Position in BRO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,579,673
-$434,379 QoQ
Shares Held
102,567
-4.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#175
of 800 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LOUNTZIS ASSET MANAGEMENT, LLC holds $7,209,884 across 2 Insurance Brokers names. BRO ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
102,567 | $6,579,673 | |
| 2 | AON |
Aon plc
|
1,900 | $630,211 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,579,673 | 102,567 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,014,052 | 107,561 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,578,828 | 107,639 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,185,594 | 108,600 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,053,564 | 108,718 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,569,676 | 109,081 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,334,422 | 120,902 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $12,839,873 | 123,937 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,267,269 | 126,018 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $11,117,930 | 127,004 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,033,956 | 127,042 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,098,545 | 130,277 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,968,268 | 130,277 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,023,985 | 139,742 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,015,109 | 140,690 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,826,814 | 145,946 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,608,358 | 147,555 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,748,355 | 148,725 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $10,566,879 | 150,354 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,368,292 | 150,916 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,803,491 | 165,666 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,545,852 | 165,081 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $7,930,744 | 167,280 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,952,128 | 175,660 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,168,053 | 175,860 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||