1
BRO
BROWN & BROWN · Financials
Consensus score 1/100 · #199 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
0.9%
of their portfolios
Combined value
$50M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Giverny Capital Quality compounder | 1.8% | $49M | TRIM |
| Markel Group Concentrated | 0.0% | $913K | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.