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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 3,275 | $33.4 萬 | 0.00% | +175+5.6% | 加碼 |
| Brinker Capital Investments, LLC | 3,268 | $33.3 萬 | 0.00% | −280−7.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,268 | $33.3 萬 | 0.00% | −280−7.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,265 | $33.3 萬 | 0.02% | +143+4.6% | 加碼 |
| Anchor Investment Management, LLC | 3,251 | $33.2 萬 | 0.03% | −10−0.3% | 減碼 |
| Horizon Investments, LLC | 3,239 | $33.0 萬 | 0.01% | +27+0.8% | 加碼 |
| Optimize Financial Inc | 3,221 | $32.9 萬 | 0.25% | +3,221 | 新進 |
| Meeder Advisory Services, Inc. | 3,203 | $32.7 萬 | 0.02% | +269+9.2% | 加碼 |
| Hamilton Capital Partners Inc. | 3,203 | $32.7 萬 | 0.02% | −849−21.0% | 減碼 |
| BOCHK Asset Management Ltd | 3,200 | $32.6 萬 | 0.10% | +3,200 | 新進 |
| Wallace Advisory Group, LLC | 3,150 | $32.6 萬 | 0.23% | +18+0.6% | 加碼 |
| Bleakley Financial Group, LLC | 3,162 | $32.3 萬 | 0.01% | +103+3.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,157 | $32.2 萬 | 0.00% | −82−2.5% | 減碼 |
| Ascent Group, LLC | 3,128 | $31.9 萬 | 0.02% | +406+14.9% | 加碼 |
| Graypoint LLC | 3,105 | $31.7 萬 | 0.02% | +23+0.7% | 加碼 |
| Intrust Bank NA | 3,039 | $31.0 萬 | 0.03% | +661+27.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,001 | $30.6 萬 | 0.02% | +3,001 | 新進 |
| Dempze Nancy E | 3,000 | $30.6 萬 | 0.18% | −954−24.1% | 減碼 |
| Advisory Alpha, LLC | 2,973 | $30.3 萬 | 0.01% | +788+36.1% | 加碼 |
| Capula Management Ltd | 2,954 | $30.1 萬 | 0.00% | +2,954 | 新進 |
| Independent Financial Group, LLC | 2,953 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,946 | $30.1 萬 | 0.04% | −339−10.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,929 | $29.9 萬 | 0.00% | +2,929 | 新進 |
| CWA Asset Management Group, LLC | 2,916 | $29.7 萬 | 0.01% | +103+3.7% | 加碼 |
| Operose Advisors LLC | 2,900 | $29.6 萬 | 0.10% | −217−7.0% | 減碼 |
| Mattern Wealth Management LLC | 2,878 | $29.4 萬 | 0.06% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,875 | $29.3 萬 | 0.01% | −39−1.3% | 減碼 |
| Cynosure Management, LLC | 2,866 | $29.2 萬 | 0.04% | −735−20.4% | 減碼 |
| Diversify Wealth Management, LLC | 2,797 | $28.5 萬 | 0.02% | +10+0.4% | 加碼 |
| Change Path, LLC | 2,770 | $28.3 萬 | 0.01% | +22+0.8% | 加碼 |
| Apollon Wealth Management, LLC | 2,766 | $28.2 萬 | 0.01% | +254+10.1% | 加碼 |
| First Affirmative Financial Network | 2,737 | $27.9 萬 | 0.16% | −210−7.1% | 減碼 |
| Snowden Capital Advisors LLC | 2,733 | $27.9 萬 | 0.01% | +39+1.4% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 2,720 | $27.7 萬 | 0.05% | +2,720 | 新進 |
| Dorsey & Whitney Trust CO LLC | 2,716 | $27.7 萬 | 0.02% | −92−3.3% | 減碼 |
| Ewa, LLC | 2,708 | $27.6 萬 | 0.10% | −13−0.5% | 減碼 |
| Trust Asset Management LLC | 2,703 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 2,694 | $27.5 萬 | 0.01% | +46+1.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 2,681 | $27.4 萬 | 0.03% | +2,681 | 新進 |
| Kathmere Capital Management, LLC | 2,662 | $27.2 萬 | 0.02% | +228+9.4% | 加碼 |
| Brightwater Advisory LLC | 2,662 | $27.2 萬 | 0.21% | 00.0% | 不變 |
| Burney Co | 2,655 | $27.1 萬 | 0.01% | +25+1.0% | 加碼 |
| Schechter Investment Advisors, LLC | 2,647 | $27.0 萬 | 0.02% | −432−14.0% | 減碼 |
| Copperwynd Financial, LLC | 2,622 | $26.8 萬 | 0.07% | +52+2.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 2,620 | $26.7 萬 | 0.03% | −209−7.4% | 減碼 |
| Petrus Trust Company, LTA | 2,576 | $26.3 萬 | 0.03% | +2,576 | 新進 |
| Phillips Wealth Planners LLC | 2,571 | $26.2 萬 | 0.26% | +217+9.2% | 加碼 |
| Cigna Investments Inc | 2,543 | $26.0 萬 | 0.05% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 2,541 | $25.9 萬 | 0.08% | +3+0.1% | 加碼 |
