Which New Zealand managed funds hold BROWN BROWN INC?

29 New Zealand managed funds hold BROWN BROWN INC as a direct holding, across 9 fund managers. Weights range from 0.000% to 3.47% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding BROWN BROWN INC indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in BROWN BROWN INC?

Stewart Investors Worldwide Leaders Fund has the largest direct holding at 3.47% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold BROWN BROWN INC?

29 funds hold BROWN BROWN INC directly, across 9 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold BROWN BROWN INC indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Stewart Investors Worldwide Leaders Fund	Stewart Investors	3.47%
Evidential Sustainable Targeted Factor Fund	Evidential	0.190%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.030%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
ACI Growth Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
ACI Conservative Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding BROWN BROWN INC usually also hold

Companies that appear alongside BROWN BROWN INC in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as BROWN BROWN INC — shown so you can check the grouping rather than take it on trust.

BROWN & BROWN INC
BROWN BROWN INC
Brown & Brown Inc
Brown & Brown Ord Shs

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