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LOUNTZIS ASSET MANAGEMENT, LLC → BRO
LOUNTZIS ASSET MANAGEMENT, LLC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
4
Latest value
$6.2M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.6M |
| Q1 2026 | $7M |
| Q2 2026 | $6.6M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 102.5K | — | — |
| Q2 2026 | $6.6M | 102.6K | — | — |
| Q1 2026 | $7M | 107.6K | — | — |
| Q4 2025 | $8.6M | 107.6K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M