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 |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 3,245 | $40.4 萬 | 0.12% | +3,245 | 新進 |
| Anchor Investment Management, LLC | 3,251 | $40.4 萬 | 0.04% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 3,305 | $41.1 萬 | 0.02% | +611+22.7% | 加碼 |
| CWA Asset Management Group, LLC | 3,307 | $41.1 萬 | 0.02% | +391+13.4% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,330 | $41.4 萬 | 0.03% | −350−9.5% | 減碼 |
| Meeder Advisory Services, Inc. | 3,336 | $41.5 萬 | 0.02% | +133+4.2% | 加碼 |
| Kathmere Capital Management, LLC | 3,365 | $41.9 萬 | 0.04% | +703+26.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,369 | $41.9 萬 | 0.02% | −660−16.4% | 減碼 |
| Intrust Bank NA | 3,372 | $41.9 萬 | 0.04% | +333+11.0% | 加碼 |
| Profund Advisors LLC | 3,389 | $42.2 萬 | 0.02% | −281−7.7% | 減碼 |
| National Wealth Management Group, LLC | 3,393 | $42.2 萬 | 0.28% | +3,393 | 新進 |
| Horizon Investments, LLC | 3,406 | $42.3 萬 | 0.01% | +167+5.2% | 加碼 |
| Mediolanum International Funds Ltd | 3,461 | $42.5 萬 | 0.01% | +3,461 | 新進 |
| Cadent Capital Advisors, LLC | 3,432 | $42.7 萬 | 0.16% | −1,493−30.3% | 減碼 |
| Checchi Capital Advisers, LLC | 3,467 | $43.1 萬 | 0.03% | +21+0.6% | 加碼 |
| United Capital Financial Advisers, LLC | 3,498 | $43.5 萬 | 0.00% | +223+6.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,546 | $44.1 萬 | 0.03% | +281+8.6% | 加碼 |
| W.H. Cornerstone Investments Inc. | 3,556 | $44.2 萬 | 0.31% | +5+0.1% | 加碼 |
| Plato Investment Management Ltd | 3,552 | $44.7 萬 | 0.04% | −2,419−40.5% | 減碼 |
| Private Trust Co NA | 3,595 | $44.7 萬 | 0.05% | +147+4.3% | 加碼 |
| Ballentine Partners, LLC | 3,648 | $45.4 萬 | 0.01% | +159+4.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,653 | $45.4 萬 | 0.01% | +3,653 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,670 | $45.7 萬 | 0.13% | −261−6.6% | 減碼 |
| HighPoint Advisor Group LLC | 4,270 | $46.1 萬 | 0.03% | −362−7.8% | 減碼 |
| Alliance Wealth Advisors, LLC | 3,724 | $46.3 萬 | 0.12% | −221−5.6% | 減碼 |
| Smith Shellnut Wilson LLC | 3,739 | $46.5 萬 | 0.21% | 00.0% | 不變 |
| River Wealth Advisors LLC | 3,814 | $47.4 萬 | 0.07% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,853 | $47.9 萬 | 0.02% | −61−1.6% | 減碼 |
| Mutual Advisors, LLC | 4,190 | $48.0 萬 | 0.01% | +673+19.1% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,895 | $48.5 萬 | 0.13% | +16+0.4% | 加碼 |
| Argent Trust Co | 3,940 | $49.0 萬 | 0.02% | −290−6.9% | 減碼 |
| Somerset Trust Co | 3,942 | $49.0 萬 | 0.17% | −32−0.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 4,023 | $50.0 萬 | 0.05% | +18+0.4% | 加碼 |
| Advisory Alpha, LLC | 4,096 | $51.0 萬 | 0.02% | +1,123+37.8% | 加碼 |
| Phillips Financial Management, LLC | 4,111 | $51.1 萬 | 0.04% | +50+1.2% | 加碼 |
| Means Investment Co., Inc. | 4,151 | $51.6 萬 | 0.05% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 4,201 | $52.3 萬 | 0.06% | +697+19.9% | 加碼 |
| Revisor Wealth Management LLC | 4,208 | $52.3 萬 | 0.23% | +1,742+70.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 4,236 | $52.7 萬 | 0.01% | +4,236 | 新進 |
| Brown Advisory Inc | 4,243 | $52.8 萬 | 0.00% | +79+1.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $52.9 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 4,253 | $52.9 萬 | 0.01% | +2,164+103.6% | 加碼 |
| Vestcor Inc | 4,273 | $53.2 萬 | 0.02% | +11+0.3% | 加碼 |
| Gateway Investment Advisers LLC | 4,312 | $53.6 萬 | 0.01% | +97+2.3% | 加碼 |
| Apriem Advisors | 4,343 | $54.0 萬 | 0.06% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 4,349 | $54.1 萬 | 0.03% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 4,351 | $54.1 萬 | 0.01% | +1,989+84.2% | 加碼 |
| Moment Partners, LLC | 4,424 | $55.0 萬 | 0.11% | −57−1.3% | 減碼 |
| Klingman & Associates, LLC | 4,439 | $55.2 萬 | 0.03% | +27+0.6% | 加碼 |
