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Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
BRO · Financials

Brown &Amp; Brown Inc

Q2 2026: held by 2 giants, composite weight 0.03%, consensus rank 484; this quarter 0 bought and 0 sold. Quarter-end price $64.15 (Jun 30, 2026).

Giants holding
2
previous quarter 2
Composite weight
0.03%
consensus rank 484
Quarter-end price
$64.15
Jun 30, 2026
Avg est. costest.
$88.82
vs quarter-end price −28%
I

Held by 2 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Francois Rochon1.6%753.3K$48.3MQ4 20247$93.97est.−32%Held
Tom Gayner0.0%14.0K$898KQ4 20253$83.68est.−23%Held
II

Cost Map: 0 of 2 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$60.00$80.00Tom GaynerFrancois Rochon
III

Quarter-End Price (Split-Adjusted)

From Q4 2004, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$50.00$100.00Q4 2004Q1 2007Q2 2009Q3 2011Q4 2013Q1 2016Q2 2018Q3 2020Q4 2022Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding0246Q4 2004Q1 2007Q2 2009Q3 2011Q4 2013Q1 2016Q2 2018Q3 2020Q4 2022Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter1012Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.1%0.1%0.1%Q4 2004Q1 2007Q2 2009Q3 2011Q4 2013Q1 2016Q2 2018Q3 2020Q4 2022Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Francois Rochon 1.6% · since Q4 2024

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$60.00$80.00$100.00$120.00Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—753.3K1.6%$65.21 → $64.15—$93.97
Q1 2026Trimmed−17.3K755.3K1.8%$79.70 → $65.21$72.45$93.97
Q4 2025Added+450.3K772.5K2.1%$93.79 → $79.70$86.74$93.97
Q2 2025Added+27.0K321.6K1.2%$124.40 → $110.87$117.63$104.06
Q4 2024New+294.8K294.8K1.1%$103.60 → $102.02$102.81$102.81
Tom Gayner 0.0% · since Q4 2025

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$60.00$70.00$80.00Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—14.0K0.0%$65.21 → $64.15—$83.68
Q1 2026Added+3.0K14.0K0.0%$79.70 → $65.21$72.45$83.68
Q4 2025New+11.0K11.0K0.0%$93.79 → $79.70$86.74$86.74