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LOUNTZIS ASSET MANAGEMENT, LLC: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOUNTZIS ASSET MANAGEMENT, LLC on BRO, newest first. How the timeline and the estimate are built.

LOUNTZIS ASSET MANAGEMENT, LLC held 102,567 BRO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,567 shares
    Change vs previous 13F -4,994 shares

    2.08% of the 13F portfolio, value $6,579,673.

    13F-HR 0001821168-26-000004 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,561 shares
    Change vs previous 13F -78 shares

    2.57% of the 13F portfolio, value $7,014,053.

    13F-HR 0001821168-26-000003 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 107,639 shares
    Change vs previous 13F -961 shares

    3.05% of the 13F portfolio, value $8,578,828.

    13F-HR 0001821168-26-000001 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 108,600 shares
    Change vs previous 13F -118 shares

    3.32% of the 13F portfolio, value $10,185,594.

    13F-HR 0001821168-25-000007 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 108,718 shares
    Change vs previous 13F -363 shares

    4.24% of the 13F portfolio, value $12,053,565.

    13F-HR 0001821168-25-000004 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 109,081 shares
    Change vs previous 13F -11,821 shares

    4.73% of the 13F portfolio, value $12,531,225.

    13F-HR 0001821168-25-000003 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 120,902 shares
    Change vs previous 13F -3,035 shares

    5.22% of the 13F portfolio, value $12,334,422.

    13F-HR 0001821168-25-000001 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 123,937 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $12,839,873.

    13F-HR 0001821168-24-000006 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).