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U.S. Insurance Brokers Industry Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies29
  • 7D-3.2%
  • 3M-9.7%
  • 1Y-24.8%
  • YTDn/a

The Insurance Brokers industry is down 3.2% over the last week with Arthur J. Gallagher the worst performer, down 4.2%. On the other hand Maase is actually up 12%. However, the industry is down 25% over the past year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$285.0bUS$87.5bUS$11.1b21x25.8x3.3x
Sun, 29 Mar 2026US$276.8bUS$86.4bUS$11.2b19.7x24.7x3.2x
Tue, 24 Feb 2026US$292.9bUS$86.0bUS$11.2b19.4x26.1x3.4x
Thu, 22 Jan 2026US$318.5bUS$83.5bUS$10.7b26.3x29.7x3.8x
Sat, 20 Dec 2025US$324.2bUS$83.5bUS$10.7b24.8x30.2x3.9x
Mon, 17 Nov 2025US$322.3bUS$83.4bUS$10.7b24.7x30.2x3.9x
Wed, 15 Oct 2025US$348.5bUS$81.9bUS$9.9b30.7x35.2x4.3x
Fri, 12 Sep 2025US$346.1bUS$82.0bUS$10.0b31.1x34.8x4.2x
Sun, 10 Aug 2025US$351.8bUS$81.8bUS$9.8b30.7x36.1x4.3x
Tue, 08 Jul 2025US$362.6bUS$79.4bUS$9.3b28x39x4.6x
Thu, 05 Jun 2025US$381.9bUS$79.4bUS$9.2b31.4x41.3x4.8x
Sat, 03 May 2025US$360.9bUS$79.2bUS$9.3b31.1x38.9x4.6x
Mon, 31 Mar 2025US$398.1bUS$77.3bUS$9.1b55.4x43.6x5.2x
Wed, 26 Feb 2025US$383.7bUS$76.9bUS$9.0b39.6x42.8x5x
Fri, 24 Jan 2025US$353.6bUS$74.5bUS$7.8b29x45.3x4.7x
Sun, 22 Dec 2024US$336.1bUS$74.5bUS$7.8b30.1x43.1x4.5x
Tue, 19 Nov 2024US$352.2bUS$74.5bUS$7.7b32x45.8x4.7x
Thu, 17 Oct 2024US$347.8bUS$72.7bUS$9.4b27.6x36.8x4.8x
Sat, 14 Sep 2024US$344.4bUS$72.8bUS$9.5b27.6x36.4x4.7x
Mon, 12 Aug 2024US$328.9bUS$72.7bUS$9.4b27x34.9x4.5x
Wed, 10 Jul 2024US$244.5bUS$57.5bUS$6.5b27.4x37.4x4.3x
Fri, 07 Jun 2024US$238.2bUS$57.5bUS$6.5b27.1x36.5x4.1x
Sun, 05 May 2024US$225.8bUS$57.3bUS$6.5b25.5x34.7x3.9x
Tue, 02 Apr 2024US$236.4bUS$55.9bUS$6.1b27.7x38.5x4.2x
Thu, 29 Feb 2024US$230.2bUS$55.6bUS$6.3b28.3x36.4x4.1x
Sat, 27 Jan 2024US$214.5bUS$55.5bUS$6.1b25.1x34.9x3.9x
Mon, 25 Dec 2023US$206.5bUS$54.0bUS$5.9b24x35.1x3.8x
Wed, 22 Nov 2023US$217.1bUS$54.0bUS$5.9b24.2x36.9x4x
Fri, 20 Oct 2023US$206.2bUS$52.9bUS$5.8b20.1x35.7x3.9x
Sun, 17 Sep 2023US$210.8bUS$51.9bUS$5.6b28.1x37.7x4.1x
Tue, 15 Aug 2023US$205.7bUS$51.8bUS$5.5b28x37.2x4x
Thu, 13 Jul 2023US$203.7bUS$50.4bUS$5.6b25.2x36.6x4x
Sat, 10 Jun 2023US$194.9bUS$50.4bUS$5.5b24x35.2x3.9x
Mon, 08 May 2023US$197.5bUS$50.4bUS$5.6b26.2x35.4x3.9x
Price to Earnings Ratio

35.4x


Total Market Cap: US$197.5bTotal Earnings: US$5.6bTotal Revenue: US$50.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Insurance Brokers Industry Price to Earnings3Y Average 36.3x202420252026
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 25.8x which is lower than its 3-year average PE of 36.3x.
  • The 3-year average PS ratio of 4.2x 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 26% per year over the last three years.
  • Revenues for these companies have grown 20% 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-0.18%
Financials-0.91%
Insurance-1.32%
Insurance Brokers-3.16%
Life and Health Insurance1.43%
General Insurance1.16%
Reinsurance-0.80%
Property and Casualty Insurance-1.53%
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
MAAS MaaseUS$10.2412.4%
+US$499.7m		n/aPS8889.5x
LIFE Ethos TechnologiesUS$17.547.3%
+US$75.4m		n/aPE15.5x
ABX Abacus Global ManagementUS$9.503.1%
+US$27.7m		15.2%PE25.1x
SLQT SelectQuoteUS$0.929.8%
+US$14.5m		-64.1%PE8.3x
EHTH eHealthUS$2.0619.8%
+US$10.6m		-62.9%PS0.1x

Latest News

WTW
US$256.20
Willis Towers Watson
7D
-11.9%
1Y
-16.4%
AON
US$311.65
Aon
7D
-3.7%
1Y
-11.3%
ARX
US$13.01
Accelerant Holdings
7D
-10.1%
1Y
n/a
EHTH
US$2.06
eHealth
7D
19.8%
1Y
-62.9%
BRO
US$60.15
Brown & Brown
7D
-11.0%
1Y
-44.8%
LIFE
US$17.54
Ethos Technologies
7D
7.3%
1Y
n/a
GSHD
US$44.79
Goosehead Insurance
7D
-11.8%
1Y
-53.9%
BWIN
US$22.72
Baldwin Insurance Group
7D
-10.1%
1Y
-44.2%
ABX
US$9.50
Abacus Global Management
7D
3.1%
1Y
15.2%
CRD.B
US$10.03
Crawford
7D
1.4%
1Y
-4.3%
SLQT
US$0.92
SelectQuote
7D
9.8%
1Y
-64.1%
MRSH
US$167.71
Marsh & McLennan Companies
7D
-3.6%
1Y
-25.1%

MRSH: AI Productivity And Balance Sheet Strength Should Support Future Earnings Resilience

Analysts have trimmed the average price target on Marsh & McLennan Companies by about $3 to $203.67, citing a mix of recent target cuts tied to AI disruption concerns and slightly softer growth and margin assumptions, partly balanced by a few upward revisions that highlight the company’s earnings quality and productivity potential. Analyst Commentary Recent research on Marsh & McLennan Companies reflects a split view, with some firms trimming targets and ratings while others still see room for upside after the recent valuation reset.
XHG
US$1.04
XChange TEC.INC
7D
2.4%
1Y
-54.7%
AJG
US$206.40
Arthur J. Gallagher
7D
-5.9%
1Y
-35.0%

AJG: AI Productivity And Broker Model Resilience Will Support 2026 Upside

Analysts made a small adjustment to Arthur J. Gallagher's average price target, with updated models pointing to a shift of about $0.10 as they balance slightly higher assumed revenue growth and P/E against reduced margin expectations and mixed views on AI related headwinds and opportunities.
MAAS
US$10.24
Maase
7D
12.4%
1Y
n/a