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Creative Capital Management Investments’s Brown & Brown BRO Stock Holding History

Creative Capital Management Investments’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
Q2 		$1.03K Buy
+16
New +$976 ﹤0.01% 1091
2025
Q3 		– Sell
-61
Closed -$6.76K – 279
2025
Q2 		$6.76K Buy
+61
New +$6.86K ﹤0.01% 233

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Creative Capital Management Investments's BRO Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Brown & Brown (BRO) in Q2 2026: 16 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in BRO as recently as Q2 2025.

Creative Capital Management Investments first reported a position in BRO in Q2 2025 and has held it in 2 quarters since. The position peaked at $6.76K in Q2 2025. 184 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Creative Capital Management Investments held 16 shares of Brown & Brown worth $1.03K as of Q2 2026.
  • Brown & Brown was a new Creative Capital Management Investments position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1091 holding.
  • Creative Capital Management Investments first reported a position in Brown & Brown in Q2 2025 and has held it in 2 quarters since.
  • Creative Capital Management Investments's Brown & Brown position peaked at $6.76K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.