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 Q2	–	Sell	-660	Closed	-$43.1K	–	294
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 $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

Destiny Wealth Partners's BRO Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 660 shares — an estimated $43.1K sold.

Destiny Wealth Partners first reported a position in BRO in Q4 2020 and held it in 9 quarters. The position peaked at $43.1K in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Destiny Wealth Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 660 Brown & Brown shares in Q2 2026, an estimated $43.1K.
Destiny Wealth Partners first reported a position in Brown & Brown in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Brown & Brown position peaked at $43.1K in Q1 2026.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.