The BalancedInvestor Club

Insurance Brokers Industry Analysis

28 companies analyzed • Returns from -356.4% to +169.0%

Company List (28 Results)

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Industry Performance

(28/28 companies)
2025-07-22 → 2026-07-20
Weighted Avg
-16.1%
Best
+169.0%
Worst
-356.4%
Returns Distribution
Top 5
1. EZRA+169.0%2. AIFU+155.2%3. NP+24.2%4. LIFE+9.3%5. AON+2.4%
Bottom 5
1. TIRX-356.4%2. GOCO-298.1%3. RELIW-182.8%4. ZBAO-166.6%5. RELI-125.8%

EZRA

+169.0%

Reliance Global Group Inc

AIFU

+155.2%

Fanhua Inc.

NP

+24.2%

Neptune Insurance Holdings Inc - Class A

LIFE

+9.3%

Ethos Technologies Inc - Class A

AON

+2.4%

Aon PLC

CRD-A

-0.3%

Crawford & Company

CRD-B

-2.8%

Crawford & Company

WTW

-5.1%

Willis Towers Watson PLC

MMC

-14.1%

Marsh & McLennan Companies Inc

MRSH

-14.4%

Marsh & McLennan Cos. Inc

TWFG

-16.3%

TWFG, Inc. Class A Common Stock

AJG

-20.8%

Arthur J Gallagher & Co

XHG

-34.0%

XChange TEC.INC

BRO

-40.4%

Brown & Brown Inc

BWIN

-41.5%

The Baldwin Insurance Group, Inc.

CRVL

-41.9%

CorVel Corp

ERIE

-48.1%

Erie Indemnity Company

GSHD

-56.6%

Goosehead Insurance Inc

ARX

-66.9%

Accelerant Holdings

HUIZ

-76.2%

Huize Holding Ltd

1–20 of 28
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Methodology

The Weighted Average return (-16.1%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

28 companies with market cap data included: EZRA, AIFU, NP, LIFE, AON, CRD-A, CRD-B, WTW, MMC, MRSH and 18 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer