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 227 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,415
shares
|
$56,642
0.0% of portfolio
|
Q2 2024
Added 31.63%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,325
shares
|
$53,039
0.01% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,095
shares
|
$43,832
0.0% of portfolio
|
Q3 2024
Added 1052.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,033
shares
|
$41,350
0.0% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
970
shares
|
$38,829
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
968
shares
|
$38,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
850
shares
|
$34,025
0.0% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
729
shares
|
$29,181
0.0% of portfolio
|
Q3 2024
Reduced 65.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
672
shares
|
$26,900
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
600
shares
|
$24,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
580
shares
|
$23,217
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
576
shares
|
$23,057
0.0% of portfolio
|
Q3 2024
Reduced 93.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$20,015
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
464
shares
|
$18,573
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
283
shares
|
$11,328
0.0% of portfolio
|
Q3 2024
Added 444.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
242
shares
|
$9,687
0.0% of portfolio
|
Q3 2024
Added 26.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
179
shares
|
$7,165
0.0% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
177
shares
|
$7,085
0.0% of portfolio
|
Q2 2024
Added 18.79%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
175
shares
|
$7,005
0.0% of portfolio
|
Q2 2024
Added 14.38%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
160
shares
|
$6,404
0.0% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
144
shares
|
$5,764
0.0% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
130
shares
|
$5,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$4,003
0.0% of portfolio
|
Q3 2024
Reduced 97.51%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
100
shares
|
$4,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
89
shares
|
$3,562
0.0% of portfolio
|
Q3 2024
New holding
|