The BalancedInvestor Club

Insurance Brokers Industry Analysis

28 companies analyzed • Returns from -373.6% to +257.0%

Company List (28 Results)

View:
Sort:

Industry Performance

(28/28 companies)
2025-06-18 → 2026-06-16
Weighted Avg
-25.6%
Best
+257.0%
Worst
-373.6%
Returns Distribution
Top 5
1. AIFU+257.0%2. EZRA+214.1%3. NP+11.9%4. CRD-A+7.2%5. CRD-B+3.8%
Bottom 5
1. TIRX-373.6%2. GOCO-291.0%3. RELIW-233.7%4. RELI-195.2%5. GSHD-96.6%

AIFU

+257.0%

Fanhua Inc.

EZRA

+214.1%

Reliance Global Group Inc

NP

+11.9%

Neptune Insurance Holdings Inc - Class A

CRD-A

+7.2%

Crawford & Company

CRD-B

+3.8%

Crawford & Company

LIFE

-5.3%

Ethos Technologies Inc - Class A

AON

-5.7%

Aon PLC

WTW

-13.6%

Willis Towers Watson PLC

MMC

-16.0%

Marsh & McLennan Companies Inc

MRSH

-25.1%

Marsh & McLennan Cos. Inc

XHG

-28.0%

XChange TEC.INC

AJG

-38.4%

Arthur J Gallagher & Co

ERIE

-43.5%

Erie Indemnity Company

HUIZ

-47.3%

Huize Holding Ltd

TWFG

-47.4%

TWFG, Inc. Class A Common Stock

CRVL

-54.1%

CorVel Corp

ZBAO

-54.1%

Zhibao Technology Inc. Class A Ordinary Shares

BRO

-59.5%

Brown & Brown Inc

ARX

-68.6%

Accelerant Holdings

BWIN

-74.5%

The Baldwin Insurance Group, Inc.

1–20 of 28
Page 1 of 2
Methodology

The Weighted Average return (-25.6%) 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: AIFU, EZRA, NP, CRD-A, CRD-B, LIFE, AON, 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