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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 5,267 | $54.6 萬 | 0.01% | +68+1.3% | 加碼 |
| Argonautica Private Wealth Management, Inc | 5,271 | $54.6 萬 | 0.18% | +12+0.2% | 加碼 |
| Aigen Investment Management, LP | 5,288 | $54.8 萬 | 0.11% | +5,288 | 新進 |
| Fidelis Capital Partners, LLC | 5,365 | $56.9 萬 | 0.07% | −107−2.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,533 | $57.3 萬 | 0.09% | −30−0.5% | 減碼 |
| Gen-Wealth Partners Inc | 5,615 | $59.4 萬 | 0.26% | −682−10.8% | 減碼 |
| Klingman & Associates, LLC | 5,805 | $60.1 萬 | 0.04% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 5,821 | $60.3 萬 | 0.12% | +1,231+26.8% | 加碼 |
| We Are One Seven, LLC | 5,849 | $60.6 萬 | 0.03% | −73−1.2% | 減碼 |
| Verition Fund Management LLC | 5,944 | $61.6 萬 | 0.00% | +1,143+23.8% | 加碼 |
| Atomi Financial Group, Inc. | 5,995 | $62.1 萬 | 0.04% | +5,995 | 新進 |
| Kestra Private Wealth Services, LLC | 6,077 | $63.0 萬 | 0.01% | +124+2.1% | 加碼 |
| Callan Family Office, LLC | 6,112 | $63.3 萬 | 0.11% | +1,557+34.2% | 加碼 |
| CWM, LLC | 6,125 | $63.5 萬 | 0.00% | +30.0% | 加碼 |
| Synovus Financial Corp | 6,157 | $63.8 萬 | 0.01% | +117+1.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,167 | $63.9 萬 | 0.28% | +789+14.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $64.6 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 6,234 | $64.6 萬 | 0.01% | +6,234 | 新進 |
| Xcel Wealth Management, LLC | 6,284 | $65.1 萬 | 0.19% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 6,328 | $65.6 萬 | 0.13% | −605−8.7% | 減碼 |
| Squarepoint Ops LLC | 6,374 | $66.0 萬 | 0.00% | −42−0.7% | 減碼 |
| Benchmark Investment Advisors LLC | 6,430 | $66.6 萬 | 0.47% | +3,047+90.1% | 加碼 |
| ORG Wealth Partners, LLC | 6,503 | $67.4 萬 | 0.22% | +6,503 | 新進 |
| Studio Investment Management LLC | 6,513 | $67.5 萬 | 0.14% | +96+1.5% | 加碼 |
| Next Level Private LLC | 6,514 | $67.5 萬 | 0.28% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 6,535 | $67.7 萬 | 0.01% | +6,535 | 新進 |
| Venturi Wealth Management, LLC | 6,573 | $68.1 萬 | 0.04% | +2,199+50.3% | 加碼 |
| Quest Partners LLC | 6,641 | $68.8 萬 | 0.06% | +6,641 | 新進 |
| DRW Securities, LLC | 6,677 | $69.2 萬 | 0.04% | +2,999+81.5% | 加碼 |
| NFP Retirement, Inc. | 6,680 | $69.2 萬 | 0.06% | 00.0% | 不變 |
| Talon Private Wealth, LLC | 6,735 | $69.8 萬 | 0.15% | +6,735 | 新進 |
| Fifth Third Bancorp | 6,773 | $70.2 萬 | 0.00% | +1,015+17.6% | 加碼 |
| Moors & Cabot, Inc. | 6,820 | $70.7 萬 | 0.04% | +39+0.6% | 加碼 |
| Summit Financial, LLC | 6,857 | $71.0 萬 | 0.03% | +86+1.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,886 | $71.3 萬 | 0.01% | +30+0.4% | 加碼 |
| Blair William & Co | 6,887 | $71.3 萬 | 0.00% | +6,887 | 新進 |
| Arrowstreet Capital, Limited Partnership | 6,900 | $71.5 萬 | 0.00% | +6,900 | 新進 |
| Plato Investment Management Ltd | 6,952 | $72.0 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 6,978 | $72.3 萬 | 0.01% | +6+0.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,010 | $72.6 萬 | 0.05% | −626−8.2% | 減碼 |
| SevenBridge Financial Group, LLC | 6,506 | $72.8 萬 | 0.14% | 00.0% | 不變 |
| Bullock Wealth Management Group | 6,953 | $73.0 萬 | 0.44% | −97−1.4% | 減碼 |
| GAMMA Investing LLC | 7,298 | $75.6 萬 | 0.07% | +1,522+26.4% | 加碼 |
| Avantax Advisory Services, Inc. | 7,298 | $75.6 萬 | 0.00% | −157−2.1% | 減碼 |
| Ieq Capital, LLC | 7,336 | $76.0 萬 | 0.01% | −32−0.4% | 減碼 |
| Balyasny Asset Management LLC | 7,339 | $76.0 萬 | 0.00% | −16,797−69.6% | 減碼 |
| Holland Advisory Services, Inc. | 7,356 | $76.2 萬 | 1.00% | +8+0.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,382 | $76.5 萬 | 0.01% | +312+4.4% | 加碼 |
| Private Advisor Group, LLC | 7,467 | $77.4 萬 | 0.00% | +1,544+26.1% | 加碼 |
| Brookstone Capital Management | 7,487 | $77.6 萬 | 0.01% | −197−2.6% | 減碼 |
