BRP Group, Inc. (BRP)

Sector:
FINANCE
Industry:
INSURANCE
SIC:
INSURANCE AGENTS, BROKERS & SERVICE
CEO:
Trevor Baldwin
Employees:
4010 W. BOY SCOUT BLVD., SUITE 200, TAMPA, FL 33607
(866) 279-0698

BRP GROUP, INC. is a rapidly growing independent insurance distribution firm delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. We support our clients, our employees, which we refer to as Colleagues, the insurance underwriters with which we have a contractual relationship, which we refer to as Insurance Company Partners, and our communities through the deployment of vanguard resources and capital to drive organic and inorganic growth

Data derived from most recent annual or quarterly report
Market Cap 1.669 Billion Shares Outstanding47.147 Million Avg 30-day Volume 290.913 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-0.22
Price to Revenue12.6442 Debt to Equity0.5118 EBITDA38.076 Million
Price to Book Value3.205 Operating Margin9.1366 Enterprise Value1.954 Billion
Current Ratio1.336 EPS Growth-5.714 Quick Ratio0.363
1 Yr BETA 1.7463 52-week High/Low 45.36 / 22.79 Profit Margin-4.0317
Operating Cash Flow Growth189.8762 Altman Z-Score1.1065 Free Cash Flow to Firm -827.374 Million
View SEC Filings from BRP instead.

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Funds Holding BRP (via 13F filings)

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*Shares are split adjusted
*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

SULLIVAN CHRIS THOMAS

  • Director
86,839 2021-10-01 4

KADOW JOSEPH JOHN

  • Director
10,155 2021-10-01 4

CASEY PHILLIP E

  • Director
71,839 2021-10-01 5

MATAS BARBARA RUTH

  • Director
5,155 2021-10-01 4

COHEN JAY A

  • Director
4,178 2021-10-01 4

MILLENNIAL SPECIALTY HOLDCO LLC

  • MEMBER OF 10% OWNER GROUP
0 2021-09-10 1

HALE BRADFORD CHIEF FINANCIAL OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
51,753 2021-05-03 2

GALBRAITH DANIEL CHIEF OPERATING OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
28,928 2021-05-03 2

WIEBECK KRISTOPHER AARON CHIEF STRATEGY OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
40,896 2021-05-03 4

VALENTINE JOHN A. CHIEF PARTNERSHIP OFFICER

  • Officer
  • MEMBER OF 10% OWNER GROUP
36,811 2021-05-03 4

BALDWIN TREVOR CHIEF EXECUTIVE OFFICER,

  • Officer
  • Director
  • MEMBER OF 10% OWNER GROUP
50,260 2021-05-03 2

STEPHENS CHRISTOPHER JOHN GENERAL COUNSEL

  • Officer
  • MEMBER OF 10% OWNER GROUP
12,360 2021-05-03 2

GALLOWAY CORBYN N. CHIEF ACCOUNTING OFFICER

  • Officer
23,380 2021-05-03 3

EDDY ROBERT D.

  • Director
7,571 2021-04-01 2

SHERMAN LAURA

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

BALDWIN INSURANCE GROUP HOLDINGS, LLC

  • 10% Owner
  • MEMBER OF 10% OWNER GROUP
16,451,478 2020-12-18 2

BALDWIN LOWRY CHAIRMAN

  • Officer
  • Director
  • 10% Owner
  • MEMBER OF 10% OWNER GROUP
16,451,478 2020-12-18 2

KRYSTYN ELIZABETH

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

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 0

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

  • MEMBER OF 10% OWNER GROUP
1,404,277 2020-09-30 0

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

  • MEMBER OF 10% OWNER GROUP
108,578 2020-09-30 0

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 0

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 0

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 0

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 0

LOPER ENTERPRISES, LLC

  • 10% Owner
17,018,145 2020-06-26 0

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

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

DADEO TRACY MORSE

  • 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

PARR JENNIFER L.

  • 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
No current insider transactions

* -

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 2021-12-02 17:45:03 UTC -0.2064 0.2764 2300000
BRP GROUP INC-A BRP 2021-12-02 17:15:03 UTC -0.2064 0.2764 2300000
BRP GROUP INC-A BRP 2021-12-02 16:45:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 16:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 15:45:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 15:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 14:45:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 14:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 13:45:07 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 13:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-02 12:45:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 22:15:08 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 21:45:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 21:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 20:45:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 20:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 19:45:04 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 19:15:03 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 18:45:04 UTC -0.2575 0.3275 2300000
BRP GROUP INC-A BRP 2021-12-01 18:15:03 UTC -0.2575 0.3275 2300000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Prudential Investment Portfolios 12- PGIM QMA Large-Cap Core Equity Plus Fund BRP -1000.0 shares, $-26650.0 2021-06-30 N-PORT
RUSSELL INVESTMENT CO- U.S. Small Cap Equity Fund BRP -26329.0 shares, $-717728.54 2021-07-31 N-PORT
Prudential Investment Portfolios 12- PGIM QMA Long-Short Equity Fund BRP -2800.0 shares, $-93212.0 2021-09-30 N-PORT
Legg Mason Global Asset Management Trust- Franklin Global Market Neutral Fund BRP -5900.0 shares, $-196411.0 2021-09-30 N-PORT
RUSSELL INVESTMENT FUNDS- U.S. Small Cap Equity Fund BRP -4080.0 shares, $-135823.2 2021-09-30 N-PORT
Advanced Series Trust- AST QMA U.S. Equity Alpha Portfolio BRP -24900.0 shares, $-828921.0 2021-09-30 N-PORT

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