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

Lombard Odier Asset Management (USA)’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 		– Sell
-22,001
Closed -$1.75M – 284
2025
Q4 		$1.75M Sell
22,001
-2,230
-9% -$186K 0.16% 91
2025
Q3 		$2.27M Sell
24,231
-21,297
-47% -$2.08M 0.15% 110
2025
Q2 		$5.05M Buy
45,528
+32,251
+243% +$3.62M 0.38% 49
2025
Q1 		$1.65M Buy
+13,277
New +$1.48M 0.13% 108

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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

Lombard Odier Asset Management (USA)'s BRO Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 22,001 shares — an estimated $1.75M sold.

Lombard Odier Asset Management (USA) first reported a position in BRO in Q1 2025 and held it in 4 quarters. The position peaked at $5.05M in Q2 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Lombard Odier Asset Management (USA) reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 22,001 Brown & Brown shares in Q1 2026, an estimated $1.75M.
  • Lombard Odier Asset Management (USA) first reported a position in Brown & Brown in Q1 2025 and held it in 4 quarters.
  • Lombard Odier Asset Management (USA)'s Brown & Brown position peaked at $5.05M in Q2 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.