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 3 季 13F 持有人
Brown & Brown, Inc. 在 2025/9/30 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
- 897
- 較 2025 年第 2 季 −19 家
- 持有股數
- 2.62 億
- 較 2025 年第 2 季 −17.7 萬 (−0.1%)
- 總市值
- $245.6 億
- 較 2025 年第 2 季 −$45.0 億 (−15.5%)
- 新進機構
- 101
- 另有 400 家加碼
- 清倉機構
- 120
- 另有 292 家減碼
另有 15 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Somerset Trust Co | 3,822 | $35.8 萬 | 0.11% | −62−1.6% | 減碼 |
| Krilogy Financial LLC | 4,610 | $35.9 萬 | 0.01% | +4,610 | 新進 |
| Triangle Securities Wealth Management | 3,871 | $36.3 萬 | 0.08% | +1,010+35.3% | 加碼 |
| FourThought Financial Partners, LLC | 3,917 | $36.7 萬 | 0.03% | +1,985+102.7% | 加碼 |
| NorthRock Partners, LLC | 3,951 | $37.1 萬 | 0.01% | +1,530+63.2% | 加碼 |
| Meeder Advisory Services, Inc. | 4,037 | $37.9 萬 | 0.02% | +530+15.1% | 加碼 |
| Washington Trust Bank | 4,070 | $38.2 萬 | 0.03% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 4,356 | $38.2 萬 | 0.02% | +4,356 | 新進 |
| Belpointe Asset Management LLC | 4,096 | $38.4 萬 | 0.01% | +41+1.0% | 加碼 |
| XTX Topco Ltd | 4,107 | $38.5 萬 | 0.02% | −4,836−54.1% | 減碼 |
| Brown Advisory Inc | 4,117 | $38.6 萬 | 0.00% | +54+1.3% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 4,134 | $38.8 萬 | 0.08% | −4,865−54.1% | 減碼 |
| Means Investment Co., Inc. | 4,152 | $38.9 萬 | 0.03% | +10.0% | 加碼 |
| ASR Vermogensbeheer N.V. | 4,165 | $39.1 萬 | 0.00% | −48−1.1% | 減碼 |
| Profund Advisors LLC | 4,184 | $39.2 萬 | 0.01% | +417+11.1% | 加碼 |
| Wetherby Asset Management Inc | 4,190 | $39.3 萬 | 0.02% | +183+4.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| Tema ETFs LLC | 4,293 | $40.3 萬 | 0.03% | +4,293 | 新進 |
| Apriem Advisors | 4,346 | $40.8 萬 | 0.04% | +3+0.1% | 加碼 |
| Phillips Wealth Planners LLC | 4,319 | $40.8 萬 | 0.34% | +1,574+57.3% | 加碼 |
| Trust Point Inc. | 4,367 | $41.0 萬 | 0.03% | +164+3.9% | 加碼 |
| Change Path, LLC | 4,369 | $41.0 萬 | 0.01% | −23−0.5% | 減碼 |
| Gateway Investment Advisers LLC | 4,435 | $41.6 萬 | 0.00% | +190+4.5% | 加碼 |
| Gibbs Wealth Management | 4,585 | $43.0 萬 | 0.10% | −9,285−66.9% | 減碼 |
| Private Advisor Group, LLC | 4,590 | $43.0 萬 | 0.00% | +374+8.9% | 加碼 |
| Forum Private Client Group LLC | 4,599 | $43.1 萬 | 0.15% | +7+0.2% | 加碼 |
| Revisor Wealth Management LLC | 4,490 | $43.4 萬 | 0.15% | −17−0.4% | 減碼 |
| Moment Partners, LLC | 4,632 | $43.4 萬 | 0.08% | +136+3.0% | 加碼 |
| American National Bank of Texas | 4,647 | $43.6 萬 | 0.41% | +4,647 | 新進 |
| Transcend Wealth Collective, LLC | 4,677 | $43.9 萬 | 0.03% | +2,584+123.5% | 加碼 |
| Forum Financial Management, LP | 4,727 | $44.3 萬 | 0.01% | −10.0% | 減碼 |
