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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
PP
251
Paloma Partners
Connecticut
$1.92M +$1.76M +27,300 New
MLICM
252
Metropolitan Life Insurance Company (MetLife)
New York
$1.9M -$35.2K -546 -2%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$1.87M +$988K +15,320 +135%
GT
254
Glenmede Trust
Pennsylvania
$1.86M +$116K +1,799 +7%
NAM
255
Nissay Asset Management
Japan
$1.8M +$20.8K +323 +1%
PCM
256
Penserra Capital Management
California
$1.78M +$1.64M +25,405 New
SPIA
257
Steward Partners Investment Advisory
New York
$1.76M +$12.2K +189 +0.8%
CGH
258
Crossmark Global Holdings
Texas
$1.72M +$176K +2,730 +13%
CIC
259
Crawford Investment Counsel
Georgia
$1.69M – – –
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$1.69M +$111K +1,723 +8%
HA
261
Harbor Advisors
Florida
$1.69M – – –
ACM
262
AlphaCrest Capital Management
New York
$1.69M +$430K +6,668 +38%
PAM
263
Panagora Asset Management
Massachusetts
$1.67M -$372K -5,770 -20%
AIP
264
Ameritas Investment Partners
Nebraska
$1.65M -$351K -5,445 -19%
MWA
265
Motive Wealth Advisors
Michigan
$1.64M -$50.5K -783 -3%
WCM Investment Management
266
WCM Investment Management
California
$1.58M +$10.8K +167 +0.7%
BNP Paribas Asset Management
267
BNP Paribas Asset Management
France
$1.58M +$984K +15,262 +212%
PP
268
Prudential plc
United Kingdom
$1.56M -$49.5K -768 -3%
SIC
269
Salem Investment Counselors
North Carolina
$1.55M +$1.42M +22,000 New
KNW
270
Kesler Norman & Wride
Utah
$1.54M -$12.1K -188 -0.9%
WTC
271
WhitTier Trust Company
Nevada
$1.54M +$140K +2,174 +11%
Wealthfront Advisers
272
Wealthfront Advisers
California
$1.51M +$113K +1,759 +9%
SC
273
SRB Corp
Massachusetts
$1.5M +$1.37M +21,302 New
UFF
274
USA Financial Formulas
Michigan
$1.48M +$1.36M +21,046 New
CAM
275
Cacti Asset Management
Georgia
$1.48M – – –
9 10
11
12 13

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.