BRP Group, Inc. (BRP)

FINANCE: INSURANCE
SIC: INSURANCE AGENTS, BROKERS & SERVICE

4211 W. BOY SCOUT BLVD. TAMPA, FL 33607

BRP Group, Inc. (NASDAQ: BRP) is a rapidly growing independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. We are innovating the industry by taking a holistic and tailored approach to risk management, insurance and employee benefits, and support our clients, Colleagues, Insurance Company Partners and communities through the deployment of vanguard resources and capital to drive our growth. BRP represents over 500,000 clients across the United States and internationally.

Data as of 2021-04-17 11:22:44 -0400
Market Cap1.407 Billion Shares Outstanding45.849 Million Avg 30-day Volume247.075 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS0
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE36.66 Enterprise Value
Total Cash Current Debt Gross Profit
BETA1.37381 52-week High/Low33.56 / 8.72 Next Earnings Date2021-05-10 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud

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View SEC Filings from BRP instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 5 2 150.0% 4 (0.24%) 2 (0.12%) 100.0%
Funds Holding: 131 99 32.32% 49 (2.94%) 33 (2.05%) 48.48%
13F shares: 39.633 Million 28.83 Million 37.47% 10.566 Million 6.557 Million 61.14%
% Ownership 63.8207 84.825 -24.76% 17.0146 19.293 -11.81%
New Positions: 42 18 133.33% 20 9 122.22%
Increased Positions 56 38 47.37% 16 11 45.45%
Closed Positions 9 18 -50.0% 4 12 -66.67%
Reduced Positions 24 33 -27.27% 11 10 10.0%
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding BRP (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding BRP BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

KADOW JOSEPH JOHN

  • Director
8,887 2021-04-01 4

MATAS BARBARA RUTH

  • Director
3,887 2021-04-01 4

EDDY ROBERT D.

  • Director
7,571 2021-04-01 4

GALBRAITH DANIEL CHIEF OPERATING OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
23,811 2021-04-01 1

WIEBECK KRISTOPHER AARON CHIEF STRATEGY OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
35,779 2021-04-01 3

VALENTINE JOHN A. CHIEF PARTNERSHIP OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
31,694 2021-04-01 3

CASEY PHILLIP E

  • Director
135,571 2021-04-01 4

SULLIVAN CHRIS THOMAS

  • Director
85,571 2021-04-01 4

BALDWIN TREVOR CHIEF EXECUTIVE OFFICER,

  • Officer
  • Director
  • MEMBER OF 10% OWNER GROUP
41,731 2021-04-01 1

GALLOWAY CORBYN N. CHIEF ACCOUNTING OFFICER

  • Officer
22,357 2021-04-01 2

HALE BRADFORD CHIEF FINANCIAL OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
46,636 2021-04-01 1

STEPHENS CHRISTOPHER JOHN GENERAL COUNSEL

  • Officer
  • MEMBER OF 10% OWNER GROUP
9,162 2021-04-01 1

BALDWIN LOWRY CHAIRMAN

  • Officer
  • Director
  • 10% Owner
  • MEMBER OF 10% OWNER GROUP
16,451,478 2020-12-18 4

BALDWIN INSURANCE GROUP HOLDINGS, LLC

  • 10% Owner
  • MEMBER OF 10% OWNER GROUP
16,451,478 2020-12-18 4

KRYSTYN ELIZABETH

  • MEMBER OF 10% OWNER GROUP
2,340,876 2020-12-18 3

SHERMAN LAURA

  • MEMBER OF 10% OWNER GROUP
2,540,875 2020-12-18 3

KRISTOPHER A. WIEBECK 2019 GRANTOR RETAINED ANNUITY TRUST DATED SEPTEMBER 30, 2019

  • MEMBER OF 10% OWNER GROUP
431,427 2020-12-18 1

IHC HOLDINGS, INC./NV

KAPILOFF BRIAN J.

  • 10% Owner
  • MAJORITY OWNER OF IHC HOLDINGS
3,857,622 2020-11-30 2

DANIEL A. GALBRAITH 2020 GRANTOR RETAINED ANNUITY TRUST, DATED SEPTEMBER 30, 2020

  • MEMBER OF 10% OWNER GROUP
108,578 2020-09-30 1

ELIZABETH H. KRYSTYN, AS TRUSTEE OF THE ELIZABETH H. KRYSTYN 2020 GRANTOR RETAINED ANNUITY TRUST, DATED SEPTEMBER 30, 2020