| Klingman & Associates, LLC | 4,751 | $44.6 萬 | 0.02% | +252+5.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,804 | $45.1 萬 | 0.02% | +355+8.0% | 加碼 |
| Portside Wealth Group, LLC | 4,929 | $46.2 萬 | 0.06% | −1,763−26.3% | 減碼 |
| Bullock Wealth Management Group | 5,040 | $46.8 萬 | 0.23% | +6+0.1% | 加碼 |
| Venturi Wealth Management, LLC | 5,008 | $47.0 萬 | 0.02% | −259−4.9% | 減碼 |
| Illinois Municipal Retirement Fund | 5,012 | $47.0 萬 | 0.01% | −17,427−77.7% | 減碼 |
| Phillips Financial Management, LLC | 5,067 | $47.5 萬 | 0.03% | +940+22.8% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 5,077 | $47.6 萬 | 0.10% | −106−2.0% | 減碼 |
| Gen-Wealth Partners Inc | 5,097 | $47.8 萬 | 0.16% | +359+7.6% | 加碼 |
| Huntington National Bank | 5,150 | $48.3 萬 | 0.00% | +1,589+44.6% | 加碼 |
| Vestcor Inc | 5,183 | $48.6 萬 | 0.01% | 00.0% | 不變 |
| Howland Capital Management LLC | 5,196 | $48.7 萬 | 0.02% | 00.0% | 不變 |
| MJP Associates Inc | 5,215 | $48.9 萬 | 0.06% | −6−0.1% | 減碼 |
| Advisor OS, LLC | 5,229 | $49.0 萬 | 0.04% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 5,234 | $49.1 萬 | 0.14% | −28−0.5% | 減碼 |
| Centennial Bank | 5,324 | $49.9 萬 | 0.20% | −2,500−32.0% | 減碼 |
| Element Capital Management LLC | 5,375 | $50.4 萬 | 0.71% | −244,625−97.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,435 | $51.0 萬 | 0.06% | −10.0% | 減碼 |
| Next Level Private LLC | 5,432 | $51.3 萬 | 0.15% | +10.0% | 加碼 |
| Mutual Advisors, LLC | 5,855 | $52.0 萬 | 0.01% | +1,764+43.1% | 加碼 |
| Canada Post Corp Registered Pension Plan | 5,600 | $52.1 萬 | 0.02% | +2,190+64.2% | 加碼 |
| MUFG Securities EMEA plc | 5,608 | $52.6 萬 | 0.01% | +4,780+577.3% | 加碼 |
| Boreal Capital Management LLC | 5,656 | $53.0 萬 | 0.43% | +1,503+36.2% | 加碼 |
| Fidelis Capital Partners, LLC | 5,658 | $53.1 萬 | 0.04% | +79+1.4% | 加碼 |
| Allianz SE | 5,680 | $53.3 萬 | 0.01% | +5,680 | 新進 |
| SevenBridge Financial Group, LLC | 6,721 | $53.9 萬 | 0.09% | +275+4.3% | 加碼 |
| Sowell Financial Services LLC | 5,826 | $54.6 萬 | 0.02% | +200+3.6% | 加碼 |
| Integrated Investment Consultants, LLC | 5,869 | $55.0 萬 | 0.09% | −2,095−26.3% | 減碼 |
| ORG Wealth Partners, LLC | 5,873 | $55.1 萬 | 0.12% | −239−3.9% | 減碼 |
| Adviser Investments LLC | 5,888 | $55.2 萬 | 0.01% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 5,917 | $55.5 萬 | 0.07% | −77−1.3% | 減碼 |
| Sunbelt Securities, Inc. | 5,948 | $55.8 萬 | 0.04% | +5,648+1,882.7% | 加碼 |
| Global X Japan Co., Ltd. | 5,970 | $56.0 萬 | 0.05% | +977+19.6% | 加碼 |
| Quadrant Capital Group LLC | 5,982 | $56.1 萬 | 0.02% | +3,767+170.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 6,017 | $56.4 萬 | 0.01% | +1,594+36.0% | 加碼 |
