Brown & Brown Inc Strategic Asset Allocation Index

Latest as of December 2025: 5.1%

Brown & Brown Inc strategic asset allocation index. 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 BRO net asset quality score 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

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

Strategic asset allocation index of Brown & Brown Inc from 2000 to 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. Check Brown & Brown Inc tangible equity quality to evaluate the tangible quality of the company's equity base.

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

Brown & Brown Inc strategic asset allocation index by year from 2000 to 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. For live market cap and overall valuation, see Brown & Brown Inc stock valuation.

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