Titelia

Fund shareholders of Brown & Brown Inc

ISIN US1152361010 · United States · LEI 549300PC8KTJ71XKFY89

Fund shareholders
573
Of which ETFs
165 408 other funds
Value held
≈ 8.4B $ 8.4B $ · 487.7M SEK · 1.9M €
Share of capital
39.1 % of 334.6M shares on Jul 24, 2026

573 funds hold this company. This table lists the 567 that declare it in a regulatory filing. The other 6 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
MidCap Fund Principal Funds, Inc 10,267,858722.9M $3.13 %3.07 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,149,002586.9M $0.03 %2.73 %as of Jun 30, 2026 ↗
First Eagle Global Fund First Eagle Funds 8,139,548573M $0.75 %2.43 %as of Jul 31, 2026 ↗
American Balanced Fund American Balanced Fund 7,724,283495.5M $0.17 %2.31 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 7,553,502484.6M $0.03 %2.26 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,242,608400.5M $0.18 %1.87 %as of Jun 30, 2026 ↗
Growth Fund of America Growth Fund of America 4,706,804264.8M $0.07 %1.41 %as of May 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 4,009,031257.2M $0.03 %1.20 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 3,746,491210.7M $0.03 %1.12 %as of May 31, 2026 ↗
Investment Co of America Investment Co of America 3,706,245237.8M $0.13 %1.11 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 3,096,466218M $0.23 %0.93 %as of Jul 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,739,764175.8M $0.07 %0.82 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,687,259151.2M $0.06 %0.80 %as of May 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 2,352,684132.3M $1.20 %0.70 %as of May 31, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 2,206,901141.6M $0.41 %0.66 %as of Jun 30, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,971,728126.5M $0.25 %0.59 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,649,263116.1M $0.09 %0.49 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 1,615,400103.6M $0.36 %0.48 %as of Jun 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,608,40090.5M $0.14 %0.48 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,580,709101.4M $0.03 %0.47 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 1,553,70499.7M $0.58 %0.46 %as of Jun 30, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 1,507,74184.8M $0.05 %0.45 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 1,305,31683.7M $0.39 %0.39 %as of Jun 30, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 1,257,29280.7M $4.43 %0.38 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,215,96678M $0.14 %0.36 %as of Jun 30, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 1,209,25785.1M $0.50 %0.36 %as of Jul 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 1,197,60084.3M $0.57 %0.36 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,118,37471.7M $0.64 %0.33 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,117,77578.7M $0.15 %0.33 %as of Jul 31, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 997,38870.2M $4.08 %0.30 %as of Jul 31, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 964,46861.9M $0.22 %0.29 %as of Jun 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 864,20055.4M $0.23 %0.26 %as of Jun 30, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 786,69544.3M $1.58 %0.24 %as of May 31, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 742,66652.3M $1.48 %0.22 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 695,66944.6M $0.03 %0.21 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 655,55742.1M $0.05 %0.20 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 647,08245.6M $0.03 %0.19 %as of Jul 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 633,30044.6M $0.42 %0.19 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 589,54837.8M $0.61 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 555,48531.2M $0.02 %0.17 %as of May 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 554,08335.5M $0.06 %0.17 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 538,16734.5M $0.43 %0.16 %as of Jun 30, 2026 ↗
Nomura Mid Cap Growth Fund IVY FUNDS 502,85332.3M $1.08 %0.15 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 492,67134.7M $0.15 %0.15 %as of Jul 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 481,59330.9M $0.06 %0.14 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 469,46926.4M $0.20 %0.14 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 453,70729.1M $0.19 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 447,55825.2M $0.02 %0.13 %as of May 31, 2026 ↗
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 444,90028.5M $2.32 %0.13 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 417,952259.6M SEK0.02 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 387,14124.8M $0.03 %0.12 %as of Jun 30, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 380,26424.4M $0.35 %0.11 %as of Jun 30, 2026 ↗
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 375,00024.1M $2.75 %0.11 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 354,62522.7M $0.06 %0.11 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 339,90721.8M $0.07 %0.10 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 336,21021.6M $0.03 %0.10 %as of Jun 30, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 331,10021.2M $0.33 %0.10 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 309,14617.4M $0.02 %0.09 %as of May 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 293,78620.7M $0.05 %0.09 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 271,57617.4M $0.03 %0.08 %as of Jun 30, 2026 ↗
Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions 269,60917.3M $0.81 %0.08 %as of Jun 30, 2026 ↗
First Eagle U.S. Fund First Eagle Funds 265,28218.7M $1.15 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 256,11118M $0.02 %0.08 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 249,78916M $0.06 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 249,63917.6M $0.04 %0.07 %as of Jul 31, 2026 ↗
AVE MARIA VALUE FUND Schwartz Investment Trust 243,65015.6M $2.91 %0.07 %as of Jun 30, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 237,63115.2M $2.94 %0.07 %as of Jun 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 227,30014.6M $0.51 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 220,00015.5M $0.04 %0.07 %as of Jul 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 218,50014M $0.16 %0.07 %as of Jun 30, 2026 ↗
First Eagle Global Equity ETF RBB Fund Trust 210,69011.9M $0.61 %0.06 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 209,65714.8M $0.02 %0.06 %as of Jul 31, 2026 ↗
First Eagle Global Balanced Fund First Eagle Funds 204,22714.4M $0.56 %0.06 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 202,47113M $0.03 %0.06 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 199,95114.1M $0.32 %0.06 %as of Jul 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 196,61411.1M $0.16 %0.06 %as of May 31, 2026 ↗
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II 189,00012.1M $1.00 %0.06 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 186,60012M $0.24 %0.06 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 181,35912.8M $0.03 %0.05 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 177,57711.4M $0.03 %0.05 %as of Jun 30, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 177,57411.4M $0.57 %0.05 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 175,91812.4M $0.03 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 172,7159.7M $0.02 %0.05 %as of May 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 167,4009.4M $1.64 %0.05 %as of May 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 167,39111.8M $0.14 %0.05 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 164,54010.6M $0.03 %0.05 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 163,80011.5M $0.20 %0.05 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 161,5019.1M $0.04 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 158,80411.2M $0.03 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 156,69010.1M $0.02 %0.05 %as of Jun 30, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 151,90410.7M $2.40 %0.05 %as of Jul 31, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 151,0518.5M $1.24 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 147,7538.3M $0.05 %0.04 %as of May 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 147,4808.3M $0.03 %0.04 %as of May 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 147,0318.3M $3.41 %0.04 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 137,8308.8M $0.03 %0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 135,8888.7M $1.91 %0.04 %as of Jun 30, 2026 ↗
AMG TimesSquare Mid Cap Growth Fund AMG Funds 125,5038.1M $0.47 %0.04 %as of Jun 30, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 125,0008M $2.76 %0.04 %as of Jun 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 122,8006.9M $0.88 %0.04 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

