CreativeOne Wealth, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$279,116

-$2,786 QoQ

Shares Held

4,351

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#547

of 806 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $1,593,766 across 5 Insurance Brokers names. BRO ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,033	$672,179
2	AON	Aon plc	1,099	$364,526
3	BRO	Brown & Brown, Inc. This page	4,351	$279,116
4	AJG	Arthur J. Gallagher & Co.	981	$225,207
5	SLQT	SelectQuote, Inc.	62,709	$52,738

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,116	4,351	+0.6%	Shares	Other	2026-08-13
2026-03-31	$281,902	4,323	-4.1%	Shares	Other	2026-05-15
2025-12-31	$359,286	4,508	+3.2%	Shares	Other	2026-02-13
2025-09-30	$409,768	4,369	-0.5%	Shares	Other	2025-11-13
2025-06-30	$486,940	4,392	+58.8%	Shares	Other	2025-08-12
2025-03-31	$343,966	2,765	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$282,595	2,770	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$284,692	2,748	+8.1%	Shares	Sole	2024-11-13
2024-06-30	$227,369	2,543	-44.5%	Shares	Sole	2024-08-14
2023-09-30	$320,286	4,586	-46.5%	Shares	Sole	2023-10-17
2023-06-30	$590,096	8,572	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.