Number of Shares
21,753.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
1.94%
Total Estimate Gain
$960,352.50
% of Total Estimate Gain
43.18%

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY's Brown & Brown Inc Holding Summary

As of 2025-03-31, FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY held 21,753.00 shares of Brown & Brown Inc(BRO), totaling $2.71 Mil. This investment constitutes 1.94% of their stock portfolio, and FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY now holds 0.01% of the outstanding Brown & Brown Inc(BRO) stock.

The initial trade took place in 2020Q1. And since then FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY has made 13 purchases of BRO, at an average price of $73.61, for a total of 30,213.00 shares. In addition, there have been 3 sales at an average price of $99.59 for 8,460.00 shares. Based on historical transaction data and BRO's current price of $107.65, FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY's estimated gain on his BRO holdings is $960,352.50, reflecting a 43.18% gain to date.

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY BRO ($107.65) Holding Chart

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY BRO ($107.65) 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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