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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 4,740 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 4,711 | $42.1 萬 | 0.01% | +4+0.1% | 加碼 |
| HB Wealth Management, LLC | 4,693 | $42.0 萬 | 0.00% | +1,115+31.2% | 加碼 |
| Lido Advisors, LLC | 4,655 | $41.6 萬 | 0.00% | +222+5.0% | 加碼 |
| Vontobel Holding Ltd. | 4,648 | $41.6 萬 | 0.00% | −430−8.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 4,629 | $41.4 萬 | 0.03% | +48+1.0% | 加碼 |
| Forum Private Client Group LLC | 4,615 | $41.3 萬 | 0.20% | +7+0.2% | 加碼 |
| HighPoint Advisor Group LLC | 4,102 | $41.0 萬 | 0.02% | +49+1.2% | 加碼 |
| Callan Family Office, LLC | 4,555 | $40.7 萬 | 0.08% | +4,555 | 新進 |
| Paloma Partners Management Co | 4,552 | $40.7 萬 | 0.04% | +4,552 | 新進 |
| Somerset Trust Co | 4,546 | $40.6 萬 | 0.17% | −4−0.1% | 減碼 |
| Financial Advocates Investment Management | 4,542 | $40.6 萬 | 0.03% | +4,542 | 新進 |
| Harbor Capital Advisors, Inc. | 4,531 | $40.5 萬 | 0.03% | +12+0.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,522 | $40.4 萬 | 0.03% | +1,682+59.2% | 加碼 |
| Checchi Capital Advisers, LLC | 4,510 | $40.3 萬 | 0.03% | −66−1.4% | 減碼 |
| Wetherby Asset Management Inc | 4,494 | $40.2 萬 | 0.02% | −19−0.4% | 減碼 |
| Venturi Wealth Management, LLC | 4,374 | $39.1 萬 | 0.02% | +4,320+8,000.0% | 加碼 |
| Apriem Advisors | 4,343 | $38.8 萬 | 0.05% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,270 | $38.5 萬 | 0.04% | −80−1.8% | 減碼 |
| Vestcor Inc | 4,267 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| Means Investment Co., Inc. | 4,150 | $37.1 萬 | 0.04% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,149 | $37.1 萬 | 0.00% | −488−10.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 4,128 | $36.9 萬 | 0.00% | −136−3.2% | 減碼 |
| Cynosure Management, LLC | 4,099 | $36.6 萬 | 0.06% | +470+13.0% | 加碼 |
| Alps Advisors Inc | 4,071 | $36.4 萬 | 0.00% | −24−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 4,043 | $36.1 萬 | 0.02% | +1,071+36.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,998 | $35.7 萬 | 0.00% | +30+0.8% | 加碼 |
| Schechter Investment Advisors, LLC | 3,966 | $35.5 萬 | 0.03% | +7+0.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 3,962 | $35.4 萬 | 0.10% | +79+2.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,956 | $35.4 萬 | 0.10% | +49+1.3% | 加碼 |
| Greenleaf Trust | 3,925 | $35.1 萬 | 0.00% | +115+3.0% | 加碼 |
| River Wealth Advisors LLC | 3,916 | $35.0 萬 | 0.05% | −400−9.3% | 減碼 |
| DoubleLine ETF Adviser LP | 3,901 | $34.9 萬 | 0.09% | −139−3.4% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,834 | $34.3 萬 | 0.17% | +3,834 | 新進 |
| Revisor Wealth Management LLC | 3,806 | $34.0 萬 | 0.24% | −2,667−41.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,795 | $33.9 萬 | 0.01% | +3,795 | 新進 |
| Jefferies Financial Group Inc. | 3,785 | $33.8 萬 | 0.01% | +3,785 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 3,722 | $33.3 萬 | 0.01% | +252+7.3% | 加碼 |
| Smith Shellnut Wilson LLC | 3,687 | $33.0 萬 | 0.16% | 00.0% | 不變 |
| DRW Securities, LLC | 3,678 | $32.9 萬 | 0.02% | +3,678 | 新進 |
| Stonebridge Capital Advisors LLC | 3,650 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Profund Advisors LLC | 3,623 | $32.4 萬 | 0.01% | −71−1.9% | 減碼 |
| 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 |
| W.H. Cornerstone Investments Inc. | 3,552 | $31.8 萬 | 0.23% | +15+0.4% | 加碼 |
| Strategy Asset Managers LLC | 4,590 | $31.6 萬 | 0.07% | −7,473−61.9% | 減碼 |
| Argent Trust Co | 3,518 | $31.5 萬 | 0.01% | +3,518 | 新進 |
| Walleye Capital LLC | 3,477 | $31.1 萬 | 0.00% | +3,477 | 新進 |
| Fox Run Management, L.L.C. | 3,461 | $30.9 萬 | 0.06% | +3,461 | 新進 |
