun, 19 Oct 2025US$331.1bUS$82.6bUS$9.9b28.9x33.4x4x
Tue, 16 Sep 2025US$352.3bUS$82.0bUS$10.0b30.1x35.4x4.3x
Thu, 14 Aug 2025US$353.5bUS$81.9bUS$9.8b31.3x36.2x4.3x
Sat, 12 Jul 2025US$362.1bUS$79.4bUS$9.3b28.3x39x4.6x
Mon, 09 Jun 2025US$372.6bUS$79.4bUS$9.3b31.3x40.1x4.7x
Wed, 07 May 2025US$359.4bUS$79.1bUS$9.2b31x39x4.5x
Fri, 04 Apr 2025US$401.1bUS$77.3bUS$9.1b54.6x43.9x5.2x
Sun, 02 Mar 2025US$396.7bUS$77.1bUS$9.1b40.1x43.8x5.1x
Tue, 28 Jan 2025US$354.3bUS$74.6bUS$7.8b29.7x45.4x4.8x
Thu, 26 Dec 2024US$339.5bUS$74.5bUS$7.8b31.6x43.5x4.6x
Sat, 23 Nov 2024US$357.1bUS$74.5bUS$7.7b32.6x46.4x4.8x
Mon, 21 Oct 2024US$345.9bUS$73.0bUS$9.5b27.2x36.6x4.7x
Wed, 18 Sep 2024US$347.0bUS$72.8bUS$9.5b27.6x36.6x4.8x
Fri, 16 Aug 2024US$330.8bUS$72.7bUS$9.4b26.6x35.1x4.5x
Sun, 14 Jul 2024US$249.8bUS$57.5bUS$6.5b28.4x38.3x4.3x
Tue, 11 Jun 2024US$238.6bUS$57.5bUS$6.5b27.2x36.5x4.1x
Thu, 09 May 2024US$230.6bUS$57.4bUS$6.5b26x35.2x4x
Sat, 06 Apr 2024US$228.4bUS$55.9bUS$6.2b27.6x37.1x4.1x
Mon, 04 Mar 2024US$230.9bUS$55.6bUS$6.1b27.9x37.8x4.2x
Wed, 31 Jan 2024US$212.2bUS$55.0bUS$6.1b25.3x34.6x3.9x
Fri, 29 Dec 2023US$206.5bUS$54.0bUS$5.9b24.6x35.1x3.8x
Sun, 26 Nov 2023US$221.1bUS$54.0bUS$5.9b24.4x37.4x4.1x
Tue, 24 Oct 2023US$201.9bUS$52.9bUS$5.8b19.8x35x3.8x
Thu, 21 Sep 2023US$214.2bUS$51.9bUS$5.6b26.7x38.4x4.1x
Price to Earnings Ratio

38.4x


Total Market Cap: US$214.2bTotal Earnings: US$5.6bTotal Revenue: US$51.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Insurance Brokers Industry Price to Earnings3Y Average 35.2x202420252026
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 27.2x which is lower than its 3-year average PE of 35.2x.
  • The 3-year average PS ratio of 4.1x is higher than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Insurance Brokers industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 21% 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-0.94%
Financials-1.77%
Insurance-2.31%
Insurance Brokers-6.09%
Property and Casualty Insurance-1.06%
Life and Health Insurance-1.59%
Reinsurance-1.92%
General Insurance-4.27%
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
LIFE Ethos TechnologiesUS$40.251.0%
+US$25.5m		n/aPS4.4x
YB YuanbaoUS$13.911.4%
+US$8.8m		-41.0%PE1.5x
HUIZ Huize HoldingUS$1.534.1%
+US$606.4k		-56.7%PE3.8x

Latest News

AON
US$302.69
Aon
7D
-6.3%
1Y
-16.8%
YB
US$13.91
Yuanbao
7D
1.4%
1Y
-41.0%
RYAN
US$38.12
Ryan Specialty Holdings
7D
-9.0%
1Y
-26.3%
WTW
US$315.61
Willis Towers Watson
7D
-5.7%
1Y
-5.4%
AJG
US$240.32
Arthur J. Gallagher
7D
-8.5%
1Y
-17.0%
Seeking Alpha • Sep 09

Arthur J. Gallagher: A Recession- And Inflation-Resilient Business Trading At A Low FCF Multiple

Summary Arthur J. Gallagher EPS has compounded at more than 17% over the last ten years. AJG’s share price declined by over 45% from a high of $351 in June 2025 to a recent low of $191 in May 2026. We acquired our position at an average price of $209 per share, or ~16x adjusted EPS (2026E). Although AJG’s end-market is weaker today than in recent history, the company still expects 6% organic revenue growth in 2026. We expect AI to lower AJG’s costs and optimize its sales strategy. Read the full article on Seeking Alpha
LIFE
US$40.25
Ethos Technologies
7D
1.0%
1Y
n/a
Narrative Update • Sep 04

LIFE: Buyback Flexibility And Updated Assumptions Will Shape Future Upside Potential

Analysts have lifted their price target on Ethos Technologies from $27.19 to $34.88, citing updated views on fair value, a slightly higher discount rate, revised revenue growth assumptions of 29.42%, an 11.90% profit margin outlook, and a lower future P/E of 22.16. What's in the News for Ethos Technologies Ethos Technologies Inc.
MRSH
US$176.91
Marsh & McLennan Companies
7D
-4.8%
1Y
-10.7%
MAAS
US$15.79
Maase
7D
-3.4%
1Y
330.2%
NP
US$31.60
Neptune Insurance Holdings
7D
-4.9%
1Y
n/a
Narrative Update • Aug 21

NP: Capital Returns And Higher Coverage Limits Will Shape Balanced Outlook

Analysts have raised their fair value estimate for Neptune Insurance Holdings from $26.00 to $31.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Neptune Insurance Holdings Between April 21, 2026 and June 30, 2026, Neptune Insurance Holdings completed a share repurchase tranche of 235,000 shares, equal to 0.17% of shares, for a total cost of US$5.89 million.
BRO
US$66.19
Brown & Brown
7D
-7.3%
1Y
-27.2%
HUIZ
US$1.53
Huize Holding
7D
4.1%
1Y
-56.7%