BRP Group (BRP) Institutional Ownership

$26.91
+0.21 (+0.79%)
(As of 09:50 AM ET)

Institutional Ownership Changes (13F Filings) for BRP Group (NASDAQ:BRP)

Current
Institutional Ownership
Percentage
70.42%
Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$258.24M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$50.13M
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BRP Institutional Buying and Selling by Quarter

BRP Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Peregrine Capital Management LLC870,665$25.20M0.7%-5.0%0.746%
4/26/2024 SYSTM Wealth Solutions LLC15,358$444K0.1%-16.2%0.013%
4/26/2024 Verdence Capital Advisors LLC7,009$203K0.0%N/A0.006%
4/25/2024 Smith Chas P & Associates PA Cpas52,295$1.51M0.1%N/A0.045%
4/18/2024 Tributary Capital Management LLC473,583$13.71M1.1%+0.9%0.406%
4/18/2024 Diversified Trust Co34,000$984K0.0%+42.0%0.029%
4/17/2024 Cornerstone Wealth Group LLC16,888$489K0.0%N/A0.014%
4/10/2024 Pathway Financial Advisors LLC141,387$4.09M1.1%+56.3%0.121%
4/4/2024 Moody National Bank Trust Division6,980$202K0.0%N/A0.006%
4/1/2024 Confluence Investment Management LLC124,121$3.59M0.0%N/A0.106%
3/11/2024Vanguard Group Inc.6,107,277$146.70M0.0%+1.9%5.235%
2/14/2024Westwood Holdings Group Inc.3,015,270$72.43M0.6%+73.0%2.583%
2/13/2024First National Bank of Omaha18,906$454K0.0%+11.5%0.016%
2/12/2024Madison Asset Management LLC108,369$2.60M0.0%-35.9%0.093%
2/12/2024Otter Creek Advisors LLC142,520$3.43M2.0%+13.5%0.122%
2/9/2024Annis Gardner Whiting Capital Advisors LLC325,830$7.83M3.5%+47.4%0.279%
2/9/2024Corient Private Wealth LLC36,934$887K0.0%-10.0%0.032%
2/7/2024Boston Partners1,264,567$30.59M0.0%N/A1.083%
2/7/2024Dimensional Fund Advisors LP988,830$23.75M0.0%+19.6%0.847%
2/7/2024Van Hulzen Asset Management LLC33,141$796K0.1%+7.6%0.028%
2/6/2024Charles Schwab Investment Management Inc.492,812$11.84M0.0%+1.8%0.422%
2/6/2024 Natixis Advisors L.P.23,224$557K0.0%+21.8%0.020%
2/6/2024Swiss National Bank119,400$2.87M0.0%-14.8%0.102%
2/5/2024Victory Capital Management Inc.8,589$206K0.0%N/A0.007%
2/2/2024State of New Jersey Common Pension Fund D141,145$3.39M0.0%+49.2%0.121%
2/1/2024Parkside Financial Bank & Trust1,022$25K0.0%N/A0.001%
2/1/2024New York State Common Retirement Fund53,752$1.29M0.0%-25.5%0.046%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank 14,438$347K0.0%+29.4%0.012%
1/30/2024Cornercap Investment Counsel Inc.53,133$1.28M0.2%+32.9%0.046%
1/26/2024 Peregrine Capital Management LLC916,920$22.02M0.7%+56.2%0.785%
1/24/2024Arizona State Retirement System16,935$407K0.0%-6.7%0.015%
1/23/2024 Trust Point Inc.12,707$305K0.0%N/A0.011%
1/18/2024 Altfest L J & Co. Inc.10,145$244K0.0%N/A0.009%
1/16/2024 Tributary Capital Management LLC469,305$11.27M0.9%+11.7%0.402%
1/16/2024 Raymond James & Associates17,913$430K0.0%N/A0.015%
1/12/2024SG Americas Securities LLC4,645$112K0.0%-60.6%0.004%
1/8/2024 Diversified Trust Co23,950$575K0.0%+4.1%0.021%
12/18/2023Vanguard Group Inc.5,995,615$139.28M0.0%+1.2%5.135%
12/7/2023Financial Advisory Group118,925$2.76M0.6%+61.4%0.102%
11/17/2023 Diversified Trust Co23,000$534K0.0%+13.0%0.020%
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11/15/2023Kennedy Capital Management LLC431,408$10.02M0.2%+1.4%0.369%
11/15/2023First National Bank of Omaha16,956$394K0.0%+14.6%0.015%
11/14/2023Cape Cod Five Cents Savings Bank40,000$929K0.1%+100.0%0.034%
11/14/2023Bamco Inc. NY3,110,000$72.25M0.2%-0.1%2.663%
11/13/2023 Natixis Advisors L.P.19,062$443K0.0%+12.9%0.016%
11/13/2023Algert Global LLC79,564$1.85M0.1%-41.8%0.068%
