LOUNTZIS ASSET MANAGEMENT, LLC BRO Holdings History
LOUNTZIS ASSET MANAGEMENT, LLC's Brown & Brown Inc Holding Summary
As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 109,081.00 shares of Brown & Brown Inc(BRO), totaling $12.53 Mil. This investment constitutes 4.73% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0.04% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2020Q2. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 1 purchases of BRO, at an average price of $38.58, for a total of 176,445.00 shares. In addition, there have been 17 sales at an average price of $70.83 for 67,364.00 shares. Based on historical transaction data and BRO's current price of $103.84, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his BRO holdings is $9.29 Mil, reflecting a 136.48% gain to date.
LOUNTZIS ASSET MANAGEMENT, LLC BRO ($103.84) Holding Chart
LOUNTZIS ASSET MANAGEMENT, LLC BRO ($103.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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