BRO
Brown & Brown Inc
Brown & Brown Inc historical holders
total: 5
Giverny Capital Brown & Brown Inc transactions over time
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2024 Q4
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
Francois Rochon has been an institutional investor in Brown & Brown Inc (BRO) since 2024 Q4. According to 2026 Q1 report, Francois Rochon holds 755,269 shares with a market value of roughly $49.25M representing 1.80% of their equity portfolio. The fund/company first acquired BRO in 2024 Q4, initially purchasing 294,809 shares. Since the initial investment, Giverny Capital has made 5 more transactions in this position.
Does Francois Rochon still hold BRO?
Yes, Francois Rochon continues to hold Brown & Brown Inc (BRO). According to their 2026 Q1 report, they maintain a position of 755,269 shares valued at approximately $49.25M, representing 1.80% of their equity portfolio.
When did Francois Rochon first invest in BRO?
Francois Rochon first invested in Brown & Brown Inc (BRO) in 2024 Q4 at the reported quarter-end price of $102.02 per share, acquiring 294,809 shares in their initial purchase.
What is Francois Rochon's average cost basis for BRO?
Based on historical transaction data, Francois Rochon's estimated cost basis for Brown & Brown Inc (BRO) is approximately $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:
- $65.91
BRO transactions history by Giverny Capital
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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.