11/13/2023Northern Trust Corp842,395$19.57M0.0%+1.5%0.721%
11/13/2023Mariner LLC20,566$478K0.0%+129.1%0.018%
11/13/2023CI Investments Inc.257,030$5.97M0.0%-38.4%0.220%
11/13/2023Invesco Ltd.2,112,762$49.08M0.0%+2.6%1.809%
11/13/2023WINTON GROUP Ltd37,098$862K0.1%N/A0.032%
11/13/2023FMR LLC8,674,940$201.52M0.0%+51.2%7.428%
11/13/2023Envestnet Asset Management Inc.206,391$4.79M0.0%+209.4%0.177%
11/9/2023Loomis Sayles & Co. L P1,580,638$36.72M0.1%-3.0%1.353%
11/9/2023Rhumbline Advisers78,995$1.84M0.0%-15.2%0.068%
11/9/2023Deutsche Bank AG31,474$731K0.0%+12.1%0.027%
11/8/2023State of New Jersey Common Pension Fund D94,600$2.20M0.0%N/A0.081%
11/8/2023Annis Gardner Whiting Capital Advisors LLC221,030$5.14M2.7%N/A0.189%
11/8/2023Charles Schwab Investment Management Inc.484,059$11.25M0.0%+4.1%0.415%
11/8/2023Swiss National Bank140,100$3.26M0.0%+3.7%0.120%
11/7/2023Quantbot Technologies LP2,756$64K0.0%N/A0.002%
11/7/2023Van Hulzen Asset Management LLC30,791$715K0.1%+49.9%0.026%
11/7/2023Barclays PLC22,505$523K0.0%-4.5%0.019%
11/7/2023Arizona State Retirement System18,148$422K0.0%+4.1%0.016%
10/27/2023Emerald Mutual Fund Advisers Trust759,517$17.64M1.1%-0.9%0.650%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank11,160$259K0.0%+32.3%0.010%
10/24/2023 Bank of New York Mellon Corp1,133,781$26.34M0.0%+27.0%0.971%
10/19/2023 Peregrine Capital Management LLC586,922$13.63M0.4%-14.7%0.503%
10/18/2023 NovaPoint Capital LLC50,534$1.17M0.5%-88.7%0.043%
10/13/2023SG Americas Securities LLC11,781$274K0.0%N/A0.010%
10/11/2023 Tributary Capital Management LLC420,325$9.76M0.9%+17.8%0.360%
10/10/2023 Confluence Investment Management LLC146,781$3.41M0.1%-63.4%0.126%
8/15/2023Kennedy Capital Management LLC425,356$10.54M0.2%+57.5%0.364%
8/14/2023Aristotle Capital Boston LLC1,452,387$35.99M1.1%+2.4%1.243%
8/14/2023Toscafund Asset Management LLP422,149$10.46M41.1%+5.3%0.361%
8/11/2023Westwood Holdings Group Inc.2,001,794$49.60M0.4%+34.7%1.714%
8/11/2023Champlain Investment Partners LLC3,319,445$82.26M0.5%-4.3%2.842%
8/11/2023Sei Investments Co.431,749$10.70M0.0%+6.6%0.370%
8/11/2023ExodusPoint Capital Management LP73,000$1.81M0.0%+399.2%0.062%
8/10/2023Bessemer Group Inc.18,031$447K0.0%N/A0.015%
8/10/2023US Bancorp DE4,562$113K0.0%-70.1%0.004%
8/9/2023Swiss National Bank135,100$3.35M0.0%+1.9%0.116%
8/9/2023Financial Advisory Group73,667$1.83M0.4%-18.7%0.063%
8/8/2023Rhumbline Advisers93,199$2.31M0.0%+19.4%0.080%
8/4/2023Envestnet Asset Management Inc.66,707$1.65M0.0%+5.6%0.057%
8/4/2023American International Group Inc.28,465$705K0.0%-3.0%0.024%
8/4/2023Apollon Wealth Management LLC86,320$2.14M0.1%N/A0.074%
8/3/2023Van Hulzen Asset Management LLC20,547$509K0.0%+26.6%0.018%
8/3/2023 Bank of New York Mellon Corp892,730$22.12M0.0%-5.3%0.764%
8/2/2023Otter Creek Advisors LLC189,617$4.70M2.8%+132.0%0.162%
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8/1/2023Kornitzer Capital Management Inc. KS411,290$10.19M0.2%+17.0%0.352%
8/1/2023Truist Financial Corp10,819$268K0.0%+6.4%0.009%
7/31/2023 New World Advisors LLC27,430$680K0.2%+22.3%0.023%
7/26/2023 Peregrine Capital Management LLC688,126$17.05M0.5%+9.7%0.589%
7/24/2023 Allspring Global Investments Holdings LLC2,326$58K0.0%+125.0%0.002%
7/18/2023 Allworth Financial LP2,016$50K0.0%+28,700.0%0.002%
7/18/2023 Allspring Global Investments Holdings LLC2,326$58K0.0%+125.0%0.002%
7/17/2023 Tributary Capital Management LLC356,933$8.85M0.8%-1.5%0.306%
7/14/2023 Harbor Investment Advisory LLC1,784$44K0.0%N/A0.002%
7/13/2023 NovaPoint Capital LLC445,950$11.05M4.1%N/A0.382%
(Data available from 1/1/2016 forward)

