Brown & Brown shares owned by Creative Planning
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $12M | 177k | 65.21 |
| 2025-12-31 | $7.9M | 100k | 79.70 |
| 2025-09-30 | $8.9M | 95k | 93.79 |
| 2025-06-30 | $7.8M | 70k | 110.87 |
| 2025-03-31 | $8.3M | 67k | 124.40 |
| 2024-12-31 | $6.6M | 65k | 102.02 |
| 2024-09-30 | $3.1M | 30k | 103.60 |
| 2024-06-30 | $2.7M | 30k | 89.44 |
| 2024-03-31 | $1.5M | 18k | 87.54 |
| 2023-12-31 | $998k | 14k | 71.11 |
| 2023-09-30 | $613k | 8.8k | 69.84 |
| 2023-06-30 | $665k | 9.7k | 68.84 |
| 2023-03-31 | $577k | 10k | 57.42 |
| 2022-12-31 | $867k | 15k | 56.97 |
| 2022-09-30 | $831k | 14k | 60.48 |
| 2022-06-30 | $759k | 13k | 58.36 |
| 2022-03-31 | $506k | 7.0k | 72.21 |
| 2021-12-31 | $353k | 5.0k | 70.37 |
| 2021-09-30 | $282k | 5.1k | 55.54 |
| 2021-06-30 | $270k | 5.1k | 53.19 |
| 2021-03-31 | $260k | 5.7k | 45.69 |
| 2020-12-31 | $326k | 6.9k | 47.43 |
| 2020-09-30 | $295k | 6.5k | 45.27 |
| 2020-06-30 | $274k | 6.7k | 40.75 |
| 2020-03-31 | $222k | 6.1k | 36.20 |
| 2019-12-31 | $226k | 5.7k | 39.45 |
| 2019-09-30 | $203k | 5.6k | 36.03 |
| 2017-06-30 | $40k | 935 | 42.78 |
| 2017-03-31 | $36k | 858 | 41.96 |
| 2016-12-31 | $26k | 578 | 44.98 |
| 2016-09-30 | $22k | 577 | 38.13 |
| 2016-06-30 | $19k | 500 | 38.00 |
| 2016-03-31 | $18k | 500 | 36.00 |
| 2015-12-31 | $19k | 585 | 32.48 |
| 2015-09-30 | $25k | 793 | 31.53 |
| 2015-03-31 | $8.0k | 250 | 32.00 |
| 2014-12-31 | $8.0k | 250 | 32.00 |
| 2012-06-30 | $6.0k | 202 | 29.70 |