OSTERWEIS CAPITAL MANAGEMENT INC BRO Holdings History
OSTERWEIS CAPITAL MANAGEMENT INC's Brown & Brown Inc Holding Summary
As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 300,979.00 shares of Brown & Brown Inc(BRO), totaling $37.44 Mil. This investment constitutes 2.47% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0.11% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2022Q4. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 5 purchases of BRO, at an average price of $61.12, for a total of 456,329.00 shares. In addition, there have been 5 sales at an average price of $95.82 for 155,350.00 shares. Based on historical transaction data and BRO's current price of $107.02, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his BRO holdings is $19.20 Mil, reflecting a 68.86% gain to date.
OSTERWEIS CAPITAL MANAGEMENT INC BRO ($107.02) Holding Chart
OSTERWEIS CAPITAL MANAGEMENT INC BRO ($107.02) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
