WCM Mid Cap Quality Value Fund BRO Holdings History
WCM Mid Cap Quality Value Fund's Brown & Brown Inc Holding Summary
As of 2025-03-31, WCM Mid Cap Quality Value Fund held 2,733.00 shares of Brown & Brown Inc(BRO), totaling $339,990.00. This investment constitutes 7.73% of their stock portfolio, and WCM Mid Cap Quality Value Fund now holds 0% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2022Q3. And since then WCM Mid Cap Quality Value Fund has made 7 purchases of BRO, at an average price of $98.24, for a total of 2,744.00 shares. In addition, there have been 1 sales at an average price of $63.51 for 11.00 shares. Based on historical transaction data and BRO's current price of $108.70, WCM Mid Cap Quality Value Fund's estimated gain on his BRO holdings is $28,210.81, reflecting a 10.47% gain to date.
WCM Mid Cap Quality Value Fund BRO ($108.70) Holding Chart
WCM Mid Cap Quality Value Fund BRO ($108.70) 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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