Lord, Abbett & Co
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Lord, Abbett & Co’s Brown & Brown BRO Stock Holding History

Lord, Abbett & Co’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
2025
Q2 		– Sell
-96,000
Closed -$11.9M – 522
2025
Q1 		$11.9M Buy
+96,000
New +$10.7M 0.04% 348
2020
Q3 		– Sell
-312,559
Closed -$12.7M – 640
2020
Q2 		$12.7M Sell
312,559
-3,450
-1% -$133K 0.04% 438
2020
Q1 		$11.4M Sell
316,009
-261,348
-45% -$11M 0.05% 405
2019
Q4 		$22.8M Sell
577,357
-160,943
-22% -$6.04M 0.08% 372
2019
Q3 		$26.6M Buy
738,300
+217,956
+42% +$7.8M 0.09% 352
2019
Q2 		$17.4M Buy
+520,344
New +$16.5M 0.06% 449
2019
Q1 		– Sell
-70,400
Closed -$1.94M – 716
2018
Q4 		$1.94M Sell
70,400
-187,100
-73% -$5.29M 0.01% 743
2018
Q3 		$7.61M Buy
257,500
+45,200
+21% +$1.34M 0.02% 667
2018
Q2 		$5.89M Sell
212,300
-85,300
-29% -$2.32M 0.02% 709
2018
Q1 		$7.57M Sell
297,600
-1,543,372
-84% -$40.3M 0.02% 663
2017
Q4 		$47.4M Sell
1,840,972
-32,522
-2% -$817K 0.13% 248
2017
Q3 		$45.1M Buy
+1,873,494
New +$42M 0.13% 245
2017
Q1 		– Sell
-789,800
Closed -$17.7M – 863
2016
Q4 		$17.7M Buy
789,800
+300,800
+62% +$6.11M 0.05% 441
2016
Q3 		$9.22M Buy
+489,000
New +$9.05M 0.03% 607
2014
Q4 		– Sell
-133,450
Closed -$2.15M – 924
2014
Q3 		$2.15M Sell
133,450
-12,200
-8% -$193K 0.01% 884
2014
Q2 		$2.24M Sell
145,650
-600
-0.4% -$9.02K 0.01% 938
2014
Q1 		$2.25M Sell
146,250
-3,600
-2% -$55.3K 0.01% 918
2013
Q4 		$2.35M Sell
149,850
-3,514,864
-96% -$55.7M 0.01% 969
2013
Q3 		$58.8M Sell
3,664,714
-515,534
-12% -$8.42M 0.14% 206
2013
Q2 		$67.4M Buy
+4,180,248
New +$66.1M 0.16% 173

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lord, Abbett & Co's BRO Position: Q2 2025 in Review

Lord, Abbett & Co sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 96,000 shares — an estimated $11.9M sold.

Lord, Abbett & Co first reported a position in BRO in Q2 2013 and held it in 20 quarters. The position peaked at $67.4M in Q2 2013. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Lord, Abbett & Co reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 96,000 Brown & Brown shares in Q2 2025, an estimated $11.9M.
  • Lord, Abbett & Co first reported a position in Brown & Brown in Q2 2013 and held it in 20 quarters.
  • Lord, Abbett & Co's Brown & Brown position peaked at $67.4M in Q2 2013.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Lord, Abbett & Co's 13F filing for Q2 2025, filed 14 Aug 2025.