  • MEMBER OF 10% OWNER GROUP
44,358 2020-09-30 1

KRISTOPHER A. WIEBECK, AS TRUSTEE OF THE KRISTOPHER A. WIEBECK 2020 GRANTOR RETAINED ANNUITY TRUST, DATED SEPTEMBER 30, 2020

  • MEMBER OF 10% OWNER GROUP
44,250 2020-09-30 1

LAURA R. SHERMAN, AS TRUSTEE OF THE LAURA R. SHERMAN GRAT 2020-1, DATED SEPTEMBER 30, 2020

  • MEMBER OF 10% OWNER GROUP
19,906 2020-09-30 1

JOHN A. VALENTINE, AS TRUSTEE OF THE JOHN A. VALENTINE 2020 GRANTOR RETAINED ANNUITY TRUST, DATED SEPTEMBER 30, 2020

  • MEMBER OF 10% OWNER GROUP
10,744 2020-09-30 1

ELIZABETH H. KRYSTYN 2019 GRANTOR RETAINED ANNUITY TRUST I DATED SEPTEMBER 30, 2019

  • MEMBER OF 10% OWNER GROUP
1,404,277 2020-09-30 1

LOPER ENTERPRISES, LLC

  • 10% Owner
17,018,145 2020-06-26 2

HIGHLAND RISK SERVICES LLC

DALY BRIAN GORDON

  • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
573,248 2020-02-14 0

VILLAGES INVESCO, LLC

  • 10% Owner
0 2019-10-28 0

DADEO TRACY MORSE

  • 10% Owner
3,677,559 2019-10-28 0

TRACY MORSE FAMILY TRUST U/A/D 10/1/2019

  • 10% Owner
3,677,559 2019-10-28 0

JENNIFER L. PARR FAMILY TRUST U/A/D 10/6/2005

  • 10% Owner
3,677,559 2019-10-28 0

PARR JENNIFER L.

  • 10% Owner
3,677,559 2019-10-28 0

MORSE MARK G.

  • 10% Owner
3,677,559 2019-10-28 0

MARK G. MORSE FAMILY TRUST U/A/D 9/8/2005

  • 10% Owner
3,677,559 2019-10-28 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

GALLOWAY CORBYN N. - Officer CHIEF ACCOUNTING OFFICER

2021-04-05 21:25:34 -0400 2021-04-01 A 10,000 a 22,357 direct 2.0335 4.6379 5.2801 3 0.0 1

VALENTINE JOHN A. - Officer CHIEF PARTNERSHIP OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:03:57 -0400 2021-04-01 A 17,834 a 36,973 direct 2.0335 4.6379 5.2801 3 0.0 1

EDDY ROBERT D. - Director

2021-04-05 21:07:33 -0400 2021-04-01 A 689 a 7,571 direct 2.0335 4.6379 5.2801 3 0.0 1

STEPHENS CHRISTOPHER JOHN - Officer GENERAL COUNSEL MEMBER OF 10% OWNER GROUP

2021-04-05 21:09:17 -0400 2021-04-01 F 2,949 $28.06 d 9,162 direct 2.0335 4.6379 5.2801 3 0.0 1

HALE BRADFORD - Officer CHIEF FINANCIAL OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:14:30 -0400 2021-04-01 F 4,860 $28.06 d 21,636 direct 2.0335 4.6379 5.2801 3 0.0 1

GALBRAITH DANIEL - Officer CHIEF OPERATING OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:17:17 -0400 2021-04-01 F 4,188 $28.06 d 23,811 direct 2.0335 4.6379 5.2801 3 0.0 1

CASEY PHILLIP E - Director

2021-04-05 21:18:09 -0400 2021-04-01 A 689 a 135,571 direct 2.0335 4.6379 5.2801 3 0.0 1

WIEBECK KRISTOPHER AARON - Officer CHIEF STRATEGY OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:06:59 -0400 2021-04-01 F 5,055 $28.06 d 35,779 direct 2.0335 4.6379 5.2801 3 0.0 1

BALDWIN TREVOR - Director - Officer CHIEF EXECUTIVE OFFICER, MEMBER OF 10% OWNER GROUP

2021-04-05 21:09:15 -0400 2021-04-01 F 6,573 $28.06 d 41,731 direct 2.0335 4.6379 5.2801 3 0.0 1

STEPHENS CHRISTOPHER JOHN - Officer GENERAL COUNSEL MEMBER OF 10% OWNER GROUP

2021-04-05 21:09:17 -0400 2021-04-01 A 12,111 a 12,111 direct 2.0335 4.6379 5.2801 3 0.0 1

