Brown & Brown, Inc.
BRO- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000079282
近 90 天，Brown & Brown, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 809 家機構在 13F 申報持有，市值合計 $180.6 億；吉維尼資本和馬克爾集團兩位大師持有。
2023 年第 4 季 13F 持有人
Brown & Brown, Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 686
- 較 2023 年第 3 季 +62 家
- 持有股數
- 2.06 億
- 較 2023 年第 3 季 +486.6 萬 (+2.4%)
- 總市值
- $146.4 億
- 較 2023 年第 3 季 +$5.32 億 (+3.8%)
- 新進機構
- 108
- 另有 240 家加碼
- 清倉機構
- 46
- 另有 229 家減碼
另有 7 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BRO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 809 | $180.6 億 |
| 2026 年第 1 季 | 816 | $181.6 億 |
| 2025 年第 4 季 | 890 | $217.2 億 |
| 2025 年第 3 季 | 897 | $245.6 億 |
| 2025 年第 2 季 | 931 | $295.2 億 |
| 2025 年第 1 季 | 911 | $272.8 億 |
| 2024 年第 4 季 | 875 | $218.7 億 |
| 2024 年第 3 季 | 823 | $216.6 億 |
| 2024 年第 2 季 | 760 | $186.9 億 |
| 2024 年第 1 季 | 718 | $180.4 億 |
| 2023 年第 4 季 | 686 | $146.4 億 |
| 2023 年第 3 季 | 631 | $141.1 億 |
| 2023 年第 2 季 | 607 | $139.2 億 |
| 2023 年第 1 季 | 570 | $116.2 億 |
| 2022 年第 4 季 | 573 | $113.9 億 |
| 2022 年第 3 季 | 568 | $121.1 億 |
| 2022 年第 2 季 | 576 | $117.9 億 |
| 2022 年第 1 季 | 581 | $147.6 億 |
| 2021 年第 4 季 | 553 | $144.4 億 |
| 2021 年第 3 季 | 518 | $113.4 億 |
| 2021 年第 2 季 | 470 | $106.8 億 |
| 2021 年第 1 季 | 458 | $91.0 億 |
2023 年第 4 季持有機構
每家機構持有 Brown & Brown, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 4,488 | $31.9 萬 | 0.05% | −271−5.7% | 減碼 |
| Suncoast Equity Management | 4,530 | $32.2 萬 | 0.04% | +4,530 | 新進 |
| Somerset Trust Co | 4,556 | $32.4 萬 | 0.14% | −1,170−20.4% | 減碼 |
| Gateway Investment Advisers LLC | 4,611 | $32.8 萬 | 0.00% | 00.0% | 不變 |
| GTS Securities LLC | 4,634 | $33.0 萬 | 0.01% | +4,634 | 新進 |
| Checchi Capital Advisers, LLC | 4,646 | $33.0 萬 | 0.03% | −115−2.4% | 減碼 |
| Golden State Equity Partners | 4,669 | $33.2 萬 | 0.08% | +982+26.6% | 加碼 |
| Siemens Fonds Invest GmbH | 4,703 | $33.4 萬 | 0.03% | +1,628+52.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 4,705 | $33.5 萬 | 0.02% | +4,705 | 新進 |
| Forum Financial Management, LP | 4,707 | $33.5 萬 | 0.01% | −19−0.4% | 減碼 |
| Wetherby Asset Management Inc | 4,735 | $33.7 萬 | 0.02% | +81+1.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 4,740 | $33.7 萬 | 0.01% | +4,740 | 新進 |
| Fidelis Capital Partners, LLC | 4,772 | $33.9 萬 | 0.08% | +276+6.1% | 加碼 |
| Global X Japan Co., Ltd. | 4,811 | $34.2 萬 | 0.19% | +4,811 | 新進 |
| HighPoint Advisor Group LLC | 4,055 | $34.8 萬 | 0.02% | +4,055 | 新進 |
| Banco Santander, S.A. | 4,923 | $35.0 萬 | 0.00% | +4,923 | 新進 |
| Davenport & Co LLC | 4,936 | $35.1 萬 | 0.00% | −95−1.9% | 減碼 |
| Entropy Technologies, LP | 4,964 | $35.3 萬 | 0.07% | +4,964 | 新進 |
| Forum Private Client Group LLC | 4,974 | $35.4 萬 | 0.18% | +4,974 | 新進 |
| Cadent Capital Advisors, LLC | 5,042 | $35.9 萬 | 0.18% | +10.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 5,081 | $36.1 萬 | 0.01% | −22,026−81.3% | 減碼 |
| Cipher Capital LP | 5,099 | $36.3 萬 | 0.12% | +5,099 | 新進 |
