Brown & Brown, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $599.74M | 0.03% | 9,197,085 NS | $1.99T | FIGI |
| American Balanced Fund American Balanced Fund | — | $503.70M | 0.19% | 7,724,283 NS | $263.86B | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $485.05M | 0.03% | 7,438,299 NS | $1.42T | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $407.51M | 0.21% | 6,249,264 NS | $198.27B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $245.56M | 0.03% | 3,765,627 NS | $720.54B | FIGI |
| Investment Co of America Investment Co of America | — | $241.68M | 0.15% | 3,706,245 NS | $165.95B | FIGI |
| N/A — | — | $223.07M | 0.03% | 3,420,739 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $174.56M | 0.08% | 2,676,875 NS | $225.69B | FIGI |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VOT | $143.52M | 0.49% | 2,200,878 NS | $29.25B | FIGI |
| Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | — | $130.99M | 1.02% | 2,008,700 NS | $12.85B | FIGI |
| State Street(R) Financial Select Sector SPDR(… SELECT SECTOR SPDR TRUST | XLF | $129.35M | 0.27% | 1,983,540 NS | $47.79B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $113.81M | 0.07% | 1,745,217 NS | $153.97B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $107.63M | 0.03% | 1,650,545 NS | $315.46B | FIGI |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, In… | — | $86.76M | 0.80% | 1,330,473 NS | $10.85B | FIGI |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | — | $85.73M | 0.35% | 1,314,600 NS | $24.80B | FIGI |
| FAM VALUE FUND Fenimore Asset Management Trust | — | $81.99M | 4.83% | 1,257,292 NS | $1.70B | FIGI |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | — | $73.46M | 0.46% | 1,126,563 NS | $15.99B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $70.94M | 0.15% | 1,087,882 NS | $48.22B | FIGI |
| Parnassus Core Equity Fund Parnassus Funds II | — | $70.19M | 0.31% | 1,076,435 NS | $22.43B | FIGI |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | — | $62.89M | 0.24% | 964,468 NS | $26.33B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $60.82M | 0.29% | 932,722 NS | $20.67B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $49.78M | 0.24% | 763,400 NS | $20.34B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $40.26M | 0.03% | 617,353 NS | $117.66B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $39.01M | 0.08% | 598,260 NS | $49.59B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $38.55M | 0.06% | 591,105 NS | $69.79B | FIGI |
| Nomura Mid Cap Growth Fund IVY FUNDS | — | $35.69M | 1.19% | 547,304 NS | $3.00B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $32.99M | 0.07% | 505,858 NS | $46.62B | FIGI |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | — | $31.93M | 0.57% | 489,683 NS | $5.59B | FIGI |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | — | $31.86M | 1.64% | 488,590 NS | $1.95B | FIGI |
| VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | — | $29.01M | 2.16% | 444,900 NS | $1.34B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $25.04M | 0.03% | 383,964 NS | $79.62B | FIGI |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | — | $24.45M | 2.65% | 375,000 NS | $921.82M | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $23.80M | 0.17% | 365,030 NS | $14.16B | FIGI |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | — | $23.21M | 1.09% | 356,000 NS | $2.13B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $22.52M | 0.07% | 345,373 NS | $31.78B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $22.17M | 0.09% | 339,907 NS | $26.03B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $22.15M | 0.03% | 339,707 NS | $64.18B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $20.98M | 0.23% | 321,752 NS | $9.23B | FIGI |
| BBR ALO Fund, LLC. — | — | $20.31M | 1.10% | 311,463 NS | $1.84B | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $19.20M | 0.34% | 294,500 NS | $5.70B | FIGI |
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | CGBL | $18.06M | 0.33% | 276,951 NS | $5.40B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $17.71M | 0.03% | 271,576 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $15.98M | 0.07% | 245,005 NS | $24.08B | FIGI |
| Distillate U.S. Fundamental Stability & Value… ETF Series Solutions | DSTL | $15.39M | 0.86% | 235,979 NS | $1.80B | FIGI |
| MidCap Account Principal Variable Contract Funds, Inc | — | $14.50M | 2.90% | 222,354 NS | $500.07M | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $13.42M | 0.03% | 205,825 NS | $42.78B | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $13.37M | 0.07% | 204,958 NS | $18.66B | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $12.53M | 0.16% | 192,200 NS | $8.04B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $12.06M | 0.03% | 184,943 NS | $34.99B | FIGI |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | — | $11.98M | 0.45% | 183,700 NS | $2.64B | FIGI |