Number of Shares
119,198.00
Current Holdings Value*
$13.22 Mil
% of Portfolio
1.59%
Total Estimate Gain
$8.28 Mil
% of Total Estimate Gain
128.00%

MATTERN CAPITAL MANAGEMENT, LLC's Brown & Brown Inc Holding Summary

As of 2025-06-30, MATTERN CAPITAL MANAGEMENT, LLC held 119,198.00 shares of Brown & Brown Inc(BRO), totaling $13.22 Mil. This investment constitutes 1.59% of their stock portfolio, and MATTERN CAPITAL MANAGEMENT, LLC now holds 0.04% of the outstanding Brown & Brown Inc(BRO) stock.

The initial trade took place in 2019Q4. And since then MATTERN CAPITAL MANAGEMENT, LLC has made 13 purchases of BRO, at an average price of $43.10, for a total of 150,096.00 shares. In addition, there have been 9 sales at an average price of $79.05 for 30,898.00 shares. Based on historical transaction data and BRO's current price of $103.24, MATTERN CAPITAL MANAGEMENT, LLC's estimated gain on his BRO holdings is $8.28 Mil, reflecting a 128.00% gain to date.

MATTERN CAPITAL MANAGEMENT, LLC BRO ($103.24) Holding Chart

MATTERN CAPITAL MANAGEMENT, LLC BRO ($103.24) 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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