HALE BRADFORD - Officer CHIEF FINANCIAL OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:14:30 -0400 2021-04-01 A 19,496 a 26,496 direct 2.0335 4.6379 5.2801 3 0.0 1

GALBRAITH DANIEL - Officer CHIEF OPERATING OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:17:17 -0400 2021-04-01 A 17,280 a 27,999 direct 2.0335 4.6379 5.2801 3 0.0 1

MATAS BARBARA RUTH - Director

2021-04-05 21:18:16 -0400 2021-04-01 A 689 a 3,887 direct 2.0335 4.6379 5.2801 3 0.0 1

VALENTINE JOHN A. - Officer CHIEF PARTNERSHIP OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:03:57 -0400 2021-04-01 F 5,279 $28.06 d 31,694 direct 2.0335 4.6379 5.2801 3 0.0 1

WIEBECK KRISTOPHER AARON - Officer CHIEF STRATEGY OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:06:59 -0400 2021-04-01 A 20,271 a 40,834 direct 2.0335 4.6379 5.2801 3 0.0 1

BALDWIN TREVOR - Director - Officer CHIEF EXECUTIVE OFFICER, MEMBER OF 10% OWNER GROUP

2021-04-05 21:09:15 -0400 2021-04-01 A 26,733 a 48,304 direct 2.0335 4.6379 5.2801 3 0.0 1

HALE BRADFORD - Officer CHIEF FINANCIAL OFFICER MEMBER OF 10% OWNER GROUP

2021-04-05 21:14:30 -0400 2021-04-01 A 25,000 a 46,636 direct 2.0335 4.6379 5.2801 3 0.0 1

KADOW JOSEPH JOHN - Director

2021-04-05 21:16:49 -0400 2021-04-01 A 689 a 3,887 direct 2.0335 4.6379 5.2801 3 0.0 1

SULLIVAN CHRIS THOMAS - Director

2021-04-05 21:17:19 -0400 2021-04-01 A 689 a 85,571 direct 2.0335 4.6379 5.2801 3 0.0 1

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
BRP GROUP INC-A BRP 2021-04-20 22:15:03 UTC -0.1916 0.2516 850000
BRP GROUP INC-A BRP 2021-04-20 21:45:03 UTC -0.1916 0.2516 850000
BRP GROUP INC-A BRP 2021-04-20 21:15:02 UTC -0.1916 0.2516 850000
BRP GROUP INC-A BRP 2021-04-20 20:45:03 UTC -0.1934 0.2534 850000
BRP GROUP INC-A BRP 2021-04-20 20:15:04 UTC -0.1934 0.2534 850000
BRP GROUP INC-A BRP 2021-04-20 19:45:03 UTC -0.1934 0.2534 850000
BRP GROUP INC-A BRP 2021-04-20 19:15:03 UTC -0.1934 0.2534 850000
BRP GROUP INC-A BRP 2021-04-20 18:45:03 UTC -0.1927 0.2527 850000
BRP GROUP INC-A BRP 2021-04-20 18:15:03 UTC -0.1927 0.2527 850000
BRP GROUP INC-A BRP 2021-04-20 17:45:02 UTC -0.1927 0.2527 900000
BRP GROUP INC-A BRP 2021-04-20 17:15:02 UTC -0.1927 0.2527 850000
BRP GROUP INC-A BRP 2021-04-20 16:45:03 UTC -0.19 0.25 900000
BRP GROUP INC-A BRP 2021-04-20 16:15:03 UTC -0.19 0.25 900000
BRP GROUP INC-A BRP 2021-04-20 15:45:03 UTC -0.19 0.25 900000
BRP GROUP INC-A BRP 2021-04-20 15:15:02 UTC -0.19 0.25 900000
BRP GROUP INC-A BRP 2021-04-20 14:45:03 UTC -0.2127 0.2727 900000
BRP GROUP INC-A BRP 2021-04-20 14:15:03 UTC -0.2127 0.2727 900000
BRP GROUP INC-A BRP 2021-04-20 13:45:03 UTC -0.2127 0.2727 850000
BRP GROUP INC-A BRP 2021-04-20 13:15:04 UTC -0.2127 0.2727 850000
BRP GROUP INC-A BRP 2021-04-20 12:45:03 UTC -0.2127 0.2727 850000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
RUSSELL INVESTMENT CO- U.S. Small Cap Equity Fund BRP -6955.0 shares, $-177352.5 2020-10-31 N-PORT
RUSSELL INVESTMENT FUNDS- U.S. Small Cap Equity Fund BRP -1558.0 shares, $-46693.26 2020-12-31 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND BRP -12865.0 shares, $-385564.05 2020-12-31 N-PORT

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