Funds that publish their own holdings

FundWeight in fund
Pictet - Family Pictet Asset Management (Europe) S.A. 3.98 %as of Sep 30, 2025 ↗
Pictet - Positive Change Pictet Asset Management (Europe) S.A. 2.28 %as of Sep 30, 2025 ↗
Fidelity Funds - Global Low Volatility Equity Fund FIL Investment Management (Luxembourg) S.A. 0.83 %as of Apr 30, 2025 ↗
Pictet - Quest Global Sustainable Equities Pictet Asset Management (Europe) S.A. 0.23 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.05 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.03 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Clarkston Fund ALPS SERIES TRUST 4.50 %as of Jun 30, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 4.43 %as of Jun 30, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 4.08 %as of Jul 31, 2026 ↗
Pictet - Family Pictet Asset Management (Europe) S.A. 3.98 %as of Sep 30, 2025 ↗
Mid Cap Fund ULTRA SERIES FUND 3.76 %as of Jun 30, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 3.41 %as of May 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 3.34 %as of May 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 3.23 %as of May 31, 2026 ↗
Tandem Fund PFS FUNDS 3.18 %as of Jun 30, 2026 ↗
MidCap Fund Principal Funds, Inc 3.13 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3536-29130,034,880-1.5 %
2026Q2565+4131,973,467+9.4 %
2026Q1561-62120,610,028+0.6 %
2025Q4623-12119,845,604+10.0 %
2025Q3635+9108,909,437+14.3 %
2025Q2626+1195,284,089+5.9 %
2025Q1615-690,009,612+4.8 %
2024Q4621+1185,903,273+1.0 %
2024Q3610+685,076,845-0.7 %
2024Q2604+1885,638,579+4.7 %
2024Q1586+2681,804,320-6.7 %
2023Q456087,677,447

