Darwin Wealth Management’s Brown & Brown BRO Stock Holding History

Darwin Wealth Management’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	–	Sell	-271	Closed	-$16.5K	–	716
2026 Q1	$17.7K	Hold	271	–	–	0.01%	319
2025 Q4	$21.6K	Buy	271 +1	+0.4%	+$83	0.01%	299
2025 Q3	$25.4K	Hold	270	–	–	0.01%	276
2025 Q2	$30K	Sell	270 -499	-65%	-$56.1K	0.01%	242
2025 Q1	$78.5K	Hold	769	–	–	0.03%	194
2024 Q4	$78.5K	Sell	769 -2,631	-77%	-$281K	0.03%	194
2024 Q3	$352K	Buy	+3,400	New	+$338K	0.1%	110
2024 Q2	–	Sell	-3,400	Closed	-$298K	–	90
2024 Q1	$298K	Hold	3,400	–	–	0.08%	111
2023 Q4	$242K	Hold	3,400	–	–	0.06%	132
2023 Q3	$237K	Hold	3,400	–	–	0.06%	132
2023 Q2	$236K	Hold	3,400	–	–	0.06%	133
2023 Q1	$203K	Hold	3,400	–	–	0.06%	152
2022 Q4	$208K	Hold	3,400	–	–	0.05%	161
2022 Q3	$208K	Hold	3,400	–	–	0.05%	148
2022 Q2	$214K	Hold	3,400	–	–	0.04%	156
2022 Q1	$246K	Hold	3,400	–	–	0.04%	153
2021 Q4	$218K	Buy	+3,400	New	+$219K	0.03%	159
2020 Q2	–	Sell	-4,439	Closed	-$160K	–	223
2020 Q1	$160K	Buy	+4,439	New	+$188K	0.05%	150
2019 Q3	–	Sell	-6,014	Closed	-$201K	–	146
2019 Q2	$201K	Buy	+6,014	New	+$191K	0.06%	143

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 $59.9B AUM 27.01% 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

Darwin Wealth Management's BRO Position: Q2 2026 in Review

Darwin Wealth Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 271 shares — an estimated $16.5K sold.

Darwin Wealth Management first reported a position in BRO in Q2 2019 and held it in 19 quarters. The position peaked at $352K in Q3 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Darwin Wealth Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Darwin Wealth Management sold 271 Brown & Brown shares in Q2 2026, an estimated $16.5K.
Darwin Wealth Management first reported a position in Brown & Brown in Q2 2019 and held it in 19 quarters.
Darwin Wealth Management's Brown & Brown position peaked at $352K in Q3 2024.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.