Virtus KAR Mid-Cap Core Fund BRO Holdings History
Virtus KAR Mid-Cap Core Fund's Brown & Brown Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 896,851.00 shares of Brown & Brown Inc(BRO), totaling $111.57 Mil. This investment constitutes 4.24% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.27% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2023Q2. And since then Virtus KAR Mid-Cap Core Fund has made 7 purchases of BRO, at an average price of $68.09, for a total of 916,709.00 shares. In addition, there have been 1 sales at an average price of $111.74 for 19,858.00 shares. Based on historical transaction data and BRO's current price of $106.75, Virtus KAR Mid-Cap Core Fund's estimated gain on his BRO holdings is $35.54 Mil, reflecting a 56.94% gain to date.
Virtus KAR Mid-Cap Core Fund BRO ($106.75) Holding Chart
Virtus KAR Mid-Cap Core Fund BRO ($106.75) 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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