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Orbis Global Equity Fund's investment thesis on Brown & Brown Inc. ($BRO) — Q2 2026 | Buyside Digest

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$BRONYSEBrown & Brown Inc.

NEUTRAL

Orbis Global Equity Fund—BRO

Fund Letter

Q2 2026

Published July 30, 2026

View Fund Profile

$71.18USD

-0.3% vs last month

$70.40Pitched

+1.1% since pitch

Market Cap$23.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Orbis Global Equity returned 19.9% in the first half of 2026, outperforming the MSCI All Country World Index by 7.8% net of fees. Ben Preston assumed...

— Brent Jackson

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