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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 780 | 50.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 775 | 50.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 769 | 50.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 743 | 48.5K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 675 | 48.5K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST | 655 | 47K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 654 | 42.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | 654 | 42.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 624 | 387.6K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 614 | 36.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 597 | 38.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 594 | 38.7K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 590 | 35.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 587 | 38.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 565 | 36.8K $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 530 | 34.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 527 | 34.4K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 521 | 34K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 507 | 36.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 499 | 32.5K $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 470 | 30.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 455 | 282.6K SEK | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Fund VALIC Co I | 432 | 31K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 430 | 25.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 429 | 28K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST | 420 | 27.4K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 406 | 26.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 399 | 26K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 390 | 28K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 390 | 25.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 382 | 24.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 365 | 22K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 358 | 23.3K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 338 | 20.3K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Eagle US Equity ETF First Eagle ETF Trust | 324 | 19.5K $ | 0.94 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 305 | 19.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 290 | 18.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 283 | 18.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 280 | 18.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 261 | 18.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 257 | 15.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 240 | 15.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 230 | 15K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 226 | 13.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 221 | 15.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 215 | 12.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 200 | 13K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FINANCIALS ULTRASECTOR PROFUND ProFunds | 200 | 12K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 199 | 14.3K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BULL PROFUND ProFunds | 188 | 11.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 186 | 12.1K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 180 | 10.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP BULL ProFunds | 176 | 11.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 174 | 108.1K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 173 | 10.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 152 | 9.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 150 | 9.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 147 | 9.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Permanence Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 145 | 9.5K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 140 | 9.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 126 | 8.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 125 | 8.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 119 | 7.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 106 | 6.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 98 | 6.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 77 | 5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 76 | 5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 73 | 4.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 70 | 4.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 59 | 3.5K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 58 | 3.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST | 51 | 3.3K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 34 | 2.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 33 | 2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 27 | 1.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 27 | 1.6K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 25 | 1.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 20 | 1.4K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 16 | 962.4 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 16 | 962.4 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 15 | 1.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 15 | 902.3 $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 14 | 1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 13 | 847.7 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 10 | 652.1 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 7 | 502.7 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 2 | 130.4 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 2 | 130.4 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 2 | 130.4 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 467K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| RENTA INSULAR CANARIA, S.A., SICAV | 373.1K € | 0.60 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 371.5K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| UBS FAMILY BUSINESS, FI UBS WEALTH MANAGEMENT, S.G.I.I.C., S.A. | 288.1K € | 1.38 % | as of Dec 31, 2025 ↗ | ||
| FONDCOYUNTURA, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 257.8K € | 1.50 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 100K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / TOP QUALITY OPPORTUNITIES ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 25.5K € | 2.01 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 565 | +4 | 131,973,467 | +9.4 % |
| 2026Q1 | 561 | -62 | 120,610,028 | +0.6 % |
| 2025Q4 | 623 | -12 | 119,845,604 | +10.0 % |
| 2025Q3 | 635 | +9 | 108,909,437 | +14.3 % |
| 2025Q2 | 626 | +11 | 95,284,089 | +5.9 % |
| 2025Q1 | 615 | -6 | 90,009,612 | +4.8 % |
| 2024Q4 | 621 | +11 | 85,903,273 | +1.0 % |
| 2024Q3 | 610 | +6 | 85,076,845 | -0.7 % |
| 2024Q2 | 604 | +18 | 85,638,579 | +4.7 % |
| 2024Q1 | 586 | +26 | 81,804,320 | -6.7 % |
| 2023Q4 | 560 | 87,677,447 |
Institutional managers
798 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 21,916,747 | 1.4B $ | as of Mar 31, 2026 |
| Capital World Investors | 16,493,922 | 1.1B $ | as of Mar 31, 2026 |
| FMR LLC | 16,050,696 | 1B $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 15,608,720 | 1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 13,776,462 | 898.4M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 8,823,162 | 575.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,138,153 | 528.8M $ | as of Mar 31, 2026 |
| Select Equity Group, L.P. | 8,022,123 | 523.1M $ | as of Mar 31, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5,871,215 | 382.9M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 4,202,034 | 274M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 3,891,662 | 253.8M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 3,679,770 | 240M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,623,179 | 236.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 3,569,784 | 232.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,481,309 | 227M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,244,972 | 211.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,137,024 | 204.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,998,461 | 195.5M $ | as of Mar 31, 2026 |
| Capital International Investors | 2,610,500 | 170.2M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 2,544,886 | 163.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,448,762 | 159.7M $ | as of Mar 31, 2026 |
| Madison Asset Management, LLC | 2,307,622 | 150.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,280,602 | 148.7M $ | as of Mar 31, 2026 |
| Fenimore Asset Management Inc | 2,223,136 | 145M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 2,187,864 | 142.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 6.42 % | 21,820,981 | as of Mar 31, 2026 · SCHEDULE 13G |
| Capital World Investors | 4.90 % | 16,524,735 | as 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.
Cite this page
Titelia. "Fund shareholders of Brown & Brown Inc". https://titelia.com/en/stocks/brown-brown-inc-US1152361010