WCM SMID Quality Value Fund BRO Holdings History
WCM SMID Quality Value Fund's Brown & Brown Inc Holding Summary
As of 2025-03-31, WCM SMID Quality Value Fund held 21,368.00 shares of Brown & Brown Inc(BRO), totaling $2.66 Mil. This investment constitutes 4.51% of their stock portfolio, and WCM SMID Quality Value Fund now holds 0.01% of the outstanding Brown & Brown Inc(BRO) stock.
The initial trade took place in 2022Q4. And since then WCM SMID Quality Value Fund has made 2 purchases of BRO, at an average price of $58.46, for a total of 77,800.00 shares. In addition, there have been 4 sales at an average price of $86.45 for 56,432.00 shares. Based on historical transaction data and BRO's current price of $103.84, WCM SMID Quality Value Fund's estimated gain on his BRO holdings is $2.55 Mil, reflecting a 56.04% gain to date.
WCM SMID Quality Value Fund BRO ($103.84) Holding Chart
WCM SMID Quality Value Fund BRO ($103.84) 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
