How many institutions own BRP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BRP shares is 234, representing 98.45% of the company's common stock.

Who are the major shareholders selling BRP Group, Inc. stock?

SEI INVESTMENTS CO, in the last quarter, reduced its stake in BRP by -27.32% restricting it's holding to 241.25 thousand shares of worth nearly $10.78M. MAI CAPITAL MANAGEMENT also lessened -2.27% of the BRP shares from its portfolio, reducing its holding to 175.58 thousand shares of worth $7.85M. CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM also shunned BRP shares holding by -1.68% last quarter which brought its holding to 61.36 thousand shares worth $2.74M.

Investors who are buying BRP stock?

As per its latest 13F filing, TOROSO INVESTMENTS, LLC increased its stake in BRP by 100% in the last quarter. The institutional holder raised its holding to 288.32 thousand shares having worth more than $12.89M. NUVEEN, LLC also added 100% more shares of BRP to its portfolio, raising its holding to 269.22 thousand shares of worth $12.03M. NICHOLAS COMPANY, INC. also increased its BRP shares holding by 0.05% which brought its holding to 185.03 thousand shares worth $8.27M.

BRP's major insiders: who are they?

The insider with the most stakes in BRP is Baldwin Insurance Group Holdings, LLC , 10 percent owner at the company. Additionally, BRP stock is highly held by 10 percent owner Parr Jennifer L. and 10 percent owner Morse Mark G. among others.

Did an insider recently sell BRP stock?

Company executives, directors, and other insiders own 1.54% percent of BRP Group, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BRP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include ROCHE JAMES MORGAN, GALBRAITH DANIEL, and COHEN SETH BALA.

Which insider recently purchased BRP stock?

There have been 0 transaction(s) during the past 6-months in which BRP Group, Inc. insiders have bought stock, totalling 0 shares

How much of BRP does insiders own?

Around 0 BRP Group, Inc. shares are held by insiders, which represents about 1.54% of BRP stock.

Who is the insider with the largest stake?

BRP 10 percent owner, Baldwin Insurance Group Holdings, LLC holds the largest portfolio of the company's shares. BRP shares owned by Baldwin total nearly 15.49 million.

Which institution holds the most shares in BRP?

BAMCO INC /NY/ is the largest institutional owner in BRP which holds 3.01 million shares worth $134.52M or 4.56% of the total BRP shares outstanding followed by KORNITZER CAPITAL MANAGEMENT INC /KS with ownership of 240.54 thousand shares representing 0.36% of the BRP ownership. TOROSO INVESTMENTS, LLC is the third largest stakeholder with 288.32 thousand shares or 0.44% of the ownership worth more than $12.89M.

Is BRP Group, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BRP is concerned, it is a stock which is not optionable.

Is there a short position on BRP's shares?

Number of BRP shares short is 3.94M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BRP shares are there?

As of today, 66.14M shares of BRP are outstanding.

Is there many float in BRP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BRP has 59.74M shares in float.

BRP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BRP is 15.84.

BRP Group (BRP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding Shares5.98

Short Percent Of Float7.09

Shares Outstanding66.14M

Shares Float59.74M

Shares Short3.94M

Short Ratio15.84

7.09%

Short % of Float

5.98%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.54% Percentage of Shares held by All Insiders

