Lountzis Asset Management, LLC Brown & Brown, Inc. Transaction History

Lountzis Asset Management, LLC

$278 Million
Q2 2025

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 108,718 shares of BRO stock, worth $9.98 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares

108,718

Previous 109,081 0.33%

Holding current value

$9.98 Million

Previous $13.6 Million 11.17%

% of portfolio

4.33%

Previous 5.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$104.48 - $124.43 $37,926 - $45,168	-363 Reduced 0.33%	108,718 $12.1 Million
Q1 2025 Apr 30, 2025	SELL	$100.54 - $124.4 $1.19 Million - $1.47 Million	-11,821 Reduced 9.78%	109,081 $13.6 Million
Q4 2024 Feb 03, 2025	SELL	$100.93 - $113.42 $306,322 - $344,229	-3,035 Reduced 2.45%	120,902 $12.3 Million
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

# of Institutions

954

Shares Held

220M

Call Options Held

206K

Put Options Held

77.7K

View Full List

About BROWN & BROWN, INC.

Ticker BRO
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 282,454,016
Market Cap $25.9B
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...

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Lountzis Asset Management, LLC Brown & Brown, Inc. Transaction History