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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 9,317 | $81.6 萬 | 0.01% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 9,228 | $80.8 萬 | 0.22% | +643+7.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 9,224 | $80.7 萬 | 0.06% | +3,467+60.2% | 加碼 |
| Principal Securities, Inc. | 9,119 | $79.8 萬 | 0.02% | +364+4.2% | 加碼 |
| Lindenwold Advisors | 8,999 | $78.8 萬 | 0.42% | −81−0.9% | 減碼 |
| Siemens Fonds Invest GmbH | 8,964 | $78.5 萬 | 0.06% | +4,261+90.6% | 加碼 |
| JSF Financial, LLC | 8,942 | $78.3 萬 | 0.25% | −600−6.3% | 減碼 |
| Centennial Bank | 8,686 | $76.0 萬 | 0.39% | −159−1.8% | 減碼 |
| CIBC World Markets Inc. | 8,655 | $75.8 萬 | 0.00% | +345+4.2% | 加碼 |
| M&T Bank Corp | 8,529 | $74.7 萬 | 0.00% | −1,818−17.6% | 減碼 |
| Occidental Asset Management, LLC | 8,350 | $73.1 萬 | 0.14% | −1,198−12.5% | 減碼 |
| Bullock Wealth Management Group | 8,383 | $72.4 萬 | 0.49% | +8,383 | 新進 |
| Norinchukin Bank, The | 8,097 | $70.9 萬 | 0.02% | −110−1.3% | 減碼 |
| Simon Quick Advisors, LLC | 8,042 | $70.4 萬 | 0.05% | +20+0.2% | 加碼 |
| Wealthfront Advisers LLC | 7,954 | $69.6 萬 | 0.00% | +141+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 7,823 | $68.5 萬 | 0.00% | +474+6.4% | 加碼 |
| SkyView Investment Advisors, LLC | 7,812 | $68.4 萬 | 0.13% | +7,812 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,795 | $68.2 萬 | 0.05% | −620−7.4% | 減碼 |
| Manchester Capital Management LLC | 7,790 | $68.2 萬 | 0.08% | +9+0.1% | 加碼 |
| Jackson Creek Investment Advisors LLC | 7,750 | $67.8 萬 | 0.24% | −147−1.9% | 減碼 |
| Virtu Financial LLC | 7,681 | $67.2 萬 | 0.05% | +7,681 | 新進 |
| Capstone Investment Advisors, LLC | 7,619 | $66.7 萬 | 0.01% | −950−11.1% | 減碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,597 | $66.5 萬 | 0.59% | 00.0% | 不變 |
| Macquarie Group Ltd | 7,654 | $66.5 萬 | 0.00% | −74−1.0% | 減碼 |
| Hyperion Capital Advisors LP | 7,500 | $65.7 萬 | 0.31% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 7,500 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 7,496 | $65.6 萬 | 0.02% | +18+0.2% | 加碼 |
| Holland Advisory Services, Inc. | 7,338 | $64.2 萬 | 0.70% | +9+0.1% | 加碼 |
| Financial Enhancement Group LLC | 7,635 | $62.5 萬 | 0.10% | +15+0.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,096 | $62.1 萬 | 0.03% | +574+8.8% | 加碼 |
| Aigen Investment Management, LP | 7,059 | $61.8 萬 | 0.13% | +7,059 | 新進 |
| Spears Abacus Advisors LLC | 7,050 | $61.7 萬 | 0.01% | +7,050 | 新進 |
| Quadrature Capital Ltd | 6,970 | $61.0 萬 | 0.01% | +6,970 | 新進 |
| Resources Investment Advisors, LLC. | 6,964 | $61.0 萬 | 0.01% | −3,845−35.6% | 減碼 |
| PEAK6 Investments LLC | 6,962 | $60.9 萬 | 0.03% | +3,991+134.3% | 加碼 |
| Plato Investment Management Ltd | 6,952 | $60.9 萬 | 0.06% | +6,952 | 新進 |
| Moors & Cabot, Inc. | 6,743 | $59.0 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 6,693 | $58.6 萬 | 0.01% | +6,693 | 新進 |
| NFP Retirement, Inc. | 6,680 | $58.5 萬 | 0.05% | −500−7.0% | 減碼 |
| Ieq Capital, LLC | 6,656 | $58.3 萬 | 0.01% | +131+2.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,588 | $57.7 萬 | 0.01% | −39,270−85.6% | 減碼 |
| Next Level Private LLC | 6,514 | $57.0 萬 | 0.26% | 00.0% | 不變 |
| Squarepoint Ops LLC | 6,406 | $56.1 萬 | 0.00% | −65,454−91.1% | 減碼 |
| Rakuten Investment Management, Inc. | 6,401 | $56.0 萬 | 0.00% | +5,813+988.6% | 加碼 |
| Xcel Wealth Management, LLC | 6,389 | $55.9 萬 | 0.17% | 00.0% | 不變 |
| CWM, LLC | 6,317 | $55.3 萬 | 0.00% | +889+16.4% | 加碼 |
| Studio Investment Management LLC | 6,287 | $55.0 萬 | 0.13% | +465+8.0% | 加碼 |
| Norden Group LLC | 6,214 | $54.4 萬 | 0.11% | +2,584+71.2% | 加碼 |
| SevenBridge Financial Group, LLC | 6,506 | $54.3 萬 | 0.12% | −2,000−23.5% | 減碼 |
| Synovus Financial Corp | 6,027 | $52.8 萬 | 0.01% | +6,027 | 新進 |
