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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Lountzis Asset Management's BRO Position: Q1 2026 in Review

Lountzis Asset Management reduced its Brown & Brown (BRO) stake by 0.07% in Q1 2026, selling an estimated $5.62K and leaving 107,561 shares worth $7.01M. The position accounts for 2.57% of the portfolio, ranked #11.

Lountzis Asset Management first reported a position in BRO in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.8M in Q3 2024. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Lountzis Asset Management held 107,561 shares of Brown & Brown worth $7.01M as of Q1 2026.
  • Lountzis Asset Management sold 78 Brown & Brown shares in Q1 2026, an estimated $5.62K.
  • Brown & Brown made up 2.57% of Lountzis Asset Management's portfolio in Q1 2026, its #11 holding.
  • Lountzis Asset Management first reported a position in Brown & Brown in Q2 2020 and has held it in 24 quarters since.
  • Lountzis Asset Management's Brown & Brown position peaked at $12.8M in Q3 2024.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.