| Symmetry Partners, LLC | 3,459 | $30.9 萬 | 0.02% | −859−19.9% | 減碼 |
| Ballentine Partners, LLC | 3,449 | $30.8 萬 | 0.01% | +86+2.6% | 加碼 |
| Private Trust Co NA | 3,410 | $30.5 萬 | 0.03% | +270+8.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 3,400 | $30.4 萬 | 0.03% | −15−0.4% | 減碼 |
| Benchmark Investment Advisors LLC | 3,383 | $30.2 萬 | 0.22% | +3,383 | 新進 |
| Diversify Wealth Management, LLC | 3,068 | $30.2 萬 | 0.04% | +3,068 | 新進 |
| Horizon Investments, LLC | 3,376 | $30.1 萬 | 0.01% | +45+1.4% | 加碼 |
| Independent Financial Group, LLC | 3,359 | $30.0 萬 | 0.01% | +254+8.2% | 加碼 |
| Anchor Investment Management, LLC | 3,286 | $29.4 萬 | 0.03% | +125+4.0% | 加碼 |
| V-Square Quantitative Management LLC | 3,285 | $29.4 萬 | 0.05% | −339−9.4% | 減碼 |
| Lazard Asset Management LLC | 3,281 | $29.2 萬 | 0.00% | −6,978−68.0% | 減碼 |
| Wallace Advisory Group, LLC | 3,203 | $28.6 萬 | 0.21% | +176+5.8% | 加碼 |
| First Affirmative Financial Network | 3,199 | $28.6 萬 | 0.20% | −702−18.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,171 | $28.4 萬 | 0.00% | −565−15.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,122 | $27.9 萬 | 0.02% | +3,122 | 新進 |
| Operose Advisors LLC | 3,117 | $27.9 萬 | 0.10% | +2,900+1,336.4% | 加碼 |
| Copperwynd Financial, LLC | 2,772 | $27.6 萬 | 0.09% | +126+4.8% | 加碼 |
| Hamilton Capital Partners Inc. | 3,052 | $27.3 萬 | 0.03% | −1,080−26.1% | 減碼 |
| Apollon Wealth Management, LLC | 3,046 | $27.2 萬 | 0.01% | +414+15.7% | 加碼 |
| Mutual Advisors, LLC | 2,753 | $27.2 萬 | 0.01% | +175+6.8% | 加碼 |
| GYL Financial Synergies, LLC | 3,038 | $27.2 萬 | 0.02% | −70−2.3% | 減碼 |
| Graypoint LLC | 3,009 | $26.9 萬 | 0.02% | +210+7.5% | 加碼 |
| Ambassador Advisors, LLC | 2,997 | $26.8 萬 | 0.05% | −167−5.3% | 減碼 |
| Mattern Wealth Management LLC | 2,966 | $26.5 萬 | 0.06% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 2,965 | $26.5 萬 | 0.00% | −395−11.8% | 減碼 |
| Carmel Capital Partners, LLC | 2,850 | $25.5 萬 | 0.11% | 00.0% | 不變 |
| Ewa, LLC | 2,580 | $25.3 萬 | 0.10% | +22+0.9% | 加碼 |
| TD Waterhouse Canada Inc. | 2,815 | $25.1 萬 | 0.00% | +2,391+563.9% | 加碼 |
| Meeder Advisory Services, Inc. | 2,710 | $24.2 萬 | 0.02% | +2,710 | 新進 |
| Trust Asset Management LLC | 2,703 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 2,695 | $24.1 萬 | 0.00% | +89+3.4% | 加碼 |
| Provident Wealth Management, LLC | 2,689 | $24.0 萬 | 0.09% | 00.0% | 不變 |
| Seven Eight Capital, LP | 2,667 | $23.8 萬 | 0.02% | +2,667 | 新進 |
| Brightwater Advisory LLC | 2,662 | $23.8 萬 | 0.18% | 00.0% | 不變 |
| Huntington National Bank | 2,635 | $23.6 萬 | 0.00% | +1,035+64.7% | 加碼 |
| Confluence Wealth Services, Inc. | 2,626 | $23.5 萬 | 0.02% | +2,626 | 新進 |
| Ascent Group, LLC | 2,605 | $23.3 萬 | 0.02% | +2,605 | 新進 |
| Steel Peak Wealth Management LLC | 2,560 | $22.9 萬 | 0.01% | +2,560 | 新進 |
| Cigna Investments Inc | 2,543 | $22.8 萬 | 0.04% | 00.0% | 不變 |
| Change Path, LLC | 2,543 | $22.7 萬 | 0.01% | +2,543 | 新進 |
| Centiva Capital, LP | 2,537 | $22.7 萬 | 0.01% | −10,330−80.3% | 減碼 |
| MSH Capital Advisors LLC | 2,534 | $22.7 萬 | 0.08% | −531−17.3% | 減碼 |
| Regions Financial Corp | 2,528 | $22.6 萬 | 0.00% | +2,528 | 新進 |
| Atria Wealth Solutions, Inc. | 2,520 | $22.5 萬 | 0.00% | −878−25.8% | 減碼 |
| Burney Co | 2,520 | $22.5 萬 | 0.01% | +2,520 | 新進 |
| Simplex Trading, LLC | 2,527 | $22.5 萬 | 0.01% | +2,527 | 新進 |
| Simplicity Wealth,LLC | 2,505 | $22.4 萬 | 0.01% | +132+5.6% | 加碼 |
| Bleakley Financial Group, LLC | 2,505 | $22.4 萬 | 0.01% | +132+5.6% | 加碼 |
| Farther Finance Advisors, LLC | 2,459 | $21.9 萬 | 0.01% | +895+57.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,433 | $21.8 萬 | 0.01% | +15+0.6% | 加碼 |