| Davenport & Co LLC | 6,001 | $52.5 萬 | 0.00% | +1,065+21.6% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 5,997 | $52.5 萬 | 0.68% | −1,870−23.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,993 | $52.5 萬 | 0.01% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 5,908 | $51.7 萬 | 0.25% | +5,908 | 新進 |
| Portside Wealth Group, LLC | 5,898 | $51.6 萬 | 0.10% | +656+12.5% | 加碼 |
| Revisor Wealth Management LLC | 6,473 | $51.5 萬 | 0.23% | +3,237+100.0% | 加碼 |
| Monte Financial Group, LLC | 5,787 | $50.7 萬 | 0.22% | +5,787 | 新進 |
| Gen-Wealth Partners Inc | 5,738 | $50.2 萬 | 0.25% | +5,738 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,716 | $50.0 萬 | 0.00% | −17,503−75.4% | 減碼 |
| Wolverine Trading, LLC | 5,687 | $49.8 萬 | 0.01% | +2,434+74.8% | 加碼 |
| Fifth Third Bancorp | 5,556 | $48.6 萬 | 0.00% | +17+0.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 5,555 | $48.6 萬 | 0.08% | −200−3.5% | 減碼 |
| Fidelis Capital Partners, LLC | 5,425 | $47.5 萬 | 0.07% | +653+13.7% | 加碼 |
| We Are One Seven, LLC | 5,344 | $46.8 萬 | 0.02% | −628−10.5% | 減碼 |
| Global X Japan Co., Ltd. | 5,328 | $46.6 萬 | 0.10% | +517+10.7% | 加碼 |
| Kingsview Wealth Management, LLC | 5,251 | $46.0 萬 | 0.01% | +2,199+72.1% | 加碼 |
| National Wealth Management Group, LLC | 5,168 | $45.2 萬 | 0.35% | +5,168 | 新進 |
| NEOS Investment Management LLC | 5,084 | $44.5 萬 | 0.03% | +1,823+55.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 5,081 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 5,078 | $44.5 萬 | 0.00% | −197−3.7% | 減碼 |
| Argonautica Private Wealth Management, Inc | 5,050 | $44.2 萬 | 0.16% | −683−11.9% | 減碼 |
| Cadent Capital Advisors, LLC | 5,043 | $44.1 萬 | 0.18% | +10.0% | 加碼 |
| Handelsinvest Investeringsforvaltning | 4,892 | $42.8 萬 | 0.21% | −2,539−34.2% | 減碼 |
| Washington Trust Bank | 4,842 | $42.4 萬 | 0.04% | −870−15.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 4,740 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 4,707 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,637 | $40.6 萬 | 0.00% | +26+0.6% | 加碼 |
| Forum Private Client Group LLC | 4,608 | $40.3 萬 | 0.20% | −366−7.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 4,581 | $40.1 萬 | 0.03% | +164+3.7% | 加碼 |
| Checchi Capital Advisers, LLC | 4,576 | $40.1 萬 | 0.03% | −70−1.5% | 減碼 |
| Somerset Trust Co | 4,550 | $39.8 萬 | 0.16% | −6−0.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,519 | $39.6 萬 | 0.05% | +4,519 | 新進 |
| Teza Capital Management LLC | 4,522 | $39.6 萬 | 0.05% | −24,982−84.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 4,518 | $39.6 萬 | 0.03% | +4,518 | 新進 |
| Wetherby Asset Management Inc | 4,513 | $39.5 萬 | 0.02% | −222−4.7% | 減碼 |
| Lido Advisors, LLC | 4,433 | $38.8 萬 | 0.00% | +1,519+52.1% | 加碼 |
| Veriti Management LLC | 4,392 | $38.4 萬 | 0.03% | +543+14.1% | 加碼 |
| Gitterman Wealth Management, LLC | 4,371 | $38.3 萬 | 0.15% | +4,371 | 新進 |
| Koshinski Asset Management, Inc. | 4,350 | $38.1 萬 | 0.04% | +4,350 | 新進 |
| Apriem Advisors | 4,343 | $38.0 萬 | 0.05% | +4,343 | 新進 |
| Symmetry Partners, LLC | 4,318 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| River Wealth Advisors LLC | 4,316 | $37.8 萬 | 0.05% | −172−3.8% | 減碼 |
| Vestcor Inc | 4,267 | $37.4 萬 | 0.01% | −1,323−23.7% | 減碼 |
| Brown Advisory Inc | 4,264 | $37.3 萬 | 0.00% | −935−18.0% | 減碼 |
| CWA Asset Management Group, LLC | 4,215 | $36.9 萬 | 0.02% | +611+17.0% | 加碼 |
| Alberta Investment Management Corp | 4,200 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 4,174 | $36.5 萬 | 0.00% | +238+6.0% | 加碼 |
| Means Investment Co., Inc. | 4,150 | $36.3 萬 | 0.05% | +150+3.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $36.3 萬 | 0.01% | +4,147 | 新進 |
| Hamilton Capital Partners Inc. | 4,132 | $36.2 萬 | 0.04% | −2,004−32.7% | 減碼 |