Ave Maria Value Fund BRO Holdings History
Ave Maria Value Fund's Brown & Brown Inc Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 167,150.00 shares of Brown & Brown Inc(BRO), totaling $20.79 Mil. This investment constitutes 4.46% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.05% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2021Q3. And since then Ave Maria Value Fund has made 6 purchases of BRO, at an average price of $60.13, for a total of 167,150.00 shares. Based on historical transaction data and BRO's current price of $103.84, Ave Maria Value Fund's estimated gain on his BRO holdings is $7.31 Mil, reflecting a 72.70% gain to date.
Ave Maria Value Fund BRO ($103.84) Holding Chart
Ave Maria Value Fund 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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