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Creative Planning BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
8
Latest value
$23.5M
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35K |
| Q3 2025 | $8.9M |
| Q4 2025 | $7.9M |
| Q1 2026 | $11.6M |
| Q2 2026 | $232K |
| Q2 2026 | $20.8M |
| Q3 2026 | $224K |
| Q3 2026 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.5M | 385.3K | — | — |
| Q3 2026 | $224K | 3.7K | — | — |
| Q2 2026 | $20.8M | 324.0K | — | — |
| Q2 2026 | $232K | 3.6K | — | — |
| Q1 2026 | $11.6M | 177.3K | — | — |
| Q4 2025 | $7.9M | 99.5K | — | — |
| Q3 2025 | $8.9M | 94.8K | — | — |
| Q3 2025 | $35K | 369 | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M