Francois Rochon's BRO Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 717,531 shares of Brown & Brown, Inc. (BRO) worth $43.7 M, representing 1.50% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 227 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in BRO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 450,274 shares. Largest reduction occurred in Q4 2024, reducing 60.72 M 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 |
|---|---|---|---|---|
| Q3 2026 | -35,757 | Reduce 4.75% | 717,531 | $60.90 |
| Q2 2026 | -1,981 | Reduce 0.26% | 753,288 | $64.15 |
| Q1 2026 | -17,251 | Reduce 2.23% | 755,269 | $65.21 |
| 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 |
| Q1 1970 | +61.02 M | Add 0.00% | 61.02 M | $0.79 |
Francois Rochon's Brown & Brown Investment FAQs
Francois Rochon first purchased Brown & Brown, Inc. (BRO) in Q1 1970, acquiring 61,016,328 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 227 quarters since Q1 1970.
Francois Rochon's largest addition to Brown & Brown, Inc. (BRO) was in Q1 1970, adding 61,016,328 shares worth $48.32 M.
According to the latest 13F filing for Q3 2026, Francois Rochon's firm, Giverny Capital Inc., owns 717,531 shares of Brown & Brown, Inc. (BRO), valued at approximately $43.7 M.
As of the Q3 2026 filing, Brown & Brown, Inc. (BRO) represents approximately 1.50% 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 61,016,328 shares, as reported at the end of Q1 1970.