98.45% Percentage of Shares held by All Institutions

99.99% Percentage of Float held by Institutions

234

Number of Institutions Holding Shares

Institutional Ownership

About 98.45% of BRP shares are held by financial institutions. BAMCO INC /NY/ is the top corporate investor, holding 3.01M shares valued at $134.52M. A 4.56% stake in BRP Group, Inc. is owned by the company. KORNITZER CAPITAL MANAGEMENT INC /KS owns 240.54K shares valued at $10.75M, which translates its holding of 0.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	BAMCO INC /NY/	4.56%	3.01M	134.52M	0	0
Mar 31, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.36%	240.54K	10.75M	0	0
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.44%	288.32K	12.89M	288.32K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	0.37%	241.25K	10.78M	-90.71K	-27.32%
Mar 31, 2025	NUVEEN, LLC	0.41%	269.22K	12.03M	269.22K	+100.00%
Mar 31, 2025	NICHOLAS COMPANY, INC.	0.28%	185.03K	8.27M	85	+0.05%
Mar 31, 2025	SUMMIT CREEK ADVISORS LLC	0.27%	181.14K	8.1M	181.14K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.27%	175.58K	7.85M	-4.08K	-2.27%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	145.69K	6.51M	145.69K	+100.00%
Mar 31, 2025	SWISS NATIONAL BANK	0.2%	131.2K	5.86M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	109.57K	4.9M	742	+0.68%
Mar 31, 2025	COMERICA BANK	0.12%	79.11K	3.54M	19.76K	+33.30%
Mar 31, 2025	LPL FINANCIAL LLC	0.11%	73.63K	3.1M	6.58K	+9.82%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.09%	62.41K	2.79M	2.55K	+4.25%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	61.36K	2.74M	-1.05K	-1.68%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.09%	56.64K	2.53M	-29.87K	-34.53%
Mar 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.08%	52.85K	2.36M	-1.03K	-1.91%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.07%	49.25K	2.2M	0	0
Mar 31, 2025	BESSEMER GROUP INC	0.07%	43.07K	1.92M	11.49K	+36.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	41.61K	1.86M	41.61K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.06%	37.09K	1.66M	1.58K	+4.45%
Mar 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.05%	31.44K	1.41M	13K	+70.50%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	31.03K	1.39M	0	0
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.04%	23.11K	1.03M	834	+3.74%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.03%	17.34K	774.7K	550	+3.28%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.03%	17.2K	768.62K	0	0
Mar 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.03%	16.71K	746.9K	3	+0.02%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	13.03K	582.09K	700	+5.68%
Mar 31, 2025	CREATIVE PLANNING	0.02%	9.46K	422.95K	1.37K	+16.88%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.01%	9.5K	424.64K	926	+10.80%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	8.12K	362.75K	-164	-1.98%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.01%	7.75K	346.17K	-904	-10.45%
Mar 31, 2025	US BANCORP \DE\	0.01%	7.34K	327.89K	450	+6.53%
Mar 31, 2025	VERDENCE CAPITAL ADVISORS LLC	0.01%	7.33K	327.4K	1.79K	+32.21%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	6.97K	311.62K	0	0
Mar 31, 2025	HHM WEALTH ADVISORS, LLC	0.01%	6.27K	280.21K	0	0
Mar 31, 2025	MOODY NATIONAL BANK TRUST DIVISION	0.01%	5.48K	244.9K	5.48K	+100.00%
Mar 31, 2025	LOOMIS SAYLES & CO L P	1.69%	1.12M	49.96M	-23.61K	-2.07%
Mar 31, 2025	ALTFEST L J & CO INC	0%	0	-	-6.94K	-100.00%
Mar 31, 2025	WOLVERINE TRADING, LLC	0%	0	-	-5.3K	-100.00%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-46.6K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-420.17K	-100.00%
Mar 31, 2025	BROWN ADVISORY INC	0%	0	-	-7.67K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-8.3K	-100.00%
Mar 31, 2025	SIMPLEX TRADING, LLC	0%	0	-	-298	-100.00%
Mar 31, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0%	0	-	-13.46K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-14.3K	-100.00%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0%	0	-	-317.27K	-100.00%
Mar 31, 2025	TRUST POINT INC.	0%	0	-	-9.98K	-100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0%	0	-	-54.5K	-100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-55.83K	-100.00%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0%	0	-	-20.78K	-100.00%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	0	-	-12.54K	-100.00%
Mar 31, 2025	OLIVER LUXXE ASSETS LLC	0%	0	-	-39.96K	-100.00%
Mar 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0%	0	-	-1.7K	-100.00%
Mar 31, 2025	PREMIER FUND MANAGERS LTD	0%	0	-	-1.14K	-100.00%
Mar 31, 2025	CAPTION MANAGEMENT, LLC	0%	0	-	-54.4K	-100.00%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0%	0	-	-14.02K	-100.00%
Mar 31, 2025	NEW WORLD ADVISORS LLC	0%	0	-	-18.3K	-100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-512	-100.00%
Mar 31, 2025	EAGLE BAY ADVISORS LLC	0%	0	-	-74	-100.00%
Mar 31, 2025	QUARRY LP	0%	0	-	-41	-100.00%
Mar 31, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0%	0	-	-7K	-100.00%
Mar 31, 2025	FREESTONE GROVE PARTNERS LP	0%	0	-	-101.38K	-100.00%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	3.85%	2.55M	113.79M	286.93K	+12.70%
Mar 31, 2025	MORGAN STANLEY	0.42%	276.14K	12.34M	-14.49K	-4.99%
Mar 31, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.43%	282.91K	12.64M	-14.46K	-4.86%
Mar 31, 2025	UBS GROUP AG	0.54%	357.22K	15.96M	90.58K	+33.97%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.69%	454.14K	20.3M	-60.7K	-11.79%
Mar 31, 2025	BOSTON PARTNERS	0.91%	600.97K	26.51M	75.01K	+14.26%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.98%	645.43K	28.84M	-81.37K	-11.20%
Mar 31, 2025	EMERALD ADVISERS, LLC	1.13%	744.62K	33.28M	-122.45K	-14.12%
Mar 31, 2025	JPMORGAN CHASE & CO	2.37%	1.56M	69.83M	-111.48K	-6.66%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	1.62M	72.23M	53.15K	+3.40%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	2.69%	1.78M	79.46M	-212.79K	-10.69%
