Titelia

Fund shareholders of Brown & Brown Inc

ISIN US1152361010 · United States · LEI 549300PC8KTJ71XKFY89

Fund shareholders
602
Of which ETFs
166 436 other funds
Value held
8.6B $ 487.7M SEK · 1.9M €
Share of capital
39.7 % of 334.6M shares on Jul 24, 2026

602 funds hold this company. This table lists the 596 that declare it in a regulatory filing. The other 6 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
MidCap Fund Principal Funds, Inc 11,364,506683.6M $2.71 %3.40 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,197,085599.7M $0.03 %2.75 %as of Mar 31, 2026 ↗
American Balanced Fund American Balanced Fund 7,724,283503.7M $0.19 %2.31 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 7,438,299485.1M $0.03 %2.22 %as of Mar 31, 2026 ↗
First Eagle Global Fund First Eagle Funds 6,318,410380.1M $0.51 %1.89 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,249,264407.5M $0.21 %1.87 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 4,921,223353.4M $0.11 %1.47 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 3,765,627245.6M $0.03 %1.13 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 3,736,719268.4M $0.04 %1.12 %as of Feb 28, 2026 ↗
Investment Co of America Investment Co of America 3,706,245241.7M $0.15 %1.11 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,676,875174.6M $0.08 %0.80 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,467,603148.4M $0.17 %0.74 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 2,200,878143.5M $0.49 %0.66 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 2,132,628153.2M $1.28 %0.64 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,131,844153.1M $0.07 %0.64 %as of Feb 28, 2026 ↗
Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST 2,008,700131M $1.02 %0.60 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,983,540129.3M $0.27 %0.59 %as of Mar 31, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 1,745,217113.8M $0.07 %0.52 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,650,545107.6M $0.03 %0.49 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,644,09398.9M $0.08 %0.49 %as of Apr 30, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 1,507,741108.3M $0.07 %0.45 %as of Feb 28, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,330,47386.8M $0.80 %0.40 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,325,90095.2M $0.15 %0.40 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 1,314,60085.7M $0.35 %0.39 %as of Mar 31, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 1,257,29282M $4.83 %0.38 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 1,187,85771.4M $0.46 %0.35 %as of Apr 30, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 1,129,06067.9M $3.80 %0.34 %as of Apr 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 1,126,56373.5M $0.46 %0.34 %as of Mar 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 1,107,50066.6M $0.45 %0.33 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,087,88270.9M $0.15 %0.33 %as of Mar 31, 2026 ↗
Parnassus Core Equity Fund Parnassus Funds II 1,076,43570.2M $0.31 %0.32 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,052,71563.3M $0.13 %0.31 %as of Apr 30, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 964,46862.9M $0.24 %0.29 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 932,72260.8M $0.29 %0.28 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 763,40049.8M $0.24 %0.23 %as of Mar 31, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 711,08242.8M $1.27 %0.21 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 647,08238.9M $0.03 %0.19 %as of Apr 30, 2026 ↗
New Economy Fund New Economy Fund 619,50044.5M $0.10 %0.19 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 617,35340.3M $0.03 %0.18 %as of Mar 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 598,26039M $0.08 %0.18 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 591,10538.5M $0.06 %0.18 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 570,30034.3M $0.34 %0.17 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 548,32039.4M $0.03 %0.16 %as of Feb 28, 2026 ↗
Nomura Mid Cap Growth Fund IVY FUNDS 547,30435.7M $1.19 %0.16 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 505,85833M $0.07 %0.15 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 489,68331.9M $0.57 %0.15 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap Core Fund Virtus Equity Trust 488,59031.9M $1.64 %0.15 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 483,80734.7M $0.25 %0.14 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 462,89227.8M $0.13 %0.14 %as of Apr 30, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 446,68632.1M $1.92 %0.13 %as of Feb 28, 2026 ↗
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 444,90029M $2.16 %0.13 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 434,67331.2M $0.03 %0.13 %as of Feb 28, 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 383,96425M $0.03 %0.11 %as of Mar 31, 2026 ↗
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 375,00024.5M $2.65 %0.11 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 365,03023.8M $0.17 %0.11 %as of Mar 31, 2026 ↗
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II 356,00023.2M $1.09 %0.11 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 345,37322.5M $0.07 %0.10 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 339,90722.2M $0.09 %0.10 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 339,70722.2M $0.03 %0.10 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 321,75221M $0.23 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 300,76421.6M $0.03 %0.09 %as of Feb 28, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 294,50019.2M $0.34 %0.09 %as of Mar 31, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 276,95118.1M $0.33 %0.08 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 271,57617.7M $0.03 %0.08 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 249,63915M $0.04 %0.07 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 245,00516M $0.07 %0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 242,41914.6M $0.02 %0.07 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 236,23814.2M $0.02 %0.07 %as of Apr 30, 2026 ↗
Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions 235,97915.4M $0.86 %0.07 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 227,10413.7M $0.03 %0.07 %as of Apr 30, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 222,35414.5M $2.90 %0.07 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 220,00013.2M $0.04 %0.07 %as of Apr 30, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 215,87013M $2.49 %0.06 %as of Apr 30, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 211,32915.2M $0.50 %0.06 %as of Feb 28, 2026 ↗
First Eagle U.S. Fund First Eagle Funds 211,28812.7M $0.77 %0.06 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 205,82513.4M $0.03 %0.06 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 204,95813.4M $0.07 %0.06 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 192,20012.5M $0.16 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 184,94312.1M $0.03 %0.06 %as of Mar 31, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 183,70012M $0.45 %0.05 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 183,10011M $0.20 %0.05 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 181,35910.9M $0.02 %0.05 %as of Apr 30, 2026 ↗
AVE MARIA VALUE FUND Schwartz Investment Trust 180,40011.8M $2.25 %0.05 %as of Mar 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 177,20012.7M $1.90 %0.05 %as of Feb 28, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 176,25410.6M $0.14 %0.05 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 175,91810.6M $0.03 %0.05 %as of Apr 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 171,99212.4M $0.17 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 170,32012.2M $0.03 %0.05 %as of Feb 28, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 167,80010.9M $0.24 %0.05 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 164,54010.7M $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 162,86110.6M $0.02 %0.05 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 162,31510.6M $1.32 %0.05 %as of Mar 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 158,70011.4M $1.16 %0.05 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 157,5529.5M $0.28 %0.05 %as of Apr 30, 2026 ↗
Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II 156,63310.2M $1.72 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 154,50311.1M $0.07 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 151,8589.1M $0.03 %0.05 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 151,10710.9M $0.04 %0.05 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 150,26010.8M $0.06 %0.04 %as of Feb 28, 2026 ↗

