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BRP GROUP INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and BRP GROUP INC.’s Form 8-K, filed 2024-06-06 (Item 5.07 on EDGAR). Page generated 02 October 2026.

6Reported items
220Asset managers
1,315Fund votes
2024-06-05Meeting date

Proxy season: 2023-2024

Explore BRP GROUP INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by BRP GROUP INC.

These tallies are BRP GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-06 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

BRP GROUP INC. — official shareholder meeting results, meeting held 2024-06-05
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Trevor Baldwin	89,357,483	--	--	10,434,739	3,995,457	Majority: yes
Elect Director: Jay Cohen	87,132,074	--	--	12,660,148	3,995,457	Majority: yes
Elect Director: Barbara Matas	88,826,187	--	--	10,966,035	3,995,457	Majority: yes
Proposal 2: Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote) The shareholders voted to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as described in the Proxy	90,498,343	9,263,048	30,831	--	3,995,457	Majority: yes
Proposal 3 - Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal yea	103,682,904	52,667	52,108	--	--	Majority: yes

Source: BRP GROUP INC., Form 8-K, filed with the SEC on 2024-06-06 — read the filing on EDGAR.

How asset managers voted at the BRP GROUP INC. 2023-2024 meeting

Each item below shows how the 220 asset managers that disclosed a BRP GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of BRP GROUP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To approve, on an advisory basis, the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

91% Majority: yes · of votes cast

FOR 91%9%

FOR: 90,498,343AGAINST: 9,263,048

BRP GROUP INC.’s own tally for this item (“Proposal 2: Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote) The shareholders voted to approve, on a non-binding advisory basis, the compensation of the Company's named exec”): 90,498,343 for, 9,263,048 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 219 asset managers below cast 93% of the shares they voted on this item FOR (68,425,276 for, 5,397,637 against).

FOR 93%7%

FOR: 68,425,276 (92.7%)AGAINST: 5,397,637 (7.3%)ABSTAIN: 12,784 (0.0%)NOT VOTED: 28 (0.0%)

Largest asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at BRP GROUP INC., 2023-2024
Asset manager	For	Against	Vote
Fidelity	19,266,285	0	For
Vanguard	6,166,313	0	For
BAMCO INC /NY/	3,259,934	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3,250,000	0	For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	2,993,178	0	For
Delaware/Macquarie	2,736,622	0	For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2,443,207	0	For
BlackRock	2,423,189	0	For
Loomis Sayles	89,786	2,179,005	Against
Advisors' Inner Circle Fund II	1,655,000	0	For
Northern Trust	1,390,173	41	For
Aristotle Capital Boston, LLC	1,194,091	0	For
State Street	1,119,619	0	For
WESTWOOD HOLDINGS GROUP INC	153,293	914,545	Against
Champlain Investment Partners, LLC	1,050,285	0	For
Charles Schwab	1,043,212	0	For
GEODE CAPITAL MANAGEMENT, LLC	968,123	0	For
BESSEMER INVESTMENT MANAGEMENT LLC	950,000	0	For
OLD WESTBURY FUNDS INC	950,000	0	For
Newton Investment Management North America, LLC	850,798	0	For
T. Rowe Price	787,943	0	For
Venator Management LLC	770,975	0	For
BNY Mellon	745,324	0	For
EMERALD MUTUAL FUND ADVISERS TRUST	724,113	0	For
Nuveen	622,236	0	For

Showing the 25 largest of 219 asset managers. See all 219 in the interactive database.

2. To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2024.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 103,682,904AGAINST: 52,667

BRP GROUP INC.’s own tally for this item (“Proposal 3 - Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting fir”): 103,682,904 for, 52,667 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 74 asset managers below cast 100% of the shares they voted on this item FOR (34,004,504 for, 0 against).

FOR 99.9%

FOR: 34,004,504 (100.0%)ABSTAIN: 10,696 (0.0%)

Largest asset managers voting on “To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm f” at BRP GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
Fidelity	9,659,389	0	For
Vanguard	5,998,876	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3,250,000	0	For
Delaware/Macquarie	2,736,622	0	For
Advisors' Inner Circle Fund II	1,655,000	0	For
BlackRock	1,139,079	0	For
OLD WESTBURY FUNDS INC	950,000	0	For
Loomis Sayles	864,617	0	For
BNY Mellon	712,087	0	For
WILLIAM BLAIR FUNDS	543,184	0	For
TIAA	541,572	0	For
Charles Schwab	499,826	0	For
JANUS INVESTMENT FUND	486,175	0	For
BUFFALO FUNDS	408,415	0	For
FINANCIAL INVESTORS TRUST	389,344	0	For
Dimensional	332,364	0	For
Tributary Funds, Inc.	308,578	0	For
T. Rowe Price	285,699	0	For
Allspring	263,049	0	For
Principal	258,112	0	For
NICHOLAS Ltd EDITION, INC.	221,100	0	For
State Street	204,042	0	For
Prudential/PGIM	161,462	0	For
Equitable	153,596	0	For
Brighthouse	137,848	10,696	For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

3. Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Barbara Matas

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 88,826,187WITHHELD: 10,966,035

BRP GROUP INC.’s own tally for this item (“Elect Director: Barbara Matas”): 88,826,187 for, 10,966,035 withheld, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 71 asset managers below cast 100% of the shares they voted on this item FOR (29,287,926 for, 0 against).

