Destiny Wealth Partners’s Brown & Brown BRO Stock Holding History

Destiny Wealth Partners’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 Q1	$43.1K	Buy	+660	New	+$47.6K	﹤0.01%	456
2023 Q1	–	Sell	-5	Closed	-$296	–	238
2022 Q4	$296	Hold	5	–	–	﹤0.01%	663
2022 Q3	$0	Sell	5 -553	-99%	-$34.8K	﹤0.01%	577
2022 Q2	$33K	Buy	558 +285	+104%	+$17.5K	0.01%	315
2022 Q1	$20K	Hold	273	–	–	﹤0.01%	383
2021 Q4	$19K	Hold	273	–	–	﹤0.01%	392
2021 Q3	$15K	Buy	+273	New	+$15.2K	﹤0.01%	390
2021 Q2	–	Sell	-273	Closed	-$12K	–	222
2021 Q1	$12K	Hold	273	–	–	﹤0.01%	392
2020 Q4	$13K	Buy	+273	New	+$12.6K	﹤0.01%	389

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return