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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
SCA
526
Snowden Capital Advisors
New York
$6K +$5.87K +91 New
ZB
527
Zions Bancorporation
Utah
$5K – – –
SC
528
SouthState Corp
Florida
$4K -$115K -1,789 -97%
ADL
529
Asset Dedication LLC
California
$4K – – –
CTC
530
Central Trust Company
Missouri
$4K – – –
HFS
531
Hantz Financial Services
Michigan
$4K +$3.94K +61 New
JWA
532
JFS Wealth Advisors
Pennsylvania
$4K +$3.94K +61 New
BIA
533
Bell Investment Advisors
California
$3K – – –
MCM
534
Manchester Capital Management
Vermont
$3K – – –
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
PMFA
536
Plante Moran Financial Advisors
Michigan
$3K – – –
VCM
537
Versant Capital Management
Arizona
$3K – – –
SC
538
Schubert & Co
Texas
$3K +$2.32K +36 New
BAM
539
Bellevue Asset Management
Washington
$2K – – –
EARNEST Partners
540
EARNEST Partners
Georgia
$2K – – –
LC
541
Lindbrook Capital
California
$2K – – –
National Pension Service
542
National Pension Service
South Korea
$2K – – –
CAC
543
Core Alternative Capital
Georgia
$2K +$1.55K +24 New
BBHC
544
Brown Brothers Harriman & Co
New York
$1.72K -$69.9K -1,083 -4%
CP
545
Castleview Partners
Texas
$1.01K +$4.6M +71,334 New
LIM
546
Longfellow Investment Management
Massachusetts
$1K – – –
FGAM
547
Financial Gravity Asset Management
Texas
$571 +$53.7K +832 +10,400%
WA
548
WestEnd Advisors
North Carolina
$210 +$194 +3 New
SSA
549
Schonfeld Strategic Advisors
New York
– -$7.52M -135,600 Closed
CGIM
550
Cannon Global Investment Management
Florida
– -$3.85M -69,400 Closed
20 21
22
23 24

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.