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

Lountzis Asset Management’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
2026
Q2 		$6.58M Sell
102,567
-4,994
-5% -$305K 2.08% 12
2026
Q1 		$7.01M Sell
107,561
-78
-0.1% -$5.62K 2.57% 11
2025
Q4 		$8.58M Sell
107,639
-961
-0.9% -$80.2K 3.05% 10
2025
Q3 		$10.2M Sell
108,600
-118
-0.1% -$11.5K 3.32% 11
2025
Q2 		$12.1M Sell
108,718
-363
-0.3% -$40.8K 4.24% 9
2025
Q1 		$12.5M Sell
109,081
-11,821
-10% -$1.32M 4.73% 8
2024
Q4 		$12.3M Sell
120,902
-3,035
-2% -$324K 5.22% 6
2024
Q3 		$12.8M Sell
123,937
-2,081
-2% -$207K 5.34% 6
2024
Q2 		$11.3M Sell
126,018
-986
-0.8% -$85.6K 5.27% 5
2024
Q1 		$11.1M Sell
127,004
-38
-0% -$3.06K 5.27% 6
2023
Q4 		$9.03M Sell
127,042
-3,235
-2% -$231K 4.93% 6
2023
Q3 		$9.1M Hold
130,277
– – 5.08% 6
2023
Q2 		$9.3M Sell
130,277
-9,465
-7% -$602K 5.13% 6
2023
Q1 		$8.02M Sell
139,742
-948
-0.7% -$54.5K 4.75% 6
2022
Q4 		$8.32M Sell
140,690
-5,256
-4% -$307K 4.99% 7
2022
Q3 		$8.83M Sell
145,946
-1,609
-1% -$101K 5.99% 5
2022
Q2 		$8.61M Sell
147,555
-1,170
-0.8% -$71.8K 5.76% 7
2022
Q1 		$10.7M Sell
148,725
-1,629
-1% -$109K 5.97% 5
2021
Q4 		$10.6M Sell
150,354
-562
-0.4% -$36.3K 6.04% 6
2021
Q3 		$8.37M Sell
150,916
-14,750
-9% -$822K 5.21% 7
2021
Q2 		$8.8M Buy
165,666
+585
+0.4% +$30.1K 5.37% 7
2021
Q1 		$7.55M Sell
165,081
-2,199
-1% -$101K 5.02% 7
2020
Q4 		$7.93M Sell
167,280
-8,380
-5% -$386K 5.82% 7
2020
Q3 		$7.95M Sell
175,660
-200
-0.1% -$8.92K 6.84% 4
2020
Q2 		$7.17M Buy
+175,860
New +$6.78M 6.79% 5

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Lountzis Asset Management's BRO Position: Q2 2026 in Review

Lountzis Asset Management reduced its Brown & Brown (BRO) stake by 4.6% in Q2 2026, selling an estimated $305K and leaving 102,567 shares worth $6.58M. The position accounts for 2.08% of the portfolio, ranked #12.

Lountzis Asset Management first reported a position in BRO in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q3 2024. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Lountzis Asset Management held 102,567 shares of Brown & Brown worth $6.58M as of Q2 2026.
  • Lountzis Asset Management sold 4,994 Brown & Brown shares in Q2 2026, an estimated $305K.
  • Brown & Brown made up 2.08% of Lountzis Asset Management's portfolio in Q2 2026, its #12 holding.
  • Lountzis Asset Management first reported a position in Brown & Brown in Q2 2020 and has held it in 25 quarters since.
  • Lountzis Asset Management's Brown & Brown position peaked at $12.8M in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.