BRO
Brown & Brown Inc
4 super-investors hold BRO worth a combined $690M. The largest position: Francois Rochon at 1.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 29 — ranked #414 of 724 scored stocks.
Why super-investors own BRO
Ownership within this cohort is narrow and stable: four managers hold BRO with a combined $690M, but the position count has been effectively flat for the past six quarters after a single entrant joined in early 2025. First Eagle Investment Management accounts for the bulk of the dollar exposure at $575M (0.8% of their portfolio), while Francois Rochon carries the highest conviction at 1.8% of his book. Joel Greenblatt and Thomas Gayner hold nominal positions. No manager added, trimmed, started, or exited in 2026Q1, suggesting the cohort is content to hold but sees no current catalyst to press the position. Interest is neither rising nor fading — it is simply dormant.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.8% | 37q | $575M | 8,823,162 |
| 2 | Joel Greenblatt | <0.1% | 36q | $64M | 986,733 |
| 3 | Francois Rochon | 1.8% | 6q | $49M | 755,269 |
| 4 | Thomas Gayner | <0.1% | 2q | $913K | 14,000 |
Owners of BRO also hold
Long US equity 13F-HR filings only. CUSIP 115236101. Not investment advice.