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 3 季 13F 持有人
Brown & Brown, Inc. 在 2024/9/30 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
- 823
- 較 2024 年第 2 季 +69 家
- 持有股數
- 2.09 億
- 較 2024 年第 2 季 +1,709 萬 (+8.9%)
- 總市值
- $216.6 億
- 較 2024 年第 2 季 +$44.8 億 (+26.1%)
- 新進機構
- 119
- 另有 310 家加碼
- 清倉機構
- 50
- 另有 266 家減碼
另有 6 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 428 | $4.43 萬 | 0.00% | +325+315.5% | 加碼 |
| Exchange Traded Concepts, LLC | 435 | $4.51 萬 | 0.00% | −10,186−95.9% | 減碼 |
| Intelligent Financial Strategies | 445 | $4.61 萬 | 0.03% | 00.0% | 不變 |
| Colonial Trust Co | 460 | $4.77 萬 | 0.01% | +81+21.4% | 加碼 |
| Oarsman Capital, Inc. | 486 | $5.04 萬 | 0.01% | +486 | 新進 |
| PSI Advisors, LLC | 498 | $5.16 萬 | 0.02% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 505 | $5.20 萬 | 0.02% | +1+0.2% | 加碼 |
| Asset Dedication, LLC | 506 | $5.24 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 559 | $5.79 萬 | 0.00% | +559 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 571 | $5.92 萬 | 0.00% | −132−18.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 589 | $6.10 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 604 | $6.20 萬 | 0.01% | +264+77.6% | 加碼 |
| Allworth Financial LP | 657 | $6.81 萬 | 0.00% | +24+3.8% | 加碼 |
| Continuum Advisory, LLC | 625 | $6.85 萬 | 0.01% | 00.0% | 不變 |
| Gables Capital Management Inc. | 668 | $6.92 萬 | 0.03% | 00.0% | 不變 |
| Covestor Ltd | 680 | $7.00 萬 | 0.04% | −48−6.6% | 減碼 |
| Caldwell Trust Co | 676 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 687 | $7.10 萬 | 0.01% | +40+6.2% | 加碼 |
| Cromwell Holdings LLC | 699 | $7.24 萬 | 0.05% | 00.0% | 不變 |
| Quarry LP | 754 | $7.81 萬 | 0.02% | +754 | 新進 |
| Central Pacific Bank - Trust Division | 757 | $7.84 萬 | 0.01% | −17,754−95.9% | 減碼 |
| Parkside Financial Bank & Trust | 789 | $8.17 萬 | 0.01% | −174−18.1% | 減碼 |
| State of Wyoming | 819 | $8.48 萬 | 0.01% | +99+13.8% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 849 | $8.80 萬 | 0.02% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 852 | $8.83 萬 | 0.00% | −64−7.0% | 減碼 |
| TD Waterhouse Canada Inc. | 881 | $9.24 萬 | 0.00% | −1,934−68.7% | 減碼 |
| Park Place Capital Corp | 905 | $9.38 萬 | 0.03% | +47+5.5% | 加碼 |
| Ci Investments Inc. | 971 | $10.1 萬 | 0.00% | +18+1.9% | 加碼 |
| Proequities, Inc. | 996 | $10.3 萬 | 0.01% | +350+54.2% | 加碼 |
| Glen Eagle Advisors, LLC | 1,000 | $10.4 萬 | 0.02% | −250−20.0% | 減碼 |
| Sentry Investment Management LLC | 1,025 | $10.6 萬 | 0.04% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,098 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,150 | $11.8 萬 | 0.00% | +13+1.1% | 加碼 |
| Spire Wealth Management | 1,143 | $11.8 萬 | 0.00% | −18−1.6% | 減碼 |
| Atticus Wealth Management, LLC | 1,170 | $12.1 萬 | 0.04% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,177 | $12.2 萬 | 0.01% | +197+20.1% | 加碼 |
| Ronald Blue Trust, Inc. | 1,464 | $13.1 萬 | 0.00% | +914+166.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,277 | $13.2 萬 | 0.00% | +1,277 | 新進 |
| Trust Co of Vermont | 1,401 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,428 | $14.8 萬 | 0.00% | −44−3.0% | 減碼 |
| SRS Capital Advisors, Inc. | 1,535 | $15.9 萬 | 0.01% | +5+0.3% | 加碼 |
| Signaturefd, LLC | 1,585 | $16.4 萬 | 0.00% | +50+3.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 1,724 | $17.9 萬 | 0.14% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $18.7 萬 | 0.01% | +1,253+228.6% | 加碼 |
| AlphaCentric Advisors LLC | 1,917 | $19.9 萬 | 0.15% | −132−6.4% | 減碼 |
| AlphaCore Capital LLC | 1,940 | $20.1 萬 | 0.05% | +1,940 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 1,954 | $20.5 萬 | 0.11% | +1,954 | 新進 |
| RBF Capital, LLC | 2,000 | $20.7 萬 | 0.01% | +2,000 | 新進 |
