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 4 季 13F 持有人
Brown & Brown, Inc. 在 2024/12/31 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
- 875
- 較 2024 年第 3 季 +63 家
- 持有股數
- 2.14 億
- 較 2024 年第 3 季 +610.1 萬 (+2.9%)
- 總市值
- $218.7 億
- 較 2024 年第 3 季 +$3.23 億 (+1.5%)
- 新進機構
- 126
- 另有 338 家加碼
- 清倉機構
- 63
- 另有 273 家減碼
另有 11 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 4,005 | $40.9 萬 | 0.04% | +324+8.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,029 | $41.1 萬 | 0.02% | +344+9.3% | 加碼 |
| Belpointe Asset Management LLC | 3,914 | $41.2 萬 | 0.02% | −32−0.8% | 減碼 |
| Phillips Financial Management, LLC | 4,061 | $41.4 萬 | 0.03% | +27+0.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| Means Investment Co., Inc. | 4,151 | $42.3 萬 | 0.04% | 00.0% | 不變 |
| Brown Advisory Inc | 4,164 | $42.5 萬 | 0.00% | +35+0.8% | 加碼 |
| Gateway Investment Advisers LLC | 4,215 | $43.0 萬 | 0.00% | +66+1.6% | 加碼 |
| Unigestion Holding SA | 4,230 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 4,230 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 4,262 | $43.5 萬 | 0.01% | −5−0.1% | 減碼 |
| Apriem Advisors | 4,343 | $44.3 萬 | 0.05% | 00.0% | 不變 |
| Vident Advisory, LLC | 4,346 | $44.3 萬 | 0.01% | +1,156+36.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,349 | $44.4 萬 | 0.03% | −30−0.7% | 減碼 |
| Klingman & Associates, LLC | 4,412 | $45.0 萬 | 0.03% | −1,393−24.0% | 減碼 |
| American Century Companies Inc | 4,469 | $45.6 萬 | 0.00% | −9,398−67.8% | 減碼 |
| Moment Partners, LLC | 4,481 | $45.7 萬 | 0.09% | +4,481 | 新進 |
| Journey Strategic Wealth LLC | 4,486 | $45.8 萬 | 0.02% | +99+2.3% | 加碼 |
| Financial Advocates Investment Management | 4,519 | $46.1 萬 | 0.03% | −308−6.4% | 減碼 |
| First Manhattan Co | 4,541 | $46.3 萬 | 0.00% | +4,541 | 新進 |
| Forum Private Client Group LLC | 4,627 | $47.2 萬 | 0.21% | +6+0.1% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,642 | $47.4 萬 | 0.15% | +4,642 | 新進 |
| Harbor Capital Advisors, Inc. | 4,664 | $47.6 萬 | 0.02% | +113+2.5% | 加碼 |
| Lido Advisors, LLC | 4,690 | $47.9 萬 | 0.00% | +120+2.6% | 加碼 |
| Forum Financial Management, LP | 4,714 | $48.1 萬 | 0.01% | +10.0% | 加碼 |
| Washington Trust Bank | 4,750 | $48.5 萬 | 0.05% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 4,801 | $49.0 萬 | 0.01% | +4,801 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,885 | $49.8 萬 | 0.01% | −2,497−33.8% | 減碼 |
| Cadent Capital Advisors, LLC | 4,925 | $50.2 萬 | 0.18% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 4,632 | $50.4 萬 | 0.03% | +509+12.3% | 加碼 |
| Global X Japan Co., Ltd. | 4,941 | $50.4 萬 | 0.06% | +617+14.3% | 加碼 |
| Farringdon Capital, Ltd. | 4,979 | $50.8 萬 | 0.21% | +4,979 | 新進 |
| Vontobel Holding Ltd. | 5,112 | $52.2 萬 | 0.00% | +607+13.5% | 加碼 |
| Wetherby Asset Management Inc | 5,153 | $52.6 萬 | 0.03% | +723+16.3% | 加碼 |
| Howland Capital Management LLC | 5,153 | $52.6 萬 | 0.02% | +5,153 | 新進 |
| Kingsview Wealth Management, LLC | 5,225 | $53.3 萬 | 0.01% | −42−0.8% | 減碼 |
| MJP Associates Inc | 5,311 | $54.2 萬 | 0.10% | +5,311 | 新進 |
| Argonautica Private Wealth Management, Inc | 5,358 | $54.7 萬 | 0.18% | +87+1.7% | 加碼 |
| Next Level Private LLC | 5,429 | $55.4 萬 | 0.22% | −1,085−16.7% | 減碼 |
| Advisor OS, LLC | 5,501 | $56.1 萬 | 0.06% | +5,501 | 新進 |
| Mayflower Financial Advisors, LLC | 5,525 | $56.4 萬 | 0.08% | −8−0.1% | 減碼 |
| Fidelis Capital Partners, LLC | 5,373 | $56.7 萬 | 0.06% | +8+0.1% | 加碼 |
| Gen-Wealth Partners Inc | 5,613 | $57.3 萬 | 0.25% | −20.0% | 減碼 |
| Jackson Creek Investment Advisors LLC | 5,620 | $57.3 萬 | 0.17% | +399+7.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,638 | $57.5 萬 | 0.03% | +1,124+24.9% | 加碼 |
| Brighton Securities Corp. | 5,645 | $57.6 萬 | 0.28% | +5,645 | 新進 |
| Radnor Capital Management, LLC | 5,690 | $58.0 萬 | 0.10% | +500+9.6% | 加碼 |
