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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
FEG
376
Financial Enhancement Group
Indiana
$418K +$42.9K +665 +13%
BTWM
377
Baker Tilly Wealth Management
Wisconsin
$418K +$75.3K +1,168 +24%
Fuller & Thaler Asset Management
378
Fuller & Thaler Asset Management
California
$417K -$102K -1,578 -21%
RP
379
Rowlandmiller & Partners
Georgia
$417K -$12.6K -195 -3%
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
$410K +$9.03K +140 +2%
SP
381
Symmetry Partners
Connecticut
$401K – – –
WTB
382
Washington Trust Bank
Washington
$400K +$81.4K +1,262 +28%
KFA
383
Krane Funds Advisors
New York
$388K -$110K -1,713 -24%
CSS
384
Cubist Systematic Strategies
Connecticut
$384K -$12.3M -190,666 -97%
CCA
385
Cadent Capital Advisors
Oklahoma
$382K +$86.3K +1,338 +33%
SAM
386
Shell Asset Management
Netherlands
$381K +$1.94K +30 +0.6%
CC
387
Cannell & Co
New York
$372K -$32.3K -500 -9%
BMSSC
388
B. Metzler seel. Sohn & Co
Germany
$370K +$342K +5,304 New
CI
389
Cigna Investments
Connecticut
$369K -$119K -1,850 -26%
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$369K -$8.52K -132 -2%
DT
391
Diversified Trust
Tennessee
$365K +$335K +5,199 New
RWA
392
River Wealth Advisors
Pennsylvania
$356K +$11K +170 +3%
IAMOG
393
Investors Asset Management of Georgia
Georgia
$355K – – –
Creative Planning
394
Creative Planning
Kansas
$353K -$3.94K -61 -1%
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$351K -$348K -5,400 -52%
MML Investors Services
396
MML Investors Services
Massachusetts
$347K +$34.1K +528 +12%
CAN
397
Cetera Advisor Networks
California
$346K +$317K +4,916 New
SFG
398
SevenBridge Financial Group
Pennsylvania
$344K -$3.87K -60 -1%
ST
399
Sabal Trust
Florida
$342K – – –
FFM
400
Forum Financial Management
Illinois
$336K +$308K +4,780 New
14 15
16
17 18

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.