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Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q4 2021 Update

John Vincent profile picture
John Vincent


  • Glenn Greenberg’s 13F portfolio value increased from $2.86B to $3.14B this quarter.
  • Brave Warrior Advisors increased Apollo Global while decreasing Aon plc and dropping Charles Schwab.
  • The largest three positions are Anthem Inc., Fidelity National Financial, and Primerica and they add up to ~44% of the portfolio.

Business Graph

teekid/E+ via Getty Images

This article is part of a series that provides an ongoing analysis of the changes made to Glenn Greenberg's 13F portfolio on a quarterly basis. It is based on Greenberg's regulatory 13F Form filed on 2/14/2022. Please

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL, FB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (2)

Thank you, John.
cdgingrich profile picture
Thanks very much, John.
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