Compagnie Lombard Odier SCmA’s Brown & Brown BRO Stock Holding History

Compagnie Lombard Odier SCmA’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	$12.8K	Buy	+200	New	+$12.2K	﹤0.01%	423
2017 Q1	–	Sell	-131,000	Closed	-$2.94M	–	730
2016 Q4	$2.94M	Sell	131,000 -131,000	-50%	-$2.66M	0.09%	146
2016 Q3	$4.94M	Hold	262,000	–	–	0.14%	109
2016 Q2	$4.91M	Hold	262,000	–	–	0.14%	113
2016 Q1	$4.69M	Hold	262,000	–	–	0.14%	103
2015 Q4	$4.21M	Hold	262,000	–	–	0.13%	96
2015 Q3	$4.06M	Hold	262,000	–	–	0.17%	87
2015 Q2	$4.3M	Hold	262,000	–	–	0.16%	94
2015 Q1	$4.34M	Buy	+262,000	New	+$4.23M	0.16%	93

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Compagnie Lombard Odier SCmA's BRO Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA opened a new position in Brown & Brown (BRO) in Q2 2026: 200 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Compagnie Lombard Odier SCmA previously reported a position in BRO as recently as Q4 2016.

Compagnie Lombard Odier SCmA first reported a position in BRO in Q1 2015 and has held it in 9 quarters since. The position peaked at $4.94M in Q3 2016. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Compagnie Lombard Odier SCmA held 200 shares of Brown & Brown worth $12.8K as of Q2 2026.
Brown & Brown was a new Compagnie Lombard Odier SCmA position in Q2 2026.
Brown & Brown made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #423 holding.
Compagnie Lombard Odier SCmA first reported a position in Brown & Brown in Q1 2015 and has held it in 9 quarters since.
Compagnie Lombard Odier SCmA's Brown & Brown position peaked at $4.94M in Q3 2016.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.