Glenn Greenberg - Brave Warrior Advisors 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2021, the filing reported:

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date Symbol Type Change Qty
Q4 2021
BRK-B
Berkshire Hathaway Inc. New
Sell
-13,586
Q4 2021
ELV
Elevance Health, Inc.
Sell
-5,477
Q4 2021
PGR
Progressive Corporation (The)
Sell
-40,264
Q4 2021
RJF
Raymond James Financial, Inc.
Sell
-36,002
Q4 2021
SCHW
Charles Schwab Corporation (The
Sell - Position Exit
-707,943