Live Oak Private Wealth »

Brown & Brown shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $895k 11k 79.70

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Charles Schwab Corporation (SCHW)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Dollar Tree (DLTR)
JPMorgan Chase & Co. (JPM)
Hca Holdings (HCA)
Lowe's Companies (LOW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Newmont Mining Corporation (NEM)
Markel Corporation (MKL)

View all positions for Live Oak Private Wealth

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Select Equity
Geode Capital Management
Norges Bank Investment Management
Parnassus Investments
Royal Bank of Canada
Capital Research and Management Company - Division 3
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Barclays

View all funds holding Brown & Brown