Mar 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.52%	340.73K	15.23M	340.73K	+100.00%
Mar 31, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.65%	429.48K	19.19M	12.91K	+3.10%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.68%	451.36K	20.17M	383.14K	+561.60%
Mar 31, 2025	ROYAL BANK OF CANADA	1.25%	823.87K	36.82M	-51.39K	-5.87%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.68%	1.11M	49.57M	-18.13K	-1.61%
Mar 31, 2025	BLACKROCK, INC.	7.66%	5.06M	226.28M	-46.2K	-0.90%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.39%	254.73K	11.38M	200.75K	+371.90%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	549.47K	24.56M	-8.41K	-1.51%
Mar 31, 2025	MACQUARIE GROUP LTD	3.79%	2.5M	111.83M	56.36K	+2.30%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	3.87%	2.56M	114.19M	0	0
Mar 31, 2025	FMR LLC	13.07%	8.64M	385.97M	237.83K	+2.83%
Mar 31, 2025	ABRDN PLC	0.36%	240.54K	10.75M	1.54K	+0.64%
Mar 31, 2025		0.41%	269.22K	12.03M	269.22K	+100.00%
Mar 31, 2025	VENATOR MANAGEMENT LLC	1.14%	754.85K	33.73M	32.28K	+4.47%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.95%	624.6K	27.91M	-19.97K	-3.10%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	4.89%	3.23M	144.46M	1.24M	+62.12%
Mar 31, 2025	VANGUARD GROUP INC	9.9%	6.54M	292.41M	-44.38K	-0.67%
Mar 31, 2025	INVESCO LTD.	0.84%	556.78K	24.88M	494.51K	+794.17%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.17%	774.65K	34.94M	203.59K	+35.65%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	8.42%	5.56M	248.59M	654.88K	+13.34%
Mar 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.63%	1.08M	48.12M	229.35K	+27.06%
Mar 31, 2025	STATE STREET CORP	3.19%	2.11M	94.19M	25.69K	+1.23%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.33%	219.23K	9.8M	119.67K	+120.19%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.41%	269.85K	12.06M	234.4K	+661.25%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.48%	315.21K	14.09M	-37.41K	-10.61%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.55%	366.25K	16.37M	-2.88K	-0.78%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.57%	379.6K	16.96M	13.06K	+3.56%
Mar 31, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.64%	422.87K	18.9M	-98.39K	-18.87%
Mar 31, 2025	NORTHERN TRUST CORP	1.16%	764.71K	34.17M	-26.8K	-3.39%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.27%	836.95K	37.4M	-119.99K	-12.54%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.64%	423.04K	18.91M	-9.02K	-2.09%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.69%	455.52K	20.36M	-16.29K	-3.45%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.82%	539.85K	24.13M	409.97K	+315.64%
Mar 31, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	4.01%	2.65M	118.31M	642.1K	+32.02%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.59%	356.89K	10.33M	286.89K	+409.84%
Mar 31, 2024	BLACKROCK INC.	7.33%	4.41M	127.64M	-201.93K	-4.38%
Mar 31, 2024	CHAMPLAIN INVESTMENT PARTNERS, LLC	6.69%	4.02M	116.43M	462.49K	+12.99%
Mar 31, 2024	BAMCO INC /NY/	5.42%	3.26M	94.34M	-66	0.00%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	4.87%	2.93M	84.67M	2.72M	+1,314.85%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	4.55%	2.74M	79.16M	-279.82K	-9.28%
Mar 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	2.57%	1.55M	44.74M	26.17K	+1.72%
Mar 31, 2024	LOOMIS SAYLES & CO L P	2.47%	1.48M	42.98M	-47.2K	-3.08%
Mar 31, 2024	BOSTON PARTNERS	2.46%	1.48M	42.59M	215.08K	+17.01%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.35%	1.41M	40.92M	43.33K	+3.16%
Mar 31, 2024	STATE STREET CORP	2.2%	1.32M	38.32M	7.52K	+0.57%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.05%	1.23M	35.67M	-73.99K	-5.66%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.68%	1.01M	29.22M	20.85K	+2.11%
Mar 31, 2024	ROYAL BANK OF CANADA	1.57%	944.51K	27.33M	-27.33K	-2.81%
Mar 31, 2024	EMERALD ADVISERS, LLC	1.49%	893.59K	25.86M	5.38K	+0.61%
Mar 31, 2024	PEREGRINE CAPITAL MANAGEMENT LLC	1.45%	870.67K	25.2M	-46.26K	-5.04%
Mar 31, 2024	VENATOR MANAGEMENT LLC	1.3%	782.28K	22.64M	-2.4K	-0.31%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	1.22%	732.11K	21.19M	1.63K	+0.22%
Mar 31, 2024	NORTHERN TRUST CORP	1.16%	698.22K	20.21M	-10.68K	-1.51%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	636.05K	18.41M	161.22K	+33.95%
Mar 31, 2024	DRIEHAUS CAPITAL MANAGEMENT LLC	1.01%	606.21K	17.54M	606.21K	+100.00%
Mar 31, 2024	SEI INVESTMENTS CO	0.94%	566.86K	16.4M	36.18K	+6.82%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.92%	555.17K	16.07M	-58.48K	-9.53%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.88%	531.93K	15.39M	-133.55K	-20.07%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.86%	514.75K	14.9M	764	+0.15%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	499.58K	14.46M	6.76K	+1.37%
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.79%	473.58K	13.71M	4.28K	+0.91%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.7%	421.76K	12.21M	-50.85K	-10.76%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.68%	411.29K	11.9M	0	0
Mar 31, 2024	GRANITE INVESTMENT PARTNERS, LLC	0.61%	369.54K	10.69M	-1.02K	-0.28%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.46%	276.66K	8.01M	174.94K	+171.99%
Mar 31, 2024	NICHOLAS COMPANY, INC.	0.37%	224.07K	6.48M	0	0
Mar 31, 2024	MORGAN STANLEY	0.34%	206K	5.96M	-88.61K	-30.08%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	199.5K	5.77M	-526.73K	-72.53%
Mar 31, 2024	ESTUARY CAPITAL MANAGEMENT LP	0.32%	193.3K	5.59M	193.3K	+100.00%
Mar 31, 2024	PATHWAY FINANCIAL ADVISORS LLC	0.24%	141.39K	4.09M	50.93K	+56.30%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.23%	138.19K	4M	84.38K	+156.81%
