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
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 36,7402.4M $0.07 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 36,1112.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,6032.3M $0.80 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 35,1152.1M $0.03 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 34,5432.3M $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 34,4622.5M $0.16 %0.01 %as of Feb 28, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 32,9762.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 32,9002.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 32,7342.1M $0.04 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 32,3521.9M $0.12 %0.01 %as of Apr 30, 2026 ↗
Stock Index Fund VALIC Co I 31,7492.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
Osterweis Growth & Income Fund Professionally Managed Portfolios 31,4702.1M $1.15 %0.01 %as of Mar 31, 2026 ↗
Boston Trust Midcap Fund Boston Trust Walden Funds 31,4602.1M $1.10 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,5981.8M $0.02 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 30,2192M $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 30,0661.8M $0.12 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 29,9962.2M $0.03 %0.01 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 29,6091.8M $0.01 %0.01 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 29,3621.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 29,0071.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 28,43517.7M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 27,8981.8M $0.02 %0.01 %as of Mar 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 27,8622M $3.40 %0.01 %as of Feb 28, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 27,2721.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 26,53716.5M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,3441.6M $0.03 %0.01 %as of Apr 30, 2026 ↗
Boston Trust Walden Midcap Fund Boston Trust Walden Funds 26,3101.7M $1.10 %0.01 %as of Mar 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 26,2491.7M $1.77 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 25,9561.6M $0.05 %0.01 %as of Apr 30, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 25,58915.9M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 23,8281.7M $0.02 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 23,6811.5M $0.05 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 23,5521.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,4341.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 23,4041.7M $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 22,9801.4M $0.01 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 22,8621.4M $0.03 %0.01 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 22,7631.5M $0.15 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 22,7041.4M $0.03 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 22,4491.6M $0.03 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 22,4051.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 22,4011.5M $0.80 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 22,2761.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 22,2301.4M $0.36 %0.01 %as of Mar 31, 2026 ↗
Domini Impact Equity Fund Domini Investment Trust 21,7001.3M $0.11 %0.01 %as of Apr 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,4451.5M $0.04 %0.01 %as of Feb 28, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 21,1451.4M $0.07 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 20,8441.5M $0.03 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 20,6281.3M $0.03 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 20,5221.3M $0.02 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 19,9081.3M $0.03 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 19,8011.2M $0.02 %0.01 %as of Apr 30, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 19,6161.4M $0.16 %0.01 %as of Feb 28, 2026 ↗
Penn Series Mid Cap Growth Fund Penn Series Funds Inc 19,6011.3M $1.20 %0.01 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 18,40011.4M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 18,3461.1M $0.02 %0.01 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 18,1481.1M $0.01 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Financials ProShares Trust 17,9481.3M $0.18 %0.01 %as of Feb 28, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 17,8711.1M $0.16 %0.01 %as of Apr 30, 2026 ↗
Allspring Real Return Portfolio ALLSPRING MASTER TRUST 17,6151.1M $0.24 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 17,4831.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,2921M $0.04 %0.01 %as of Apr 30, 2026 ↗
Parnassus Growth Equity Fund Parnassus Funds 17,2721.1M $1.43 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 16,9341M $0.03 %0.01 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 16,8691.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
VictoryShares Dividend Accelerator ETF Victory Portfolios II 16,6341.1M $0.49 %0.00 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 16,4941.1M $0.32 %0.00 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 16,0501.2M $0.19 %0.00 %as of Feb 28, 2026 ↗
SEB USA Exposure SEB Funds AB 16,02210M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 15,953959.6K $0.13 %0.00 %as of Apr 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 15,7701M $0.20 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 15,556935.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 15,4711M $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 15,4291.1M $0.09 %0.00 %as of Feb 28, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 15,271995.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 15,164912.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 15,0521.1M $0.15 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 14,932973.7K $0.23 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 14,8531.1M $0.04 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 14,769888.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 14,744961.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 14,190925.3K $0.15 %0.00 %as of Mar 31, 2026 ↗
Guardian Mid Cap Relative Value VIP Fund Guardian Variable Products Trust 13,878905K $1.03 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 13,641889.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 13,603977K $0.02 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 13,525882K $0.02 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 13,421875.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,262797.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 12,944844.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 12,698828K $0.04 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 12,681762.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 12,592821.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 12,545754.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 12,164793.2K $0.15 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 12,125790.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 12,104789.3K $0.20 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 12,102789.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 11,989781.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 11,245733.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,195730K $0.04 %0.00 %as of Mar 31, 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