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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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 $19.5B AUM 17.33% 1-Year Est. Return

Live Oak Private Wealth's BRO Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Brown & Brown (BRO) stake by 2.3% in Q1 2026, selling an estimated $18.6K and leaving 10,965 shares worth $715K. The position accounts for 0.1% of the portfolio, ranked #110.

Live Oak Private Wealth first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $894K in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Live Oak Private Wealth held 10,965 shares of Brown & Brown worth $715K as of Q1 2026.
  • Live Oak Private Wealth sold 258 Brown & Brown shares in Q1 2026, an estimated $18.6K.
  • Brown & Brown made up 0.1% of Live Oak Private Wealth's portfolio in Q1 2026, its #110 holding.
  • Live Oak Private Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • Live Oak Private Wealth's Brown & Brown position peaked at $894K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.