Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
BRO holding history
Brown & Brown, Inc. in every 13F filed by Phillips Wealth Planners LLC, 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)
- 3,931
- Value
- $272.3K
- % of portfolio
- 0.2%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,931 | $272.3K | 0.2% | +96+2.5% | Added | Holders |
| Q1 2026 | 3,835 | $212.3K | 0.2% | +493+14.8% | Added | Holders |
| Q4 2025 | 3,342 | $260.9K | 0.2% | −977−22.6% | Reduced | Holders |
| Q3 2025 | 4,319 | $407.9K | 0.3% | +1,574+57.3% | Added | Holders |
| Q2 2025 | 2,745 | $294.4K | 0.3% | +86+3.2% | Added | Holders |
| Q1 2025 | 2,659 | $316.0K | 0.3% | +88+3.4% | Added | Holders |
| Q4 2024 | 2,571 | $262.1K | 0.3% | +217+9.2% | Added | Holders |
| Q3 2024 | 2,354 | $250.3K | 0.2% | −10−0.4% | Reduced | Holders |
| Q2 2024 | 2,364 | $215.0K | 0.2% | −116−4.7% | Reduced | Holders |
| Q1 2024 | 2,480 | $200.7K | 0.2% | +2,480 | New | Holders |