American Funds U.S. Small & Mid Cap Equity Fund BRO Holdings History
Number of Shares
5,974.00
Current Holdings Value*
$708,160.00
% of Portfolio
2.91%
Total Estimate Gain
$-16,607.72
% of Total Estimate Gain
-2.62%
American Funds U.S. Small & Mid Cap Equity Fund's Brown & Brown Inc Holding Summary
As of 2025-02-28, American Funds U.S. Small & Mid Cap Equity Fund held 5,974.00 shares of Brown & Brown Inc(BRO), totaling $708,160.00. This investment constitutes 2.91% of their stock portfolio, and American Funds U.S. Small & Mid Cap Equity Fund now holds 0% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and BRO's current price of $103.43, American Funds U.S. Small & Mid Cap Equity Fund's estimated gain on his BRO holdings is $-16,607.72, reflecting a -2.62% gain to date.
American Funds U.S. Small & Mid Cap Equity Fund BRO ($103.43) Holding Chart
American Funds U.S. Small & Mid Cap Equity Fund BRO ($103.43) 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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