Brown & Brown, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | — | $2.74M | 0.82% | 42,078 NS | $336.31M | FIGI |
| Clarkston Fund ALPS SERIES TRUST | — | $2.74M | 2.80% | 42,000 NS | $97.97M | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $2.70M | 0.03% | 41,383 NS | $8.12B | FIGI |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | — | $2.69M | 0.45% | 41,218 NS | $591.45M | FIGI |
| The Osterweis Fund Professionally Managed Portfolios | — | $2.62M | 1.96% | 40,150 NS | $133.90M | FIGI |
| 1919 Financial Services Fund Advisor Managed Portfolios | — | $2.60M | 2.73% | 39,801 NS | $95.03M | FIGI |
| Parnassus Core Select ETF Parnassus Funds II | PRCS | $2.52M | 1.91% | 38,605 NS | $132.00M | FIGI |
| LVIP JPMorgan Select Mid Cap Value Managed Vo… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.50M | 0.52% | 38,344 NS | $476.92M | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $2.40M | 0.07% | 36,740 NS | $3.41B | FIGI |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $2.35M | 0.03% | 36,111 NS | $7.12B | FIGI |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.32M | 0.80% | 35,603 NS | $291.01M | FIGI |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | — | $2.25M | 0.03% | 34,543 NS | $7.48B | FIGI |
| Equity Index Portfolio PACIFIC SELECT FUND | — | $2.15M | 0.03% | 32,976 NS | $6.30B | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $2.15M | 0.03% | 32,900 NS | $7.43B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $2.13M | 0.04% | 32,734 NS | $5.55B | FIGI |
| Osterweis Growth & Income Fund Professionally Managed Portfolios | — | $2.05M | 1.15% | 31,470 NS | $178.70M | FIGI |
| Boston Trust Midcap Fund Boston Trust Walden Funds | — | $2.05M | 1.10% | 31,460 NS | $187.17M | FIGI |
| MOA EQUITY INDEX FUND MoA Funds Corp | — | $1.97M | 0.03% | 30,219 NS | $5.84B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $1.91M | 0.07% | 29,362 NS | $2.87B | FIGI |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.89M | 0.03% | 29,007 NS | $5.61B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $1.82M | 0.02% | 27,898 NS | $11.33B | FIGI |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | — | $1.78M | 0.03% | 27,272 NS | $5.47B | FIGI |
| Boston Trust Walden Midcap Fund Boston Trust Walden Funds | — | $1.72M | 1.10% | 26,310 NS | $156.24M | FIGI |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | — | $1.71M | 1.77% | 26,249 NS | $96.97M | FIGI |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | GPIX | $1.54M | 0.05% | 23,681 NS | $3.23B | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $1.48M | 0.15% | 22,763 NS | $1.02B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $1.46M | 0.03% | 22,405 NS | $5.64B | FIGI |
| VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc | — | $1.46M | 0.80% | 22,401 NS | $182.24M | FIGI |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | — | $1.45M | 0.03% | 22,276 NS | $4.29B | FIGI |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.45M | 0.36% | 22,230 NS | $407.99M | FIGI |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $1.38M | 0.07% | 21,145 NS | $1.98B | FIGI |
| Voya VACS Index Series S Portfolio Voya Investors Trust | — | $1.35M | 0.03% | 20,628 NS | $4.05B | FIGI |
| EQUITY INDEX FUND GuideStone Funds | — | $1.34M | 0.02% | 20,522 NS | $5.83B | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $1.30M | 0.03% | 19,908 NS | $4.47B | FIGI |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | — | $1.28M | 1.20% | 19,601 NS | $106.67M | FIGI |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | — | $1.14M | 0.06% | 17,483 NS | $1.78B | FIGI |
| Parnassus Growth Equity Fund Parnassus Funds | — | $1.13M | 1.43% | 17,272 NS | $78.76M | FIGI |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | — | $1.10M | 0.03% | 16,869 NS | $3.25B | FIGI |
| VictoryShares Dividend Accelerator ETF Victory Portfolios II | VSDA | $1.08M | 0.49% | 16,634 NS | $220.82M | FIGI |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | TPLC | $1.08M | 0.32% | 16,494 NS | $333.53M | FIGI |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | CFA | $1.03M | 0.20% | 15,770 NS | $517.25M | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $1.01M | 0.03% | 15,471 NS | $3.47B | FIGI |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $995.8K | 0.03% | 15,271 NS | $2.93B | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $973.7K | 0.23% | 14,932 NS | $425.33M | FIGI |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | — | $961.5K | 0.04% | 14,744 NS | $2.35B | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $925.3K | 0.15% | 14,190 NS | $636.65M | FIGI |
| Guardian Mid Cap Relative Value VIP Fund Guardian Variable Products Trust | — | $905.0K | 1.03% | 13,878 NS | $87.58M | FIGI |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Var… | — | $889.5K | 0.19% | 13,641 NS | $458.67M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $882.0K | 0.02% | 13,525 NS | $5.26B | FIGI |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | — | $875.2K | 0.03% | 13,421 NS | $2.64B | FIGI |