Mid Cap Fund BRO Holdings History

Number of Shares
70,529.00
Current Holdings Value*
$8.77 Mil
% of Portfolio
6.85%
Total Estimate Gain
$7.62 Mil
% of Total Estimate Gain
103.61%

Mid Cap Fund's Brown & Brown Inc Holding Summary

As of 2025-03-31, ULTRA SERIES FUND held 70,529.00 shares of Brown & Brown Inc(BRO), totaling $8.77 Mil. This investment constitutes 6.85% of their stock portfolio, and ULTRA SERIES FUND now holds 0.02% of the outstanding Brown & Brown Inc(BRO) stock.

The initial trade took place in 2019Q3. In addition, there have been 19 sales at an average price of $56.08 for 135,034.00 shares. Based on historical transaction data and BRO's current price of $104.97, Mid Cap Fund's estimated gain on his BRO holdings is $7.62 Mil, reflecting a 103.61% gain to date.

Mid Cap Fund BRO ($104.97) Holding Chart

Mid Cap Fund BRO ($104.97) 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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