Number of Shares
1.26 Mil
Current Holdings Value*
$156.46 Mil
% of Portfolio
4.5%
Total Estimate Gain
$56.71 Mil
% of Total Estimate Gain
66.78%

Close Asset Management Ltd's Brown & Brown Inc Holding Summary

As of 2025-03-31, Close Asset Management Ltd held 1.26 Mil shares of Brown & Brown Inc(BRO), totaling $156.46 Mil. This investment constitutes 4.5% of their stock portfolio, and Close Asset Management Ltd now holds 0.44% of the outstanding Brown & Brown Inc(BRO) stock.

The initial trade took place in 2022Q2. And since then Close Asset Management Ltd has made 9 purchases of BRO, at an average price of $62.10, for a total of 1.37 Mil shares. In addition, there have been 1 sales at an average price of $111.74 for 109,650.00 shares. Based on historical transaction data and BRO's current price of $102.86, Close Asset Management Ltd's estimated gain on his BRO holdings is $56.71 Mil, reflecting a 66.78% gain to date.

Close Asset Management Ltd BRO ($102.86) Holding Chart

Close Asset Management Ltd BRO ($102.86) 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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