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
ProShares Large Cap Core Plus ProShares Trust 11,190803.7K $0.17 %0.00 %as of Feb 28, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 11,177728.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Global Financials ETF iShares Trust 11,103724K $0.14 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 11,082722.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,079795.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 11,055720.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 10,875709.2K $0.98 %0.00 %as of Mar 31, 2026 ↗
Vest S&P 500 Dividend Aristocrats Target Income Fund World Funds Trust 10,522632.9K $1.26 %0.00 %as of Apr 30, 2026 ↗
Institutionella Aktiefonden Världen Nordea Funds Ab 10,4706.5M SEK0.67 %0.00 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap ETF Virtus ETF Trust II 10,424627K $1.43 %0.00 %as of Apr 30, 2026 ↗
PRAXIS GROWTH INDEX FUND Praxis Mutual Funds 10,274670K $0.10 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 10,080657.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
GOVERNMENT STREET OPPORTUNITIES FUND Williamsburg Investment Trust 10,000652.1K $0.78 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 9,934647.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust 9,831591.3K $0.34 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 9,754700.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 9,530621.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 9,530573.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 9,483570.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 9,418614.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 9,257556.8K $0.14 %0.00 %as of Apr 30, 2026 ↗
Tandem Fund PFS FUNDS 9,100593.4K $2.90 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 8,864578K $0.09 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 8,811530K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 8,799529.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8,697567.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8,550614.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,546613.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,478552.9K $0.15 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,348599.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 8,293498.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 8,241537.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 8,183533.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 8,179587.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 7,884514.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 7,8704.9M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,772506.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 7,763506.2K $0.24 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 7,546492.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,480537.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 7,426484.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 7,329477.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,301476.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,257436.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 7,220434.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 7,202433.2K $0.06 %0.00 %as of Apr 30, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 7,200469.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 7,164467.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 7,084426.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,018457.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 6,995456.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 6,669401.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,609397.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,536426.2K $0.14 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 6,530425.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,490423.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 6,341381.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 6,326412.5K $0.15 %0.00 %as of Mar 31, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 6,226447.2K $0.20 %0.00 %as of Feb 28, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 6,102438.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 6,033393.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 5,977389.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 5,931386.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,899423.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,747374.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 5,730373.7K $0.21 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 5,399324.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,370350.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 5,350348.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,307346.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,228375.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,149335.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,036328.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 4,881293.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 4,798344.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 4,752285.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
PriorNilsson Globala Utdelare Prior & Nilsson Fond- och Kapitalförvaltning Aktiebolag 4,7202.9M SEK1.45 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 4,7002.9M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 4,675281.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 4,622278K $0.03 %0.00 %as of Apr 30, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 4,522324.8K $0.12 %0.00 %as of Feb 28, 2026 ↗
Value Equity Index Fund GuideStone Funds 4,509294K $0.06 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,492292.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,400286.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,389286.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 4,290308.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 4,129269.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 4,111295.3K $0.21 %0.00 %as of Feb 28, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 4,090266.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,042263.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,989260.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 3,964258.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 3,912281K $0.03 %0.00 %as of Feb 28, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,867252.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,662220.3K $0.16 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,597234.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,581215.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 3,553231.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,540230.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 3,488209.8K $0.01 %0.00 %as of Apr 30, 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