11 hedge funds and family offices disclose a BRO position in their latest SEC 13F filing — combined $68.0M in market value. Of those, 6 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 772,520 | $61.6M | 2.05% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 38,500 | $2.7M | 0.02% | 2023-12-31 |
| 3 | Chuck Akre | Akre Capital Management, LLC | 50,000 | $1.3M | 0.04% | 2007-09-30 |
| 4 | Tom Gayner | Markel Group Inc. | 14,000 | $913K | 0.01% | 2026-03-31 |
| 5 | George Soros | Soros Fund Management LLC | 8,500 | $797K | 0.01% | 2025-09-30 |
| 6 | Prem Watsa | Fairfax Financial Holdings Ltd | 94,112,868 | $450K | 22.91% | 2012-09-30 |
| 7 | Stephen Mandel | Lone Pine Capital LLC | 2,376,884 | $73K | 1.03% | 2006-09-30 |
| 8 | Thomas Russo | Gardner Russo & Quinn LLC | 3,000 | $71K | 0.00% | 2007-12-31 |
| 9 | Steven Romick | First Pacific Advisors LP | 1,209,000 | $22K | 0.51% | 2009-12-31 |
| 10 | Christopher Davis | Davis Selected Advisers, LP | 95,219 | $2K | 0.00% | 2010-06-30 |
| 11 | Tweedy Browne | Tweedy Browne Company LLC | 11,105 | $356 | 0.01% | 2015-12-31 |
As of the latest 13F window, 11 tracked superinvestors hold BRO. The largest disclosed position is Francois Rochon at $61.6M (2.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BRO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
