Institutional Ownership Brp Group, Inc. (BRP)
This table provides information about the institutional ownership of Brp Group, Inc. (BRP). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,973
shares
|
$279,129
0.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,939
shares
|
$277,768
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,677
shares
|
$267,280
0.0% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
6,270
shares
|
$250,988
0.03% of portfolio
|
Q2 2022
Added 192.99%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
5,915
shares
|
$236,777
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,751
shares
|
$230,212
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,673
shares
|
$227,090
0.02% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
5,568
shares
|
$222,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,470
shares
|
$218,964
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
5,446
shares
|
$218,003
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,281
shares
|
$211,398
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,160
shares
|
$206,554
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
5,023
shares
|
$201,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
5,020
shares
|
$200,950
0.0% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,796
shares
|
$191,983
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,757
shares
|
$190,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
4,510
shares
|
$180,535
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
4,502
shares
|
$180,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,716
shares
|
$148,751
0.02% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,675
shares
|
$147,110
0.0% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,499
shares
|
$100,034
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,356
shares
|
$94,310
0.0% of portfolio
|
Q4 2024
Reduced 73.17%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
2,319
shares
|
$92,829
0.0% of portfolio
|
Q1 2025
Reduced 95.01%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,308
shares
|
$92,389
0.0% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,778
shares
|
$71,173
0.01% of portfolio
|
Q1 2025
Added 16.97%
|