Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Brown & Brown, Inc. (BRO)
← All BRO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 755,269 1.80 Reduce 2.23% 0.05 $58.65–75.28 · VW $64.69i $49,251,091 SEC
2025   Q4 772,520 2.05 Add 139.73% 1.19 $71.32–82.58 · VW $75.33i $61,569,844 SEC
2025   Q3 322,246 1.02 Add 0.19% <0.01 $79.30–98.30 · VW $85.78i $30,223,452 SEC
2025   Q2 321,637 1.22 Add 9.18% 0.10 $91.00–113.84 · VW $98.74i $35,659,894 SEC
2025   Q1 294,603 1.35 Reduce 0.07% <0.01 $103.54–125.68 · VW $113.27i $36,648,613 SEC
2024   Q4 294,809 1.10 Buy 1.10 $100.18–114.15 · VW $106.33i $30,076,414 SEC
Price snapshot:
Current price$69.21
Avg. buy price$89.31
+/- since buy-22.51%
52-week low$53.81
52-week high$107.27