Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2010   Q1 0 0.00 Sell 100.00% 0.65 $8.16–10.15 · VW $9.46i SEC
2009   Q4 2,418,000 0.65 Reduce 1.33% 0.01 $8.55–9.41 · VW $8.92i $21,726,000 SEC
2009   Q3 2,450,600 0.79 Reduce 0.65% <0.01 $9.09–10.00 · VW $9.42i $23,476,000 SEC
2009   Q2 2,466,600 0.99 Add 0.02% <0.01 $8.98–10.15 · VW $9.57i $24,580,000 SEC
2009   Q1 2,466,200 1.17 Reduce 3.94% 0.05 $7.47–10.10 · VW $9.10i $23,318,000 SEC
2008   Q4 2,567,400 1.20 Reduce 21.56% 0.26 $8.77–10.94 · VW $9.76i $26,829,000 SEC
2008   Q3 3,273,000 1.19 Reduce 3.83% 0.03 $8.14–13.70 · VW $10.70i $35,381,000 SEC
2008   Q2 3,403,200 0.87 Reduce 2.92% 0.03 $8.15–10.10 · VW $9.01i $29,591,000 SEC
2008   Q1 3,505,400 0.89 Reduce 1.43% 0.02 $8.31–11.73 · VW $9.88i $30,462,000 SEC
2007   Q4 3,556,200 1.17 Add 8.75% 0.09 $10.30–12.60 · VW $11.38i $41,785,000 SEC
2007   Q3 3,270,000 1.10 Reduce 3.90% 0.04 $11.68–14.57 · VW $12.95i $43,001,000 SEC
2007   Q2 3,402,800 0.98 Add 11.77% 0.10 $12.32–13.32 · VW $12.83i $42,774,000 SEC
2007   Q1 3,044,600 0.96 Reduce 3.85% 0.04 $12.85–14.51 · VW $13.41i $41,178,000 SEC
2006   Q4 3,166,600 1.05 $14.11 $44,665,000 SEC
Price snapshot:
Current price$69.21
52-week low$53.81
52-week high$107.27