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BRP NASDAQ

BRP Group, Inc.
1W: -2.5% 1M: +11.6% 3M: +13.7% 1Y: +38.8% 3Y: +15.7%
$32.66
Last traded 2024-06-14 — delisted
NASDAQ · Financial Services · Insurance - Brokers · $2.2B mcap · 60M float · 0.655% daily turnover

Institutional Ownership — BRP

243
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
39
New Positions
84
Increased
91
Reduced
46
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (312 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FMR LLC 13,954,062 $$456M +3,157,711 +29.2% 13Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC NEW 6,929,838 $$226M +0.0% 1Q SEC ↗
3 VANGUARD GROUP INC 6,851,874 $$224M +287,241 +4.4% 12Q SEC ↗
4 WILLIAM BLAIR INVESTMENT MANAGEMENT, L 6,794,492 $$222M -749,321 -9.9% 10Q SEC ↗
5 BlackRock, Inc. 6,651,300 $$217M +1,330,138 +25.0% 7Q SEC ↗
6 Bank of New York Mellon Corp 3,918,087 $$128M +1,044,200 +36.3% 13Q SEC ↗
7 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 3,475,131 $$113M +0.0% 1Q SEC ↗
8 BAMCO INC /NY 3,010,428 $$98M +225 +0.0% 12Q SEC ↗
9 WESTWOOD HOLDINGS GROUP INC 2,577,196 $$84M -274,322 -9.6% 13Q SEC ↗
10 STATE STREET CORP 2,473,254 $$81M +341,635 +16.0% 13Q SEC ↗
11 GEODE CAPITAL MANAGEMENT, LLC 2,151,033 $$70M +412,901 +23.8% 13Q SEC ↗
12 NOMURA ASSET MANAGEMENT INTERNATIONAL 1,979,883 $$65M +117,227 +6.3% 2Q SEC ↗
13 JANUS HENDERSON GROUP PLC 1,763,770 $$58M +980,485 +125.2% 13Q SEC ↗
14 Annis Gardner Whiting Capital Advisors 1,717,538 $$56M +1,702,189 +11089.9% 4Q SEC ↗
15 Capital International Investors 1,643,557 $$54M -1,974,575 -54.6% 8Q SEC ↗
16 T. Rowe Price Investment Management, I 1,572,803 $$51M -34,982 -2.2% 13Q SEC ↗
17 NOMURA HOLDINGS INC NEW 1,543,018 $$50M +0.0% 1Q SEC ↗
18 Capital Research Global Investors 1,542,849 $$50M -1,474,222 -48.9% 6Q SEC ↗
19 DIMENSIONAL FUND ADVISORS LP 1,333,871 $$44M +191,482 +16.8% 13Q SEC ↗
20 UBS Group AG 1,266,825 $$41M +580,507 +84.6% 13Q SEC ↗
21 Artisan Partners Limited Partnership NEW 1,217,970 $$40M +0.0% 1Q SEC ↗
22 FRONTIER CAPITAL MANAGEMENT CO LLC 1,102,452 $$36M +845,551 +329.1% 2Q SEC ↗
23 Fiera Capital Corp 1,043,772 $$34M +52,559 +5.3% 4Q SEC ↗
24 Champlain Investment Partners, LLC 1,034,260 $$34M -2,616,150 -71.7% 13Q SEC ↗
25 AMERICAN CENTURY COMPANIES INC 1,028,729 $$34M +35,650 +3.6% 7Q SEC ↗
26 MetLife Investment Management, LLC 937,693 $$31M +318,401 +51.4% 13Q SEC ↗
27 BANK OF AMERICA CORP /DE 848,407 $$28M +289,879 +51.9% 13Q SEC ↗
28 ROYAL BANK OF CANADA 778,281 $$25M -122,885 -13.6% 13Q SEC ↗
29 Venator Management LLC 773,345 $$25M -350 -0.0% 13Q SEC ↗
30 NORTHERN TRUST CORP 751,326 $$25M +162,750 +27.7% 13Q SEC ↗
31 Fenimore Asset Management Inc 703,308 $$23M +120,458 +20.7% 5Q SEC ↗
32 NEW YORK STATE COMMON RETIREMENT FUND 698,180 $$23M +478,370 +217.6% 13Q SEC ↗
33 GOLDMAN SACHS GROUP INC 682,472 $$22M -76,834 -10.1% 13Q SEC ↗
34 Aristotle Capital Boston, LLC 682,060 $$22M -56,100 -7.6% 13Q SEC ↗
35 CHARLES SCHWAB INVESTMENT MANAGEMENT I 678,224 $$22M +78,798 +13.1% 13Q SEC ↗
36 KENNEDY CAPITAL MANAGEMENT LLC 642,716 $$21M -176,979 -21.6% 13Q SEC ↗