| Radnor Capital Management, LLC | 6,055 | $56.8 萬 | 0.09% | 00.0% | 不變 |
| Studio Investment Management LLC | 6,132 | $57.5 萬 | 0.11% | +230+3.9% | 加碼 |
| Golden State Equity Partners | 6,143 | $57.6 萬 | 0.10% | +564+10.1% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,169 | $57.9 萬 | 0.04% | −5,901−48.9% | 減碼 |
| Journey Strategic Wealth LLC | 6,273 | $58.8 萬 | 0.02% | +1,598+34.2% | 加碼 |
| Hamilton Capital Partners Inc. | 6,382 | $59.9 萬 | 0.02% | +4,169+188.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 6,399 | $60.0 萬 | 0.04% | −6,480−50.3% | 減碼 |
| Caerus Investment Advisors, LLC | 6,501 | $61.0 萬 | 0.25% | +6,501 | 新進 |
| Advisory Alpha, LLC | 6,545 | $61.2 萬 | 0.02% | +1,356+26.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,523 | $61.2 萬 | 0.02% | +4,677+253.4% | 加碼 |
| Sound Financial Strategies Group, LLC | 6,608 | $62.0 萬 | 0.45% | −106−1.6% | 減碼 |
| Quest Partners LLC | 6,625 | $62.1 萬 | 0.04% | −50−0.7% | 減碼 |
| STRS Ohio | 6,671 | $62.6 萬 | 0.00% | +84+1.3% | 加碼 |
| NFP Retirement, Inc. | 6,710 | $62.9 萬 | 0.04% | +7+0.1% | 加碼 |
| Arkadios Wealth Advisors | 6,727 | $63.1 萬 | 0.02% | +1,321+24.4% | 加碼 |
| Hohimer Wealth Management, LLC | 6,756 | $63.4 萬 | 0.09% | +6,756 | 新進 |
| DSM Capital Partners LLC | 6,777 | $63.6 萬 | 0.01% | +6,777 | 新進 |
| Henshaw Capital LLC | 6,796 | $63.7 萬 | 0.02% | −5,098−42.9% | 減碼 |
| Moors & Cabot, Inc. | 6,805 | $63.8 萬 | 0.03% | +142+2.1% | 加碼 |
| Skopos Labs, Inc. | 5,830 | $63.9 萬 | 0.09% | +47+0.8% | 加碼 |
| Warren Averett Asset Management, LLC | 6,832 | $64.1 萬 | 0.01% | +2,440+55.6% | 加碼 |
| Xcel Wealth Management, LLC | 6,834 | $64.1 萬 | 0.17% | 00.0% | 不變 |
| Atlas Legacy Advisors, LLC | 6,981 | $65.5 萬 | 0.13% | −2,039−22.6% | 減碼 |
| Silver Oak Securities, Inc | 6,988 | $65.5 萬 | 0.05% | +3,802+119.3% | 加碼 |
| Siemens Fonds Invest GmbH | 7,046 | $66.1 萬 | 0.04% | +733+11.6% | 加碼 |
| Hunter Associates Investment Management LLC | 7,020 | $66.1 萬 | 0.09% | −600−7.9% | 減碼 |
| Norden Group LLC | 7,056 | $66.2 萬 | 0.07% | −1,845−20.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,069 | $66.3 萬 | 0.01% | +237+3.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 7,136 | $66.9 萬 | 0.02% | +1,395+24.3% | 加碼 |
| Vontobel Holding Ltd. | 7,189 | $67.4 萬 | 0.00% | +2,388+49.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,342 | $68.9 萬 | 0.05% | +848+13.1% | 加碼 |
| Boothbay Fund Management, LLC | 7,386 | $69.3 萬 | 0.02% | −15,179−67.3% | 減碼 |
| Holland Advisory Services, Inc. | 7,391 | $69.3 萬 | 0.95% | +10+0.1% | 加碼 |
| Hyperion Capital Advisors LP | 7,500 | $70.3 萬 | 0.38% | 00.0% | 不變 |