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 228 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
114
shares
|
$4,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
109
shares
|
$4,363
0.0% of portfolio
|
Q3 2025
Added 98.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
99
shares
|
$3,962
0.0% of portfolio
|
Q3 2025
Added 32.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
97
shares
|
$3,882
0.0% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
89
shares
|
$3,562
0.0% of portfolio
|
Q3 2025
Added 8800.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
75
shares
|
$3,002
0.0% of portfolio
|
Q3 2025
Added 476.92%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
74
shares
|
$2,962
0.0% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
66
shares
|
$2,641
0.0% of portfolio
|
Q3 2025
Added 3200.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
64
shares
|
$2,561
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
55
shares
|
$2,201
0.0% of portfolio
|
Q3 2025
Reduced 60.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
55
shares
|
$2,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
54
shares
|
$2,161
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
52
shares
|
$2,081
0.0% of portfolio
|
Q2 2025
Reduced 31.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
51
shares
|
$2,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
42
shares
|
$1,681
0.0% of portfolio
|
Q3 2025
Reduced 84.39%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
35
shares
|
$1,401
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
31
shares
|
$1,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
27
shares
|
$1,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
20
shares
|
$800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18
shares
|
$720
0.0% of portfolio
|
Q3 2025
Reduced 76.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
13
shares
|
$520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|