A detailed history of Lountzis Asset Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Lountzis Asset Management, LLC holds 123,937 shares of BRO stock, worth $12.9 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
123,937
Previous 126,018 1.65%
Holding current value
$12.9 Million
Previous $11.3 Million 13.95%
% of portfolio
5.47%
Previous 5.38%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$89.11 - $105.82 $185,437 - $220,211
-2,081 Reduced 1.65%
123,937 $12.8 Million
Q2 2024

Aug 01, 2024

SELL
$80.62 - $93.34 $79,491 - $92,033
-986 Reduced 0.78%
126,018 $11.3 Million
Q1 2024

May 02, 2024

SELL
$69.45 - $87.54 $2,639 - $3,326
-38 Reduced 0.03%
127,004 $11.1 Million
Q4 2023

Jan 19, 2024

SELL
$66.78 - $75.77 $216,033 - $245,115
-3,235 Reduced 2.48%
127,042 $9.03 Million
Q2 2023

Aug 15, 2023

SELL
$57.65 - $68.84 $545,657 - $651,570
-9,465 Reduced 6.77%
130,277 $9.3 Million
Q1 2023

Apr 28, 2023

SELL
$53.43 - $61.96 $50,651 - $58,738
-948 Reduced 0.67%
139,742 $8.02 Million
Q4 2022

Feb 07, 2023

SELL
$55.05 - $63.71 $289,342 - $334,859
-5,256 Reduced 3.6%
140,690 $8.32 Million
Q3 2022

Oct 25, 2022

SELL
$58.3 - $68.14 $93,804 - $109,637
-1,609 Reduced 1.09%
145,946 $8.83 Million
Q2 2022

Aug 15, 2022

SELL
$53.28 - $73.4 $62,337 - $85,878
-1,170 Reduced 0.79%
147,555 $8.61 Million
Q1 2022

Apr 26, 2022

SELL
$61.13 - $72.71 $99,580 - $118,444
-1,629 Reduced 1.08%
148,725 $10.7 Million
Q4 2021

Jan 26, 2022

SELL
$57.18 - $70.28 $32,135 - $39,497
-562 Reduced 0.37%
150,354 $10.6 Million
Q3 2021

Oct 29, 2021

SELL
$52.31 - $58.94 $771,572 - $869,365
-14,750 Reduced 8.9%
150,916 $8.37 Million
Q2 2021

Aug 16, 2021

BUY
$46.52 - $53.69 $27,214 - $31,408
585 Added 0.35%
165,666 $8.8 Million
Q1 2021

Apr 20, 2021

SELL
$42.96 - $48.02 $94,469 - $105,595
-2,199 Reduced 1.31%
165,081 $7.55 Million
Q4 2020

Feb 09, 2021

SELL
$43.46 - $48.31 $364,194 - $404,837
-8,380 Reduced 4.77%
167,280 $7.93 Million
Q3 2020

Nov 05, 2020

SELL
$40.64 - $47.18 $8,128 - $9,436
-200 Reduced 0.11%
175,660 $7.95 Million
Q2 2020

Aug 14, 2020

BUY
$33.41 - $43.05 $5.88 Million - $7.57 Million
175,860 New
175,860 $7.17 Million

Others Institutions Holding BRO

About BROWN & BROWN, INC.


  • Ticker BRO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 282,454,016
  • Market Cap $29.3B
  • Description
  • Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, Ireland, the United Kingdom, and the Cayman Islands. It operates through four segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail segment offers property and casualty, employee benefits insurance product...
More about BRO
Track This Portfolio

Track Lountzis Asset Management, LLC Portfolio

Follow Lountzis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lountzis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lountzis Asset Management, LLC with notifications on news.