| Transcend Wealth Collective, LLC | 2,004 | $20.8 萬 | 0.01% | +2,004 | 新進 |
| Wealthspire Advisors, LLC | 2,009 | $20.8 萬 | 0.00% | +2,009 | 新進 |
| Hilltop Holdings Inc. | 2,034 | $21.1 萬 | 0.01% | +2,034 | 新進 |
| Schrum Private Wealth Management LLC | 2,064 | $21.4 萬 | 0.11% | +2,064 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,080 | $21.5 萬 | 0.01% | +2,080 | 新進 |
| J.W. Cole Advisors, Inc. | 2,085 | $21.6 萬 | 0.01% | +2,085 | 新進 |
| Unique Wealth, LLC | 2,085 | $21.6 萬 | 0.05% | +2,085 | 新進 |
| GeoWealth Management, LLC | 2,092 | $21.7 萬 | 0.01% | −71−3.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 2,100 | $21.8 萬 | 0.00% | +2,100 | 新進 |
| Dark Forest Capital Management LP | 2,106 | $21.8 萬 | 0.03% | +2,106 | 新進 |
| Jones Financial Companies LLLP | 2,130 | $21.9 萬 | 0.00% | +1,746+454.7% | 加碼 |
| Boothbay Fund Management, LLC | 2,130 | $22.1 萬 | 0.01% | +2,130 | 新進 |
| Virtu Financial LLC | 2,143 | $22.2 萬 | 0.01% | −8,541−79.9% | 減碼 |
| Fulton Bank, N.A. | 2,151 | $22.3 萬 | 0.01% | +2,151 | 新進 |
| Smithfield Trust Co | 2,161 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Advisory Alpha, LLC | 2,185 | $22.6 萬 | 0.01% | +2,185 | 新進 |
| Kavar Capital Partners Group, LLC | 2,188 | $22.7 萬 | 0.04% | +2,188 | 新進 |
| NewEdge Wealth, LLC | 2,194 | $22.7 萬 | 0.00% | +2,194 | 新進 |
| Lake Street Advisors Group, LLC | 2,197 | $22.8 萬 | 0.01% | +2,197 | 新進 |
| Axxcess Wealth Management, LLC | 2,208 | $22.9 萬 | 0.01% | +2,208 | 新進 |
| Spirepoint Private Client, LLC | 2,214 | $22.9 萬 | 0.03% | +2,214 | 新進 |
| Trinity Financial Advisors LLC | 2,277 | $23.0 萬 | 0.10% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,226 | $23.1 萬 | 0.02% | +2,226 | 新進 |
| Natixis | 2,258 | $23.4 萬 | 0.00% | −253,031−99.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,283 | $23.6 萬 | 0.00% | −8,022−77.8% | 減碼 |
| Wedmont Private Capital | 2,318 | $23.7 萬 | 0.01% | +2,318 | 新進 |
| NBC Securities, Inc. | 2,314 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 2,327 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,341 | $24.3 萬 | 0.01% | +520+28.6% | 加碼 |
| Intrust Bank NA | 2,378 | $24.6 萬 | 0.02% | +2,378 | 新進 |
| Tiemann Investment Advisors, LLC | 2,380 | $24.7 萬 | 0.11% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,396 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| Regions Financial Corp | 2,397 | $24.8 萬 | 0.00% | −131−5.2% | 減碼 |
| Phillips Wealth Planners LLC | 2,354 | $25.0 萬 | 0.24% | −10−0.4% | 減碼 |
| NorthRock Partners, LLC | 2,422 | $25.1 萬 | 0.01% | +42+1.8% | 加碼 |
| Mather Group, LLC. | 2,430 | $25.2 萬 | 0.00% | −31−1.3% | 減碼 |
| ORG Partners LLC | 2,433 | $25.2 萬 | 0.04% | −5,919−70.9% | 減碼 |
| Kathmere Capital Management, LLC | 2,434 | $25.2 萬 | 0.02% | +86+3.7% | 加碼 |
| Covenant Partners, LLC | 2,455 | $25.4 萬 | 0.07% | +72+3.0% | 加碼 |
| Headlands Technologies LLC | 2,461 | $25.5 萬 | 0.03% | +2,461 | 新進 |
| Apollon Wealth Management, LLC | 2,512 | $26.0 萬 | 0.01% | −534−17.5% | 減碼 |
| Trust Point Inc. | 2,519 | $26.1 萬 | 0.02% | +103+4.3% | 加碼 |
| MSH Capital Advisors LLC | 2,538 | $26.3 萬 | 0.08% | +4+0.2% | 加碼 |
| Cigna Investments Inc | 2,543 | $26.3 萬 | 0.05% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 2,570 | $26.6 萬 | 0.08% | −202−7.3% | 減碼 |
| Burney Co | 2,630 | $27.2 萬 | 0.01% | +110+4.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,648 | $27.4 萬 | 0.01% | +215+8.8% | 加碼 |
| Transcendent Capital Group LLC | 2,653 | $27.5 萬 | 0.14% | +2,653 | 新進 |
| Brightwater Advisory LLC | 2,662 | $27.6 萬 | 0.20% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,694 | $27.9 萬 | 0.01% | +325+13.7% | 加碼 |
| Trust Asset Management LLC | 2,703 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 3,132 | $28.0 萬 | 0.20% | −71−2.2% | 減碼 |