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Live Oak Private Wealth’s Brown & Brown BRO Stock Holding History

Live Oak Private Wealth’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
-10,965
Closed -$715K – 212
2026
Q1 		$715K Sell
10,965
-258
-2% -$18.6K 0.1% 110
2025
Q4 		$894K Buy
+11,223
New +$936K 0.12% 104

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

Live Oak Private Wealth's BRO Position: Q2 2026 in Review

Live Oak Private Wealth sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 10,965 shares — an estimated $715K sold.

Live Oak Private Wealth first reported a position in BRO in Q4 2025 and held it in 2 quarters. The position peaked at $894K in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Live Oak Private Wealth reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Live Oak Private Wealth sold 10,965 Brown & Brown shares in Q2 2026, an estimated $715K.
  • Live Oak Private Wealth first reported a position in Brown & Brown in Q4 2025 and held it in 2 quarters.
  • Live Oak Private Wealth's Brown & Brown position peaked at $894K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.