Francois Rochon - Giverny Capital Inc.
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 755,269 1.80 Reduce 2.23% 0.05 $65.21 $49,251,091 SEC
2025   Q4 772,520 2.05 Add 139.73% 1.19 $79.70 $61,569,844 SEC
2025   Q3 322,246 1.02 Add 0.19% <0.01 $93.79 $30,223,452 SEC
2025   Q2 321,637 1.22 Add 9.18% 0.10 $110.87 $35,659,894 SEC
2025   Q1 294,603 1.35 Reduce 0.07% <0.01 $124.40 $36,648,613 SEC
2024   Q4 294,809 1.10 Buy 1.10 $102.02 $30,076,414 SEC