| Journey Strategic Wealth LLC | 4,513 | $56.1 萬 | 0.02% | +27+0.6% | 加碼 |
| Ossiam | 4,557 | $56.7 萬 | 0.01% | −2,511−35.5% | 減碼 |
| Forum Private Client Group LLC | 4,585 | $57.0 萬 | 0.25% | −42−0.9% | 減碼 |
| Balyasny Asset Management LLC | 4,595 | $57.2 萬 | 0.00% | −682,500−99.3% | 減碼 |
| Financial Advocates Investment Management | 4,655 | $57.9 萬 | 0.04% | +136+3.0% | 加碼 |
| Vontobel Holding Ltd. | 4,663 | $58.0 萬 | 0.00% | −449−8.8% | 減碼 |
| Forum Financial Management, LP | 4,714 | $58.6 萬 | 0.01% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 4,738 | $58.9 萬 | 0.25% | −875−15.6% | 減碼 |
| Washington Trust Bank | 4,783 | $59.5 萬 | 0.06% | +33+0.7% | 加碼 |
| Fayez Sarofim & Co | 4,790 | $59.6 萬 | 0.00% | +4,790 | 新進 |
| Fidelis Capital Partners, LLC | 5,230 | $59.9 萬 | 0.06% | −143−2.7% | 減碼 |
| Massar Capital Management, LP | 4,900 | $61.0 萬 | 0.73% | +4,900 | 新進 |
| Jane Street Group, LLC | 4,988 | $62.1 萬 | 0.00% | +1,356+37.3% | 加碼 |
| GF Fund Management Co. Ltd. | 5,065 | $63.0 萬 | 0.01% | +5,065 | 新進 |
| Brown Miller Wealth Management, LLC | 5,071 | $63.1 萬 | 0.22% | +5,071 | 新進 |
| Jackson Creek Investment Advisors LLC | 5,086 | $63.3 萬 | 0.20% | −534−9.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,102 | $63.5 萬 | 0.01% | +217+4.4% | 加碼 |
| Bullock Wealth Management Group | 5,158 | $64.0 萬 | 0.36% | −1,264−19.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,153 | $64.1 萬 | 0.01% | −72−1.4% | 減碼 |
| Unique Wealth, LLC | 5,166 | $64.3 萬 | 0.12% | +1,657+47.2% | 加碼 |
| Silver Oak Securities, Inc | 5,254 | $64.6 萬 | 0.06% | +5,254 | 新進 |
| Howland Capital Management LLC | 5,196 | $64.6 萬 | 0.03% | +43+0.8% | 加碼 |
| Teza Capital Management LLC | 5,261 | $65.4 萬 | 0.30% | +5,261 | 新進 |
| Argonautica Private Wealth Management, Inc | 5,294 | $65.9 萬 | 0.23% | −64−1.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 5,339 | $66.4 萬 | 0.16% | −624−10.5% | 減碼 |
| MJP Associates Inc | 5,357 | $66.6 萬 | 0.12% | +46+0.9% | 加碼 |
| Advisor OS, LLC | 5,378 | $66.9 萬 | 0.08% | −123−2.2% | 減碼 |
| Next Level Private LLC | 5,429 | $67.5 萬 | 0.25% | 00.0% | 不變 |
| Brighton Securities Corp. | 5,430 | $67.5 萬 | 0.33% | −215−3.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,437 | $67.6 萬 | 0.10% | −88−1.6% | 減碼 |
| Jones Financial Companies LLLP | 5,565 | $68.4 萬 | 0.00% | +1,648+42.1% | 加碼 |
| United Services Automobile Association | 5,703 | $70.1 萬 | 0.02% | +5,703 | 新進 |
| Siemens Fonds Invest GmbH | 5,656 | $70.4 萬 | 0.05% | +5,656 | 新進 |
| Global X Japan Co., Ltd. | 5,712 | $71.1 萬 | 0.08% | +771+15.6% | 加碼 |
| Sowell Financial Services LLC | 5,716 | $71.1 萬 | 0.03% | +5,716 | 新進 |
| SevenBridge Financial Group, LLC | 6,446 | $71.4 萬 | 0.14% | −60−0.9% | 減碼 |
| Capstone Investment Advisors, LLC | 5,750 | $71.5 萬 | 0.01% | −127−2.2% | 減碼 |
| Claro Advisors LLC | 5,796 | $72.1 萬 | 0.10% | −1,349−18.9% | 減碼 |
| Ascent Group, LLC | 5,804 | $72.2 萬 | 0.03% | +2,676+85.5% | 加碼 |
| Adviser Investments LLC | 5,888 | $73.2 萬 | 0.01% | −85−1.4% | 減碼 |
| Trust Point Inc. | 5,892 | $73.3 萬 | 0.07% | −559−8.7% | 減碼 |
| Edgestream Partners, L.P. | 5,893 | $73.3 萬 | 0.02% | −25,774−81.4% | 減碼 |
| Synovus Financial Corp | 5,980 | $74.4 萬 | 0.01% | −236−3.8% | 減碼 |
| Radnor Capital Management, LLC | 5,990 | $74.5 萬 | 0.12% | +300+5.3% | 加碼 |
| Studio Investment Management LLC | 6,012 | $74.8 萬 | 0.15% | −356−5.6% | 減碼 |
| ORG Wealth Partners, LLC | 6,070 | $75.3 萬 | 0.23% | −29−0.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,122 | $76.2 萬 | 0.01% | −112−1.8% | 減碼 |
| Hanlon Investment Management, Inc. | 6,163 | $76.7 萬 | 0.58% | −920−13.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,202 | $77.2 萬 | 0.01% | −2,684−30.2% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 6,211 | $77.3 萬 | 0.15% | −241−3.7% | 減碼 |
| CWM, LLC | 6,342 | $78.9 萬 | 0.00% | +227+3.7% | 加碼 |