FOR 87%13%

FOR: 29,287,926 (87.3%)ABSTAIN: 4,252,346 (12.7%)

Largest asset managers voting on “Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or” at BRP GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
Fidelity	9,177,251	482,138	For
Vanguard	5,998,876	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3,250,000	0	For
Delaware/Macquarie	2,736,622	0	For
Advisors' Inner Circle Fund II	1,655,000	0	For
BlackRock	1,139,079	0	For
OLD WESTBURY FUNDS INC	0	950,000	Abstain
Loomis Sayles	864,617	0	For
BNY Mellon	702,454	9,633	For
WILLIAM BLAIR FUNDS	0	543,184	Abstain
TIAA	541,572	0	For
Charles Schwab	499,826	0	For
JANUS INVESTMENT FUND	486,175	0	For
BUFFALO FUNDS	408,415	0	For
FINANCIAL INVESTORS TRUST	0	389,344	Abstain
Dimensional	0	332,364	Abstain
T. Rowe Price	285,699	0	For
Allspring	0	263,049	Abstain
Principal	0	258,112	Abstain
NICHOLAS Ltd EDITION, INC.	0	221,100	Abstain
State Street	204,042	0	For
Prudential/PGIM	0	161,462	Abstain
Equitable	92,696	60,900	For
Brighthouse	119,165	29,379	For
Pacific Life	148,423	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

4. Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Jay Cohen

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%13%

FOR: 87,132,074WITHHELD: 12,660,148

BRP GROUP INC.’s own tally for this item (“Elect Director: Jay Cohen”): 87,132,074 for, 12,660,148 withheld, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 71 asset managers below cast 100% of the shares they voted on this item FOR (28,364,826 for, 0 against).

FOR 85%ABSTAIN 15%

FOR: 28,364,826 (84.6%)ABSTAIN: 5,175,446 (15.4%)

Largest asset managers voting on “Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or” at BRP GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
Fidelity	9,177,251	482,138	For
Vanguard	5,998,876	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3,250,000	0	For
Delaware/Macquarie	2,736,622	0	For
Advisors' Inner Circle Fund II	1,655,000	0	For
BlackRock	1,139,079	0	For
OLD WESTBURY FUNDS INC	0	950,000	Abstain
Loomis Sayles	0	864,617	Abstain
BNY Mellon	702,454	9,633	For
WILLIAM BLAIR FUNDS	0	543,184	Abstain
TIAA	541,572	0	For
Charles Schwab	499,826	0	For
JANUS INVESTMENT FUND	486,175	0	For
BUFFALO FUNDS	408,415	0	For
FINANCIAL INVESTORS TRUST	0	389,344	Abstain
Dimensional	0	332,364	Abstain
T. Rowe Price	285,699	0	For
Allspring	0	263,049	Abstain
Principal	0	258,112	Abstain
NICHOLAS Ltd EDITION, INC.	0	221,100	Abstain
State Street	204,042	0	For
Prudential/PGIM	0	161,462	Abstain
Equitable	153,596	0	For
Brighthouse	0	148,544	Abstain
Pacific Life	148,423	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

5. Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Trevor Baldwin

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%10%

FOR: 89,357,483WITHHELD: 10,434,739

BRP GROUP INC.’s own tally for this item (“Elect Director: Trevor Baldwin”): 89,357,483 for, 10,434,739 withheld, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 71 asset managers below cast 100% of the shares they voted on this item FOR (29,348,826 for, 0 against).

FOR 88%12%

FOR: 29,348,826 (87.5%)ABSTAIN: 4,191,446 (12.5%)

Largest asset managers voting on “Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or” at BRP GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
Fidelity	9,177,251	482,138	For
Vanguard	5,998,876	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3,250,000	0	For
Delaware/Macquarie	2,736,622	0	For
Advisors' Inner Circle Fund II	1,655,000	0	For
BlackRock	1,139,079	0	For
OLD WESTBURY FUNDS INC	0	950,000	Abstain
Loomis Sayles	864,617	0	For
BNY Mellon	702,454	9,633	For
WILLIAM BLAIR FUNDS	0	543,184	Abstain
TIAA	541,572	0	For
Charles Schwab	499,826	0	For
JANUS INVESTMENT FUND	486,175	0	For
BUFFALO FUNDS	408,415	0	For
FINANCIAL INVESTORS TRUST	0	389,344	Abstain
Dimensional	0	332,364	Abstain
T. Rowe Price	285,699	0	For
Allspring	0	263,049	Abstain
Principal	0	258,112	Abstain
NICHOLAS Ltd EDITION, INC.	0	221,100	Abstain
State Street	204,042	0	For
Prudential/PGIM	0	161,462	Abstain
Equitable	153,596	0	For
Brighthouse	119,165	29,379	For
Pacific Life	148,423	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

6. DIRECTOR

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (474,928 for, 0 against).

FOR: 474,928 (100.0%)

Largest asset managers voting on “DIRECTOR” at BRP GROUP INC., 2023-2024
Asset manager	For	Vote
Tributary Funds, Inc.	308,578	For
TIMOTHY PLAN	108,388	For
Morningstar Funds Trust	57,962	For

Largest BRP GROUP INC. shareholders voting in 2023-2024

Ranked by the number of BRP GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting.

Top BRP GROUP INC. shareholders by shares voted, 2023-2024
#	Asset manager	Shares voted
1	Fidelity	19,266,285
2	Vanguard	6,166,313
3	BAMCO INC /NY/	3,259,934
4	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3,250,000
5	MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	2,993,178
6	Delaware/Macquarie	2,736,622
7	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2,443,207
8	BlackRock	2,423,189
9	Loomis Sayles	2,268,791
10	Advisors' Inner Circle Fund II	1,655,000

Shown as share counts, not percentages: no shares-outstanding figure has been matched to BRP GROUP INC. for the 2023-2024 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At BRP GROUP INC.'s shareholder meeting held 2024-06-05, in the 2023-2024 proxy season, 220 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,315 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our named executive officers. — FOR was 91% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: BRP GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-06.

BRP GROUP INC. proxy season coverage: 2023-2024 (this page).