| Brown Advisory Inc | 5,199 | $37.0 萬 | 0.00% | +942+22.1% | 加碼 |
| Portside Wealth Group, LLC | 5,242 | $37.3 萬 | 0.07% | +5,242 | 新進 |
| Vontobel Holding Ltd. | 5,275 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,428 | $38.6 萬 | 0.00% | +564+11.6% | 加碼 |
| Blueshift Asset Management, LLC | 5,525 | $39.3 萬 | 0.21% | +5,525 | 新進 |
| Fifth Third Bancorp | 5,539 | $39.4 萬 | 0.00% | +236+4.5% | 加碼 |
| Vestcor Inc | 5,590 | $39.8 萬 | 0.01% | −60−1.1% | 減碼 |
| Qsemble Capital Management, LP | 5,600 | $39.8 萬 | 0.10% | +5,600 | 新進 |
| Boothbay Fund Management, LLC | 5,652 | $40.2 萬 | 0.02% | −3,067−35.2% | 減碼 |
| SlateStone Wealth, LLC | 5,650 | $40.2 萬 | 0.05% | −100−1.7% | 減碼 |
| Washington Trust Bank | 5,712 | $40.6 萬 | 0.04% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 5,733 | $40.8 萬 | 0.17% | −572−9.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,755 | $40.9 萬 | 0.06% | −9−0.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,757 | $40.9 萬 | 0.04% | +5,757 | 新進 |
| Studio Investment Management LLC | 5,822 | $41.4 萬 | 0.11% | −1,026−15.0% | 減碼 |
| We Are One Seven, LLC | 5,972 | $42.5 萬 | 0.02% | +5,972 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 5,993 | $42.6 萬 | 0.01% | +1,189+24.8% | 加碼 |
| Hamilton Capital Partners Inc. | 6,136 | $43.6 萬 | 0.09% | −334−5.2% | 減碼 |
| Gsa Capital Partners LLP | 6,232 | $44.3 萬 | 0.04% | +6,232 | 新進 |
| Legacy Capital Wealth Partners, LLC | 6,316 | $44.9 萬 | 0.13% | +158+2.6% | 加碼 |
| Xcel Wealth Management, LLC | 6,389 | $45.4 萬 | 0.16% | +200+3.2% | 加碼 |
| Inceptionr LLC | 6,443 | $45.8 萬 | 0.33% | +6,443 | 新進 |
| Next Level Private LLC | 6,514 | $46.3 萬 | 0.26% | −681−9.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,522 | $46.4 萬 | 0.03% | +602+10.2% | 加碼 |
| Ieq Capital, LLC | 6,525 | $46.4 萬 | 0.01% | −940−12.6% | 減碼 |
| Moors & Cabot, Inc. | 6,743 | $47.9 萬 | 0.03% | −5−0.1% | 減碼 |
| Brookstone Capital Management | 6,917 | $49.2 萬 | 0.01% | +36+0.5% | 加碼 |
| Jane Street Group, LLC | 6,965 | $49.5 萬 | 0.00% | −81,554−92.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,998 | $49.8 萬 | 0.01% | +3,070+78.2% | 加碼 |
| Cannell Peter B & Co Inc | 7,050 | $50.1 萬 | 0.02% | 00.0% | 不變 |
| NFP Retirement, Inc. | 7,180 | $51.1 萬 | 0.09% | 00.0% | 不變 |
| Holland Advisory Services, Inc. | 7,329 | $52.1 萬 | 0.60% | −921−11.2% | 減碼 |
| Kestra Advisory Services, LLC | 7,349 | $52.3 萬 | 0.00% | +3,002+69.1% | 加碼 |
| Handelsinvest Investeringsforvaltning | 7,431 | $52.8 萬 | 0.22% | +7,431 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 7,478 | $53.2 萬 | 0.01% | +48+0.6% | 加碼 |
| Hyperion Capital Advisors LP | 7,500 | $53.3 萬 | 0.29% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 7,500 | $53.3 萬 | 0.01% | +7,500 | 新進 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,597 | $54.0 萬 | 0.57% | +7,597 | 新進 |
| Park Avenue Securities LLC | 7,622 | $54.2 萬 | 0.01% | +2,626+52.6% | 加碼 |
