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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 2,722 | $28.2 萬 | 0.02% | +117+4.5% | 加碼 |
| Change Path, LLC | 2,748 | $28.5 萬 | 0.01% | +205+8.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 2,808 | $29.1 萬 | 0.02% | +2,808 | 新進 |
| CWA Asset Management Group, LLC | 2,813 | $29.1 萬 | 0.02% | +2,813 | 新進 |
| Canandaigua National Bank & Trust Co | 2,829 | $29.3 萬 | 0.03% | −571−16.8% | 減碼 |
| Diversify Wealth Management, LLC | 2,787 | $29.5 萬 | 0.03% | −281−9.2% | 減碼 |
| Ewa, LLC | 2,721 | $29.8 萬 | 0.11% | +141+5.5% | 加碼 |
| Mattern Wealth Management LLC | 2,878 | $29.8 萬 | 0.07% | −88−3.0% | 減碼 |
| Farther Finance Advisors, LLC | 2,914 | $30.2 萬 | 0.01% | +455+18.5% | 加碼 |
| Meeder Advisory Services, Inc. | 2,934 | $30.4 萬 | 0.02% | +224+8.3% | 加碼 |
| First Affirmative Financial Network | 2,947 | $30.5 萬 | 0.17% | −252−7.9% | 減碼 |
| Independent Financial Group, LLC | 2,953 | $30.6 萬 | 0.01% | −406−12.1% | 減碼 |
| GYL Financial Synergies, LLC | 2,953 | $30.6 萬 | 0.02% | −85−2.8% | 減碼 |
| Steel Peak Wealth Management LLC | 3,042 | $31.5 萬 | 0.01% | +482+18.8% | 加碼 |
| Bleakley Financial Group, LLC | 3,059 | $31.7 萬 | 0.01% | +554+22.1% | 加碼 |
| RMB Capital Management, LLC | 3,063 | $31.7 萬 | 0.01% | +3,063 | 新進 |
| Schechter Investment Advisors, LLC | 3,079 | $31.9 萬 | 0.02% | −887−22.4% | 減碼 |
| Graypoint LLC | 3,082 | $31.9 萬 | 0.02% | +73+2.4% | 加碼 |
| United Capital Financial Advisers, LLC | 3,100 | $32.1 萬 | 0.00% | +135+4.6% | 加碼 |
| Lazard Asset Management LLC | 3,119 | $32.2 萬 | 0.00% | −162−4.9% | 減碼 |
| Operose Advisors LLC | 3,117 | $32.3 萬 | 0.10% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 3,122 | $32.3 萬 | 0.02% | 00.0% | 不變 |
| Mutual Advisors, LLC | 3,110 | $32.7 萬 | 0.01% | +357+13.0% | 加碼 |
| Vident Advisory, LLC | 3,190 | $33.0 萬 | 0.01% | +3,190 | 新進 |
| Horizon Investments, LLC | 3,212 | $33.2 萬 | 0.01% | −164−4.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,239 | $33.6 萬 | 0.00% | +68+2.1% | 加碼 |
| MBB Public Markets I LLC | 3,240 | $33.6 萬 | 0.03% | −11,621−78.2% | 減碼 |
| Anchor Investment Management, LLC | 3,261 | $33.8 萬 | 0.03% | −25−0.8% | 減碼 |
| iA Global Asset Management Inc. | 3,267 | $33.8 萬 | 0.01% | +3,267 | 新進 |
| Private Trust Co NA | 3,265 | $33.8 萬 | 0.03% | −145−4.3% | 減碼 |
| V-Square Quantitative Management LLC | 3,285 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 3,338 | $34.6 萬 | 0.00% | +703+26.7% | 加碼 |
| Darwin Advisors, LLC | 3,400 | $35.2 萬 | 0.10% | +3,400 | 新進 |
| Alps Advisors Inc | 3,423 | $35.5 萬 | 0.00% | −648−15.9% | 減碼 |
| Ballentine Partners, LLC | 3,460 | $35.8 萬 | 0.01% | +11+0.3% | 加碼 |
| Revisor Wealth Management LLC | 3,471 | $36.0 萬 | 0.22% | −335−8.8% | 減碼 |
| Machina Capital S.A.S. | 3,542 | $36.7 萬 | 0.15% | −3,439−49.3% | 減碼 |
| W.H. Cornerstone Investments Inc. | 3,546 | $36.7 萬 | 0.25% | −6−0.2% | 減碼 |
| Brinker Capital Investments, LLC | 3,548 | $36.8 萬 | 0.00% | −41−1.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,548 | $36.8 萬 | 0.00% | −41−1.1% | 減碼 |
| Cynosure Management, LLC | 3,601 | $37.3 萬 | 0.05% | −498−12.1% | 減碼 |
| DoubleLine ETF Adviser LP | 3,639 | $37.7 萬 | 0.09% | −262−6.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,650 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| Profund Advisors LLC | 3,658 | $37.9 萬 | 0.01% | +35+1.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 3,681 | $38.1 萬 | 0.03% | +3,681 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 3,685 | $38.2 萬 | 0.01% | −37−1.0% | 減碼 |
| Quadrature Capital Ltd | 3,717 | $38.5 萬 | 0.01% | +3,717 | 新進 |
