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。
2024 年第 1 季 13F 持有人
Brown & Brown, Inc. 在 2024/3/31 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
- 718
- 較 2023 年第 4 季 +40 家
- 持有股數
- 2.06 億
- 較 2023 年第 4 季 +66.7 萬 (+0.3%)
- 總市值
- $180.4 億
- 較 2023 年第 4 季 +$34.3 億 (+23.4%)
- 新進機構
- 99
- 另有 272 家加碼
- 清倉機構
- 59
- 另有 232 家減碼
另有 8 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 548 | $4.79 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 589 | $5.16 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 600 | $5.25 萬 | 0.01% | +600 | 新進 |
| Continuum Advisory, LLC | 625 | $5.35 萬 | 0.01% | +625 | 新進 |
| Proequities, Inc. | 618 | $5.41 萬 | 0.00% | +53+9.4% | 加碼 |
| ORG Partners LLC | 633 | $5.46 萬 | 0.10% | +333+111.0% | 加碼 |
| Allworth Financial LP | 627 | $5.49 萬 | 0.00% | +45+7.7% | 加碼 |
| Quent Capital, LLC | 647 | $5.67 萬 | 0.01% | 00.0% | 不變 |
| Gables Capital Management Inc. | 668 | $5.85 萬 | 0.03% | 00.0% | 不變 |
| Caldwell Trust Co | 676 | $5.92 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 715 | $6.26 萬 | 0.00% | +5+0.7% | 加碼 |
| Raffa Wealth Management, LLC | 723 | $6.33 萬 | 0.02% | +687+1,908.3% | 加碼 |
| Parkside Financial Bank & Trust | 793 | $6.94 萬 | 0.01% | +159+25.1% | 加碼 |
| Orion Capital Management LLC | 807 | $7.06 萬 | 0.04% | 00.0% | 不變 |
| IFP Advisors, Inc | 820 | $7.18 萬 | 0.00% | −543−39.8% | 減碼 |
| Tobam | 842 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $7.44 萬 | 0.03% | +2+0.2% | 加碼 |
| Montag A & Associates Inc | 980 | $8.58 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,098 | $9.61 萬 | 0.01% | +1,098 | 新進 |
| Penserra Capital Management LLC | 1,114 | $9.70 萬 | 0.00% | −1,035−48.2% | 減碼 |
| State of Wyoming | 1,148 | $10.0 萬 | 0.02% | −745−39.4% | 減碼 |
| Spire Wealth Management | 1,155 | $10.1 萬 | 0.00% | +7+0.6% | 加碼 |
| Park Place Capital Corp | 1,163 | $10.2 萬 | 0.04% | +654+128.5% | 加碼 |
| Atticus Wealth Management, LLC | 1,170 | $10.2 萬 | 0.03% | 00.0% | 不變 |
| Sentry Investment Management LLC | 1,235 | $10.8 萬 | 0.04% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,250 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,268 | $11.1 萬 | 0.00% | +260+25.8% | 加碼 |
| CoreCap Advisors, LLC | 1,294 | $11.3 萬 | 0.01% | +1,294 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,353 | $11.8 萬 | 0.01% | +885+189.1% | 加碼 |
| Trust Co of Vermont | 1,401 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,564 | $13.5 萬 | 0.01% | −98−5.9% | 減碼 |
| Huntington National Bank | 1,600 | $14.0 萬 | 0.00% | +913+132.9% | 加碼 |
| Global Retirement Partners, LLC | 1,672 | $14.6 萬 | 0.01% | +874+109.5% | 加碼 |
| Signaturefd, LLC | 1,706 | $14.9 萬 | 0.00% | +110+6.9% | 加碼 |
| GeoWealth Management, LLC | 1,723 | $15.1 萬 | 0.01% | +919+114.3% | 加碼 |
| Mather Group, LLC. | 2,126 | $15.1 萬 | 0.00% | +2,126 | 新進 |
| Benjamin Edwards Inc | 1,749 | $15.3 萬 | 0.03% | −32−1.8% | 減碼 |
| Parallel Advisors, LLC | 1,807 | $15.8 萬 | 0.00% | +130+7.8% | 加碼 |
| Smithfield Trust Co | 2,161 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,489 | $19.7 萬 | 0.00% | +1,239+99.1% | 加碼 |
| Phillips Wealth Planners LLC | 2,480 | $20.1 萬 | 0.23% | +2,480 | 新進 |
| Tocqueville Asset Management L.P. | 2,327 | $20.4 萬 | 0.00% | +2,327 | 新進 |
| Lake Street Advisors Group, LLC | 2,328 | $20.4 萬 | 0.01% | +2,328 | 新進 |
| Flagship Harbor Advisors, LLC | 2,362 | $20.7 萬 | 0.01% | +2,362 | 新進 |
| Vicus Capital | 2,370 | $20.7 萬 | 0.02% | +2,370 | 新進 |
| Simplicity Wealth,LLC | 2,373 | $20.8 萬 | 0.00% | +2,373 | 新進 |
| Bleakley Financial Group, LLC | 2,373 | $20.8 萬 | 0.01% | +2,373 | 新進 |
| Tiemann Investment Advisors, LLC | 2,380 | $20.8 萬 | 0.09% | +2,380 | 新進 |
