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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
Two Sigma Advisers
426
Two Sigma Advisers
New York
$267K +$245K +3,800 New
MCM
427
MAI Capital Management
Ohio
$264K – – –
KFP
428
KB Financial Partners
New Jersey
$261K -$116K -1,802 -33%
PA
429
Profund Advisors
Maryland
$260K +$238K +3,694 New
DFCM
430
Dark Forest Capital Management
Puerto Rico
$258K +$237K +3,672 New
EWA
431
EP Wealth Advisors
California
$256K -$3.74K -58 -2%
TC
432
TownSquare Capital
Utah
$256K +$235K +3,648 New
MSAM
433
Moloney Securities Asset Management
Missouri
$253K -$1.05M -16,296 -82%
MOS
434
MGO One Seven
Ohio
$252K +$232K +3,589 New
American Century Companies
435
American Century Companies
Missouri
$248K +$227K +3,522 New
TMAM
436
Tokio Marine Asset Management
Japan
$246K +$226K +3,500 New
AIM
437
Anchor Investment Management
South Carolina
$245K – – –
JSW
438
Journey Strategic Wealth
New Jersey
$240K +$220K +3,410 New
PL
439
Pluribus Labs
California
$239K +$220K +3,406 New
QT
440
Quantbot Technologies
New York
$233K -$2.96M -45,865 -93%
IA
441
IFP Advisors
Florida
$232K -$8.45K -131 -4%
LS
442
Livforsakringsbolaget Skandia
Sweden
$225K – – –
FA
443
Faithward Advisors
Pennsylvania
$224K -$309K -4,794 -60%
DWM
444
Darwin Wealth Management
Florida
$218K +$219K +3,400 New
GL
445
Graypoint LLC
New York
$211K +$194K +3,000 New
Fayez Sarofim & Co
446
Fayez Sarofim & Co
Texas
$211K +$194K +3,007 New
KWM
447
Kingsview Wealth Management
Oregon
$210K +$193K +2,987 New
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$209K +$192K +2,969 New
Mercer Global Advisors
449
Mercer Global Advisors
Colorado
$209K +$192K +2,974 New
VI
450
Vestcor Inc
New Brunswick, Canada
$208K -$38K -589 -17%
16 17
18
19 20

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.