37 VANGUARD FIDUCIARY TRUST CO NEW 564,737 $$18M +0.0% 1Q SEC ↗
38 MORGAN STANLEY 522,958 $$17M +298,136 +132.6% 12Q SEC ↗
39 Corient Private Wealth LLC 502,461 $$16M +434,499 +639.3% 6Q SEC ↗
40 Woodline Partners LP 489,940 $$16M -968,374 -66.4% 2Q SEC ↗
41 SEI INVESTMENTS CO 456,174 $$15M +111,640 +32.4% 13Q SEC ↗
42 Point72 Asset Management, L.P. 446,978 $$15M +337,625 +308.7% 3Q SEC ↗
43 BECK MACK & OLIVER LLC 427,085 $$14M +137,310 +47.4% 2Q SEC ↗
44 JPMORGAN CHASE & CO 424,138 $$14M -898,894 -67.9% 13Q SEC ↗
45 CIBC Bancorp USA Inc. NEW 404,820 $$13M +0.0% 1Q SEC ↗
46 Tributary Capital Management, LLC 368,368 $$12M -9,850 -2.6% 13Q SEC ↗
47 STATE OF WISCONSIN INVESTMENT BOARD 367,911 $$12M -19,567 -5.0% 13Q SEC ↗
48 PALISADE CAPITAL MANAGEMENT, LP NEW 363,453 $$12M +0.0% 1Q SEC ↗
49 1776 Wealth LLC NEW 359,191 $$12M +0.0% 1Q SEC ↗
50 EQUITABLE TRUST CO NEW 282,998 $$9M +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
FMR LLC +3,157,711 +29.2% 13,954,062
Annis Gardner Whiting Capital Advis +1,702,189 +11089.9% 1,717,538
BlackRock, Inc. +1,330,138 +25.0% 6,651,300
Bank of New York Mellon Corp +1,044,200 +36.3% 3,918,087
JANUS HENDERSON GROUP PLC +980,485 +125.2% 1,763,770
FRONTIER CAPITAL MANAGEMENT CO LLC +845,551 +329.1% 1,102,452
UBS Group AG +580,507 +84.6% 1,266,825
NEW YORK STATE COMMON RETIREMENT FU +478,370 +217.6% 698,180
Corient Private Wealth LLC +434,499 +639.3% 502,461
GEODE CAPITAL MANAGEMENT, LLC +412,901 +23.8% 2,151,033
STATE STREET CORP +341,635 +16.0% 2,473,254
Point72 Asset Management, L.P. +337,625 +308.7% 446,978
MetLife Investment Management, LLC +318,401 +51.4% 937,693
MORGAN STANLEY +298,136 +132.6% 522,958
BANK OF AMERICA CORP /DE +289,879 +51.9% 848,407
VANGUARD GROUP INC +287,241 +4.4% 6,851,874
DIMENSIONAL FUND ADVISORS LP +191,482 +16.8% 1,333,871
NORTHERN TRUST CORP +162,750 +27.7% 751,326
BECK MACK & OLIVER LLC +137,310 +47.4% 427,085
Fenimore Asset Management Inc +120,458 +20.7% 703,308
Biggest Decreases (20)
HolderReducedChange %Total Shares
Champlain Investment Partners, LLC -2,616,150 -71.7% 1,034,260
Capital International Investors -1,974,575 -54.6% 1,643,557
Capital Research Global Investors -1,474,222 -48.9% 1,542,849
Woodline Partners LP -968,374 -66.4% 489,940
JPMORGAN CHASE & CO -898,894 -67.9% 424,138
WILLIAM BLAIR INVESTMENT MANAGEMENT -749,321 -9.9% 6,794,492
WESTWOOD HOLDINGS GROUP INC -274,322 -9.6% 2,577,196
SG Americas Securities, LLC -264,382 -94.5% 15,388
KENNEDY CAPITAL MANAGEMENT LLC -176,979 -21.6% 642,716
ROYAL BANK OF CANADA -122,885 -13.6% 778,281
Rockefeller Capital Management L.P. -106,831 -44.3% 134,413
NORTHWESTERN MUTUAL WEALTH MANAGEME -98,226 -99.5% 533
BARCLAYS PLC -87,626 -78.7% 23,688
KORNITZER CAPITAL MANAGEMENT INC /K -81,039 -45.1% 98,480
GOLDMAN SACHS GROUP INC -76,834 -10.1% 682,472
PITCAIRN CO -71,878 -90.9% 7,155
Select Equity Group, L.P. -66,913 -30.4% 153,228
Aristotle Capital Boston, LLC -56,100 -7.6% 682,060
WEALTH ENHANCEMENT ADVISORY SERVICE -55,107 -39.8% 83,508
Holocene Advisors, LP -46,796 -74.0% 16,446

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms