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Brown & Brown
BRO

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515 → 552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8% → 73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M

Top Buyers

1
Invesco
Invesco
Georgia
+$51.1M
2
SI
Scout Investments
Missouri
+$34.3M
3
Fidelity International
Fidelity International
Bermuda
+$30.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$29.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$407M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$59.3M
3
ACM
Atlanta Capital Management
Georgia
-$52.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$29.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$2.42M +$14.4K +224 +0.7%
KeyBank National Association
227
KeyBank National Association
Ohio
$2.39M +$784K +12,157 +56%
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$2.38M -$454K -7,042 -17%
SOADOR
229
State of Alaska Department of Revenue
Alaska
$2.38M -$126K -1,960 -5%
EVM
230
Eaton Vance Management
Massachusetts
$2.37M +$23.7K +367 +1%
TPM
231
Triasima Portfolio Management
Quebec, Canada
$2.36M +$2.16M +33,530 New
KFA
232
Kelleher Financial Advisors
New York
$2.33M +$204K +3,159 +11%
US Bancorp
233
US Bancorp
Minnesota
$2.28M -$29.6K -459 -1%
TPSF
234
Texas Permanent School Fund
Texas
$2.27M -$244K -3,776 -10%
SI
235
Stephens Inc
Arkansas
$2.26M -$347K -5,380 -14%
HCA
236
Hyperion Capital Advisors
New York
$2.25M – – –
AIM
237
Aquila Investment Management
New York
$2.25M +$2.06M +32,000 New
BFPW
238
BOK Financial Private Wealth
Colorado
$2.23M -$22.8K -354 -1%
Bessemer Group
239
Bessemer Group
New Jersey
$2.2M -$28.3K -439 -1%
CCA
240
Covey Capital Advisors
Georgia
$2.19M +$2.01M +31,107 New
II
241
IFM Investors
Australia
$2.16M – – –
TRCT
242
Tower Research Capital (TRC)
New York
$2.15M +$959K +14,862 +95%
Point72 Asset Management
243
Point72 Asset Management
Connecticut
$2.14M -$28.4M -439,808 -94%
SC
244
Sepio Capital
Utah
$2.12M +$2.32K +36 +0.1%
BRCM
245
Bright Rock Capital Management
Massachusetts
$2.11M +$1.94M +30,000 New
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$8.52K +132 +0.5%
RE
247
RBC Europe
United Kingdom
$2.02M +$1.85M +28,685 New
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$1.95M – – –
MYAM
249
Meiji Yasuda Asset Management
Japan
$1.93M +$34.2K +530 +2%
CG
250
Carmignac Gestion
France
$1.93M +$1.17M +18,064 +193%
8 9
10
11 12

BRO Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2021, worth a combined $14.3B — up 26% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRO positions and 53 closed out — a net gain of 42 holders — while 188 added to existing stakes and 178 trimmed.

The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Wells Fargo, cutting an estimated $407M.

  • 552 institutional investors held Brown & Brown (BRO) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $14.3B of Brown & Brown stock for Q4 2021, up 26% quarter-over-quarter.
  • 95 funds opened new Brown & Brown positions in Q4 2021 and 53 closed out, a net change of +42 holders.
  • The largest Brown & Brown buyer in Q4 2021 was Invesco, an estimated $51.1M added.
  • The largest Brown & Brown seller in Q4 2021 was Wells Fargo, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2021.