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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 11,833 | $147.2 萬 | 0.01% | +4,589+63.3% | 加碼 |
| Mercer Global Advisors Inc | 11,836 | $147.2 萬 | 0.00% | +2,651+28.9% | 加碼 |
| Price Capital Management, Inc. | 11,840 | $147.3 萬 | 3.72% | +11,840 | 新進 |
| Marshall Financial Group LLC | 11,844 | $147.3 萬 | 0.32% | +167+1.4% | 加碼 |
| Cross Staff Investments Inc | 12,000 | $149.3 萬 | 1.13% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 12,276 | $152.7 萬 | 0.22% | +50.0% | 加碼 |
| Securian Asset Management, Inc | 12,464 | $155.1 萬 | 0.05% | −202−1.6% | 減碼 |
| Cullinan Associates Inc | 12,500 | $155.5 萬 | 0.11% | −500−3.8% | 減碼 |
| Cathy Pareto & Associates, Inc | 12,761 | $158.7 萬 | 1.40% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 12,800 | $159.2 萬 | 0.03% | 00.0% | 不變 |
| Ewing Morris & Co. Investment Partners Ltd. | 8,932 | $159.9 萬 | 0.50% | +8,932 | 新進 |
| Citadel Advisors LLC | 12,966 | $161.3 萬 | 0.00% | +12,807+8,054.7% | 加碼 |
| Canada Pension Plan Investment Board | 13,053 | $162.4 萬 | 0.00% | +12,708+3,683.5% | 加碼 |
| Wealthfront Advisers LLC | 13,189 | $164.1 萬 | 0.00% | +2,752+26.4% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 13,277 | $165.2 萬 | 0.56% | +13,277 | 新進 |
| HB Wealth Management, LLC | 13,463 | $167.5 萬 | 0.01% | +7,311+118.8% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 13,490 | $167.8 萬 | 0.45% | −3,953−22.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 13,527 | $168.3 萬 | 0.46% | +11,803+684.6% | 加碼 |
| SlateStone Wealth, LLC | 13,525 | $168.3 萬 | 0.17% | −2,225−14.1% | 減碼 |
| NEOS Investment Management LLC | 13,689 | $170.3 萬 | 0.03% | +2,506+22.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 13,788 | $171.5 萬 | 0.06% | −5,086−26.9% | 減碼 |
| Fairbanks Capital Management, Inc. | 13,947 | $173.5 萬 | 1.12% | +13,947 | 新進 |
| Federated Hermes, Inc. | 14,077 | $175.1 萬 | 0.00% | −82,349−85.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 14,235 | $177.1 萬 | 0.12% | +2,027+16.6% | 加碼 |
| Everence Capital Management Inc | 14,270 | $177.5 萬 | 0.12% | 00.0% | 不變 |
| Gibbs Wealth Management | 14,271 | $177.5 萬 | 0.43% | +2,181+18.0% | 加碼 |
| Mount Lucas Management LP | 14,398 | $179.1 萬 | 0.84% | −465−3.1% | 減碼 |
| SG Americas Securities, LLC | 14,537 | $180.8 萬 | 0.01% | +2,304+18.8% | 加碼 |
| Nicholson Wealth Management Group, LLC | 14,536 | $180.8 萬 | 1.19% | +277+1.9% | 加碼 |
| M&T Bank Corp | 14,693 | $182.8 萬 | 0.01% | +5,323+56.8% | 加碼 |
| Inceptionr LLC | 14,702 | $182.9 萬 | 0.55% | −2,860−16.3% | 減碼 |
| Hartford Investment Management Co | 14,759 | $183.6 萬 | 0.06% | −152−1.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 15,045 | $187.2 萬 | 0.14% | −3,675−19.6% | 減碼 |
| Bokf, NA | 15,174 | $188.8 萬 | 0.03% | −1,906−11.2% | 減碼 |
| Avanza Fonder AB | 15,275 | $189.8 萬 | 0.06% | −4,804−23.9% | 減碼 |
| Davidson Kahn Capital Management, LLC | 15,379 | $191.3 萬 | 1.48% | +4,303+38.8% | 加碼 |
| Otter Creek Advisors, LLC | 15,387 | $191.4 萬 | 1.33% | −17,608−53.4% | 減碼 |
| Greenleaf Trust | 15,441 | $192.1 萬 | 0.02% | −34−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 15,503 | $192.9 萬 | 0.04% | +15,503 | 新進 |
| TD Waterhouse Canada Inc. | 15,789 | $195.3 萬 | 0.02% | +14,866+1,610.6% | 加碼 |
| Glenmede Trust Co NA | 15,818 | $196.8 萬 | 0.01% | −182−1.1% | 減碼 |
| Prudential PLC | 15,929 | $198.2 萬 | 0.01% | 00.0% | 不變 |
| Kentucky Retirement Systems | 16,304 | $202.8 萬 | 0.06% | +34+0.2% | 加碼 |
| Evermay Wealth Management LLC | 16,495 | $205.2 萬 | 0.27% | −485−2.9% | 減碼 |
| Swiss Life Asset Management Ltd | 16,533 | $205.7 萬 | 0.01% | +5,807+54.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 16,744 | $208.3 萬 | 0.19% | +14,063+524.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,070 | $212.3 萬 | 0.07% | −2,494−12.7% | 減碼 |
| Keybank National Association | 17,124 | $213.0 萬 | 0.01% | −2,796−14.0% | 減碼 |
| Fiduciary Trust Co | 17,322 | $215.5 萬 | 0.03% | +2,072+13.6% | 加碼 |
| We Are One Seven, LLC | 17,352 | $215.9 萬 | 0.08% | −1,920−10.0% | 減碼 |
| Zacks Investment Management | 17,512 | $217.8 萬 | 0.02% | +515+3.0% | 加碼 |
| Ameriflex Group, Inc. | 17,590 | $218.8 萬 | 0.89% | −55−0.3% | 減碼 |
| AE Wealth Management LLC | 17,772 | $221.1 萬 | 0.02% | −411−2.3% | 減碼 |
| Schroder Investment Management Group | 18,067 | $222.1 萬 | 0.00% | −529−2.8% | 減碼 |
| Aquatic Capital Management LLC | 17,862 | $222.2 萬 | 0.06% | +17,862 | 新進 |
| PGGM Investments | 17,910 | $222.8 萬 | 0.03% | 00.0% | 不變 |
| Metis Global Partners, LLC | 18,065 | $224.7 萬 | 0.06% | +2,403+15.3% | 加碼 |
| Kesler, Norman & Wride, LLC | 18,143 | $225.7 萬 | 0.43% | +192+1.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 18,344 | $228.2 萬 | 0.02% | +683+3.9% | 加碼 |
| Suncoast Equity Management | 18,375 | $228.6 萬 | 0.26% | +2,365+14.8% | 加碼 |
| Wedge Capital Management L L P | 18,406 | $229.0 萬 | 0.04% | −2,467−11.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 18,603 | $231.4 萬 | 0.01% | +3,351+22.0% | 加碼 |
| Trueblood Wealth Management, LLC | 18,689 | $232.5 萬 | 1.08% | +1,156+6.6% | 加碼 |
| Tredje AP-fonden | 18,787 | $233.7 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 18,971 | $236.0 萬 | 0.01% | +846+4.7% | 加碼 |
| Mizuho Securities USA LLC | 19,002 | $236.4 萬 | 0.05% | −3,493−15.5% | 減碼 |
| Prospera Financial Services Inc | 19,070 | $237.2 萬 | 0.05% | +134+0.7% | 加碼 |
| Mitchell Capital Management Co | 19,372 | $241.0 萬 | 0.46% | +19,372 | 新進 |
| Rockefeller Capital Management L.P. | 19,374 | $241.0 萬 | 0.01% | −1,437−6.9% | 減碼 |
| CX Institutional | 20,282 | $252.3 萬 | 0.10% | +630+3.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 20,389 | $253.6 萬 | 0.05% | +100.0% | 加碼 |
| Bessemer Group Inc | 20,607 | $256.4 萬 | 0.00% | −2,412−10.5% | 減碼 |
| Illinois Municipal Retirement Fund | 20,702 | $257.5 萬 | 0.04% | 00.0% | 不變 |
| Cacti Asset Management LLC | 21,000 | $258.2 萬 | 0.21% | 00.0% | 不變 |
| Penserra Capital Management LLC | 20,842 | $259.1 萬 | 0.05% | +19,116+1,107.5% | 加碼 |
| Achmea Investment Management B.V. | 21,300 | $265.0 萬 | 0.04% | −1,347−5.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 21,438 | $266.7 萬 | 0.00% | +517+2.5% | 加碼 |
| Rakuten Investment Management, Inc. | 21,850 | $268.6 萬 | 0.01% | +21,850 | 新進 |
| Salem Investment Counselors Inc | 22,000 | $273.7 萬 | 0.10% | 00.0% | 不變 |
| Blair William & Co | 22,071 | $274.6 萬 | 0.01% | −3,749−14.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 22,530 | $280.3 萬 | 0.05% | −372−1.6% | 減碼 |
| J. Safra Sarasin Holding AG | 22,733 | $282.8 萬 | 0.05% | +22,733 | 新進 |
| Andra AP-fonden | 22,804 | $283.7 萬 | 0.05% | −31,796−58.2% | 減碼 |
| Sabal Trust CO | 22,850 | $284.3 萬 | 0.16% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 23,152 | $288.0 萬 | 0.12% | +23,152 | 新進 |
| QRG Capital Management, Inc. | 23,331 | $290.2 萬 | 0.03% | +3,141+15.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 23,404 | $291.1 萬 | 0.18% | +632+2.8% | 加碼 |
| Agf Management Ltd | 23,555 | $293.0 萬 | 0.02% | +90.0% | 加碼 |
| Roundview Capital LLC | 23,586 | $293.4 萬 | 0.21% | +8,648+57.9% | 加碼 |
| Pathstone Holdings, LLC | 23,698 | $294.7 萬 | 0.01% | +2,168+10.1% | 加碼 |
| Harbor Advisors LLC | 24,000 | $298.6 萬 | 0.52% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 24,011 | $298.7 萬 | 0.01% | +1,264+5.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 24,191 | $300.9 萬 | 0.04% | −2,160−8.2% | 減碼 |
| UniSuper Management Pty Ltd | 24,197 | $301.0 萬 | 0.02% | −1,440−5.6% | 減碼 |
| Peninsula Asset Management Inc | 24,335 | $302.7 萬 | 1.68% | +24,335 | 新進 |
| Toroso Investments, LLC | 24,449 | $304.1 萬 | 0.03% | −219,765−90.0% | 減碼 |
| Jefferies Financial Group Inc. | 24,464 | $304.3 萬 | 0.05% | +24,464 | 新進 |
| IFP Advisors, Inc | 24,429 | $304.4 萬 | 0.09% | +2,789+12.9% | 加碼 |
| Stephens Inc | 24,655 | $306.7 萬 | 0.04% | −432−1.7% | 減碼 |
| JustInvest LLC | 25,376 | $315.7 萬 | 0.05% | +1,389+5.8% | 加碼 |