Creative Capital Management Investments LLC
Position in BRO — Brown & Brown, Inc.
CIK 1957363
SAN DIEGO, CA
Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,026
-$5,737 QoQ
Shares Held
16
-73.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#766
of 800 holders
Holding Since
Jun 2025
2 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 Capital Management Investments LLC holds $18,891 across 7 Insurance Brokers names. BRO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
22 | $7,297 | |
| 2 | WTW |
Willis Towers Watson PLC
|
13 | $3,397 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20 | $3,333 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
13 | $2,984 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
16 | $1,026 | |
| 6 | ERIE |
Erie Indemnity Co
|
2 | $479 | |
| 7 | CRVL |
Corvel Corp
|
6 | $375 |
All Filings in BRO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026 | 16 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $6,763 | 61 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||