BRP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRP shares?

During the previous two years, 125 institutional investors and hedge funds held shares of BRP Group. The most heavily invested institutionals were FMR LLC ($201.52M), Vanguard Group Inc. ($146.70M), Champlain Investment Partners LLC ($82.26M), Westwood Holdings Group Inc. ($72.43M), Bamco Inc. NY ($72.25M), Invesco Ltd. ($49.08M), and Loomis Sayles & Co. L P ($36.72M).Learn more on BRP's institutional investors.

What percentage of BRP Group stock is owned by institutional investors?

70.42% of BRP Group stock is owned by institutional investors. Learn more on BRP's institutional investor holdings.

Which institutional investors have been buying BRP Group stock?

Of the 105 institutional investors that purchased BRP Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.09M), Westwood Holdings Group Inc. ($1.79M), Boston Partners ($1.26M), Champlain Investment Partners LLC ($670.40K), Granite Investment Partners LLC ($665.63K), Tributary Capital Management LLC ($581.20K), and NovaPoint Capital LLC ($445.95K).

How much institutional buying is happening at BRP Group?

Institutional investors have bought a total of 14,299,368 shares in the last 24 months. This purchase volume represents approximately $416.01M in transactions.

Which BRP Group major shareholders have been selling company stock?

Of the 54 institutional investors that sold BRP Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($493.88K), Driehaus Capital Management LLC ($489.37K), Confluence Investment Management LLC ($447.07K), NovaPoint Capital LLC ($395.42K), Emerald Mutual Fund Advisers Trust ($383.16K), Guardian Point Capital LP ($375K), and Point72 Asset Management L.P. ($346.23K).

How much institutional selling is happening at BRP Group?

Institutional investors have sold a total of 5,133,247 shares in the last 24 months. This volume of shares sold represents approximately $156.63M in transactions.


This page (NASDAQ:BRP) was last updated on 4/29/2024 by MarketBeat.com Staff

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