| Macquarie Group Ltd | 7,728 | $54.9 萬 | 0.00% | +1,844+31.3% | 加碼 |
| Manchester Capital Management LLC | 7,781 | $55.3 萬 | 0.07% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 7,813 | $55.6 萬 | 0.00% | +262+3.5% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 7,867 | $55.9 萬 | 0.73% | −745−8.7% | 減碼 |
| Jackson Creek Investment Advisors LLC | 7,897 | $56.2 萬 | 0.22% | −37−0.5% | 減碼 |
| Financial Enhancement Group LLC | 7,620 | $56.7 萬 | 0.10% | +738+10.7% | 加碼 |
| Simon Quick Advisors, LLC | 8,022 | $57.0 萬 | 0.05% | −743−8.5% | 減碼 |
| Norinchukin Bank, The | 8,207 | $58.4 萬 | 0.01% | −637−7.2% | 減碼 |
| Vinva Investment Management Ltd | 8,322 | $59.0 萬 | 0.04% | +2,404+40.6% | 加碼 |
| CIBC World Markets Inc. | 8,310 | $59.1 萬 | 0.00% | −451−5.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,415 | $59.8 萬 | 0.04% | −20−0.2% | 減碼 |
| Baker Tilly Wealth Management, LLC | 8,422 | $59.9 萬 | 0.10% | +2,451+41.0% | 加碼 |
| SevenBridge Financial Group, LLC | 8,506 | $60.5 萬 | 0.14% | 00.0% | 不變 |
| Seven Eight Capital, LP | 8,514 | $60.5 萬 | 0.07% | +3,091+57.0% | 加碼 |
| Capstone Investment Advisors, LLC | 8,569 | $60.9 萬 | 0.01% | +2,888+50.8% | 加碼 |
| Integrated Investment Consultants, LLC | 8,585 | $61.0 萬 | 0.19% | +628+7.9% | 加碼 |
| Virtus ETF Advisers LLC | 8,750 | $62.2 萬 | 0.39% | −1,739−16.6% | 減碼 |
| Principal Securities, Inc. | 8,755 | $62.3 萬 | 0.02% | +8,755 | 新進 |
| Centennial Bank | 8,845 | $62.9 萬 | 0.38% | 00.0% | 不變 |
| Lindenwold Advisors | 9,080 | $64.6 萬 | 0.37% | −251−2.7% | 減碼 |
| Spouting Rock Asset Management, LLC | 9,290 | $66.1 萬 | 0.24% | −7,071−43.2% | 減碼 |
| Fiduciary Trust Co | 9,317 | $66.3 萬 | 0.01% | −8−0.1% | 減碼 |
| American Century Companies Inc | 9,328 | $66.3 萬 | 0.00% | −1,136−10.9% | 減碼 |
| JSF Financial, LLC | 9,542 | $67.9 萬 | 0.24% | +7+0.1% | 加碼 |
| Occidental Asset Management, LLC | 9,548 | $67.9 萬 | 0.14% | 00.0% | 不變 |
| Point72 Middle East FZE | 9,612 | $68.3 萬 | 0.05% | −9,161−48.8% | 減碼 |
| Metropolitan Life Insurance Co | 9,614 | $68.4 萬 | 0.03% | −125−1.3% | 減碼 |
| Glenview Trust Co | 9,660 | $68.7 萬 | 0.02% | −663−6.4% | 減碼 |
| Swiss Life Asset Management Ltd | 9,654 | $68.7 萬 | 0.01% | −27,963−74.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 9,679 | $68.8 萬 | 0.00% | −1,404−12.7% | 減碼 |
| Resonant Capital Advisors, LLC | 9,770 | $69.5 萬 | 0.07% | −1,925−16.5% | 減碼 |
| Commerce Bank | 9,845 | $70.0 萬 | 0.00% | −1,075−9.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 9,900 | $70.4 萬 | 0.03% | −1,400−12.4% | 減碼 |
| EP Wealth Advisors, LLC | 10,050 | $71.5 萬 | 0.01% | +4,094+68.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 10,200 | $72.5 萬 | 0.09% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 10,287 | $73.2 萬 | 0.11% | −230−2.2% | 減碼 |
| Claro Advisors LLC | 10,333 | $73.5 萬 | 0.16% | +368+3.7% | 加碼 |
| M&T Bank Corp | 10,347 | $73.6 萬 | 0.00% | +1,643+18.9% | 加碼 |
| Integrated Wealth Concepts LLC | 10,371 | $73.7 萬 | 0.01% | −636−5.8% | 減碼 |