CREATIVE FINANCIAL DESIGNS INC /ADV

Position in BRO — Brown & Brown, Inc.

CIK 819864 KOKOMO, IN

Position in BRO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,977

+$3,325 QoQ

Shares Held

+520.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#739

of 800 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $40,408 across 5 Insurance Brokers names. BRO ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	125	$20,833
2	AJG	Arthur J. Gallagher & Co.	44	$10,101
3	AON	Aon plc	15	$4,975
4	BRO	Brown & Brown, Inc. This page	62	$3,977
5	WTW	Willis Towers Watson PLC	2	$522

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,977	62	+520.0%	Shares	Sole	2026-07-28
2026-03-31	$652	10	0.0%	Shares	Sole	2026-04-13
2025-12-31	$797	10	-88.8%	Shares	Sole	2026-02-06
2025-09-30	$8,347	89	-28.2%	Shares	Sole	2025-11-12
2025-06-30	$13,747	124	+8.8%	Shares	Sole	2025-08-04
2025-03-31	$14,181	114	+500.0%	Shares	Sole	2025-04-23
2024-12-31	$1,938	19	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.