Mar 31, 2024	UBS GROUP AG	0.22%	132.07K	3.82M	124.9K	+1,743.25%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.22%	129.95K	3.76M	-50.93K	-28.15%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.21%	124.12K	3.59M	124.12K	+100.00%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.2%	121.58K	3.52M	-40.93K	-25.18%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	120.6K	3.49M	1.2K	+1.00%
Mar 31, 2024	FINANCIAL ADVISORY GROUP	0.19%	115.93K	3.35M	0	0
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.18%	105.57K	3.06M	-35.58K	-25.20%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	87.56K	2.53M	1.58K	+1.84%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.14%	85.3K	2.47M	-23.07K	-21.29%
Mar 31, 2024	JPMORGAN CHASE & CO	0.14%	82.01K	2.37M	-32.15K	-28.16%
Mar 31, 2024	RHUMBLINE ADVISERS	0.13%	81.03K	2.34M	2.08K	+2.63%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.11%	66.28K	1.92M	-1.65K	-2.43%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.11%	64.29K	1.86B	573	+0.90%
Mar 31, 2024	HB WEALTH MANAGEMENT, LLC	0.11%	63.67K	1.84M	19.2K	+43.19%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	61.7K	1.79M	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.09%	55.47K	1.61M	-27.74K	-33.34%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.09%	53.74K	1.56M	-15	-0.03%
Mar 31, 2024	BESSEMER GROUP INC	0.09%	53.37K	1.54M	6.6K	+14.11%
Mar 31, 2024	SMITH CHAS P & ASSOCIATES PA CPAS	0.09%	52.3K	1.51M	52.3K	+100.00%
Mar 31, 2024	WASHINGTON TRUST BANK	0.09%	52.13K	1.51M	52.13K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.08%	47.65K	1.38M	-25.41K	-34.78%
Mar 31, 2024	MACQUARIE GROUP LTD	5.73%	3.45M	99.75M	-96.18K	-2.71%
Mar 31, 2024	FMR LLC	16.15%	9.71M	281.03M	102.11K	+1.06%
Mar 31, 2024	VANGUARD GROUP INC	10.26%	6.17M	178.5M	60.54K	+0.99%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.03%	618.45K	17.9M	61.98K	+11.14%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.63%	377.42K	10.92M	226.71K	+150.43%
Mar 31, 2024	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.51%	309.13K	8.95M	-16.7K	-5.13%
Mar 31, 2024	OTTER CREEK ADVISORS, LLC	0.25%	150.26K	4.35M	7.74K	+5.43%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	4.98%	3.02M	72.43M	1.27M	+73.00%
Dec 31, 2023	BAMCO INC /NY/	5.38%	3.26M	78.31M	150K	+4.82%
Dec 31, 2023	MACQUARIE GROUP LTD	5.85%	3.54M	85.1M	1.06M	+42.94%
Dec 31, 2023	CHAMPLAIN INVESTMENT PARTNERS, LLC	5.88%	3.56M	85.53M	-181.1K	-4.84%
Dec 31, 2023	BLACKROCK INC.	7.62%	4.61M	110.79M	385.67K	+9.12%
Dec 31, 2023	VANGUARD GROUP INC	10.09%	6.11M	146.7M	111.66K	+1.86%
Dec 31, 2023	FMR LLC	15.87%	9.61M	230.8M	933.66K	+10.76%
Dec 31, 2023	LAIRD NORTON TRUST COMPANY, LLC	0.17%	102.97K	2.47M	102.97K	+100.00%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.18%	108.37K	2.6M	-60.82K	-35.95%
Dec 31, 2023	JPMORGAN CHASE & CO	0.19%	114.17K	2.74M	-56.44K	-33.08%
Dec 31, 2023	FINANCIAL ADVISORY GROUP	0.19%	115.93K	2.78M	-3K	-2.52%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	119.4K	2.87M	-20.7K	-14.78%
Dec 31, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0.23%	141.15K	3.39M	46.55K	+49.20%
Dec 31, 2023	OTTER CREEK ADVISORS, LLC	0.24%	142.52K	3.43M	16.9K	+13.46%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.25%	150.71K	3.62M	-52.42K	-25.81%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.27%	162.51K	3.9M	74.09K	+83.79%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.29%	177.32K	4.26M	12.23K	+7.41%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	180.88K	4.34M	-25.51K	-12.36%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.34%	206.78K	4.97M	206.78K	+100.00%
Dec 31, 2023	NICHOLAS COMPANY, INC.	0.37%	224.07K	5.38M	0	0
Dec 31, 2023	HOOD RIVER CAPITAL MANAGEMENT LLC	0.43%	263.25K	6.32M	-783.17K	-74.84%
Dec 31, 2023	MORGAN STANLEY	0.49%	294.61K	7.08M	118.88K	+67.65%
Dec 31, 2023		0.53%	321K	7.71M	321K	+100.00%
Dec 31, 2023	GRANITE INVESTMENT PARTNERS, LLC	0.61%	370.57K	8.9M	-301.99K	-44.90%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.64%	386.95K	9.29M	254.9K	+193.03%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.68%	411.29K	9.88M	0	0
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.78%	469.31K	11.27M	48.98K	+11.65%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.78%	472.62K	11.35M	64.28K	+15.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.78%	474.83K	11.41M	161.77K	+51.67%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	492.81K	11.84M	8.75K	+1.81%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.85%	513.98K	12.35M	-75.32K	-12.78%
Dec 31, 2023	SEI INVESTMENTS CO	0.88%	530.68K	12.75M	88.77K	+20.09%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	556.47K	13.37M	-265.84K	-32.33%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.01%	613.65K	14.74M	182.24K	+42.24%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	1.1%	665.48K	15.99M	-347.2K	-34.29%
Dec 31, 2023	NORTHERN TRUST CORP	1.17%	708.9K	17.03M	-133.49K	-15.85%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.2%	726.22K	17.44M	-147.07K	-16.84%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	1.21%	730.48K	17.55M	-29.03K	-3.82%
Dec 31, 2023	VENATOR MANAGEMENT LLC	1.3%	784.68K	18.85M	-427.65K	-35.28%
Dec 31, 2023	EMERALD ADVISERS, LLC	1.47%	888.22K	21.33M	-45.87K	-4.91%
Dec 31, 2023	PEREGRINE CAPITAL MANAGEMENT LLC	1.51%	916.92K	22.02M	330K	+56.23%
Dec 31, 2023	ROYAL BANK OF CANADA	1.61%	971.84K	23.34M	311.48K	+47.17%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.63%	988.83K	23.75M	162.35K	+19.64%
Dec 31, 2023	BOSTON PARTNERS	2.09%	1.26M	30.59M	1.26M	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.16%	1.31M	31.38M	172.7K	+15.23%
Dec 31, 2023	STATE STREET CORP	2.17%	1.32M	31.62M	71.83K	+5.77%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.26%	1.37M	32.92M	70.79K	+5.45%
Dec 31, 2023	ARISTOTLE CAPITAL BOSTON, LLC	2.51%	1.52M	36.5M	10.38K	+0.69%
Dec 31, 2023	LOOMIS SAYLES & CO L P	2.53%	1.53M	36.8M	-48.5K	-3.07%

