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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 June 6, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.

  • 5Ballot items
  • 220Asset managers
  • 1,314Fund votes
  • June 5, 2024Meeting date

Results at a glance

Meeting of June 5, 2024: 5 items on BRP GROUP INC.’s Form 8-K, filed June 6, 2024: 3 elected · 2 approved.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

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 June 6, 2024 (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 June 5, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Trevor Baldwin 89,357,483---- 10,434,7393,995,457 90%Elected—
Elect Director: Jay Cohen 87,132,074---- 12,660,1483,995,457 87%Elected—
Elect Director: Barbara Matas 88,826,187---- 10,966,0353,995,457 89%Elected—
2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote) 90,498,3439,263,04830,831 --3,995,457 91%Approved—
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 year ending December 31, 2024 103,682,90452,66752,108 ---- 99.9%Approved—

Source: BRP GROUP INC., Form 8-K, filed with the SEC on June 6, 2024 — 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.

1. Elect Director: Barbara Matas

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%
FOR: 88,826,187WITHHELD: 10,966,035
Details: description as filed, official tally, votes by 71 asset managers

Description as filed by funds: 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

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 June 6, 2024 (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.

Reported outcome: Elected, in the filing’s own words: “At the Annual Meeting, the shareholders of the Company voted on the following three proposals, each of which was described in greater detail in the Company's definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on April 25, 2024 (the "Proxy Statement"): …”
Support: 89% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 29,287,926 for, 3,784,082 withheld, 468,264 abstained.

FOR
FOR: 29,287,926ABSTAIN: 468,264WITHHOLD: 3,784,082
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 managerForAgainst AbstainWithheldVote
Fidelity9,177,2510 0482,138For
Vanguard5,998,8760 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,250,0000 00For
Delaware/Macquarie2,736,6220 00For
Advisors' Inner Circle Fund II1,655,0000 00For
BlackRock1,139,0790 00For
OLD WESTBURY FUNDS INC00 0950,000Withhold
Loomis Sayles864,6170 00For
BNY Mellon702,4540 09,633For
WILLIAM BLAIR FUNDS00 0543,184Withhold
TIAA541,5720 00For
Charles Schwab499,8260 00For
JANUS INVESTMENT FUND486,1750 00For
BUFFALO FUNDS408,4150 00For
FINANCIAL INVESTORS TRUST00 389,3440Abstain
Dimensional00 0332,364Withhold
T. Rowe Price285,6990 00For
Allspring00 0263,049Withhold
Principal00 0258,112Withhold
NICHOLAS Ltd EDITION, INC.00 0221,100Withhold
State Street204,0420 00For
Prudential/PGIM00 0161,462Withhold
Equitable92,6960 060,900Mixed
Brighthouse119,1650 029,379Mixed
Pacific Life148,4230 00For

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

2. Elect Director: Jay Cohen

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%
FOR: 87,132,074WITHHELD: 12,660,148
Details: description as filed, official tally, votes by 71 asset managers

Description as filed by funds: 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

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 June 6, 2024 (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.

Reported outcome: Elected, in the filing’s own words: “At the Annual Meeting, the shareholders of the Company voted on the following three proposals, each of which was described in greater detail in the Company's definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on April 25, 2024 (the "Proxy Statement"): …”
Support: 87% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 28,364,826 for, 3,842,565 withheld, 1,332,881 abstained.

FOR
FOR: 28,364,826ABSTAIN: 1,332,881WITHHOLD: 3,842,565
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 managerForAgainst AbstainWithheldVote
Fidelity9,177,2510 0482,138For
Vanguard5,998,8760 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,250,0000 00For
Delaware/Macquarie2,736,6220 00For
Advisors' Inner Circle Fund II1,655,0000 00For
BlackRock1,139,0790 00For
OLD WESTBURY FUNDS INC00 0950,000Withhold
Loomis Sayles00 864,6170Abstain
BNY Mellon702,4540 09,633For
WILLIAM BLAIR FUNDS00 0543,184Withhold
TIAA541,5720 00For
Charles Schwab499,8260 00For
JANUS INVESTMENT FUND486,1750 00For
BUFFALO FUNDS408,4150 00For
FINANCIAL INVESTORS TRUST00 389,3440Abstain
Dimensional00 0332,364Withhold
T. Rowe Price285,6990 00For
Allspring00 0263,049Withhold
Principal00 0258,112Withhold
NICHOLAS Ltd EDITION, INC.00 0221,100Withhold
State Street204,0420 00For
Prudential/PGIM00 0161,462Withhold
Equitable153,5960 00For
Brighthouse00 0148,544Withhold
Pacific Life148,4230 00For

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

3. Elect Director: Trevor Baldwin

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%
FOR: 89,357,483WITHHELD: 10,434,739
Details: description as filed, official tally, votes by 71 asset managers

Description as filed by funds: 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

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 June 6, 2024 (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.

Reported outcome: Elected, in the filing’s own words: “At the Annual Meeting, the shareholders of the Company voted on the following three proposals, each of which was described in greater detail in the Company's definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on April 25, 2024 (the "Proxy Statement"): …”
Support: 90% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 29,348,826 for, 3,723,182 withheld, 468,264 abstained.

