Giverny Capital BRO trades
Francois Rochon
Francois Rochon Brown & Brown Inc stake
total: 126
Trades details
- Total transactions:
- 7
- New positions:
- 1
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2024 Q4
- Held for:
- 7 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 753,288 Brown & Brown Inc (BRO) shares with a market value of roughly $48.32M accounting for 1.62% of the overall portfolio. To date, the estimated cost basis is nearly $89.32 for "buy" trades and estimated average "sell" price is $65.73. Giverny Capital first purchased BRO in 2024 Q4, initially acquiring 294,809 shares. Since the initial investment in Brown & Brown Inc (BRO), Giverny Capital has made 6 more transactions.
When did Francois Rochon buy Brown & Brown Inc (BRO)?
Francois Rochon first invested in Brown & Brown Inc (BRO) in 2024 Q4 at the reported quarter-end price of $102.02 per share.
What's the cost basis of Giverny Capital's BRO stake?
The estimated cost basis for Brown & Brown Inc (BRO) stake is around $89.32 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $89.32
- Weighted AVG sell price:
- $65.73
Francois Rochon's historical trades in Brown & Brown Inc
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.62%
|
753,288
|
$64.15
|
$48,323,425
|
-0.26% (-1,981)
|
-0%
|
|
2026 Q1
|
1.80%
|
755,269
|
$65.21
|
$49,251,091
|
-2.23% (-17,251)
|
-0.04%
|
|
2025 Q4
|
2.05%
|
772,520
|
$79.70
|
$61,569,844
|
+139.73% (+450,274)
|
+1.2%
|
|
2025 Q3
|
1.02%
|
322,246
|
$93.79
|
$30,223,452
|
+0.19% (+609)
|
+0%
|
|
2025 Q2
|
1.22%
|
321,637
|
$110.87
|
$35,659,894
|
+9.18% (+27,034)
|
+0.1%
|
|
2025 Q1
|
1.35%
|
294,603
|
$124.40
|
$36,648,613
|
-0.07% (-206)
|
-0%
|
|
2024 Q4
|
1.10%
|
294,809
|
$102.02
|
$30,076,414
|
new
|
+1.1%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.