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Lombard Odier Asset Management (Switzerland)’s Brown & Brown BRO Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2024
Q2 		– Sell
-4,518
Closed -$396K – 227
2024
Q1 		$396K Buy
+4,518
New +$363K 0.03% 310
2015
Q1 		– Sell
-183,298
Closed -$3.03M – 399
2014
Q4 		$3.03M Buy
183,298
+8,276
+5% +$133K 0.33% 60
2014
Q3 		$2.83M Buy
+175,022
New +$2.77M 0.07% 288

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s BRO Position: Q2 2024 in Review

Lombard Odier Asset Management (Switzerland) sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 4,518 shares — an estimated $396K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in BRO in Q3 2014 and held it in 3 quarters. The position peaked at $3.03M in Q4 2014. 756 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 4,518 Brown & Brown shares in Q2 2024, an estimated $396K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Brown & Brown in Q3 2014 and held it in 3 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Brown & Brown position peaked at $3.03M in Q4 2014.
  • 756 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2024, filed 14 Aug 2024.