Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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
2016   Q4 0 0.00 Sell 100.00% 0.12 $18.02–22.89 · VW $20.66i SEC
2016   Q3 160,000 0.12 Reduce 46.67% 0.11 $18.06–19.56 · VW $18.68i $3,017,000 SEC
2016   Q2 300,000 0.23 Reduce 82.41% 0.96 $17.14–18.94 · VW $18.14i $5,621,000 SEC
2016   Q1 1,705,486 1.16 Reduce 18.66% 0.23 $14.91–18.01 · VW $16.83i $30,528,000 SEC
2015   Q4 2,096,720 1.24 Reduce 6.12% 0.07 $14.20–16.55 · VW $15.29i $33,652,000 SEC
2015   Q3 2,233,456 1.18 Add 1.50% 0.02 $14.84–17.30 · VW $16.09i $34,585,000 SEC
2015   Q2 2,200,358 1.13 Add 1.94% 0.02 $15.75–17.29 · VW $16.59i $36,152,000 SEC
2015   Q1 2,158,518 1.08 Add 2.03% 0.02 $15.31–16.75 · VW $16.01i $35,734,000 SEC
2014   Q4 2,115,628 1.10 Add 0.99% 0.01 $15.23–16.70 · VW $15.79i $34,813,000 SEC
2014   Q3 2,094,892 1.13 Reduce 2.36% 0.03 $15.06–16.73 · VW $15.91i $33,675,000 SEC
2014   Q2 2,145,574 1.12 Add 2.97% 0.03 $14.50–15.94 · VW $15.28i $32,945,000 SEC
2014   Q1 2,083,720 1.16 Add 97.80% 0.57 $13.89–15.77 · VW $14.85i $32,048,000 SEC
2013   Q4 1,053,436 0.64 Add 46.11% 0.20 $13.88–16.44 · VW $15.36i $16,534,000 SEC
2013   Q3 720,994 0.50 Add 16.29% 0.07 $15.27–17.05 · VW $16.10i $11,572,000 SEC
2013   Q2 620,000 0.47 $16.12 $9,994,000 SEC
2013   Q1 620,000 0.49 $16.02 $9,932,000 SEC
2012   Q4 620,000 0.44 Add 34.78% 0.11 $12.44–13.81 · VW $13.31i $7,893,000 SEC
2012   Q3 460,000 0.15 $13.04 $5,996,000 SEC
2012   Q2 460,000 0.16 $13.64 $6,272,000 SEC
2012   Q1 460,000 0.29 Reduce 4.32% 0.01 $11.48–13.63 · VW $12.86i $5,469,000 SEC
2011   Q4 480,760 0.31 Reduce 61.54% 0.40 $9.77–11.71 · VW $10.96i $5,440,000 SEC
2011   Q3 1,250,074 0.65 Add 42.36% 0.19 $8.39–11.65 · VW $10.36i $11,126,000 SEC
2011   Q2 878,120 0.60 Add 5.68% 0.03 $10.77–13.23 · VW $11.63i $11,266,000 SEC
2011   Q1 830,900 0.60 $12.90 $10,719,000 SEC
2010   Q4 830,900 0.59 $11.97 $9,946,000 SEC
2010   Q3 830,900 0.52 Reduce 11.69% 0.07 $9.43–11.27 · VW $10.62i $8,388,000 SEC
2010   Q2 940,900 0.63 Reduce 1.82% <0.01 $8.20–10.23 · VW $9.48i $9,004,000 SEC
2010   Q1 958,352 0.27 Add 17.77% 0.04 $8.16–10.15 · VW $9.46i $8,587,000 SEC
2009   Q4 813,740 0.30 Add 1934.35% 0.28 $8.55–9.41 · VW $8.92i $7,311,000 SEC
2009   Q3 40,000 0.03 Buy 0.03 $9.09–10.00 · VW $9.42i $383,000 SEC
Price snapshot:
Current price$69.21
52-week low$53.81
52-week high$107.27