Insiders

Among the BRP insiders holding of 1.54% of the stake in company, BALDWIN INSURANCE GROUP HOLDINGS, LLC, 10 percent owner, holds the largest shares of 15.49M. PARR JENNIFER L., 10 percent owner, is the second largest BRP insider with ownership of 2.48M shares. MORSE MARK G., 10 percent owner, stands third with possession of 2.48M shares of that stake.

Insiders	Designation	Shares Held
BALDWIN INSURANCE GROUP HOLDINGS, LLC	10 percent owner	15.49M
PARR JENNIFER L.	10 percent owner	2.48M
MORSE MARK G.	10 percent owner	2.48M
MARK G. MORSE FAMILY TRUST U/A/D 9/8/2005	10 percent owner	2.48M
JENNIFER L. PARR FAMILY TRUST U/A/D 10/6/2005	10 percent owner	2.48M
DADEO TRACY MORSE	10 percent owner	2.48M
VILLAGES INVESCO, LLC	10 percent owner	2.48M
TRACY MORSE FAMILY TRUST U/A/D 10/1/2019	10 percent owner	2.48M
KRYSTYN ELIZABETH		1.73M
KRISTOPHER A. WIEBECK 2019 GRANTOR RETAINED ANNUITY TRUST DATED SEPTEMBER 30, 2019		431.43K
ROCHE JAMES MORGAN	See Remarks	233.5K
CASEY PHILLIP E	director	130K
VALENTINE JOHN A.	Chief Partnership Officer	93.22K
FINNEY JOSEPH D.		35K
BALDWIN TREVOR	Chief Executive Officer	32.86K
WIEBECK KRISTOPHER AARON	Chief Strategy Officer	20.04K
COHEN SETH BALA	General Counsel	13.81K
HALE BRADFORD	Chief Financial Officer	10K
COHEN JAY A	director	3.61K
EDDY ROBERT D.		2K
LOPER ENTERPRISES, LLC	10 percent owner	0
BALDWIN LOWRY	See Remarks	0
GALBRAITH DANIEL	See Remarks	0
SHERMAN LAURA		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 13, 2024	ROCHE JAMES MORGAN	SALE	30.61	5K	153.05K	233.5K
May 10, 2024	GALBRAITH DANIEL	SALE	29.83	80.93K	2.41M	0
May 09, 2024	GALBRAITH DANIEL	SALE	30.76	1.04K	31.99K	31.13K
May 09, 2024	COHEN SETH BALA	SALE	30.03	10.83K	325.35K	13.81K
May 09, 2024	ROCHE JAMES MORGAN	SALE	30.58	2.03K	62.14K	238.5K
Mar 15, 2024	COHEN SETH BALA	SALE	29.04	1.03K	30K	10.66K
Mar 12, 2024	BALDWIN LOWRY	SALE	29.31	18.12K	531.1K	0
Mar 11, 2024	BALDWIN LOWRY	SALE	28.94	62.63K	1.81M	37.37K
Dec 01, 2023	BALDWIN LOWRY	SALE	0.00	100K	-	15.49M
Dec 01, 2023	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	100K	-	15.49M
Nov 29, 2023	BALDWIN LOWRY	SALE	0.00	50K	-	15.59M
Nov 29, 2023	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	50K	-	15.59M
Nov 09, 2023	VALENTINE JOHN A.	PURCHASE	19.98	5K	99.9K	93.22K
Nov 09, 2023	HALE BRADFORD	PURCHASE	19.97	10K	199.66K	10K
Sep 14, 2023	SHERMAN LAURA	SALE	26.37	24.7K	651.09K	0
Sep 13, 2023	SHERMAN LAURA	SALE	26.14	30K	784.33K	24.7K
Sep 12, 2023	BALDWIN LOWRY	SALE	25.98	120K	3.12M	0
Sep 11, 2023	SHERMAN LAURA	SALE	26.24	22.31K	585.3K	54.7K
Sep 08, 2023	SHERMAN LAURA	SALE	26.39	65.9K	1.74M	77K
Sep 07, 2023	SHERMAN LAURA	SALE	26.86	57.1K	1.53M	142.9K
Sep 06, 2023	BALDWIN LOWRY	SALE	74140.00	172K	12.75B	0
Aug 29, 2023	GALBRAITH DANIEL	SALE	25.89	60.32K	1.56M	8.72K
Aug 24, 2023	BALDWIN TREVOR	SALE	25.35	238.15K	6.04M	32.86K
Aug 17, 2023	WIEBECK KRISTOPHER AARON	SALE	25.11	55K	1.38M	20.04K
Aug 17, 2023	BALDWIN LOWRY	SALE	25.72	16.75K	430.96K	0
Aug 16, 2023	COHEN SETH BALA	SALE	25.15	9.86K	247.98K	12.12K
May 11, 2023	COHEN SETH BALA	SALE	22.47	2K	44.94K	21.98K
Dec 02, 2022	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	70K	-	15.81M
Dec 02, 2022	BALDWIN LOWRY	SALE	0.00	70K	-	15.81M
Nov 29, 2022	WIEBECK KRISTOPHER AARON	SALE	29.33	10K	293.3K	0
Nov 21, 2022	COHEN SETH BALA	SALE	28.25	3.46K	97.83K	9.28K
May 16, 2022	BALDWIN TREVOR	PURCHASE	22.86	12K	274.32K	100.3K
May 13, 2022	VALENTINE JOHN A.	PURCHASE	21.10	10K	211K	66.35K
May 13, 2022	BALDWIN TREVOR	PURCHASE	22.26	2.56K	56.96K	88.3K
May 13, 2022	COHEN SETH BALA	PURCHASE	21.50	2.5K	53.75K	12.75K
Mar 14, 2022	VALENTINE JOHN A.	PURCHASE	25.17	1K	25.17K	43.31K
Mar 11, 2022	WIEBECK KRISTOPHER AARON	PURCHASE	24.87	10K	248.7K	50.9K
Mar 09, 2022	BALDWIN TREVOR	PURCHASE	25.08	4.5K	112.94K	4.5K
Mar 08, 2022	GALBRAITH DANIEL	PURCHASE	22.78	4K	91.12K	32.93K
Mar 04, 2022	VALENTINE JOHN A.	PURCHASE	24.34	250	6.09K	38.06K
Mar 04, 2022	WIEBECK KRISTOPHER AARON	PURCHASE	26.16	500	13.08K	1K
Dec 06, 2021	BALDWIN LOWRY	SALE	36.35	35.8K	1.3M	0
Dec 03, 2021	BALDWIN LOWRY	SALE	37.37	6.2K	231.73K	35.8K
Dec 03, 2021	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	70K	-	15.88M
Sep 17, 2021	COHEN JAY A	PURCHASE	30.50	2.8K	85.4K	3.61K
Dec 18, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	250K	-	16.45M
Dec 18, 2020	SHERMAN LAURA	SALE	0.00	300K	-	2.31M
Dec 18, 2020	KRYSTYN ELIZABETH	SALE	0.00	200K	-	1.73M
Dec 18, 2020	KRISTOPHER A. WIEBECK 2019 GRANTOR RETAINED ANNUITY TRUST DATED SEPTEMBER 30, 2019	SALE	0.00	20K	-	431.43K
Dec 11, 2020	KRYSTYN ELIZABETH	SALE	0.00	100K	-	1.93M
Dec 11, 2020	SHERMAN LAURA	SALE	0.00	100K	-	2.61M
Dec 11, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	100K	-	16.92M
Jun 29, 2020	SHERMAN LAURA	SALE	0.00	150K	-	2.71M
Jun 29, 2020	KRYSTYN ELIZABETH	SALE	0.00	450K	-	2.03M
Jun 26, 2020	LOPER ENTERPRISES, LLC	SALE	0.00	1.88M	-	0
Jun 26, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	1.88M	-	17.02M
Jun 05, 2020	BALDWIN LOWRY	SALE	14.75	35.99K	530.82K	0
Jun 05, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	35.99K	-	18.89M
Jun 05, 2020	LOPER ENTERPRISES, LLC	SALE	14.75	35.99K	530.82K	0
Jun 04, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	4.68K	-	18.93M
Jun 04, 2020	BALDWIN LOWRY	SALE	14.53	4.68K	67.91K	0
Jun 04, 2020	LOPER ENTERPRISES, LLC	SALE	14.53	4.68K	67.91K	0
Jun 03, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	100	-	18.93M
Jun 03, 2020	BALDWIN LOWRY	SALE	14.51	100	1.45K	0
Jun 03, 2020	LOPER ENTERPRISES, LLC	SALE	14.51	100	1.45K	0
Oct 28, 2019	DADEO TRACY MORSE	SALE	0.00	600K	-	2.48M
Oct 28, 2019	TRACY MORSE FAMILY TRUST U/A/D 10/1/2019	SALE	0.00	600K	-	2.48M
Oct 28, 2019	JENNIFER L. PARR FAMILY TRUST U/A/D 10/6/2005	SALE	0.00	600K	-	2.48M
Oct 28, 2019	MORSE MARK G.	SALE	0.00	600K	-	2.48M
Oct 28, 2019	MARK G. MORSE FAMILY TRUST U/A/D 9/8/2005	SALE	0.00	600K	-	2.48M
Oct 28, 2019	PARR JENNIFER L.	SALE	0.00	600K	-	2.48M
Oct 28, 2019	FINNEY JOSEPH D.	PURCHASE	14.00	35K	490K	35K
Oct 28, 2019	ROCHE JAMES MORGAN	PURCHASE	14.00	266.7K	3.73M	266.7K
Oct 28, 2019	EDDY ROBERT D.	PURCHASE	14.00	2K	28K	2K
Oct 28, 2019	CASEY PHILLIP E	PURCHASE	14.00	130K	1.82M	130K
Oct 28, 2019	VILLAGES INVESCO, LLC	SALE	0.00	600K	-	2.48M