| Hanlon Investment Management, Inc. | 7,498 | $77.7 萬 | 0.22% | +7,498 | 新進 |
| Hyperion Capital Advisors LP | 7,500 | $77.7 萬 | 0.37% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 7,502 | $77.7 萬 | 0.03% | +406+5.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,504 | $77.7 萬 | 0.02% | −31−0.4% | 減碼 |
| Spears Abacus Advisors LLC | 7,530 | $78.0 萬 | 0.02% | +480+6.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,584 | $78.6 萬 | 0.02% | −17,826−70.2% | 減碼 |
| Veriti Management LLC | 7,781 | $80.6 萬 | 0.04% | +976+14.3% | 加碼 |
| Portside Wealth Group, LLC | 7,843 | $81.3 萬 | 0.14% | +402+5.4% | 加碼 |
| Retireful, LLC | 7,856 | $81.4 萬 | 0.60% | −2,764−26.0% | 減碼 |
| CoreCap Advisors, LLC | 7,948 | $82.3 萬 | 0.04% | +7,948 | 新進 |
| Paloma Partners Management Co | 7,956 | $82.4 萬 | 0.04% | +3,404+74.8% | 加碼 |
| Investment Management Corp of Ontario | 7,980 | $82.7 萬 | 0.02% | +2,500+45.6% | 加碼 |
| SkyView Investment Advisors, LLC | 8,045 | $83.3 萬 | 0.14% | +161+2.0% | 加碼 |
| Occidental Asset Management, LLC | 8,060 | $83.5 萬 | 0.13% | −290−3.5% | 減碼 |
| Brevan Howard Capital Management LP | 8,098 | $83.9 萬 | 0.04% | +8,098 | 新進 |
| Monte Financial Group, LLC | 8,116 | $84.1 萬 | 0.35% | +61+0.8% | 加碼 |
| Raymond James Trust N.A. | 8,133 | $84.3 萬 | 0.02% | −5,655−41.0% | 減碼 |
| Integrated Investment Consultants, LLC | 8,159 | $84.5 萬 | 0.18% | −1,069−11.6% | 減碼 |
| Centennial Bank | 8,179 | $84.7 萬 | 0.39% | −507−5.8% | 減碼 |
| Sound Financial Strategies Group, LLC | 8,314 | $86.1 萬 | 0.69% | −155−1.8% | 減碼 |
| M&T Bank Corp | 8,397 | $87.0 萬 | 0.00% | −313−3.6% | 減碼 |
| Qtron Investments LLC | 8,398 | $87.0 萬 | 0.12% | +8,398 | 新進 |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,412 | $87.1 萬 | 0.52% | +815+10.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 8,415 | $87.2 萬 | 0.08% | −379−4.3% | 減碼 |
| MQS Management LLC | 8,440 | $87.4 萬 | 0.49% | +8,440 | 新進 |
| Park Avenue Securities LLC | 8,670 | $89.8 萬 | 0.01% | −424−4.7% | 減碼 |
| NEOS Investment Management LLC | 8,700 | $90.1 萬 | 0.03% | +1,624+23.0% | 加碼 |
| Wealthfront Advisers LLC | 8,737 | $90.5 萬 | 0.00% | +258+3.0% | 加碼 |
| Taika Capital, LP | 8,891 | $92.1 萬 | 0.69% | +8,891 | 新進 |
| Virtus ETF Advisers LLC | 8,928 | $92.5 萬 | 0.43% | −1,116−11.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,938 | $92.6 萬 | 0.02% | +2,159+31.8% | 加碼 |
| Glenview Trust Co | 9,048 | $93.7 萬 | 0.02% | 00.0% | 不變 |
| Principal Securities, Inc. | 9,163 | $94.9 萬 | 0.02% | +448+5.1% | 加碼 |
| Resonant Capital Advisors, LLC | 9,285 | $96.2 萬 | 0.07% | −857−8.5% | 減碼 |
| Carmignac Gestion | 9,305 | $96.4 萬 | 0.02% | −15,500−62.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 9,371 | $97.1 萬 | 0.07% | −642−6.4% | 減碼 |
| Norinchukin Bank, The | 9,386 | $97.2 萬 | 0.02% | +1,164+14.2% | 加碼 |
| Integrated Wealth Concepts LLC | 9,397 | $97.4 萬 | 0.01% | −29−0.3% | 減碼 |
| Manchester Capital Management LLC | 9,408 | $97.5 萬 | 0.11% | +1,618+20.8% | 加碼 |
| CIBC World Markets Inc. | 9,536 | $98.8 萬 | 0.00% | +756+8.6% | 加碼 |
| Koshinski Asset Management, Inc. | 9,614 | $99.6 萬 | 0.09% | +5,344+125.2% | 加碼 |
| Proficio Capital Partners LLC | 9,695 | $100.4 萬 | 0.10% | −1,183−10.9% | 減碼 |
| Claro Advisors LLC | 9,709 | $100.6 萬 | 0.13% | −293−2.9% | 減碼 |
| Harmony Asset Management LLC | 9,739 | $100.9 萬 | 0.37% | −3,240−25.0% | 減碼 |
| Gibbs Wealth Management | 9,850 | $102.0 萬 | 0.33% | +1,107+12.7% | 加碼 |
| Gilbert & Cook, Inc. | 9,866 | $102.2 萬 | 0.14% | −92−0.9% | 減碼 |
| Commerce Bank | 9,887 | $102.4 萬 | 0.01% | +438+4.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 9,900 | $102.6 萬 | 0.03% | 00.0% | 不變 |
| Invst, LLC | 9,978 | $103.4 萬 | 0.13% | −8−0.1% | 減碼 |
| JSF Financial, LLC | 10,128 | $104.9 萬 | 0.31% | +669+7.1% | 加碼 |