Brown & Brown Inc (BRO) — Strategic Asset Allocation Index

Latest as of December 2025: 5.1%

Brown & Brown Inc (BRO) has a Strategic Asset Allocation Index of 5.1% as of December 2025. Strategic assets (PP&E of $636.00 Million plus long-term investments of $-) total $636.00 Million, measured against net assets of $12.57 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Brown & Brown Inc's balance sheet to measure how much of total assets are equity-financed.

SAAI

5.1%
Strategic Assets / Net Assets

Strategic Assets

$636.00 Million
PP&E + LT Investments

PP&E

$636.00 Million
USD

Net Assets

$12.57 Billion
USD

Brown & Brown Inc Strategic Asset Allocation Index (2000–2025)

This chart shows how Brown & Brown Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 5.1%, representing strategic assets of $636.00 Million against net assets of $12.57 Billion USD. For live market cap and overall valuation, see BRO company net worth.

Annual Strategic Asset Allocation Index for Brown & Brown Inc (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Brown & Brown Inc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See BRO book value for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 5.1% $636.00 Million $636.00 Million $- $12.57 Billion ▼ -3.3 pp
2024 8.4% $538.00 Million $519.00 Million $19.00 Million $6.44 Billion ▼ -0.4 pp
2023 8.8% $490.10 Million $469.10 Million $21.00 Million $5.58 Billion ▼ -1.6 pp
2022 10.4% $477.20 Million $454.80 Million $22.40 Million $4.61 Billion ▼ -0.1 pp
2021 10.5% $440.00 Million $409.00 Million $31.00 Million $4.20 Billion ▲ +4.5 pp
2020 6.0% $226.09 Million $201.12 Million $24.97 Million $3.75 Billion ▲ +0.8 pp
2019 5.3% $176.00 Million $148.63 Million $27.38 Million $3.35 Billion ▲ +1.3 pp
2018 3.9% $117.79 Million $100.39 Million $17.39 Million $3.00 Billion ▲ +0.4 pp
2017 3.5% $91.03 Million $77.09 Million $13.95 Million $2.58 Billion ▼ -0.7 pp
2016 4.2% $98.86 Million $75.81 Million $23.05 Million $2.36 Billion ▼ -0.5 pp
2015 4.6% $99.84 Million $81.75 Million $18.09 Million $2.15 Billion ▼ -0.3 pp
2014 4.9% $104.53 Million $84.67 Million $19.86 Million $2.11 Billion ▲ +1.2 pp
2013 3.7% $74.73 Million $74.73 Million $- $2.01 Billion ▼ -0.4 pp
2012 4.1% $74.34 Million $74.34 Million $- $1.81 Billion ▲ +0.4 pp
2011 3.7% $61.36 Million $61.36 Million $- $1.64 Billion ▼ -0.2 pp
2010 4.0% $59.71 Million $59.71 Million $- $1.51 Billion ▼ -0.5 pp
2009 4.5% $61.47 Million $61.47 Million $- $1.37 Billion ▼ -0.6 pp
2008 5.1% $63.52 Million $63.52 Million $- $1.24 Billion ▼ -0.6 pp
2007 5.7% $62.33 Million $62.33 Million $- $1.10 Billion ▲ +0.9 pp
2006 4.8% $44.17 Million $44.17 Million $- $929.35 Million ▼ -0.4 pp
2005 5.2% $39.40 Million $39.40 Million $- $764.34 Million ▼ -0.2 pp
2004 5.4% $33.44 Million $33.44 Million $- $624.33 Million ▼ -1.1 pp
2003 6.5% $32.40 Million $32.40 Million $- $498.04 Million ▲ +0.2 pp
2002 6.3% $24.73 Million $24.73 Million $- $393.44 Million ▼ -8.1 pp
2001 14.4% $25.54 Million $25.54 Million $- $177.64 Million ▼ -5.3 pp
2000 19.7% $14.21 Million $14.21 Million $- $72.07 Million
pp = percentage points