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Superior Planning, LLC’s Brown & Brown BRO Stock Holding History

Superior Planning, LLC’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.52K Buy
+107
New +$7.36K ﹤0.01% 1110

Other funds holding BRO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Superior Planning, LLC's BRO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Brown & Brown (BRO) in Q3 2026: 107 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings.

586 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Superior Planning, LLC held 107 shares of Brown & Brown worth $6.52K as of Q3 2026.
  • Brown & Brown was a new Superior Planning, LLC position in Q3 2026.
  • Brown & Brown made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1110 holding.
  • 586 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.