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Twin Peaks Wealth Advisors’s Brown & Brown BRO Stock Holding History

Twin Peaks Wealth Advisors’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
-293
Closed -$19.1K – 503
2026
Q1 		$19.1K Buy
+293
New +$21.1K ﹤0.01% 741
2025
Q3 		– Sell
-171
Closed -$16.2K – 437
2025
Q2 		$16.2K Buy
+171
New +$19.2K 0.01% 684

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Twin Peaks Wealth Advisors's BRO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 293 shares — an estimated $19.1K sold.

Twin Peaks Wealth Advisors first reported a position in BRO in Q2 2025 and held it in 2 quarters. The position peaked at $19.1K in Q1 2026. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 293 Brown & Brown shares in Q2 2026, an estimated $19.1K.
  • Twin Peaks Wealth Advisors first reported a position in Brown & Brown in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Brown & Brown position peaked at $19.1K in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.