MOGY JOEL R INVESTMENT COUNSEL INC BRO Holdings History
Number of Shares
50,416.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
0.32%
Total Estimate Gain
$-274,536.65
% of Total Estimate Gain
-4.98%
MOGY JOEL R INVESTMENT COUNSEL INC's Brown & Brown Inc Holding Summary
As of 2025-06-30, MOGY JOEL R INVESTMENT COUNSEL INC held 50,416.00 shares of Brown & Brown Inc(BRO), totaling $5.59 Mil. This investment constitutes 0.32% of their stock portfolio, and MOGY JOEL R INVESTMENT COUNSEL INC now holds 0.02% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2024Q3. And since then MOGY JOEL R INVESTMENT COUNSEL INC has made 4 purchases of BRO, at an average price of $109.29, for a total of 50,416.00 shares. Based on historical transaction data and BRO's current price of $103.84, MOGY JOEL R INVESTMENT COUNSEL INC's estimated gain on his BRO holdings is $-274,536.65, reflecting a -4.98% gain to date.
MOGY JOEL R INVESTMENT COUNSEL INC BRO ($103.84) Holding Chart
MOGY JOEL R INVESTMENT COUNSEL INC 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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