| DRW Securities, LLC | 2,521 | $25.7 萬 | 0.02% | −4,156−62.2% | 減碼 |
| Revisor Wealth Management LLC | 2,466 | $25.4 萬 | 0.23% | −1,005−29.0% | 減碼 |
| Wedmont Private Capital | 2,475 | $25.2 萬 | 0.01% | +157+6.8% | 加碼 |
| Burling Wealth Partners, LLC | 2,470 | $25.2 萬 | 0.05% | +2,470 | 新進 |
| Callahan Advisors, LLC | 2,458 | $25.1 萬 | 0.02% | +2,458 | 新進 |
| Parallel Advisors, LLC | 2,435 | $24.8 萬 | 0.01% | +94+4.0% | 加碼 |
| Longboard Asset Management, LP | 2,434 | $24.8 萬 | 0.66% | +2,434 | 新進 |
| Mather Group, LLC. | 2,428 | $24.8 萬 | 0.00% | −2−0.1% | 減碼 |
| NorthRock Partners, LLC | 2,427 | $24.8 萬 | 0.01% | +5+0.2% | 加碼 |
| Regions Financial Corp | 2,397 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Covenant Partners, LLC | 2,383 | $24.3 萬 | 0.07% | −72−2.9% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,380 | $24.3 萬 | 0.11% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 2,371 | $24.2 萬 | 0.02% | +337+16.6% | 加碼 |
| Capital A Wealth Management, LLC | 2,365 | $24.1 萬 | 0.40% | +2,365 | 新進 |
| Warren Averett Asset Management, LLC | 2,362 | $24.1 萬 | 0.00% | +2,362 | 新進 |
| ORG Partners LLC | 2,337 | $23.8 萬 | 0.03% | −96−3.9% | 減碼 |
| Tocqueville Asset Management L.P. | 2,327 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,296 | $23.4 萬 | 0.03% | −100−4.2% | 減碼 |
| NewEdge Wealth, LLC | 2,270 | $23.2 萬 | 0.00% | +76+3.5% | 加碼 |
| Blueshift Asset Management, LLC | 2,252 | $23.0 萬 | 0.08% | +2,252 | 新進 |
| Trinity Financial Advisors LLC | 2,278 | $22.9 萬 | 0.09% | +10.0% | 加碼 |
| Lake Street Advisors Group, LLC | 2,234 | $22.8 萬 | 0.01% | +37+1.7% | 加碼 |
| Spirepoint Private Client, LLC | 2,214 | $22.6 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,201 | $22.5 萬 | 0.02% | −25−1.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,188 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Fulton Bank, N.A. | 2,184 | $22.3 萬 | 0.01% | +33+1.5% | 加碼 |
| FourThought Financial Partners, LLC | 2,182 | $22.3 萬 | 0.02% | +2,182 | 新進 |
| Berkshire Asset Management LLC | 2,095 | $22.2 萬 | 0.01% | +2,095 | 新進 |
| Smithfield Trust Co | 2,161 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| GTS Securities LLC | 2,154 | $22.0 萬 | 0.01% | +2,154 | 新進 |
| Genesis Private Wealth, LLC | 2,148 | $21.9 萬 | 0.12% | +2,148 | 新進 |
| GeoWealth Management, LLC | 2,103 | $21.5 萬 | 0.01% | +11+0.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 2,100 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,093 | $21.4 萬 | 0.00% | +84+4.2% | 加碼 |
| Angeles Wealth Management, LLC | 2,092 | $21.3 萬 | 0.02% | +2,092 | 新進 |
| Axxcess Wealth Management, LLC | 2,089 | $21.3 萬 | 0.01% | −119−5.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,081 | $21.2 萬 | 0.01% | −4−0.2% | 減碼 |
| Ieq Capital, LLC | 2,079 | $21.2 萬 | 0.00% | −5,257−71.7% | 減碼 |
| RMB Capital Management, LLC | 2,046 | $20.9 萬 | 0.00% | −1,017−33.2% | 減碼 |
| 111 Capital | 2,043 | $20.8 萬 | 0.04% | +2,043 | 新進 |
| Fullcircle Wealth LLC | 1,866 | $20.7 萬 | 0.08% | +1,866 | 新進 |
| Transcend Wealth Collective, LLC | 2,026 | $20.7 萬 | 0.01% | +22+1.1% | 加碼 |
| Mechanics Bank Trust Department | 2,015 | $20.6 萬 | 0.03% | +2,015 | 新進 |
| Lazard Asset Management LLC | 2,018 | $20.5 萬 | 0.00% | −1,101−35.3% | 減碼 |
| RBF Capital, LLC | 2,000 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 1,993 | $20.3 萬 | 0.00% | +1,993 | 新進 |
| Wood Tarver Financial Group, LLC | 1,984 | $20.2 萬 | 0.07% | +1,984 | 新進 |
| RFP Financial Group LLC | 1,970 | $20.1 萬 | 0.08% | +1,970 | 新進 |
| Tower Wealth Partners, Inc. | 1,967 | $20.1 萬 | 0.10% | +1,967 | 新進 |
| Kapitalo Investimentos Ltda | 1,953 | $19.9 萬 | 0.13% | +1,953 | 新進 |
| SRS Capital Advisors, Inc. | 1,931 | $19.7 萬 | 0.01% | +396+25.8% | 加碼 |