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。
2025 年第 1 季 13F 持有人
Brown & Brown, Inc. 在 2025/3/31 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
- 911
- 較 2024 年第 4 季 +49 家
- 持有股數
- 2.20 億
- 較 2024 年第 4 季 +819.8 萬 (+3.9%)
- 總市值
- $272.8 億
- 較 2024 年第 4 季 +$57.3 億 (+26.6%)
- 新進機構
- 133
- 另有 338 家加碼
- 清倉機構
- 84
- 另有 316 家減碼
另有 13 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFC Advisors LLC | 1,838 | $22.9 萬 | 0.05% | +1,838 | 新進 |
| Edmond de Rothschild Holding S.A. | 1,849 | $23.0 萬 | 0.00% | −1,821−49.6% | 減碼 |
| ORG Partners LLC | 1,863 | $23.1 萬 | 0.06% | −474−20.3% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,862 | $23.2 萬 | 0.13% | +1,862 | 新進 |
| Cary Street Partner Investment Advisory LLC | 1,863 | $23.2 萬 | 0.13% | +275+17.3% | 加碼 |
| Baron Wealth Management LLC | 1,863 | $23.2 萬 | 0.10% | +1,863 | 新進 |
| Berkshire Asset Management LLC | 2,095 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,882 | $23.4 萬 | 0.01% | +1,882 | 新進 |
| Fullcircle Wealth LLC | 2,066 | $23.7 萬 | 0.10% | +200+10.7% | 加碼 |
| Spirepoint Private Client, LLC | 1,909 | $23.7 萬 | 0.03% | −305−13.8% | 減碼 |
| Impact Capital Partners LLC | 1,910 | $23.8 萬 | 0.09% | +1,910 | 新進 |
| RFP Financial Group LLC | 1,925 | $24.0 萬 | 0.10% | −45−2.3% | 減碼 |
| Quotient Wealth Partners, LLC | 1,940 | $24.1 萬 | 0.01% | +1,940 | 新進 |
| Commerzbank Aktiengesellschaft | 1,952 | $24.3 萬 | 0.01% | +1,952 | 新進 |
| National Asset Management, Inc. | 1,957 | $24.3 萬 | 0.01% | +1,957 | 新進 |
| Sprott Inc. | 1,960 | $24.4 萬 | 0.01% | +1,960 | 新進 |
| VestGen Advisors, LLC | 1,967 | $24.5 萬 | 0.01% | +1,967 | 新進 |
| Hilltop Holdings Inc. | 1,975 | $24.6 萬 | 0.02% | −396−16.7% | 減碼 |
| Wood Tarver Financial Group, LLC | 1,984 | $24.7 萬 | 0.08% | 00.0% | 不變 |
| RBF Capital, LLC | 2,000 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 2,001 | $24.9 萬 | 0.00% | +2,001 | 新進 |
| Mechanics Bank Trust Department | 2,015 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 2,018 | $25.1 萬 | 0.03% | −164−7.5% | 減碼 |
| Level Four Advisory Services, LLC | 2,049 | $25.5 萬 | 0.01% | +2,049 | 新進 |
| Ritholtz Wealth Management | 2,052 | $25.5 萬 | 0.01% | +2,052 | 新進 |
| Douglass Winthrop Advisors, LLC | 2,100 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,114 | $26.3 萬 | 0.00% | +21+1.0% | 加碼 |
| Angeles Wealth Management, LLC | 2,142 | $26.6 萬 | 0.02% | +50+2.4% | 加碼 |
| Smithfield Trust Co | 2,161 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 2,164 | $26.9 萬 | 0.02% | +138+6.8% | 加碼 |
| Quadrant Capital Group LLC | 2,167 | $27.0 萬 | 0.01% | +1,819+522.7% | 加碼 |
| Banque Cantonale Vaudoise | 2,180 | $27.2 萬 | 0.01% | +2,180 | 新進 |
| Kavar Capital Partners Group, LLC | 2,188 | $27.2 萬 | 0.05% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,203 | $27.4 萬 | 0.02% | +2+0.1% | 加碼 |
| Capital A Wealth Management, LLC | 2,218 | $27.6 萬 | 0.29% | −147−6.2% | 減碼 |
| Diversify Wealth Management, LLC | 2,555 | $27.6 萬 | 0.02% | −242−8.7% | 減碼 |
| Fulton Bank, N.A. | 2,234 | $27.8 萬 | 0.01% | +50+2.3% | 加碼 |
| Copperwynd Financial, LLC | 2,258 | $28.1 萬 | 0.08% | −364−13.9% | 減碼 |
| Trinity Financial Advisors LLC | 2,278 | $28.3 萬 | 0.10% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,296 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,314 | $28.7 萬 | 0.02% | +2,312+115,600.0% | 加碼 |
| Tocqueville Asset Management L.P. | 2,327 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Regions Financial Corp | 2,335 | $29.0 萬 | 0.00% | −62−2.6% | 減碼 |
| Boston Family Office LLC | 2,350 | $29.2 萬 | 0.02% | +2,350 | 新進 |
| Tower Wealth Partners, Inc. | 2,356 | $29.3 萬 | 0.16% | +389+19.8% | 加碼 |
| MSH Capital Advisors LLC | 2,374 | $29.5 萬 | 0.09% | −167−6.6% | 減碼 |
| First Affirmative Financial Network | 2,379 | $29.6 萬 | 0.18% | −358−13.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,380 | $29.6 萬 | 0.13% | 00.0% | 不變 |
