Brown & Brown (BRO) Long-Term Investments (2014 - 2024)
Brown & Brown (BRO) recorded Long-Term Investments of $19 million in fiscal Q4 2024 (quarter ended Dec 31, 2024), down 9.5% from $21 million a year earlier and down 9.5% from the prior quarter.
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Analysis
Brown & Brown (BRO) Long-Term Investments (2014 - 2024) Analysis & Trends
Starting with fiscal Q4 2014, Brown & Brown's Long-Term Investments history includes 40 quarters.
- Annual Long-Term Investments has declined for three straight fiscal years, with a five-year compound annual growth rate of -7.0% (FY2019 to FY2024).
- Across earlier fiscal years, Long-Term Investments came in at $21 million in FY2023 (-6.3%), $22.4 million in FY2022 (-27.7%), $31 million in FY2021 (+24.1%) and $24.97 million in FY2020 (-8.8%).
- The fiscal Q4 2024 figure is the lowest quarterly Long-Term Investments since fiscal Q1 2019.
- On a year-over-year basis, Long-Term Investments has declined for five consecutive quarters, with an average decline of 6.0% over the last eight quarters.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 36.0% in fiscal Q1 2021, against a decline of 27.7% in fiscal Q4 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $21 million (Q3 2024), $22 million (Q2 2024) and $21 million (Q1 2024).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,178.60 Bn | -238.88 Bn | 55.86 Bn | 19.95 Bn |
| 2 | Chubb | 140.37 Bn | 92.42 Bn | 9.13 Bn | 172.65 Bn |
| 3 | Progressive | 133.48 Bn | 109.32 Bn | 9.04 Bn | 97.22 Bn |
| 4 | Marsh & Mclennan Companies | 94.69 Bn | 87.08 Bn | - | - |
| 5 | Travelers Companies | 84.57 Bn | 60.82 Bn | 6.23 Bn | 103.18 Bn |
| 6 | Manulife Financial | 77.66 Bn | -16.05 Bn | - | 40.54 Bn |
| 7 | Arthur J. Gallagher | 69.43 Bn | 63.86 Bn | - | - |
| 8 | Metlife | 66.04 Bn | -40.44 Bn | 7.82 Bn | 482.56 Bn |
| 9 | Allstate | 65.83 Bn | 27.08 Bn | 8.73 Bn | 87.80 Bn |
| 10 | Brown & Brown | 24.59 Bn | 20.42 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2024 | 19.00 Mn |
| Sep 30, 2024 | 21.00 Mn |
| Jun 30, 2024 | 22.00 Mn |
| Mar 31, 2024 | 21.00 Mn |
| Dec 31, 2023 | 21.00 Mn |
| Sep 30, 2023 | 24.30 Mn |
| Jun 30, 2023 | 27.50 Mn |
| Mar 31, 2023 | 25.40 Mn |
| Dec 31, 2022 | 22.40 Mn |
| Sep 30, 2022 | 24.00 Mn |
| Jun 30, 2022 | 23.70 Mn |
| Mar 31, 2022 | 25.00 Mn |
| Dec 31, 2021 | 31.00 Mn |
| Sep 30, 2021 | 31.35 Mn |
| Jun 30, 2021 | 32.62 Mn |
| Mar 31, 2021 | 31.73 Mn |
| Dec 31, 2020 | 24.97 Mn |
| Sep 30, 2020 | 24.74 Mn |
| Mar 31, 2020 | 23.34 Mn |
| Dec 31, 2019 | 27.38 Mn |
API Access
Brown & Brown Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=BRO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "BRO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=BRO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();