The BalancedInvestor Club

Insurance Brokers Industry Analysis

28 companies analyzed • Returns from -296.6% to +193.7%

Company List (28 Results)

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Industry Performance

(28/28 companies)
2025-09-02 → 2026-08-31
Weighted Avg
-12.2%
Best
+193.7%
Worst
-296.6%
Returns Distribution
Top 5
1. EZRA+193.7%2. AIFU+143.4%3. XHG+112.8%4. LIFE+76.8%5. NP+29.5%
Bottom 5
1. TIRX-296.6%2. GOCO-279.5%3. RELIW-240.8%4. ZBAO-182.3%5. SLQT-135.0%

EZRA

+193.7%

Reliance Global Group Inc

AIFU

+143.4%

Fanhua Inc.

XHG

+112.8%

XChange TEC.INC

LIFE

+76.8%

Ethos Technologies Inc - Class A

NP

+29.5%

Neptune Insurance Holdings Inc - Class A

CRD-A

+21.1%

Crawford & Company

CRD-B

+14.1%

Crawford & Company

TWFG

+8.1%

TWFG, Inc. Class A Common Stock

WTW

+3.9%

Willis Towers Watson PLC

BWIN

-2.5%

The Baldwin Insurance Group, Inc.

ARX

-7.3%

Accelerant Holdings

MRSH

-7.9%

Marsh & McLennan Cos. Inc

MMC

-11.7%

Marsh & McLennan Companies Inc

AJG

-14.3%

Arthur J Gallagher & Co

AON

-14.6%

Aon PLC

GSHD

-18.9%

Goosehead Insurance Inc

CRVL

-24.1%

CorVel Corp

BRO

-27.9%

Brown & Brown Inc

ERIE

-28.0%

Erie Indemnity Company

HUIZ

-49.8%

Huize Holding Ltd

1–20 of 28
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Methodology

The Weighted Average return (-12.2%) 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, XHG, LIFE, NP, CRD-A, CRD-B, TWFG, WTW, BWIN 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