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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
120
shares
|
$4,803
0.0% of portfolio
|
Q1 2025
Added 118.18%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
97
shares
|
$3,882
0.0% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
88
shares
|
$3,522
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
84
shares
|
$3,362
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
75
shares
|
$3,002
0.0% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
74
shares
|
$2,962
0.0% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
72
shares
|
$2,882
0.0% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
71
shares
|
$2,842
0.0% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
64
shares
|
$2,561
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
49
shares
|
$1,961
0.0% of portfolio
|
Q1 2025
Added 145.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
47
shares
|
$1,881
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
46
shares
|
$1,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31
shares
|
$1,240
0.0% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
31
shares
|
$1,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
26
shares
|
$1,040
0.0% of portfolio
|
Q1 2025
Reduced 53.57%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23
shares
|
$920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
18
shares
|
$720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11
shares
|
$440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9
shares
|
$360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
5
shares
|
$200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$160
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2
shares
|
$80
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2
shares
|
$80
0.0% of portfolio
|
Q2 2025
New holding
|