Brown & Brown, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| AVE MARIA VALUE FUND Schwartz Investment Trust | — | $11.76M | 2.25% | 180,400 NS | $523.39M | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $10.94M | 0.24% | 167,800 NS | $4.50B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $10.73M | 0.03% | 164,540 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $10.62M | 0.02% | 162,861 NS | $58.89B | FIGI |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | — | $10.58M | 1.32% | 162,315 NS | $800.15M | FIGI |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | — | $10.21M | 1.72% | 156,633 NS | $594.31M | FIGI |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | — | $9.50M | 0.63% | 145,703 NS | $1.50B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $9.03M | 0.03% | 138,526 NS | $30.28B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $8.79M | 0.03% | 134,723 NS | $30.85B | FIGI |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | — | $8.53M | 0.46% | 130,844 NS | $1.85B | FIGI |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | — | $8.38M | 1.71% | 128,487 NS | $490.90M | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $8.33M | 0.03% | 127,679 NS | $25.58B | FIGI |
| Clarkston Partners Fund ALPS SERIES TRUST | — | $8.15M | 2.60% | 125,000 NS | $313.00M | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $7.91M | 0.01% | 121,286 NS | $111.77B | FIGI |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | — | $7.58M | 2.13% | 116,230 NS | $355.25M | FIGI |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $7.38M | 1.77% | 113,211 NS | $417.91M | FIGI |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | — | $7.34M | 0.69% | 112,520 NS | $1.06B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $6.95M | 0.03% | 106,600 NS | $21.10B | FIGI |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $6.52M | 0.21% | 100,032 NS | $3.17B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $6.48M | 0.13% | 99,344 NS | $4.89B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $6.03M | 0.03% | 92,400 NS | $17.64B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $5.60M | 0.04% | 85,869 NS | $15.97B | FIGI |
| State Street(R) SPDR(R) US Large Cap Low Vola… SPDR SERIES TRUST | LGLV | $5.57M | 0.38% | 85,422 NS | $1.47B | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $5.27M | 0.17% | 80,828 NS | $3.03B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $5.10M | 0.03% | 78,226 NS | $17.05B | FIGI |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | — | $5.10M | 1.94% | 78,204 NS | $262.48M | FIGI |
| Stock Index Fund Northern Funds | — | $5.10M | 0.03% | 78,180 NS | $16.63B | FIGI |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, IN… | — | $4.88M | 0.28% | 74,825 NS | $1.75B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $4.27M | 0.03% | 65,468 NS | $12.53B | FIGI |
| Mid Cap Fund ULTRA SERIES FUND | — | $4.25M | 4.17% | 65,243 NS | $102.01M | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $4.22M | 0.03% | 64,688 NS | $12.42B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $4.04M | 0.03% | 62,000 NS | $11.94B | FIGI |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | — | $4.03M | 1.19% | 61,756 NS | $337.68M | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $4.01M | 0.27% | 61,426 NS | $1.50B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $3.95M | 0.03% | 60,641 NS | $11.69B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $3.93M | 0.03% | 60,247 NS | $11.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $3.71M | 0.03% | 56,884 NS | $11.74B | FIGI |
| EQ/Fidelity Institutional AM Large Cap Portfo… EQ Advisors Trust | — | $3.52M | 0.25% | 54,000 NS | $1.40B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $3.40M | 0.01% | 52,175 NS | $27.78B | FIGI |
| Clarkston Founders Fund ALPS SERIES TRUST | — | $3.39M | 2.07% | 52,000 NS | $163.92M | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $3.24M | 0.03% | 49,700 NS | $9.85B | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $3.23M | 0.24% | 49,551 NS | $1.35B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $3.09M | 0.03% | 47,442 NS | $9.17B | FIGI |
| VIP Financials Portfolio Variable Insurance Products Fund IV | — | $3.04M | 1.12% | 46,600 NS | $272.18M | FIGI |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | — | $3.03M | 0.45% | 46,457 NS | $668.72M | FIGI |
| Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I | — | $2.99M | 1.03% | 45,838 NS | $289.71M | FIGI |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | — | $2.93M | 0.96% | 44,943 NS | $304.72M | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $2.91M | 0.03% | 44,616 NS | $8.66B | FIGI |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | — | $2.88M | 1.01% | 44,194 NS | $285.96M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $2.82M | 0.17% | 43,200 NS | $1.67B | FIGI |