Creative Financial Designs’s Brown & Brown BRO Stock Holding History

Creative Financial Designs’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	$3.98K	Buy	62 +52	+520%	+$3.17K	﹤0.01%	1760
2026 Q1	$652	Hold	10	–	–	﹤0.01%	1967
2025 Q4	$797	Sell	10 -79	-89%	-$6.59K	﹤0.01%	1836
2025 Q3	$8.35K	Sell	89 -35	-28%	-$3.41K	﹤0.01%	1409
2025 Q2	$13.8K	Buy	124 +10	+9%	+$1.12K	﹤0.01%	1250
2025 Q1	$14.2K	Buy	114 +95	+500%	+$10.6K	﹤0.01%	1188
2024 Q4	$1.94K	Buy	+19	New	+$2.03K	﹤0.01%	1600

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Creative Financial Designs's BRO Position: Q2 2026 in Review

Creative Financial Designs increased its Brown & Brown (BRO) stake by 520% in Q2 2026, buying an estimated $3.17K and bringing the position to 62 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Creative Financial Designs first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2K in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Creative Financial Designs held 62 shares of Brown & Brown worth $3.98K as of Q2 2026.
Creative Financial Designs bought 52 Brown & Brown shares in Q2 2026, an estimated $3.17K.
Brown & Brown made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1760 holding.
Creative Financial Designs first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's Brown & Brown position peaked at $14.2K in Q1 2025.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.