| FORA Capital, LLC | 5,689 | $58.0 萬 | 0.07% | +5,689 | 新進 |
| Headlands Technologies LLC | 5,706 | $58.2 萬 | 0.06% | +3,245+131.9% | 加碼 |
| Numerai GP LLC | 5,723 | $58.4 萬 | 0.16% | +5,723 | 新進 |
| Capstone Investment Advisors, LLC | 5,877 | $60.0 萬 | 0.01% | −9,329−61.4% | 減碼 |
| Strategy Asset Managers LLC | 5,902 | $60.2 萬 | 0.12% | +81+1.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 5,963 | $60.8 萬 | 0.15% | −365−5.8% | 減碼 |
| Adviser Investments LLC | 5,973 | $60.9 萬 | 0.01% | +5,973 | 新進 |
| Plato Investment Management Ltd | 5,971 | $61.1 萬 | 0.04% | −981−14.1% | 減碼 |
| Geneva Partners, LLC | 6,035 | $61.6 萬 | 0.25% | +1,120+22.8% | 加碼 |
| Gsa Capital Partners LLP | 6,059 | $61.8 萬 | 0.05% | +6,059 | 新進 |
| ORG Wealth Partners, LLC | 6,099 | $62.2 萬 | 0.19% | −404−6.2% | 減碼 |
| CWM, LLC | 6,115 | $62.4 萬 | 0.00% | −10−0.2% | 減碼 |
| HB Wealth Management, LLC | 6,152 | $62.8 萬 | 0.01% | +961+18.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,208 | $63.3 萬 | 0.25% | +41+0.7% | 加碼 |
| Synovus Financial Corp | 6,216 | $63.4 萬 | 0.01% | +59+1.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $63.6 萬 | 0.01% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 6,284 | $64.1 萬 | 0.18% | 00.0% | 不變 |
| Fifth Third Bancorp | 6,357 | $64.9 萬 | 0.00% | −416−6.1% | 減碼 |
| Studio Investment Management LLC | 6,368 | $65.0 萬 | 0.14% | −145−2.2% | 減碼 |
| Venturi Wealth Management, LLC | 6,395 | $65.2 萬 | 0.03% | −178−2.7% | 減碼 |
| Bullock Wealth Management Group | 6,422 | $65.5 萬 | 0.38% | −531−7.6% | 減碼 |
| Trust Point Inc. | 6,451 | $65.8 萬 | 0.05% | +3,932+156.1% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 6,452 | $65.8 萬 | 0.13% | +6,452 | 新進 |
| Kestra Private Wealth Services, LLC | 6,483 | $66.1 萬 | 0.01% | +406+6.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 6,548 | $66.8 萬 | 0.00% | +1,576+31.7% | 加碼 |
| NFP Retirement, Inc. | 6,680 | $68.1 萬 | 0.05% | 00.0% | 不變 |
| Talon Private Wealth, LLC | 6,735 | $68.7 萬 | 0.14% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 6,728 | $69.0 萬 | 0.11% | −82−1.2% | 減碼 |
| Global Retirement Partners, LLC | 6,782 | $69.2 萬 | 0.02% | −10,005−59.6% | 減碼 |
| Moors & Cabot, Inc. | 6,804 | $69.4 萬 | 0.03% | −16−0.2% | 減碼 |
| SevenBridge Financial Group, LLC | 6,506 | $70.8 萬 | 0.13% | 00.0% | 不變 |
| Summit Financial, LLC | 7,025 | $71.7 萬 | 0.03% | +168+2.5% | 加碼 |
| Ossiam | 7,068 | $72.1 萬 | 0.01% | −250,431−97.3% | 減碼 |
| Hanlon Investment Management, Inc. | 7,083 | $72.3 萬 | 0.20% | −415−5.5% | 減碼 |
| Claro Advisors LLC | 7,145 | $72.9 萬 | 0.10% | −2,564−26.4% | 減碼 |
| Avantax Advisory Services, Inc. | 7,244 | $73.9 萬 | 0.00% | −54−0.7% | 減碼 |
| Private Advisor Group, LLC | 7,278 | $74.3 萬 | 0.00% | −189−2.5% | 減碼 |
| Vinva Investment Management Ltd | 7,339 | $74.9 萬 | 0.03% | −4,965−40.4% | 減碼 |
| Holland Advisory Services, Inc. | 7,364 | $75.1 萬 | 0.98% | +8+0.1% | 加碼 |
| Hyperion Capital Advisors LP | 7,500 | $76.5 萬 | 0.39% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 7,502 | $76.5 萬 | 0.03% | 00.0% | 不變 |
| Geller Advisors LLC | 7,513 | $76.6 萬 | 0.05% | +7,513 | 新進 |
| Spears Abacus Advisors LLC | 7,523 | $76.7 萬 | 0.02% | −7−0.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,536 | $76.9 萬 | 0.02% | +32+0.4% | 加碼 |
| Brookstone Capital Management | 7,551 | $77.0 萬 | 0.01% | +64+0.9% | 加碼 |
| Novem Group | 7,552 | $77.1 萬 | 0.11% | +7,552 | 新進 |
| Allstate Corp | 7,738 | $78.9 萬 | 0.02% | +7,738 | 新進 |
| Golden State Equity Partners | 7,876 | $80.4 萬 | 0.15% | −7,726−49.5% | 減碼 |
| GAMMA Investing LLC | 7,906 | $80.7 萬 | 0.07% | +608+8.3% | 加碼 |
| Occidental Asset Management, LLC | 7,934 | $80.9 萬 | 0.13% | −126−1.6% | 減碼 |
| Centennial Bank | 8,018 | $81.8 萬 | 0.39% | −161−2.0% | 減碼 |
| Portside Wealth Group, LLC | 8,079 | $82.4 萬 | 0.14% | +236+3.0% | 加碼 |