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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
DWP
501
Destiny Wealth Partners
Florida
$19K – – –
DAM
502
Delta Asset Management
Tennessee
$18K – – –
CFN
503
Cordasco Financial Network
Florida
$15K – – –
First Manhattan
504
First Manhattan
New York
$15K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$15K +$13.4K +207 New
CFGS
506
Concourse Financial Group Securities
Alabama
$14K – – –
PSB
507
Piscataqua Savings Bank
New Hampshire
$14K – – –
PWMG
508
Prestige Wealth Management Group
New Jersey
$14K – – –
RG
509
Retirement Group
California
$12K +$11.1K +172 New
HNB
510
Huntington National Bank
Ohio
$11K +$2K +31 +25%
SA
511
SRH Advisors
Kansas
$10K – – –
GWSG
512
GPS Wealth Strategies Group
Colorado
$10K +$8.97K +139 New
VRS
513
Virginia Retirement Systems
Virginia
$9.43K – – –
BWM
514
BerganKDV Wealth Management
Minnesota
$9K – – –
NFG
515
Next Financial Group
Texas
$9K – – –
TAM
516
Tucker Asset Management
Colorado
$8.38K +$7.74K +120 New
AS
517
Altshuler Shaham
Israel
$8K -$63.5K -985 -90%
MA
518
Montag & Associates
Georgia
$7K – – –
PFBT
519
Parkside Financial Bank & Trust
Missouri
$7K – – –
GWS
520
Glassman Wealth Services
Virginia
$7K +$1.03K +16 +18%
SWA
521
Sutton Wealth Advisors
Florida
$6.89K – – –
RIM
522
Rockbridge Investment Management
New York
$6K – – –
VCM
523
Vigilant Capital Management
Maine
$6K – – –
WT
524
Washington Trust
Rhode Island
$6K +$2.71K +42 +105%
QC
525
Quent Capital
New York
$6K +$5.61K +87 New
19 20
21
22 23

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.