Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q2 2026 holdings

Shares (Q2 2026)
327,626
Value
$21.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BRO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026327,626$21.0M<0.1%+150,368+84.8%AddedHolders
Q1 2026177,258$11.6M<0.1%+77,803+78.2%AddedHolders
Q4 202599,455$7.93M<0.1%+4,275+4.5%AddedHolders
Q3 202595,180$8.93M<0.1%+24,982+35.6%AddedHolders
Q2 202570,198$7.78M<0.1%+3,433+5.1%AddedHolders
Q1 202566,765$8.31M<0.1%+1,619+2.5%AddedHolders
Q4 202465,146$6.65M<0.1%+35,254+117.9%AddedHolders
Q3 202429,892$3.10M<0.1%+112+0.4%AddedHolders
Q2 202429,780$2.66M<0.1%+12,236+69.7%AddedHolders
Q1 202417,544$1.54M<0.1%+3,510+25.0%AddedHolders
Q4 202314,034$998.0K<0.1%+5,253+59.8%AddedHolders
Q3 20238,781$613.3K<0.1%−881−9.1%ReducedHolders
Q2 20239,662$665.1K<0.1%−379−3.8%ReducedHolders
Q1 202310,041$576.6K<0.1%−5,182−34.0%ReducedHolders
Q4 202215,223$867.3K<0.1%+1,483+10.8%AddedHolders
Q3 202213,740$831.0K<0.1%+734+5.6%AddedHolders
Q2 202213,006$759.0K<0.1%+5,999+85.6%AddedHolders
Q1 20227,007$506.0K<0.1%+1,991+39.7%AddedHolders
Q4 20215,016$353.0K<0.1%−61−1.2%ReducedHolders
Q3 20215,077$282.0K<0.1%+10.0%AddedHolders
Q2 20215,076$270.0K<0.1%−614−10.8%ReducedHolders
Q1 20215,690$260.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.