| Covenant Partners, LLC | 2,383 | $29.6 萬 | 0.10% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,405 | $29.9 萬 | 0.01% | −30−1.2% | 減碼 |
| Group One Trading, L.P. | 2,418 | $30.1 萬 | 0.01% | +2,418 | 新進 |
| Longboard Asset Management, LP | 2,434 | $30.3 萬 | 0.89% | 00.0% | 不變 |
| Callahan Advisors, LLC | 2,458 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Burling Wealth Partners, LLC | 2,470 | $30.7 萬 | 0.06% | 00.0% | 不變 |
| Cigna Investments Inc | 2,493 | $31.0 萬 | 0.06% | −50−2.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 2,499 | $31.1 萬 | 0.00% | −658−20.8% | 減碼 |
| NorthRock Partners, LLC | 2,530 | $31.5 萬 | 0.01% | +103+4.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,534 | $31.5 萬 | 0.01% | −1,613−38.9% | 減碼 |
| Phillips Wealth Planners LLC | 2,659 | $31.6 萬 | 0.33% | +88+3.4% | 加碼 |
| CWM Advisors, LLC | 2,570 | $32.0 萬 | 0.04% | −9,076−77.9% | 減碼 |
| Wallace Advisory Group, LLC | 3,140 | $32.0 萬 | 0.22% | −10−0.3% | 減碼 |
| Merit Financial Group, LLC | 2,585 | $32.2 萬 | 0.00% | +592+29.7% | 加碼 |
| Clarius Group, LLC | 2,587 | $32.2 萬 | 0.02% | +2,587 | 新進 |
| Fieldview Capital Management, LLC | 2,605 | $32.4 萬 | 0.05% | +2,605 | 新進 |
| Schonfeld Strategic Advisors LLC | 2,627 | $32.7 萬 | 0.00% | +2,627 | 新進 |
| MBB Public Markets I LLC | 2,634 | $32.8 萬 | 0.04% | +2,634 | 新進 |
| Mather Group, LLC. | 2,637 | $32.8 萬 | 0.00% | +209+8.6% | 加碼 |
| Brightwater Advisory LLC | 2,662 | $33.1 萬 | 0.26% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 2,666 | $33.2 萬 | 0.05% | +2,666 | 新進 |
| George Kaiser Family Foundation | 2,666 | $33.2 萬 | 0.05% | +2,666 | 新進 |
| Snowden Capital Advisors LLC | 2,674 | $33.3 萬 | 0.01% | −59−2.2% | 減碼 |
| Net Worth Advisory Group | 2,689 | $33.4 萬 | 0.11% | +2,689 | 新進 |
| Strategies Wealth Advisors, LLC | 2,694 | $33.5 萬 | 0.04% | +2,694 | 新進 |
| Eventide Asset Management, LLC | 2,731 | $33.6 萬 | 0.01% | +2,731 | 新進 |
| Ewa, LLC | 2,710 | $33.7 萬 | 0.13% | +2+0.1% | 加碼 |
| V-Square Quantitative Management LLC | 2,719 | $33.8 萬 | 0.05% | −227−7.7% | 減碼 |
| Trust Asset Management LLC | 2,729 | $33.9 萬 | 0.03% | +26+1.0% | 加碼 |
| Natixis | 2,762 | $34.2 萬 | 0.00% | −26,262−90.5% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 2,757 | $34.3 萬 | 0.06% | +37+1.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,759 | $34.3 萬 | 0.00% | −31,438−91.9% | 減碼 |
| Change Path, LLC | 2,765 | $34.4 萬 | 0.01% | −5−0.2% | 減碼 |
| Apollon Wealth Management, LLC | 2,768 | $34.4 萬 | 0.01% | +2+0.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,804 | $34.9 萬 | 0.00% | −125−4.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,829 | $35.2 萬 | 0.00% | −5,771−67.1% | 減碼 |
| Cynosure Management, LLC | 2,867 | $35.7 萬 | 0.05% | +10.0% | 加碼 |
| Mattern Wealth Management LLC | 2,878 | $35.8 萬 | 0.08% | 00.0% | 不變 |
| Independent Financial Group, LLC | 2,890 | $36.0 萬 | 0.01% | −63−2.1% | 減碼 |
| Wedmont Private Capital | 3,034 | $36.1 萬 | 0.02% | +559+22.6% | 加碼 |
| Operose Advisors LLC | 2,900 | $36.1 萬 | 0.12% | 00.0% | 不變 |
| Huntington National Bank | 2,925 | $36.4 萬 | 0.00% | −1,002−25.5% | 減碼 |
| Florida Financial Advisors, LLC | 2,933 | $36.4 萬 | 0.14% | +2,933 | 新進 |
| Kingswood Wealth Advisors, LLC | 2,990 | $37.2 萬 | 0.03% | −11−0.4% | 減碼 |
| Somerville Kurt F | 3,000 | $37.3 萬 | 0.06% | +3,000 | 新進 |
| Hamilton Capital Partners Inc. | 3,017 | $37.5 萬 | 0.02% | −186−5.8% | 減碼 |
| Burney Co | 3,110 | $38.7 萬 | 0.01% | +455+17.1% | 加碼 |
| Farther Finance Advisors, LLC | 3,118 | $38.7 萬 | 0.01% | +243+8.5% | 加碼 |
| Optimize Financial Inc | 3,137 | $39.0 萬 | 0.15% | −84−2.6% | 減碼 |
| Centiva Capital, LP | 3,171 | $39.4 萬 | 0.02% | −17,225−84.5% | 減碼 |
| Lazard Asset Management LLC | 3,201 | $39.7 萬 | 0.00% | +1,183+58.6% | 加碼 |
| Graypoint LLC | 3,208 | $39.9 萬 | 0.02% | +103+3.3% | 加碼 |