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 2 季 13F 持有人
Brown & Brown, Inc. 在 2024/6/30 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
- 760
- 較 2024 年第 1 季 +50 家
- 持有股數
- 2.09 億
- 較 2024 年第 1 季 +335.4 萬 (+1.6%)
- 總市值
- $186.9 億
- 較 2024 年第 1 季 +$7.02 億 (+3.9%)
- 新進機構
- 101
- 另有 301 家加碼
- 清倉機構
- 51
- 另有 232 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 3,285 | $29.4 萬 | 0.05% | −339−9.4% | 減碼 |
| Anchor Investment Management, LLC | 3,286 | $29.4 萬 | 0.03% | +125+4.0% | 加碼 |
| Independent Financial Group, LLC | 3,359 | $30.0 萬 | 0.01% | +254+8.2% | 加碼 |
| Horizon Investments, LLC | 3,376 | $30.1 萬 | 0.01% | +45+1.4% | 加碼 |
| Diversify Wealth Management, LLC | 3,068 | $30.2 萬 | 0.04% | +3,068 | 新進 |
| Benchmark Investment Advisors LLC | 3,383 | $30.2 萬 | 0.22% | +3,383 | 新進 |
| Canandaigua National Bank & Trust Co | 3,400 | $30.4 萬 | 0.03% | −15−0.4% | 減碼 |
| Private Trust Co NA | 3,410 | $30.5 萬 | 0.03% | +270+8.6% | 加碼 |
| Ballentine Partners, LLC | 3,449 | $30.8 萬 | 0.01% | +86+2.6% | 加碼 |
| Symmetry Partners, LLC | 3,459 | $30.9 萬 | 0.02% | −859−19.9% | 減碼 |
| Fox Run Management, L.L.C. | 3,461 | $30.9 萬 | 0.06% | +3,461 | 新進 |
| Walleye Capital LLC | 3,477 | $31.1 萬 | 0.00% | +3,477 | 新進 |
| Argent Trust Co | 3,518 | $31.5 萬 | 0.01% | +3,518 | 新進 |
| Strategy Asset Managers LLC | 4,590 | $31.6 萬 | 0.07% | −7,473−61.9% | 減碼 |
| W.H. Cornerstone Investments Inc. | 3,552 | $31.8 萬 | 0.23% | +15+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 3,589 | $32.1 萬 | 0.00% | −116−3.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,589 | $32.1 萬 | 0.00% | −116−3.1% | 減碼 |
| Profund Advisors LLC | 3,623 | $32.4 萬 | 0.01% | −71−1.9% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,650 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| DRW Securities, LLC | 3,678 | $32.9 萬 | 0.02% | +3,678 | 新進 |
| Smith Shellnut Wilson LLC | 3,687 | $33.0 萬 | 0.16% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 3,722 | $33.3 萬 | 0.01% | +252+7.3% | 加碼 |
| Jefferies Financial Group Inc. | 3,785 | $33.8 萬 | 0.01% | +3,785 | 新進 |
| Concurrent Investment Advisors, LLC | 3,795 | $33.9 萬 | 0.01% | +3,795 | 新進 |
| Revisor Wealth Management LLC | 3,806 | $34.0 萬 | 0.24% | −2,667−41.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,834 | $34.3 萬 | 0.17% | +3,834 | 新進 |
| DoubleLine ETF Adviser LP | 3,901 | $34.9 萬 | 0.09% | −139−3.4% | 減碼 |
| River Wealth Advisors LLC | 3,916 | $35.0 萬 | 0.05% | −400−9.3% | 減碼 |
| Greenleaf Trust | 3,925 | $35.1 萬 | 0.00% | +115+3.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,956 | $35.4 萬 | 0.10% | +49+1.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 3,962 | $35.4 萬 | 0.10% | +79+2.0% | 加碼 |
| Schechter Investment Advisors, LLC | 3,966 | $35.5 萬 | 0.03% | +7+0.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,998 | $35.7 萬 | 0.00% | +30+0.8% | 加碼 |
| Journey Strategic Wealth LLC | 4,043 | $36.1 萬 | 0.02% | +1,071+36.0% | 加碼 |
| Alps Advisors Inc | 4,071 | $36.4 萬 | 0.00% | −24−0.6% | 減碼 |
| Cynosure Management, LLC | 4,099 | $36.6 萬 | 0.06% | +470+13.0% | 加碼 |
| Brown Advisory Inc | 4,128 | $36.9 萬 | 0.00% | −136−3.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,149 | $37.1 萬 | 0.00% | −488−10.5% | 減碼 |
| Means Investment Co., Inc. | 4,150 | $37.1 萬 | 0.04% | 00.0% | 不變 |
| Vestcor Inc | 4,267 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,270 | $38.5 萬 | 0.04% | −80−1.8% | 減碼 |
| Apriem Advisors | 4,343 | $38.8 萬 | 0.05% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,374 | $39.1 萬 | 0.02% | +4,320+8,000.0% | 加碼 |
| Wetherby Asset Management Inc | 4,494 | $40.2 萬 | 0.02% | −19−0.4% | 減碼 |
| Checchi Capital Advisers, LLC | 4,510 | $40.3 萬 | 0.03% | −66−1.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 4,522 | $40.4 萬 | 0.03% | +1,682+59.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,531 | $40.5 萬 | 0.03% | +12+0.3% | 加碼 |
