Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,017,207
+$9,458,213 QoQ
Shares Held
327,626
+84.8% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#92
of 805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Creative Planning holds $106,941,537 across 11 Insurance Brokers names. BRO ranks #4 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
24,230 | $1,175,154 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,017,207 | 327,626 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,558,994 | 177,258 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,926,563 | 99,455 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,926,931 | 95,180 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,782,852 | 70,198 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,305,566 | 66,765 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,646,194 | 65,146 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,096,810 | 29,892 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,662,625 | 29,780 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,535,801 | 17,544 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $997,957 | 14,034 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $613,264 | 8,781 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $665,131 | 9,662 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $576,554 | 10,041 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $867,254 | 15,223 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $830,995 | 13,740 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $758,770 | 13,006 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $506,395 | 7,007 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $352,524 | 5,016 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $281,519 | 5,077 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $269,738 | 5,076 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $260,089 | 5,690 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $325,848 | 6,873 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $294,979 | 6,516 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $274,070 | 6,724 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $222,137 | 6,133 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||