Frequently Asked Questions

Stock Outstanding Shares

ShortableNo

OptionableNo

Short Percent Of Outstanding Shares5.98

Short Percent Of Float7.09

Shares Outstanding66.14M

Shares Float59.74M

Shares Short3.94M

Short Ratio15.84

7.09%

Short % of Float

5.98%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.54% Percentage of Shares held by All Insiders

98.45% Percentage of Shares held by All Institutions

99.99% Percentage of Float held by Institutions

234

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	BAMCO INC /NY/	4.56%	3.01M	134.52M	0	0
Mar 31, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.36%	240.54K	10.75M	0	0
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.44%	288.32K	12.89M	288.32K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	0.37%	241.25K	10.78M	-90.71K	-27.32%
Mar 31, 2025	NUVEEN, LLC	0.41%	269.22K	12.03M	269.22K	+100.00%
Mar 31, 2025	NICHOLAS COMPANY, INC.	0.28%	185.03K	8.27M	85	+0.05%
Mar 31, 2025	SUMMIT CREEK ADVISORS LLC	0.27%	181.14K	8.1M	181.14K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.27%	175.58K	7.85M	-4.08K	-2.27%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	145.69K	6.51M	145.69K	+100.00%
Mar 31, 2025	SWISS NATIONAL BANK	0.2%	131.2K	5.86M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	109.57K	4.9M	742	+0.68%
Mar 31, 2025	COMERICA BANK	0.12%	79.11K	3.54M	19.76K	+33.30%
Mar 31, 2025	LPL FINANCIAL LLC	0.11%	73.63K	3.1M	6.58K	+9.82%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.09%	62.41K	2.79M	2.55K	+4.25%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	61.36K	2.74M	-1.05K	-1.68%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.09%	56.64K	2.53M	-29.87K	-34.53%
Mar 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.08%	52.85K	2.36M	-1.03K	-1.91%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.07%	49.25K	2.2M	0	0
Mar 31, 2025	BESSEMER GROUP INC	0.07%	43.07K	1.92M	11.49K	+36.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	41.61K	1.86M	41.61K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.06%	37.09K	1.66M	1.58K	+4.45%
Mar 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.05%	31.44K	1.41M	13K	+70.50%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	31.03K	1.39M	0	0
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.04%	23.11K	1.03M	834	+3.74%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.03%	17.34K	774.7K	550	+3.28%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.03%	17.2K	768.62K	0	0
Mar 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.03%	16.71K	746.9K	3	+0.02%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	13.03K	582.09K	700	+5.68%
Mar 31, 2025	CREATIVE PLANNING	0.02%	9.46K	422.95K	1.37K	+16.88%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.01%	9.5K	424.64K	926	+10.80%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	8.12K	362.75K	-164	-1.98%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.01%	7.75K	346.17K	-904	-10.45%
Mar 31, 2025	US BANCORP \DE\	0.01%	7.34K	327.89K	450	+6.53%
Mar 31, 2025	VERDENCE CAPITAL ADVISORS LLC	0.01%	7.33K	327.4K	1.79K	+32.21%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	6.97K	311.62K	0	0
Mar 31, 2025	HHM WEALTH ADVISORS, LLC	0.01%	6.27K	280.21K	0	0
Mar 31, 2025	MOODY NATIONAL BANK TRUST DIVISION	0.01%	5.48K	244.9K	5.48K	+100.00%
Mar 31, 2025	LOOMIS SAYLES & CO L P	1.69%	1.12M	49.96M	-23.61K	-2.07%
Mar 31, 2025	ALTFEST L J & CO INC	0%	0	-	-6.94K	-100.00%
Mar 31, 2025	WOLVERINE TRADING, LLC	0%	0	-	-5.3K	-100.00%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-46.6K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-420.17K	-100.00%
Mar 31, 2025	BROWN ADVISORY INC	0%	0	-	-7.67K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-8.3K	-100.00%
Mar 31, 2025	SIMPLEX TRADING, LLC	0%	0	-	-298	-100.00%
Mar 31, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0%	0	-	-13.46K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-14.3K	-100.00%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0%	0	-	-317.27K	-100.00%
Mar 31, 2025	TRUST POINT INC.	0%	0	-	-9.98K	-100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0%	0	-	-54.5K	-100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-55.83K	-100.00%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0%	0	-	-20.78K	-100.00%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	0	-	-12.54K	-100.00%
Mar 31, 2025	OLIVER LUXXE ASSETS LLC	0%	0	-	-39.96K	-100.00%
Mar 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0%	0	-	-1.7K	-100.00%
Mar 31, 2025	PREMIER FUND MANAGERS LTD	0%	0	-	-1.14K	-100.00%
Mar 31, 2025	CAPTION MANAGEMENT, LLC	0%	0	-	-54.4K	-100.00%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0%	0	-	-14.02K	-100.00%
Mar 31, 2025	NEW WORLD ADVISORS LLC	0%	0	-	-18.3K	-100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-512	-100.00%
Mar 31, 2025	EAGLE BAY ADVISORS LLC	0%	0	-	-74	-100.00%
Mar 31, 2025	QUARRY LP	0%	0	-	-41	-100.00%
Mar 31, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0%	0	-	-7K	-100.00%
Mar 31, 2025	FREESTONE GROVE PARTNERS LP	0%	0	-	-101.38K	-100.00%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	3.85%	2.55M	113.79M	286.93K	+12.70%
Mar 31, 2025	MORGAN STANLEY	0.42%	276.14K	12.34M	-14.49K	-4.99%
Mar 31, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.43%	282.91K	12.64M	-14.46K	-4.86%
Mar 31, 2025	UBS GROUP AG	0.54%	357.22K	15.96M	90.58K	+33.97%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.69%	454.14K	20.3M	-60.7K	-11.79%
Mar 31, 2025	BOSTON PARTNERS	0.91%	600.97K	26.51M	75.01K	+14.26%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.98%	645.43K	28.84M	-81.37K	-11.20%
Mar 31, 2025	EMERALD ADVISERS, LLC	1.13%	744.62K	33.28M	-122.45K	-14.12%
Mar 31, 2025	JPMORGAN CHASE & CO	2.37%	1.56M	69.83M	-111.48K	-6.66%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	1.62M	72.23M	53.15K	+3.40%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	2.69%	1.78M	79.46M	-212.79K	-10.69%
Mar 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.52%	340.73K	15.23M	340.73K	+100.00%
Mar 31, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.65%	429.48K	19.19M	12.91K	+3.10%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.68%	451.36K	20.17M	383.14K	+561.60%
Mar 31, 2025	ROYAL BANK OF CANADA	1.25%	823.87K	36.82M	-51.39K	-5.87%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.68%	1.11M	49.57M	-18.13K	-1.61%
Mar 31, 2025	BLACKROCK, INC.	7.66%	5.06M	226.28M	-46.2K	-0.90%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.39%	254.73K	11.38M	200.75K	+371.90%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	549.47K	24.56M	-8.41K	-1.51%
Mar 31, 2025	MACQUARIE GROUP LTD	3.79%	2.5M	111.83M	56.36K	+2.30%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	3.87%	2.56M	114.19M	0	0
Mar 31, 2025	FMR LLC	13.07%	8.64M	385.97M	237.83K	+2.83%
Mar 31, 2025	ABRDN PLC	0.36%	240.54K	10.75M	1.54K	+0.64%
Mar 31, 2025		0.41%	269.22K	12.03M	269.22K	+100.00%
Mar 31, 2025	VENATOR MANAGEMENT LLC	1.14%	754.85K	33.73M	32.28K	+4.47%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.95%	624.6K	27.91M	-19.97K	-3.10%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	4.89%	3.23M	144.46M	1.24M	+62.12%
Mar 31, 2025	VANGUARD GROUP INC	9.9%	6.54M	292.41M	-44.38K	-0.67%
Mar 31, 2025	INVESCO LTD.	0.84%	556.78K	24.88M	494.51K	+794.17%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.17%	774.65K	34.94M	203.59K	+35.65%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	8.42%	5.56M	248.59M	654.88K	+13.34%
Mar 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.63%	1.08M	48.12M	229.35K	+27.06%
Mar 31, 2025	STATE STREET CORP	3.19%	2.11M	94.19M	25.69K	+1.23%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.33%	219.23K	9.8M	119.67K	+120.19%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.41%	269.85K	12.06M	234.4K	+661.25%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.48%	315.21K	14.09M	-37.41K	-10.61%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.55%	366.25K	16.37M	-2.88K	-0.78%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.57%	379.6K	16.96M	13.06K	+3.56%
Mar 31, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.64%	422.87K	18.9M	-98.39K	-18.87%
Mar 31, 2025	NORTHERN TRUST CORP	1.16%	764.71K	34.17M	-26.8K	-3.39%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.27%	836.95K	37.4M	-119.99K	-12.54%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.64%	423.04K	18.91M	-9.02K	-2.09%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.69%	455.52K	20.36M	-16.29K	-3.45%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.82%	539.85K	24.13M	409.97K	+315.64%
Mar 31, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	4.01%	2.65M	118.31M	642.1K	+32.02%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.59%	356.89K	10.33M	286.89K	+409.84%
