The Osterweis Fund BRO Holdings History
The Osterweis Fund's Brown & Brown Inc Holding Summary
As of 2025-03-31, The Osterweis Fund held 35,515.00 shares of Brown & Brown Inc(BRO), totaling $4.42 Mil. This investment constitutes 3.33% of their stock portfolio, and The Osterweis Fund now holds 0.01% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2022Q4. And since then The Osterweis Fund has made 3 purchases of BRO, at an average price of $60.81, for a total of 53,835.00 shares. In addition, there have been 2 sales at an average price of $93.87 for 18,320.00 shares. Based on historical transaction data and BRO's current price of $108.93, The Osterweis Fund's estimated gain on his BRO holdings is $2.31 Mil, reflecting a 70.71% gain to date.
The Osterweis Fund BRO ($108.93) Holding Chart
The Osterweis Fund BRO ($108.93) 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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