Francois Rochon's BRO Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 772,520 shares of Brown & Brown, Inc. (BRO) worth $61.57 M, representing 2.05% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Francois Rochon has maintained this position in BRO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 450,274 shares. Largest reduction occurred in Q1 2025, reducing 206 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Brown & Brown (BRO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brown & Brown (BRO) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +450,274 | Add 139.73% | 772,520 | $79.70 |
| Q3 2025 | +609 | Add 0.19% | 322,246 | $93.79 |
| Q2 2025 | +27,034 | Add 9.18% | 321,637 | $110.87 |
| Q1 2025 | -206 | Reduce 0.07% | 294,603 | $124.40 |
| Q4 2024 | +294,809 | New Buy | 294,809 | $102.02 |
Francois Rochon's Brown & Brown Investment FAQs
Francois Rochon first purchased Brown & Brown, Inc. (BRO) in Q4 2024, acquiring 294,809 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Brown & Brown, Inc. (BRO) for 5 quarters since Q4 2024.
Francois Rochon's largest addition to Brown & Brown, Inc. (BRO) was in Q4 2025, adding 772,520 shares worth $61.57 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 772,520 shares of Brown & Brown, Inc. (BRO), valued at approximately $61.57 M.
As of the Q4 2025 filing, Brown & Brown, Inc. (BRO) represents approximately 2.05% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Brown & Brown, Inc. (BRO) was 772,520 shares, as reported at the end of Q4 2025.