Mar 31, 2024	BLACKROCK INC.	7.33%	4.41M	127.64M	-201.93K	-4.38%
Mar 31, 2024	CHAMPLAIN INVESTMENT PARTNERS, LLC	6.69%	4.02M	116.43M	462.49K	+12.99%
Mar 31, 2024	BAMCO INC /NY/	5.42%	3.26M	94.34M	-66	0.00%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	4.87%	2.93M	84.67M	2.72M	+1,314.85%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	4.55%	2.74M	79.16M	-279.82K	-9.28%
Mar 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	2.57%	1.55M	44.74M	26.17K	+1.72%
Mar 31, 2024	LOOMIS SAYLES & CO L P	2.47%	1.48M	42.98M	-47.2K	-3.08%
Mar 31, 2024	BOSTON PARTNERS	2.46%	1.48M	42.59M	215.08K	+17.01%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.35%	1.41M	40.92M	43.33K	+3.16%
Mar 31, 2024	STATE STREET CORP	2.2%	1.32M	38.32M	7.52K	+0.57%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.05%	1.23M	35.67M	-73.99K	-5.66%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.68%	1.01M	29.22M	20.85K	+2.11%
Mar 31, 2024	ROYAL BANK OF CANADA	1.57%	944.51K	27.33M	-27.33K	-2.81%
Mar 31, 2024	EMERALD ADVISERS, LLC	1.49%	893.59K	25.86M	5.38K	+0.61%
Mar 31, 2024	PEREGRINE CAPITAL MANAGEMENT LLC	1.45%	870.67K	25.2M	-46.26K	-5.04%
Mar 31, 2024	VENATOR MANAGEMENT LLC	1.3%	782.28K	22.64M	-2.4K	-0.31%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	1.22%	732.11K	21.19M	1.63K	+0.22%
Mar 31, 2024	NORTHERN TRUST CORP	1.16%	698.22K	20.21M	-10.68K	-1.51%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	636.05K	18.41M	161.22K	+33.95%
Mar 31, 2024	DRIEHAUS CAPITAL MANAGEMENT LLC	1.01%	606.21K	17.54M	606.21K	+100.00%
Mar 31, 2024	SEI INVESTMENTS CO	0.94%	566.86K	16.4M	36.18K	+6.82%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.92%	555.17K	16.07M	-58.48K	-9.53%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.88%	531.93K	15.39M	-133.55K	-20.07%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.86%	514.75K	14.9M	764	+0.15%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	499.58K	14.46M	6.76K	+1.37%
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.79%	473.58K	13.71M	4.28K	+0.91%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.7%	421.76K	12.21M	-50.85K	-10.76%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.68%	411.29K	11.9M	0	0
Mar 31, 2024	GRANITE INVESTMENT PARTNERS, LLC	0.61%	369.54K	10.69M	-1.02K	-0.28%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.46%	276.66K	8.01M	174.94K	+171.99%
Mar 31, 2024	NICHOLAS COMPANY, INC.	0.37%	224.07K	6.48M	0	0
Mar 31, 2024	MORGAN STANLEY	0.34%	206K	5.96M	-88.61K	-30.08%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	199.5K	5.77M	-526.73K	-72.53%
Mar 31, 2024	ESTUARY CAPITAL MANAGEMENT LP	0.32%	193.3K	5.59M	193.3K	+100.00%
Mar 31, 2024	PATHWAY FINANCIAL ADVISORS LLC	0.24%	141.39K	4.09M	50.93K	+56.30%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.23%	138.19K	4M	84.38K	+156.81%
Mar 31, 2024	UBS GROUP AG	0.22%	132.07K	3.82M	124.9K	+1,743.25%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.22%	129.95K	3.76M	-50.93K	-28.15%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.21%	124.12K	3.59M	124.12K	+100.00%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.2%	121.58K	3.52M	-40.93K	-25.18%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	120.6K	3.49M	1.2K	+1.00%
Mar 31, 2024	FINANCIAL ADVISORY GROUP	0.19%	115.93K	3.35M	0	0
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.18%	105.57K	3.06M	-35.58K	-25.20%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	87.56K	2.53M	1.58K	+1.84%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.14%	85.3K	2.47M	-23.07K	-21.29%
Mar 31, 2024	JPMORGAN CHASE & CO	0.14%	82.01K	2.37M	-32.15K	-28.16%
Mar 31, 2024	RHUMBLINE ADVISERS	0.13%	81.03K	2.34M	2.08K	+2.63%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.11%	66.28K	1.92M	-1.65K	-2.43%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.11%	64.29K	1.86B	573	+0.90%
Mar 31, 2024	HB WEALTH MANAGEMENT, LLC	0.11%	63.67K	1.84M	19.2K	+43.19%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	61.7K	1.79M	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.09%	55.47K	1.61M	-27.74K	-33.34%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.09%	53.74K	1.56M	-15	-0.03%
Mar 31, 2024	BESSEMER GROUP INC	0.09%	53.37K	1.54M	6.6K	+14.11%
Mar 31, 2024	SMITH CHAS P & ASSOCIATES PA CPAS	0.09%	52.3K	1.51M	52.3K	+100.00%
Mar 31, 2024	WASHINGTON TRUST BANK	0.09%	52.13K	1.51M	52.13K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.08%	47.65K	1.38M	-25.41K	-34.78%
Mar 31, 2024	MACQUARIE GROUP LTD	5.73%	3.45M	99.75M	-96.18K	-2.71%
Mar 31, 2024	FMR LLC	16.15%	9.71M	281.03M	102.11K	+1.06%
Mar 31, 2024	VANGUARD GROUP INC	10.26%	6.17M	178.5M	60.54K	+0.99%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.03%	618.45K	17.9M	61.98K	+11.14%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.63%	377.42K	10.92M	226.71K	+150.43%
Mar 31, 2024	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.51%	309.13K	8.95M	-16.7K	-5.13%
Mar 31, 2024	OTTER CREEK ADVISORS, LLC	0.25%	150.26K	4.35M	7.74K	+5.43%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	4.98%	3.02M	72.43M	1.27M	+73.00%
Dec 31, 2023	BAMCO INC /NY/	5.38%	3.26M	78.31M	150K	+4.82%
Dec 31, 2023	MACQUARIE GROUP LTD	5.85%	3.54M	85.1M	1.06M	+42.94%
Dec 31, 2023	CHAMPLAIN INVESTMENT PARTNERS, LLC	5.88%	3.56M	85.53M	-181.1K	-4.84%
Dec 31, 2023	BLACKROCK INC.	7.62%	4.61M	110.79M	385.67K	+9.12%
Dec 31, 2023	VANGUARD GROUP INC	10.09%	6.11M	146.7M	111.66K	+1.86%
Dec 31, 2023	FMR LLC	15.87%	9.61M	230.8M	933.66K	+10.76%
Dec 31, 2023	LAIRD NORTON TRUST COMPANY, LLC	0.17%	102.97K	2.47M	102.97K	+100.00%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.18%	108.37K	2.6M	-60.82K	-35.95%
Dec 31, 2023	JPMORGAN CHASE & CO	0.19%	114.17K	2.74M	-56.44K	-33.08%
Dec 31, 2023	FINANCIAL ADVISORY GROUP	0.19%	115.93K	2.78M	-3K	-2.52%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	119.4K	2.87M	-20.7K	-14.78%
Dec 31, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0.23%	141.15K	3.39M	46.55K	+49.20%
Dec 31, 2023	OTTER CREEK ADVISORS, LLC	0.24%	142.52K	3.43M	16.9K	+13.46%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.25%	150.71K	3.62M	-52.42K	-25.81%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.27%	162.51K	3.9M	74.09K	+83.79%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.29%	177.32K	4.26M	12.23K	+7.41%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	180.88K	4.34M	-25.51K	-12.36%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.34%	206.78K	4.97M	206.78K	+100.00%
Dec 31, 2023	NICHOLAS COMPANY, INC.	0.37%	224.07K	5.38M	0	0
Dec 31, 2023	HOOD RIVER CAPITAL MANAGEMENT LLC	0.43%	263.25K	6.32M	-783.17K	-74.84%
Dec 31, 2023	MORGAN STANLEY	0.49%	294.61K	7.08M	118.88K	+67.65%
Dec 31, 2023		0.53%	321K	7.71M	321K	+100.00%
Dec 31, 2023	GRANITE INVESTMENT PARTNERS, LLC	0.61%	370.57K	8.9M	-301.99K	-44.90%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.64%	386.95K	9.29M	254.9K	+193.03%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.68%	411.29K	9.88M	0	0
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.78%	469.31K	11.27M	48.98K	+11.65%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.78%	472.62K	11.35M	64.28K	+15.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.78%	474.83K	11.41M	161.77K	+51.67%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	492.81K	11.84M	8.75K	+1.81%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.85%	513.98K	12.35M	-75.32K	-12.78%
Dec 31, 2023	SEI INVESTMENTS CO	0.88%	530.68K	12.75M	88.77K	+20.09%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	556.47K	13.37M	-265.84K	-32.33%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.01%	613.65K	14.74M	182.24K	+42.24%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	1.1%	665.48K	15.99M	-347.2K	-34.29%
Dec 31, 2023	NORTHERN TRUST CORP	1.17%	708.9K	17.03M	-133.49K	-15.85%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.2%	726.22K	17.44M	-147.07K	-16.84%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	1.21%	730.48K	17.55M	-29.03K	-3.82%
Dec 31, 2023	VENATOR MANAGEMENT LLC	1.3%	784.68K	18.85M	-427.65K	-35.28%
Dec 31, 2023	EMERALD ADVISERS, LLC	1.47%	888.22K	21.33M	-45.87K	-4.91%
Dec 31, 2023	PEREGRINE CAPITAL MANAGEMENT LLC	1.51%	916.92K	22.02M	330K	+56.23%
Dec 31, 2023	ROYAL BANK OF CANADA	1.61%	971.84K	23.34M	311.48K	+47.17%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.63%	988.83K	23.75M	162.35K	+19.64%
Dec 31, 2023	BOSTON PARTNERS	2.09%	1.26M	30.59M	1.26M	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.16%	1.31M	31.38M	172.7K	+15.23%
Dec 31, 2023	STATE STREET CORP	2.17%	1.32M	31.62M	71.83K	+5.77%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.26%	1.37M	32.92M	70.79K	+5.45%
Dec 31, 2023	ARISTOTLE CAPITAL BOSTON, LLC	2.51%	1.52M	36.5M	10.38K	+0.69%
Dec 31, 2023	LOOMIS SAYLES & CO L P	2.53%	1.53M	36.8M	-48.5K	-3.07%

