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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

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 New York $59B AUM 32.99% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's BRO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 293 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BRO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BRO in Q2 2025 and has held it in 2 quarters since. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Twin Peaks Wealth Advisors held 293 shares of Brown & Brown worth $19.1K as of Q1 2026.
Brown & Brown was a new Twin Peaks Wealth Advisors position in Q1 2026.
Brown & Brown made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #741 holding.
Twin Peaks Wealth Advisors first reported a position in Brown & Brown in Q2 2025 and has held it in 2 quarters since.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.