Lountzis Asset Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Sell
2025
Q1
$12.5M Sell
2024
Q4
$12.3M Sell
2024
Q3
$12.8M Sell
2024
Q2
$11.3M Sell
2024
Q1
$11.1M Sell
2023
Q4
$9.03M Sell
2023
Q3
$9.1M Hold
2023
Q2
$9.3M Sell
2023
Q1
$8.02M Sell
2022
Q4
$8.32M Sell
2022
Q3
$8.83M Sell
2022
Q2
$8.61M Sell
2022
Q1
$10.7M Sell
2021
Q4
$10.6M Sell
2021
Q3
$8.37M Sell
2021
Q2
$8.8M Buy
2021
Q1
$7.55M Sell
2020
Q4
$7.93M Sell
2020
Q3
$7.95M Sell
2020
Q2
$7.17M Buy