| Smith Shellnut Wilson LLC | 3,747 | $38.8 萬 | 0.18% | +60+1.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,759 | $38.9 萬 | 0.01% | −36−0.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,908 | $40.5 萬 | 0.00% | +3,908 | 新進 |
| River Wealth Advisors LLC | 3,916 | $40.6 萬 | 0.05% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,946 | $40.9 萬 | 0.02% | +3,946 | 新進 |
| Dempze Nancy E | 3,954 | $41.0 萬 | 0.23% | +3,954 | 新進 |
| Outlook Wealth Advisors, LLC | 3,992 | $41.4 萬 | 0.12% | +158+4.1% | 加碼 |
| Phillips Financial Management, LLC | 4,034 | $41.8 萬 | 0.03% | +4,034 | 新進 |
| Marshall Wace, LLP | 4,037 | $41.8 萬 | 0.00% | +4,037 | 新進 |
| Alliance Wealth Advisors, LLC | 4,051 | $42.0 萬 | 0.11% | +89+2.2% | 加碼 |
| Hamilton Capital Partners Inc. | 4,052 | $42.0 萬 | 0.04% | +1,000+32.8% | 加碼 |
| Quilter Plc | 4,088 | $42.4 萬 | 0.01% | +4,088 | 新進 |
| Cubist Systematic Strategies, LLC | 4,099 | $42.5 萬 | 0.01% | +4,099 | 新進 |
| Brown Advisory Inc | 4,129 | $42.8 萬 | 0.00% | +10.0% | 加碼 |
| HighPoint Advisor Group LLC | 4,123 | $42.9 萬 | 0.03% | +21+0.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,149 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Means Investment Co., Inc. | 4,151 | $43.0 萬 | 0.05% | +10.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,190 | $43.4 萬 | 0.12% | +234+5.9% | 加碼 |
| Unigestion Holding SA | 4,230 | $43.8 萬 | 0.02% | −7,385−63.6% | 減碼 |
| Argent Trust Co | 4,230 | $43.8 萬 | 0.02% | +712+20.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $44.0 萬 | 0.01% | +4,250 | 新進 |
| Vestcor Inc | 4,267 | $44.2 萬 | 0.01% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 6,810 | $44.7 萬 | 0.09% | −767−10.1% | 減碼 |
| Global X Japan Co., Ltd. | 4,324 | $44.8 萬 | 0.06% | −792−15.5% | 減碼 |
| Apriem Advisors | 4,343 | $45.0 萬 | 0.05% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 4,379 | $45.4 萬 | 0.03% | −250−5.4% | 減碼 |
| Journey Strategic Wealth LLC | 4,387 | $45.4 萬 | 0.02% | +344+8.5% | 加碼 |
| Siemens Fonds Invest GmbH | 8,571 | $45.7 萬 | 0.04% | −393−4.4% | 減碼 |
| Wetherby Asset Management Inc | 4,430 | $45.9 萬 | 0.02% | −64−1.4% | 減碼 |
| Vontobel Holding Ltd. | 4,505 | $46.7 萬 | 0.00% | −143−3.1% | 減碼 |
| XTX Topco Ltd | 4,509 | $46.7 萬 | 0.03% | −7,094−61.1% | 減碼 |
| Checchi Capital Advisers, LLC | 4,510 | $46.7 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 4,512 | $46.8 萬 | 0.00% | +4,512 | 新進 |
| Harvest Fund Management Co., Ltd | 4,514 | $46.8 萬 | 0.03% | −8−0.2% | 減碼 |
| Somerset Trust Co | 4,537 | $47.0 萬 | 0.18% | −9−0.2% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,545 | $47.1 萬 | 0.03% | +4,545 | 新進 |
| Harbor Capital Advisors, Inc. | 4,551 | $47.1 萬 | 0.02% | +20+0.4% | 加碼 |
| Jupiter Asset Management Ltd | 4,558 | $47.2 萬 | 0.00% | +4,558 | 新進 |
| Lido Advisors, LLC | 4,570 | $47.4 萬 | 0.00% | −85−1.8% | 減碼 |
| Forum Private Client Group LLC | 4,621 | $47.9 萬 | 0.21% | +6+0.1% | 加碼 |
| Forum Financial Management, LP | 4,713 | $48.8 萬 | 0.01% | +20.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 4,740 | $49.1 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Bank | 4,750 | $49.2 萬 | 0.05% | −92−1.9% | 減碼 |
| Financial Advocates Investment Management | 4,827 | $50.0 萬 | 0.03% | +285+6.3% | 加碼 |
| Geneva Partners, LLC | 4,915 | $50.9 萬 | 0.22% | +4,915 | 新進 |
| Cadent Capital Advisors, LLC | 4,925 | $51.0 萬 | 0.17% | −118−2.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,972 | $51.5 萬 | 0.00% | +153+3.2% | 加碼 |
| Oak Thistle LLC | 5,054 | $52.4 萬 | 0.17% | +5,054 | 新進 |
| Swiss Life Asset Management Ltd | 5,140 | $53.2 萬 | 0.01% | −251−4.7% | 減碼 |
| HB Wealth Management, LLC | 5,191 | $53.8 萬 | 0.01% | +498+10.6% | 加碼 |
| Radnor Capital Management, LLC | 5,190 | $53.8 萬 | 0.08% | +5,190 | 新進 |
| Jackson Creek Investment Advisors LLC | 5,221 | $54.1 萬 | 0.16% | −950−15.4% | 減碼 |