Creative Planning

Position in BRO — Brown & Brown, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in BRO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,558,994

+$3,632,431 QoQ

Shares Held

177,258

+78.2% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.33115571652619347.ToString("F0")% Shared 0.ToString("F0")% None 99.66884428347382.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $92,147,893 across 11 Insurance Brokers names. BRO ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	170,951	$29,651,450
2	AJG	Arthur J. Gallagher & Co.	94,112	$20,382,776
3	AON	Aon plc	49,764	$16,062,823
4	BRO	Brown & Brown, Inc. This page	177,258	$11,558,994
5	WTW	Willis Towers Watson PLC	19,318	$5,615,742
6	CRVL	Corvel Corp	81,629	$4,461,024
7	ERIE	Erie Indemnity Co	9,385	$2,358,544
8	BWIN	Baldwin Insurance Group, Inc.	55,233	$1,211,812

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,558,994	177,258	+78.2%	Shares	Sole	2026-05-12
2025-12-31	$7,926,563	99,455	+4.5%	Shares	Sole	2026-02-17
2025-09-30	$8,926,931	95,180	+35.6%	Shares	Defined	2025-11-14
2025-06-30	$7,782,852	70,198	+5.1%	Shares	Defined	2025-08-08
2025-03-31	$8,305,566	66,765	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$6,646,194	65,146	+117.9%	Shares	Defined	2025-02-14
2024-09-30	$3,096,810	29,892	+0.4%	Shares	Defined	2024-10-11
2024-06-30	$2,662,625	29,780	+69.7%	Shares	Sole	2024-08-15
2024-03-31	$1,535,801	17,544	+25.0%	Shares	Defined	2024-05-13
2023-12-31	$997,957	14,034	+59.8%	Shares	Defined	2024-02-14
2023-09-30	$613,264	8,781	-9.1%	Shares	Defined	2023-11-16
2023-06-30	$665,131	9,662	-3.8%	Shares	Sole	2023-07-21
2023-03-31	$576,554	10,041	-34.0%	Shares	Sole	2023-05-15
2022-12-31	$867,254	15,223	+10.8%	Shares	Sole	2023-02-10
2022-09-30	$830,995	13,740	+5.6%	Shares	Sole	2022-11-03
2022-06-30	$758,770	13,006	+85.6%	Shares	Sole	2022-08-15
2022-03-31	$506,395	7,007	+39.7%	Shares	Sole	2022-05-16
2021-12-31	$352,524	5,016	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$281,519	5,077	+0.0%	Shares	Sole	2021-11-10
2021-06-30	$269,738	5,076	-10.8%	Shares	Sole	2021-08-04
2021-03-31	$260,089	5,690	-17.2%	Shares	Sole	2021-04-30
2020-12-31	$325,848	6,873	+5.5%	Shares	Sole	2021-01-29
2020-09-30	$294,979	6,516	-3.1%	Shares	Sole	2020-11-05
2020-06-30	$274,070	6,724	+9.6%	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.