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
Zacks Small/Mid Cap ETF Zacks Trust 3,478249.8K $0.12 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 3,440247.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 3,413245.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 3,401221.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
WCM Mid Cap Quality Value Fund INVESTMENT MANAGERS SERIES TRUST 3,380220.4K $3.77 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 3,358219K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,336239.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 3,231232.1K $0.85 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,070184.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 3,023197.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,979194.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust 2,949211.8K $0.63 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 2,936191.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,901189.2K $0.23 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 2,817202.3K $0.22 %0.00 %as of Feb 28, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 2,763180.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 2,729196K $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 2,688175.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,650159.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,645172.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 2,631171.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,616187.9K $0.03 %0.00 %as of Feb 27, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,573167.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 2,464177K $0.03 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 2,453147.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2,365154.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 2,3621.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,341140.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 2,3241.4M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 2,3181.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,226145.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,217144.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 2,2001.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 2,134139.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,127152.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,041146.6K $0.05 %0.00 %as of Feb 28, 2026 ↗
VELA SMALL-MID CAP FUND VELA Funds 1,991129.8K $1.76 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 1,975128.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 1,9701.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,964141.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 1,926115.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,861121.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,828119.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,799108.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,795128.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 1,794107.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 1,718112K $1.35 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 1,713123K $0.06 %0.00 %as of Feb 28, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,709111.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 1,7041.1M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,663100K $0.03 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,640106.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,634117.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,634106.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,62097.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 1,60996.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,605115.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,602995.2K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 1,60196.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,590103.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,491107.1K $0.05 %0.00 %as of Feb 27, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 1,46995.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,44093.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 1,43093.3K $2.02 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,35388.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,35088K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,32686.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,31879.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,31394.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 1,31178.9K $0.67 %0.00 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,29684.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,24881.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,23288.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,20778.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,19878.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,17076.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,16275.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 1,09165.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 1,08570.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP FINANCIALS ProFunds 1,07470K $0.27 %0.00 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 1,07470K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,06769.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 1,06476.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 1,05063.2K $0.24 %0.00 %as of Apr 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,03762.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 1,01472.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 98370.6K $0.13 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 98259.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Gotham Large Value Fund FundVantage Trust 97563.6K $0.20 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 973604.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 94461.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 94061.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 92760.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 90458.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 88157.5K $0.24 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 85751.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Series Funds 82954.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 81353K $0.01 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 80052.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 79351.7K $0.03 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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