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 $13.9 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
123,937
Previous 126,018 1.65%
Holding current value
$13.9 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 $31.6B
  • 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
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