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:
New Buys - None reported
Increases - None reported
Reductions - Berkshire Hathaway Inc. New, Elevance Health, Inc., Progressive Corporation (The), Raymond James Financial, Inc.
Complete Exits - Charles Schwab Corporation (The
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
|