| Moloney Securities Asset Management, LLC | 2,396 | $21.0 萬 | 0.03% | +2,396 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,418 | $21.2 萬 | 0.01% | +2,418 | 新進 |
| NBC Securities, Inc. | 2,314 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Novak & Powell Financial Services, Inc. | 2,440 | $21.4 萬 | 0.16% | +2,440 | 新進 |
| Wallace Advisory Group, LLC | 3,027 | $21.5 萬 | 0.16% | +3,027 | 新進 |
| Ewa, LLC | 2,558 | $22.3 萬 | 0.10% | +2,558 | 新進 |
| Ci Investments Inc. | 2,547 | $22.3 萬 | 0.00% | −251−9.0% | 減碼 |
| Cigna Investments Inc | 2,543 | $22.3 萬 | 0.04% | +2,543 | 新進 |
| FourThought Financial Partners, LLC | 2,549 | $22.3 萬 | 0.03% | +2,549 | 新進 |
| Mutual Advisors, LLC | 2,578 | $22.6 萬 | 0.01% | +2,578 | 新進 |
| Diversified Trust Co | 2,588 | $22.7 萬 | 0.01% | −1,765−40.5% | 減碼 |
| MAI Capital Management | 2,606 | $22.8 萬 | 0.00% | +2,606 | 新進 |
| Virtus Investment Advisers, Inc. | 2,620 | $22.9 萬 | 0.16% | −280−9.7% | 減碼 |
| Apollon Wealth Management, LLC | 2,632 | $23.0 萬 | 0.01% | +2,632 | 新進 |
| Copperwynd Financial, LLC | 2,646 | $23.2 萬 | 0.08% | +2,646 | 新進 |
| Brightwater Advisory LLC | 2,662 | $23.3 萬 | 0.19% | +2,662 | 新進 |
| Provident Wealth Management, LLC | 2,689 | $23.5 萬 | 0.09% | +2,689 | 新進 |
| Gibbs Wealth Management | 2,693 | $23.6 萬 | 0.14% | +2,693 | 新進 |
| Trust Asset Management LLC | 2,703 | $23.7 萬 | 0.02% | +2,703 | 新進 |
| Covenant Partners, LLC | 2,710 | $23.7 萬 | 0.07% | +2,710 | 新進 |
| NewEdge Wealth, LLC | 2,880 | $23.9 萬 | 0.01% | +2,880 | 新進 |
| Graypoint LLC | 2,799 | $24.5 萬 | 0.02% | +2,799 | 新進 |
| Harvest Fund Management Co., Ltd | 2,840 | $24.8 萬 | 0.02% | +2,729+2,458.6% | 加碼 |
| Carmel Capital Partners, LLC | 2,850 | $24.9 萬 | 0.10% | −312−9.9% | 減碼 |
| Abn Amro Investment Solutions | 2,886 | $25.3 萬 | 0.00% | −1,161−28.7% | 減碼 |
| First Trust Investment Solutions L.P. | 2,900 | $25.4 萬 | 0.04% | +2,900 | 新進 |
| Mattern Wealth Management LLC | 2,966 | $26.0 萬 | 0.06% | −654−18.1% | 減碼 |
| Journey Strategic Wealth LLC | 2,972 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 3,007 | $26.3 萬 | 0.01% | −747−19.9% | 減碼 |
| MSH Capital Advisors LLC | 3,065 | $26.8 萬 | 0.09% | +5+0.2% | 加碼 |
| Foundry Partners, LLC | 3,071 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 3,105 | $27.2 萬 | 0.01% | −890−22.3% | 減碼 |
| GYL Financial Synergies, LLC | 3,108 | $27.2 萬 | 0.02% | +71+2.3% | 加碼 |
| Private Trust Co NA | 3,140 | $27.5 萬 | 0.03% | +86+2.8% | 加碼 |
| Summit Financial, LLC | 3,154 | $27.6 萬 | 0.02% | −606−16.1% | 減碼 |
| Anchor Investment Management, LLC | 3,161 | $27.7 萬 | 0.03% | +81+2.6% | 加碼 |
| Ambassador Advisors, LLC | 3,164 | $27.7 萬 | 0.05% | +3,164 | 新進 |
| Fifth Lane Capital, LP | 3,168 | $27.7 萬 | 0.36% | +3,168 | 新進 |
| AE Wealth Management LLC | 3,306 | $28.9 萬 | 0.00% | −59,018−94.7% | 減碼 |
| Horizon Investments, LLC | 3,331 | $29.1 萬 | 0.01% | −8−0.2% | 減碼 |
| United Capital Financial Advisers, LLC | 3,360 | $29.4 萬 | 0.00% | +30+0.9% | 加碼 |
| Ballentine Partners, LLC | 3,363 | $29.4 萬 | 0.01% | +67+2.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 3,398 | $29.7 萬 | 0.00% | −122−3.5% | 減碼 |
| Darwin Advisors, LLC | 3,400 | $29.8 萬 | 0.08% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 3,415 | $29.9 萬 | 0.04% | +476+16.2% | 加碼 |
| Pearl River Capital, LLC | 3,461 | $30.3 萬 | 0.05% | +3,461 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 3,470 | $30.4 萬 | 0.01% | +3,470 | 新進 |
| Empowered Funds, LLC | 3,509 | $30.7 萬 | 0.01% | +571+19.4% | 加碼 |
| W.H. Cornerstone Investments Inc. | 3,537 | $31.0 萬 | 0.22% | +6+0.2% | 加碼 |
| HB Wealth Management, LLC | 3,578 | $31.3 萬 | 0.00% | +52+1.5% | 加碼 |
| V-Square Quantitative Management LLC | 3,624 | $31.7 萬 | 0.05% | +974+36.8% | 加碼 |
| Cynosure Management, LLC | 3,629 | $31.8 萬 | 0.06% | +3,629 | 新進 |