As of the latest SEC filings, BROWN & BROWN, INC. (BRO) is held by 600 institutional funds. The largest fund shareholder is MidCap Fund (PMAQX), holding an estimated $683,575,035.90 in market value, representing 2.71% of its portfolio.
Funds holding BROWN & BROWN, INC. (BRO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BRO
- CIK:
- 0000079282
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PMAQX
MidCap Fund
|
MF | Independent / Boutique | 2.71% | $683,575,035.90 | 11,364,506 | Apr 30, 2026 | Jun 25, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $599,741,912.85 | 9,197,085 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.19% | $503,700,494.43 | 7,724,283 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.03% | $485,051,477.79 | 7,438,299 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.21% | $407,514,505.44 | 6,249,264 | Mar 31, 2026 | May 28, 2026 |
|
SGIIX
First Eagle Global Fund
|
MF | Independent / Boutique | 0.51% | $380,052,361.50 | 6,318,410 | Apr 30, 2026 | Jun 25, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.11% | $353,442,235.86 | 4,921,223 | Feb 28, 2026 | Apr 27, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $268,371,158.58 | 3,736,719 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.03% | $245,556,536.67 | 3,765,627 | Mar 31, 2026 | May 28, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.15% | $241,684,236.45 | 3,706,245 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.03% | $223,066,390.19 | 3,420,739 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $174,559,018.75 | 2,676,875 | Mar 31, 2026 | May 28, 2026 |
|
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
|
ETF | ProShares | 1.28% | $153,165,342.96 | 2,132,628 | Feb 28, 2026 | Apr 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.07% | $153,109,036.08 | 2,131,844 | Feb 28, 2026 | Apr 24, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.17% | $148,426,320.45 | 2,467,603 | Apr 30, 2026 | Jun 29, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.49% | $143,519,254.38 | 2,200,878 | Mar 31, 2026 | May 28, 2026 |
|
WFPCX
Allspring Special Mid Cap Value Fund
|
MF | Allspring | 1.02% | $130,987,327.00 | 2,008,700 | Mar 31, 2026 | May 27, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.27% | $129,346,643.40 | 1,983,540 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.07% | $113,805,600.57 | 1,745,217 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.07% | $108,285,958.62 | 1,507,741 | Feb 28, 2026 | Apr 27, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.03% | $107,632,039.45 | 1,650,545 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.08% | $98,892,193.95 | 1,644,093 | Apr 30, 2026 | Jun 26, 2026 |
|
FBAQX
Fidelity Balanced Fund
|
MF | Fidelity | 0.15% | $95,226,138.00 | 1,325,900 | Feb 28, 2026 | Apr 24, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 0.80% | $86,760,144.33 | 1,330,473 | Mar 31, 2026 | May 29, 2026 |
|
FGLGX
Fidelity Series Large Cap Stock Fund
|
MF | Fidelity | 0.35% | $85,725,066.00 | 1,314,600 | Mar 31, 2026 | May 26, 2026 |
Advertisement (320x50)