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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
FAM VALUE FUND Fenimore Asset Management Trust 4.83 %as of Mar 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 4.17 %as of Mar 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 4.07 %as of Feb 28, 2026 ↗
Pictet - Family Pictet Asset Management (Europe) S.A. 3.98 %as of Sep 30, 2025 ↗
Madison Mid Cap Fund MADISON FUNDS 3.80 %as of Apr 30, 2026 ↗
WCM Mid Cap Quality Value Fund INVESTMENT MANAGERS SERIES TRUST 3.77 %as of Mar 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 3.56 %as of Feb 28, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 3.40 %as of Feb 28, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 2.90 %as of Mar 31, 2026 ↗
Tandem Fund PFS FUNDS 2.90 %as of Mar 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
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 are 2 beneficial ownership filings. 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
Vanguard Capital Management 6.42 %21,820,981as of Mar 31, 2026 · SCHEDULE 13G
Capital World Investors 4.90 %16,524,735as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Brown & Brown Inc

432 funds declare 912 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 FUND5106.2M $as of Feb 28, 2026
Baird Aggregate Bond Fund590.4M $as of Mar 31, 2026
Bond Fund of America486.9M $as of Mar 31, 2026
American Balanced Fund383.6M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND1081.5M $as of Mar 31, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND266.2M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND862.6M $as of Mar 31, 2026
Capital Group Central Corporate Bond Fund457.2M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND354.7M $as of Apr 30, 2026
First Trust Enhanced Short Maturity ETF249.5M $as of Apr 30, 2026
American Funds Multi-Sector Income Fund440.4M $as of Mar 31, 2026
Income Fund of America440.2M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND337.6M $as of Apr 30, 2026
Putnam Ultra Short Duration Income Fund130.6M $as of Apr 30, 2026
MFS Income Fund330.4M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF1028.6M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund527.5M $as of Feb 28, 2026
VANGUARD ULTRA-SHORT BOND ETF226.2M $as of Mar 31, 2026
Bridge Builder Core Bond Fund325.6M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF524.8M $as of Feb 28, 2026
American Funds Strategic Bond Fund324.6M $as of Mar 31, 2026
MFS Total Return Bond Fund324.5M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND324.5M $as of Mar 31, 2026
Franklin Managed Income Fund122.1M $as of Apr 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF321.4M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Brown & Brown Inc". https://titelia.com/en/stocks/brown-brown-inc-US1152361010