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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
SSW
451
Smith Shellnut Wilson
Mississippi
$203K +$186K +2,887 New
ST
452
Smithfield Trust
Pennsylvania
$177K – – –
GLLW
453
Graves Light Lenhart Wealth
Virginia
$176K – – –
TC
454
TAP Consulting
Missouri
$168K +$154K +2,391 New
BEI
455
Benjamin Edwards Inc
Missouri
$160K +$83.9K +1,301 +133%
APF
456
Alaska Permanent Fund
Alaska
$151K +$146K +2,269 New
Manulife (Manufacturers Life Insurance)
457
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149K -$111K -1,720 -0.1%
SIM
458
Sentry Investment Management
Wisconsin
$138K – – –
CCA
459
Column Capital Advisors
Indiana
$120K – – –
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$119K -$233K -3,615 -68%
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$116K -$2.13K -33 -2%
AFS
462
Annapolis Financial Services
Maryland
$104K +$95.5K +1,480 New
TCOV
463
Trust Company of Vermont
Vermont
$98K +$90.3K +1,400 New
S
464
SignatureFD
Georgia
$95K -$1.74K -27 -2%
GA
465
GraniteShares Advisors
New York
$93K +$85.7K +1,328 New
AWM
466
Atticus Wealth Management
Florida
$82K +$75.5K +1,170 New
SQA
467
Simon Quick Advisors
New Jersey
$76K -$56.4K -874 -45%
KPCM
468
Kings Point Capital Management
New York
$72K +$581 +9 +0.9%
GEA
469
Glen Eagle Advisors
New Jersey
$70.3K – – –
GAM
470
Gemmer Asset Management
California
$68K +$65 +1 +0.1%
C
471
Covestor
United Kingdom
$66K +$60.4K +937 New
GCM
472
Gables Capital Management
Florida
$63K – – –
APA
473
American Portfolios Advisors
New York
$62.1K +$48.6K +753 +579%
HR
474
Howe & Rusling
New York
$60K – – –
AIC
475
Archer Investment Corporation
Indiana
$59.4K – – –
17 18
19
20 21

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.