Insiders

Insiders	Designation	Shares Held
BALDWIN INSURANCE GROUP HOLDINGS, LLC	10 percent owner	15.49M
PARR JENNIFER L.	10 percent owner	2.48M
MORSE MARK G.	10 percent owner	2.48M
MARK G. MORSE FAMILY TRUST U/A/D 9/8/2005	10 percent owner	2.48M
JENNIFER L. PARR FAMILY TRUST U/A/D 10/6/2005	10 percent owner	2.48M
DADEO TRACY MORSE	10 percent owner	2.48M
VILLAGES INVESCO, LLC	10 percent owner	2.48M
TRACY MORSE FAMILY TRUST U/A/D 10/1/2019	10 percent owner	2.48M
KRYSTYN ELIZABETH		1.73M
KRISTOPHER A. WIEBECK 2019 GRANTOR RETAINED ANNUITY TRUST DATED SEPTEMBER 30, 2019		431.43K
ROCHE JAMES MORGAN	See Remarks	233.5K
CASEY PHILLIP E	director	130K
VALENTINE JOHN A.	Chief Partnership Officer	93.22K
FINNEY JOSEPH D.		35K
BALDWIN TREVOR	Chief Executive Officer	32.86K
WIEBECK KRISTOPHER AARON	Chief Strategy Officer	20.04K
COHEN SETH BALA	General Counsel	13.81K
HALE BRADFORD	Chief Financial Officer	10K
COHEN JAY A	director	3.61K
EDDY ROBERT D.		2K
LOPER ENTERPRISES, LLC	10 percent owner	0
BALDWIN LOWRY	See Remarks	0
GALBRAITH DANIEL	See Remarks	0
SHERMAN LAURA		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 13, 2024	ROCHE JAMES MORGAN	SALE	30.61	5K	153.05K	233.5K
May 10, 2024	GALBRAITH DANIEL	SALE	29.83	80.93K	2.41M	0
May 09, 2024	GALBRAITH DANIEL	SALE	30.76	1.04K	31.99K	31.13K
May 09, 2024	COHEN SETH BALA	SALE	30.03	10.83K	325.35K	13.81K
May 09, 2024	ROCHE JAMES MORGAN	SALE	30.58	2.03K	62.14K	238.5K
Mar 15, 2024	COHEN SETH BALA	SALE	29.04	1.03K	30K	10.66K
Mar 12, 2024	BALDWIN LOWRY	SALE	29.31	18.12K	531.1K	0
Mar 11, 2024	BALDWIN LOWRY	SALE	28.94	62.63K	1.81M	37.37K
Dec 01, 2023	BALDWIN LOWRY	SALE	0.00	100K	-	15.49M
Dec 01, 2023	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	100K	-	15.49M
Nov 29, 2023	BALDWIN LOWRY	SALE	0.00	50K	-	15.59M
Nov 29, 2023	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	50K	-	15.59M
Nov 09, 2023	VALENTINE JOHN A.	PURCHASE	19.98	5K	99.9K	93.22K
Nov 09, 2023	HALE BRADFORD	PURCHASE	19.97	10K	199.66K	10K
Sep 14, 2023	SHERMAN LAURA	SALE	26.37	24.7K	651.09K	0
Sep 13, 2023	SHERMAN LAURA	SALE	26.14	30K	784.33K	24.7K
Sep 12, 2023	BALDWIN LOWRY	SALE	25.98	120K	3.12M	0
Sep 11, 2023	SHERMAN LAURA	SALE	26.24	22.31K	585.3K	54.7K
Sep 08, 2023	SHERMAN LAURA	SALE	26.39	65.9K	1.74M	77K
Sep 07, 2023	SHERMAN LAURA	SALE	26.86	57.1K	1.53M	142.9K
Sep 06, 2023	BALDWIN LOWRY	SALE	74140.00	172K	12.75B	0
Aug 29, 2023	GALBRAITH DANIEL	SALE	25.89	60.32K	1.56M	8.72K
Aug 24, 2023	BALDWIN TREVOR	SALE	25.35	238.15K	6.04M	32.86K
Aug 17, 2023	WIEBECK KRISTOPHER AARON	SALE	25.11	55K	1.38M	20.04K
Aug 17, 2023	BALDWIN LOWRY	SALE	25.72	16.75K	430.96K	0
Aug 16, 2023	COHEN SETH BALA	SALE	25.15	9.86K	247.98K	12.12K
May 11, 2023	COHEN SETH BALA	SALE	22.47	2K	44.94K	21.98K
Dec 02, 2022	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	70K	-	15.81M
Dec 02, 2022	BALDWIN LOWRY	SALE	0.00	70K	-	15.81M
Nov 29, 2022	WIEBECK KRISTOPHER AARON	SALE	29.33	10K	293.3K	0
Nov 21, 2022	COHEN SETH BALA	SALE	28.25	3.46K	97.83K	9.28K
May 16, 2022	BALDWIN TREVOR	PURCHASE	22.86	12K	274.32K	100.3K
May 13, 2022	VALENTINE JOHN A.	PURCHASE	21.10	10K	211K	66.35K
May 13, 2022	BALDWIN TREVOR	PURCHASE	22.26	2.56K	56.96K	88.3K
May 13, 2022	COHEN SETH BALA	PURCHASE	21.50	2.5K	53.75K	12.75K
Mar 14, 2022	VALENTINE JOHN A.	PURCHASE	25.17	1K	25.17K	43.31K
Mar 11, 2022	WIEBECK KRISTOPHER AARON	PURCHASE	24.87	10K	248.7K	50.9K
Mar 09, 2022	BALDWIN TREVOR	PURCHASE	25.08	4.5K	112.94K	4.5K
Mar 08, 2022	GALBRAITH DANIEL	PURCHASE	22.78	4K	91.12K	32.93K
Mar 04, 2022	VALENTINE JOHN A.	PURCHASE	24.34	250	6.09K	38.06K
Mar 04, 2022	WIEBECK KRISTOPHER AARON	PURCHASE	26.16	500	13.08K	1K
Dec 06, 2021	BALDWIN LOWRY	SALE	36.35	35.8K	1.3M	0
Dec 03, 2021	BALDWIN LOWRY	SALE	37.37	6.2K	231.73K	35.8K
Dec 03, 2021	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	70K	-	15.88M
Sep 17, 2021	COHEN JAY A	PURCHASE	30.50	2.8K	85.4K	3.61K
Dec 18, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	250K	-	16.45M
Dec 18, 2020	SHERMAN LAURA	SALE	0.00	300K	-	2.31M
Dec 18, 2020	KRYSTYN ELIZABETH	SALE	0.00	200K	-	1.73M
Dec 18, 2020	KRISTOPHER A. WIEBECK 2019 GRANTOR RETAINED ANNUITY TRUST DATED SEPTEMBER 30, 2019	SALE	0.00	20K	-	431.43K
Dec 11, 2020	KRYSTYN ELIZABETH	SALE	0.00	100K	-	1.93M
Dec 11, 2020	SHERMAN LAURA	SALE	0.00	100K	-	2.61M
Dec 11, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	100K	-	16.92M
Jun 29, 2020	SHERMAN LAURA	SALE	0.00	150K	-	2.71M
Jun 29, 2020	KRYSTYN ELIZABETH	SALE	0.00	450K	-	2.03M
Jun 26, 2020	LOPER ENTERPRISES, LLC	SALE	0.00	1.88M	-	0
Jun 26, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	1.88M	-	17.02M
Jun 05, 2020	BALDWIN LOWRY	SALE	14.75	35.99K	530.82K	0
Jun 05, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	35.99K	-	18.89M
Jun 05, 2020	LOPER ENTERPRISES, LLC	SALE	14.75	35.99K	530.82K	0
Jun 04, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	4.68K	-	18.93M
Jun 04, 2020	BALDWIN LOWRY	SALE	14.53	4.68K	67.91K	0
Jun 04, 2020	LOPER ENTERPRISES, LLC	SALE	14.53	4.68K	67.91K	0
Jun 03, 2020	BALDWIN INSURANCE GROUP HOLDINGS, LLC	SALE	0.00	100	-	18.93M
Jun 03, 2020	BALDWIN LOWRY	SALE	14.51	100	1.45K	0
Jun 03, 2020	LOPER ENTERPRISES, LLC	SALE	14.51	100	1.45K	0
Oct 28, 2019	DADEO TRACY MORSE	SALE	0.00	600K	-	2.48M
Oct 28, 2019	TRACY MORSE FAMILY TRUST U/A/D 10/1/2019	SALE	0.00	600K	-	2.48M
Oct 28, 2019	JENNIFER L. PARR FAMILY TRUST U/A/D 10/6/2005	SALE	0.00	600K	-	2.48M
Oct 28, 2019	MORSE MARK G.	SALE	0.00	600K	-	2.48M
Oct 28, 2019	MARK G. MORSE FAMILY TRUST U/A/D 9/8/2005	SALE	0.00	600K	-	2.48M
Oct 28, 2019	PARR JENNIFER L.	SALE	0.00	600K	-	2.48M
Oct 28, 2019	FINNEY JOSEPH D.	PURCHASE	14.00	35K	490K	35K
Oct 28, 2019	ROCHE JAMES MORGAN	PURCHASE	14.00	266.7K	3.73M	266.7K
Oct 28, 2019	EDDY ROBERT D.	PURCHASE	14.00	2K	28K	2K
Oct 28, 2019	CASEY PHILLIP E	PURCHASE	14.00	130K	1.82M	130K
Oct 28, 2019	VILLAGES INVESCO, LLC	SALE	0.00	600K	-	2.48M

BRP Stock Ownership Breakdown

BRP Group

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions