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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 6,393 | $79.5 萬 | 0.31% | +185+3.0% | 加碼 |
| Lido Advisors, LLC | 6,397 | $79.6 萬 | 0.00% | +1,707+36.4% | 加碼 |
| Venturi Wealth Management, LLC | 6,471 | $80.5 萬 | 0.04% | +76+1.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,598 | $82.1 萬 | 0.02% | −37,330−85.0% | 減碼 |
| Sound Financial Strategies Group, LLC | 6,620 | $82.4 萬 | 0.74% | −2,412−26.7% | 減碼 |
| Moors & Cabot, Inc. | 6,676 | $83.0 萬 | 0.04% | −128−1.9% | 減碼 |
| NFP Retirement, Inc. | 6,680 | $83.1 萬 | 0.07% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 6,705 | $83.4 萬 | 0.00% | −11,324−62.8% | 減碼 |
| Financial Enhancement Group LLC | 7,105 | $83.5 萬 | 0.13% | +377+5.6% | 加碼 |
| Talon Private Wealth, LLC | 6,735 | $83.8 萬 | 0.11% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,793 | $84.5 萬 | 0.03% | +4,712+226.4% | 加碼 |
| Board of the Pension Protection Fund | 6,800 | $84.6 萬 | 0.97% | +5,800+580.0% | 加碼 |
| Fifth Third Bancorp | 6,807 | $84.7 萬 | 0.00% | +450+7.1% | 加碼 |
| Xcel Wealth Management, LLC | 6,834 | $85.0 萬 | 0.26% | +550+8.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 6,844 | $85.1 萬 | 0.07% | −1,555−18.5% | 減碼 |
| Golden State Equity Partners | 6,844 | $85.1 萬 | 0.17% | −1,032−13.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,872 | $85.5 萬 | 0.01% | +389+6.0% | 加碼 |
| Investment Management Corp of Ontario | 6,880 | $85.6 萬 | 0.02% | +6,880 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,944 | $86.4 萬 | 0.06% | +6,944 | 新進 |
| Arkadios Wealth Advisors | 6,962 | $86.6 萬 | 0.03% | +6,962 | 新進 |
| Callan Family Office, LLC | 7,070 | $88.0 萬 | 0.07% | −3,179−31.0% | 減碼 |
| Atlas Legacy Advisors, LLC | 7,180 | $89.3 萬 | 0.23% | −2,027−22.0% | 減碼 |
| Capital International Sarl | 7,330 | $91.2 萬 | 0.02% | +7,330 | 新進 |
| Holland Advisory Services, Inc. | 7,373 | $91.7 萬 | 1.39% | +9+0.1% | 加碼 |
| Private Advisor Group, LLC | 7,424 | $92.4 萬 | 0.01% | +146+2.0% | 加碼 |
| Hyperion Capital Advisors LP | 7,500 | $93.3 萬 | 0.51% | 00.0% | 不變 |
| Nomura Holdings Inc | 7,502 | $93.3 萬 | 0.00% | −11,958−61.4% | 減碼 |
| Spears Abacus Advisors LLC | 7,525 | $93.6 萬 | 0.02% | +20.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,548 | $93.9 萬 | 0.01% | +12+0.2% | 加碼 |
| Principal Securities, Inc. | 9,218 | $94.0 萬 | 0.02% | 00.0% | 不變 |
| Brookstone Capital Management | 7,883 | $98.1 萬 | 0.01% | +332+4.4% | 加碼 |
| Centennial Bank | 7,889 | $98.1 萬 | 0.47% | −129−1.6% | 減碼 |
| S-Bank Fund Management Ltd | 7,974 | $99.2 萬 | 0.19% | +7,974 | 新進 |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $102.9 萬 | 0.59% | −139−1.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,284 | $103.1 萬 | 0.04% | +782+10.4% | 加碼 |
| Vident Advisory, LLC | 8,388 | $104.3 萬 | 0.02% | +4,042+93.0% | 加碼 |
| Portside Wealth Group, LLC | 8,464 | $105.3 萬 | 0.17% | +385+4.8% | 加碼 |
| Equitable Trust Co | 8,482 | $105.5 萬 | 0.06% | −3,213−27.5% | 減碼 |
| Integrated Investment Consultants, LLC | 8,748 | $108.8 萬 | 0.22% | −21−0.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,766 | $109.1 萬 | 0.00% | −2,368−21.3% | 減碼 |
| Pictet & Cie (Europe) SA | 8,890 | $110.6 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 8,912 | $110.9 萬 | 0.01% | −609−6.4% | 減碼 |
| GAMMA Investing LLC | 8,945 | $111.3 萬 | 0.08% | +1,039+13.1% | 加碼 |
| RIA Advisory Group LLC | 8,954 | $111.4 萬 | 0.36% | +8,954 | 新進 |
| Harvest Fund Management Co., Ltd | 8,995 | $111.9 萬 | 0.06% | +3,357+59.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 9,920 | $112.0 萬 | 0.06% | +9,920 | 新進 |
| EP Wealth Advisors, LLC | 9,091 | $113.1 萬 | 0.01% | −275−2.9% | 減碼 |
| Qtron Investments LLC | 9,184 | $114.2 萬 | 0.17% | +786+9.4% | 加碼 |
| Brighton Jones LLC | 9,297 | $115.7 萬 | 0.04% | −793−7.9% | 減碼 |
| Aptus Capital Advisors, LLC | 9,318 | $115.9 萬 | 0.01% | +4,517+94.1% | 加碼 |
| Resonant Capital Advisors, LLC | 9,390 | $116.8 萬 | 0.08% | +54+0.6% | 加碼 |
| Occidental Asset Management, LLC | 9,534 | $118.6 萬 | 0.18% | +1,600+20.2% | 加碼 |
| Glenview Trust Co | 9,537 | $118.6 萬 | 0.02% | −212−2.2% | 減碼 |
| Gilbert & Cook, Inc. | 9,549 | $118.8 萬 | 0.17% | +190+2.0% | 加碼 |
| Harmony Asset Management LLC | 9,739 | $121.2 萬 | 0.51% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 9,807 | $122.0 萬 | 0.01% | −715−6.8% | 減碼 |
| Atomi Financial Group, Inc. | 9,815 | $122.1 萬 | 0.06% | +1,516+18.3% | 加碼 |
| Monte Financial Group, LLC | 10,428 | $122.2 萬 | 0.54% | +170+1.7% | 加碼 |
| Quantbot Technologies LP | 9,850 | $122.5 萬 | 0.04% | −61,349−86.2% | 減碼 |
| Vinva Investment Management Ltd | 10,055 | $123.6 萬 | 0.05% | +2,716+37.0% | 加碼 |
| Manchester Capital Management LLC | 9,942 | $123.7 萬 | 0.15% | +193+2.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 9,945 | $123.7 萬 | 0.03% | +746+8.1% | 加碼 |
| Novem Group | 9,949 | $123.8 萬 | 0.17% | +2,397+31.7% | 加碼 |
| Park Avenue Securities LLC | 9,996 | $124.3 萬 | 0.02% | +1,074+12.0% | 加碼 |
| Brinker Capital Investments, LLC | 10,109 | $125.8 萬 | 0.01% | +6,841+209.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 10,109 | $125.8 萬 | 0.01% | +6,841+209.3% | 加碼 |
| Invst, LLC | 10,127 | $126.0 萬 | 0.17% | −247−2.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 10,304 | $128.2 萬 | 0.01% | +3,756+57.4% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 10,391 | $129.3 萬 | 0.70% | −939−8.3% | 減碼 |
| JSF Financial, LLC | 10,395 | $129.3 萬 | 0.34% | −131−1.2% | 減碼 |
| Unigestion Holding SA | 10,428 | $129.7 萬 | 0.08% | +6,198+146.5% | 加碼 |
| Twin Capital Management Inc | 10,441 | $129.9 萬 | 0.15% | −66−0.6% | 減碼 |
| VGI Partners Ltd | 10,464 | $130.2 萬 | 0.13% | +10,464 | 新進 |
| E. Ohman J:or Asset Management AB | 10,470 | $130.2 萬 | 0.03% | −1,200−10.3% | 減碼 |
| Parkwoods Wealth Partners, LLC | 10,528 | $131.0 萬 | 0.88% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 10,568 | $131.5 萬 | 0.07% | −779−6.9% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 10,600 | $131.9 萬 | 0.50% | 00.0% | 不變 |
| ING Groep NV | 10,645 | $132.4 萬 | 0.01% | −82−0.8% | 減碼 |
| Benchmark Investment Advisors LLC | 10,648 | $132.5 萬 | 0.86% | −5,893−35.6% | 減碼 |
| Ostrum Asset Management | 10,724 | $133.4 萬 | 0.07% | −285−2.6% | 減碼 |
| Proficio Capital Partners LLC | 10,805 | $134.4 萬 | 0.10% | −64−0.6% | 減碼 |
| Norden Group LLC | 10,834 | $134.8 萬 | 0.16% | −567−5.0% | 減碼 |
| Chaney Capital Management, Inc. | 10,864 | $135.1 萬 | 0.60% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 10,891 | $135.5 萬 | 0.04% | +10,891 | 新進 |
| Wedbush Securities Inc | 10,997 | $136.8 萬 | 0.05% | −682−5.8% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,016 | $137.0 萬 | 0.09% | +2,162+24.4% | 加碼 |
| New Mexico Educational Retirement Board | 11,100 | $138.1 萬 | 0.05% | −200−1.8% | 減碼 |
| Strategy Asset Managers LLC | 11,135 | $138.5 萬 | 0.29% | +5,233+88.7% | 加碼 |
| Colony Group, LLC | 11,149 | $138.7 萬 | 0.00% | +547+5.2% | 加碼 |
| Maryland State Retirement & Pension System | 11,163 | $138.9 萬 | 0.03% | −1,588−12.5% | 減碼 |
| IPG Investment Advisors LLC | 11,228 | $139.7 萬 | 0.32% | +11,228 | 新進 |
| Highland Capital Management, LLC | 11,251 | $140.0 萬 | 0.08% | +11,251 | 新進 |
| Norinchukin Bank, The | 11,364 | $141.4 萬 | 0.03% | +1,398+14.0% | 加碼 |
| Mizuho Markets Americas LLC | 11,413 | $142.0 萬 | 0.03% | −14,197−55.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 11,453 | $142.5 萬 | 0.04% | −5,217−31.3% | 減碼 |
| Tributary Capital Management, LLC | 11,482 | $142.8 萬 | 0.12% | −2,114−15.5% | 減碼 |
| GAM Holding AG | 11,497 | $143.0 萬 | 0.11% | +1,468+14.6% | 加碼 |
| Sepio Capital, LP | 11,582 | $144.1 萬 | 0.11% | −4,562−28.3% | 減碼 |
| Compass Ion Advisors, LLC | 11,669 | $145.2 萬 | 0.17% | +7+0.1% | 加碼 |
| Hunter Associates Investment Management LLC | 11,820 | $147.1 萬 | 0.23% | −1,535−11.5% | 減碼 |