| Financial Advocates Investment Management | 4,542 | $40.6 萬 | 0.03% | +4,542 | 新進 |
| Somerset Trust Co | 4,546 | $40.6 萬 | 0.17% | −4−0.1% | 減碼 |
| Paloma Partners Management Co | 4,552 | $40.7 萬 | 0.04% | +4,552 | 新進 |
| Callan Family Office, LLC | 4,555 | $40.7 萬 | 0.08% | +4,555 | 新進 |
| HighPoint Advisor Group LLC | 4,102 | $41.0 萬 | 0.02% | +49+1.2% | 加碼 |
| Forum Private Client Group LLC | 4,615 | $41.3 萬 | 0.20% | +7+0.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,629 | $41.4 萬 | 0.03% | +48+1.0% | 加碼 |
| Vontobel Holding Ltd. | 4,648 | $41.6 萬 | 0.00% | −430−8.5% | 減碼 |
| Lido Advisors, LLC | 4,655 | $41.6 萬 | 0.00% | +222+5.0% | 加碼 |
| HB Wealth Management, LLC | 4,693 | $42.0 萬 | 0.00% | +1,115+31.2% | 加碼 |
| Forum Financial Management, LP | 4,711 | $42.1 萬 | 0.01% | +4+0.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 4,740 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 4,801 | $42.9 萬 | 0.00% | −342,426−98.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,819 | $43.1 萬 | 0.00% | +2,330+93.6% | 加碼 |
| Washington Trust Bank | 4,842 | $43.3 萬 | 0.04% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 5,043 | $45.1 萬 | 0.18% | 00.0% | 不變 |
| Global X Japan Co., Ltd. | 5,116 | $45.7 萬 | 0.06% | −212−4.0% | 減碼 |
| Kingsview Wealth Management, LLC | 5,199 | $46.5 萬 | 0.01% | −52−1.0% | 減碼 |
| Argonautica Private Wealth Management, Inc | 5,259 | $47.0 萬 | 0.16% | +209+4.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,378 | $48.1 萬 | 0.20% | −4,567−45.9% | 減碼 |
| Swiss Life Asset Management Ltd | 5,391 | $48.2 萬 | 0.01% | +5,391 | 新進 |
| Investment Management Corp of Ontario | 5,480 | $49.0 萬 | 0.01% | +1,600+41.2% | 加碼 |
| Norden Group LLC | 5,513 | $49.3 萬 | 0.10% | −701−11.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,563 | $49.7 萬 | 0.08% | +8+0.1% | 加碼 |
| Fifth Third Bancorp | 5,758 | $51.5 萬 | 0.00% | +202+3.6% | 加碼 |
| GAMMA Investing LLC | 5,776 | $51.6 萬 | 0.07% | +1,738+43.0% | 加碼 |
| Klingman & Associates, LLC | 5,805 | $51.9 萬 | 0.04% | −27,730−82.7% | 減碼 |
| We Are One Seven, LLC | 5,922 | $52.9 萬 | 0.03% | +578+10.8% | 加碼 |
| Private Advisor Group, LLC | 5,923 | $53.0 萬 | 0.00% | +5,923 | 新進 |
| Kestra Private Wealth Services, LLC | 5,953 | $53.2 萬 | 0.01% | +5,953 | 新進 |
| Synovus Financial Corp | 6,040 | $54.0 萬 | 0.01% | +13+0.2% | 加碼 |
| Fidelis Capital Partners, LLC | 5,472 | $54.1 萬 | 0.08% | +47+0.9% | 加碼 |
| CWM, LLC | 6,122 | $54.7 萬 | 0.00% | −195−3.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 6,171 | $55.2 萬 | 0.20% | −1,579−20.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $55.7 萬 | 0.01% | +241+4.0% | 加碼 |
| Xcel Wealth Management, LLC | 6,284 | $56.2 萬 | 0.18% | −105−1.6% | 減碼 |
| Gen-Wealth Partners Inc | 6,297 | $56.3 萬 | 0.27% | +559+9.7% | 加碼 |
| Squarepoint Ops LLC | 6,416 | $57.4 萬 | 0.00% | +10+0.2% | 加碼 |
| Studio Investment Management LLC | 6,417 | $57.4 萬 | 0.13% | +130+2.1% | 加碼 |
| ISAM Funds (UK) Ltd | 6,512 | $58.2 萬 | 0.44% | +6,512 | 新進 |
| Next Level Private LLC | 6,514 | $58.2 萬 | 0.27% | 00.0% | 不變 |
| NFP Retirement, Inc. | 6,680 | $59.7 萬 | 0.05% | 00.0% | 不變 |
| Ossiam | 6,694 | $59.9 萬 | 0.01% | −3,717−35.7% | 減碼 |
| Summit Financial, LLC | 6,771 | $60.5 萬 | 0.03% | +3,617+114.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,779 | $60.6 萬 | 0.01% | −10,676−61.2% | 減碼 |
| Moors & Cabot, Inc. | 6,781 | $60.6 萬 | 0.03% | +38+0.6% | 加碼 |
| Veriti Management LLC | 6,805 | $60.8 萬 | 0.04% | +2,413+54.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,856 | $61.3 萬 | 0.01% | +163+2.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,933 | $62.0 萬 | 0.16% | +6,933 | 新進 |
| Plato Investment Management Ltd | 6,952 | $62.2 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 6,972 | $62.3 萬 | 0.01% | +8+0.1% | 加碼 |
| Machina Capital S.A.S. | 6,981 | $62.4 萬 | 0.28% | +6,981 | 新進 |