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
AMG TimesSquare Mid Cap Growth Fund AMG Funds 145,7039.5M $0.63 %0.04 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 138,6698.3M $0.24 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 138,5269M $0.03 %0.04 %as of Mar 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 137,4639.9M $3.56 %0.04 %as of Feb 28, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 134,7238.8M $0.03 %0.04 %as of Mar 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 130,8448.5M $0.46 %0.04 %as of Mar 31, 2026 ↗
Artisan Mid Cap Value Fund Artisan Partners Funds Inc. 128,4878.4M $1.71 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 127,6798.3M $0.03 %0.04 %as of Mar 31, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 125,0008.2M $2.60 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 121,2867.9M $0.01 %0.04 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 116,2307.6M $2.13 %0.03 %as of Mar 31, 2026 ↗
First Eagle Global Income Builder Fund First Eagle Funds 114,0406.9M $0.27 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 113,2117.4M $1.77 %0.03 %as of Mar 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 112,5207.3M $0.69 %0.03 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 106,6007M $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 103,3726.2M $0.05 %0.03 %as of Apr 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 100,0326.5M $0.21 %0.03 %as of Mar 31, 2026 ↗
Running Oak Efficient Growth ETF Strategic Trust 99,4917.1M $1.85 %0.03 %as of Feb 28, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 99,3446.5M $0.13 %0.03 %as of Mar 31, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 99,0237.1M $1.83 %0.03 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 97,3725.9M $0.05 %0.03 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 97,2007M $0.01 %0.03 %as of Feb 28, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 96,0005.8M $0.92 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 92,8825.6M $0.03 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 92,4006M $0.03 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 91,5145.5M $0.02 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 88,1176.3M $0.18 %0.03 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 87,3815.3M $0.05 %0.03 %as of Apr 30, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 87,0435.2M $1.34 %0.03 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 85,8695.6M $0.04 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 85,4225.6M $0.38 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 84,23452.3M SEK0.19 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 81,2674.9M $0.03 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 80,8285.3M $0.17 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 78,2265.1M $0.03 %0.02 %as of Mar 31, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 78,2045.1M $1.94 %0.02 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 78,1805.1M $0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 75,5684.5M $0.21 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 74,8254.9M $0.28 %0.02 %as of Mar 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 74,3095.3M $4.07 %0.02 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 74,1314.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 70,01843.5M SEK1.66 %0.02 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 69,2144.2M $0.32 %0.02 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 68,2374.1M $0.03 %0.02 %as of Apr 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 68,1254.1M $0.03 %0.02 %as of Apr 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 67,1594.8M $0.07 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 66,6124M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 65,4684.3M $0.03 %0.02 %as of Mar 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 65,2434.3M $4.17 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 64,6884.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 62,0924.5M $0.04 %0.02 %as of Feb 28, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 62,0004M $0.03 %0.02 %as of Mar 31, 2026 ↗
Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios 61,7564M $1.19 %0.02 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 61,7003.7M $0.47 %0.02 %as of Apr 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 61,6453.7M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 61,4264M $0.27 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 60,6414M $0.03 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 60,2473.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
Systematic Value Fund VALIC Co I 57,4384.1M $0.75 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 56,8843.7M $0.03 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 56,5293.4M $0.02 %0.02 %as of Apr 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 56,5183.4M $0.23 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 56,4003.4M $0.03 %0.02 %as of Apr 30, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 56,0103.4M $0.17 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 54,4043.3M $0.13 %0.02 %as of Apr 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 54,0003.5M $0.25 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 53,42333.2M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 52,1753.4M $0.01 %0.02 %as of Mar 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 52,0003.4M $2.07 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 50,2303.6M $0.01 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 50,1893M $1.09 %0.01 %as of Apr 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 49,7003.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 49,6023M $0.12 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 49,5513.2M $0.24 %0.01 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 49,3843.5M $0.03 %0.01 %as of Feb 28, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,8762.9M $0.27 %0.01 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 48,4503.5M $0.15 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 48,2563.5M $0.03 %0.01 %as of Feb 28, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 47,4423.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 47,4233.4M $0.01 %0.01 %as of Feb 28, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 46,6003M $1.12 %0.01 %as of Mar 31, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 46,4573M $0.45 %0.01 %as of Mar 31, 2026 ↗
Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I 45,8383M $1.03 %0.01 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust 44,9432.9M $0.96 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 44,6162.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 44,1942.9M $1.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 43,2002.8M $0.17 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 43,0643.1M $0.19 %0.01 %as of Feb 28, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 42,7112.6M $0.01 %0.01 %as of Apr 30, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 42,0782.7M $0.82 %0.01 %as of Mar 31, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 42,0703M $0.13 %0.01 %as of Feb 28, 2026 ↗
Clarkston Fund ALPS SERIES TRUST 42,0002.7M $2.80 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 41,3832.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 41,2182.7M $0.45 %0.01 %as of Mar 31, 2026 ↗
The Osterweis Fund Professionally Managed Portfolios 40,1502.6M $1.96 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 39,9422.9M $0.04 %0.01 %as of Feb 28, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 39,8012.6M $2.73 %0.01 %as of Mar 31, 2026 ↗
Parnassus Core Select ETF Parnassus Funds II 38,6052.5M $1.91 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 38,3442.5M $0.52 %0.01 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 37,5192.7M $0.25 %0.01 %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
Cite this page

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