Institutional managers

798 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.21,916,7471.4B $as of Mar 31, 2026
Capital World Investors16,493,9221.1B $as of Mar 31, 2026
FMR LLC16,050,6961B $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC15,608,7201B $as of Mar 31, 2026
STATE STREET CORP13,776,462898.4M $as of Mar 31, 2026
First Eagle Investment Management, LLC8,823,162575.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC8,138,153528.8M $as of Mar 31, 2026
Select Equity Group, L.P.8,022,123523.1M $as of Mar 31, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.5,871,215382.9M $as of Mar 31, 2026
DEUTSCHE BANK AG\4,202,034274M $as of Mar 31, 2026
Capital Research Global Investors3,891,662253.8M $as of Mar 31, 2026
BARCLAYS PLC3,679,770240M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,623,179236.3M $as of Mar 31, 2026
ROYAL BANK OF CANADA3,569,784232.8M $as of Mar 31, 2026
Invesco Ltd.3,481,309227M $as of Mar 31, 2026
MORGAN STANLEY3,244,972211.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,137,024204.7M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN2,998,461195.5M $as of Mar 31, 2026
Capital International Investors2,610,500170.2M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC2,544,886163.9M $as of Mar 31, 2026
NORTHERN TRUST CORP2,448,762159.7M $as of Mar 31, 2026
Madison Asset Management, LLC2,307,622150.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,280,602148.7M $as of Mar 31, 2026
Fenimore Asset Management Inc2,223,136145M $as of Mar 31, 2026
ProShare Advisors LLC2,187,864142.7M $as of Mar 31, 2026

Declared shareholders of Brown & Brown Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other5.40 %18,285,850as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Brown & Brown Inc

421 funds declare 892 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND4102.1M $as of May 31, 2026
Baird Aggregate Bond Fund590.9M $as of Jun 30, 2026
Bond Fund of America487.1M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND1084.3M $as of Jun 30, 2026
American Balanced Fund383.7M $as of Jun 30, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND266M $as of Jul 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND862.9M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND354.4M $as of Jul 31, 2026
Capital Group Central Corporate Bond Fund449.6M $as of May 31, 2026
First Trust Enhanced Short Maturity ETF249.4M $as of Jul 31, 2026
Income Fund of America439.6M $as of Jul 31, 2026
American Funds Multi-Sector Income Fund436.4M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND234.2M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND432.6M $as of May 31, 2026
Putnam Ultra Short Duration Income Fund130.6M $as of Jul 31, 2026
MFS Income Fund330M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF1028.3M $as of May 31, 2026
Strategic Advisers Fidelity Core Income Fund527M $as of May 31, 2026
VANGUARD ULTRA-SHORT BOND ETF226.1M $as of Jun 30, 2026
Bridge Builder Core Bond Fund325.7M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND324.9M $as of Jun 30, 2026
American Funds Strategic Bond Fund324.6M $as of Jun 30, 2026
MFS Total Return Bond Fund324.2M $as of Jul 31, 2026
Baird Intermediate Bond Fund321.3M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF321.1M $as of May 31, 2026
Cite this page

Titelia. "Fund shareholders of Brown & Brown Inc". https://titelia.com/en/stocks/brown-brown-inc-US1152361010