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Giverny Capital’s Brown & Brown BRO Stock Holding History

Giverny Capital’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.3M Sell
753,288
-1,981
-0.3% -$121K 1.62% 24
2026
Q1 		$49.3M Sell
755,269
-17,251
-2% -$1.24M 1.8% 25
2025
Q4 		$61.6M Buy
772,520
+450,274
+140% +$37.6M 2.05% 19
2025
Q3 		$30.2M Buy
322,246
+609
+0.2% +$59.4K 1.02% 24
2025
Q2 		$35.7M Buy
321,637
+27,034
+9% +$3.04M 1.22% 25
2025
Q1 		$36.6M Sell
294,603
-206
-0.1% -$23K 1.35% 25
2024
Q4 		$30.1M Buy
+294,809
New +$31.5M 1.1% 28

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Giverny Capital's BRO Position: Q2 2026 in Review

Giverny Capital reduced its Brown & Brown (BRO) stake by 0.26% in Q2 2026, selling an estimated $121K and leaving 753,288 shares worth $48.3M. The position accounts for 1.62% of the portfolio, ranked #24.

Giverny Capital first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.6M in Q4 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Giverny Capital held 753,288 shares of Brown & Brown worth $48.3M as of Q2 2026.
  • Giverny Capital sold 1,981 Brown & Brown shares in Q2 2026, an estimated $121K.
  • Brown & Brown made up 1.62% of Giverny Capital's portfolio in Q2 2026, its #24 holding.
  • Giverny Capital first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Giverny Capital's Brown & Brown position peaked at $61.6M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.