FOR
FOR: 29,348,826ABSTAIN: 468,264WITHHOLD: 3,723,182
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 managerForAgainst AbstainWithheldVote
Fidelity9,177,2510 0482,138For
Vanguard5,998,8760 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,250,0000 00For
Delaware/Macquarie2,736,6220 00For
Advisors' Inner Circle Fund II1,655,0000 00For
BlackRock1,139,0790 00For
OLD WESTBURY FUNDS INC00 0950,000Withhold
Loomis Sayles864,6170 00For
BNY Mellon702,4540 09,633For
WILLIAM BLAIR FUNDS00 0543,184Withhold
TIAA541,5720 00For
Charles Schwab499,8260 00For
JANUS INVESTMENT FUND486,1750 00For
BUFFALO FUNDS408,4150 00For
FINANCIAL INVESTORS TRUST00 389,3440Abstain
Dimensional00 0332,364Withhold
T. Rowe Price285,6990 00For
Allspring00 0263,049Withhold
Principal00 0258,112Withhold
NICHOLAS Ltd EDITION, INC.00 0221,100Withhold
State Street204,0420 00For
Prudential/PGIM00 0161,462Withhold
Equitable153,5960 00For
Brighthouse119,1650 029,379Mixed
Pacific Life148,4230 00For

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

4. 2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote)

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 7 wordings of this item as funds reported it.

91% Approved · of votes cast

FOR 91%
FOR: 90,498,343AGAINST: 9,263,048
Details: description as filed, official tally, votes by 219 asset managers

Description as filed by funds: To approve, on an advisory basis, the compensation of our named executive officers.

BRP GROUP INC.’s own tally for this item (“2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote)”): 90,498,343 for, 9,263,048 against — passed, per its Form 8-K filed June 6, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “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 Statement.”
Support: 91% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 74 asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at BRP GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Fidelity9,659,3890 00For
Vanguard5,998,8760 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,250,0000 00For
Delaware/Macquarie2,736,6220 00For
Advisors' Inner Circle Fund II1,655,0000 00For
BlackRock1,139,0790 00For
OLD WESTBURY FUNDS INC950,0000 00For
Loomis Sayles0864,617 00Against
BNY Mellon712,0870 00For
WILLIAM BLAIR FUNDS543,1840 00For
TIAA541,5720 00For
Charles Schwab499,8260 00For
JANUS INVESTMENT FUND486,1750 00For
BUFFALO FUNDS408,4150 00For
FINANCIAL INVESTORS TRUST389,3440 00For
Dimensional0332,364 00Against
Tributary Funds, Inc.308,5780 00For
T. Rowe Price285,6990 00For
Allspring263,0490 00For
Principal258,1120 00For
NICHOLAS Ltd EDITION, INC.221,1000 00For
State Street204,0420 00For
Prudential/PGIM161,4620 00For
Equitable153,5960 00For
Brighthouse18,683119,165 10,6960Mixed

Fund voting reports, all 74 managers: 32,446,295 for, 1,558,209 against, 10,696 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 169 asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at BRP GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Fidelity9,606,8960 00For
BAMCO INC /NY/3,259,9340 00For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST2,993,1780 00For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,443,2070 00For
Loomis Sayles89,7861,314,388 00Mixed
Northern Trust1,364,19841 00For
BlackRock1,284,1100 00For
Aristotle Capital Boston, LLC1,194,0910 00For
WESTWOOD HOLDINGS GROUP INC153,293914,545 00Mixed
Champlain Investment Partners, LLC1,050,2850 00For
GEODE CAPITAL MANAGEMENT, LLC968,1230 00For
BESSEMER INVESTMENT MANAGEMENT LLC950,0000 00For
State Street915,5770 00For
Newton Investment Management North America, LLC850,7980 00For
Venator Management LLC770,9750 00For
EMERALD MUTUAL FUND ADVISERS TRUST724,1130 00For
Nuveen622,2360 00For
Charles Schwab543,3860 00For
KENNEDY CAPITAL MANAGEMENT LLC508,3520 00For
T. Rowe Price502,2440 00For
Robeco Institutional Asset Management B.V.0501,573 00Against
Janus Henderson487,8890 00For
Boston Partners485,4280 00For
PEREGRINE CAPITAL MANAGEMENT LLC445,6930 00For
Tributary Capital Management, LLC441,5330 00For

Institutional-manager reports, all 169 managers: 35,978,981 for, 3,865,593 against, 2,088 abstained, 28 not voted. Showing the 25 largest; see all in the interactive database.

5. 3. Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99.9% Approved · of votes cast

FOR 99.9%
FOR: 103,682,904AGAINST: 52,667
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2024.

BRP GROUP INC.’s own tally for this item (“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 ”): 103,682,904 for, 52,667 against — passed, per its Form 8-K filed June 6, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “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 year ending December 31, 2024 was approved.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 34,004,504 for, 10,696 abstained.

FOR
FOR: 34,004,504ABSTAIN: 10,696
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 managerForAgainst AbstainWithheldVote
Fidelity9,659,3890 00For
Vanguard5,998,8760 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,250,0000 00For
Delaware/Macquarie2,736,6220 00For
Advisors' Inner Circle Fund II1,655,0000 00For
BlackRock1,139,0790 00For
OLD WESTBURY FUNDS INC950,0000 00For
Loomis Sayles864,6170 00For
BNY Mellon712,0870 00For
WILLIAM BLAIR FUNDS543,1840 00For
TIAA541,5720 00For
Charles Schwab499,8260 00For
JANUS INVESTMENT FUND486,1750 00For
BUFFALO FUNDS408,4150 00For
FINANCIAL INVESTORS TRUST389,3440 00For
Dimensional332,3640 00For
Tributary Funds, Inc.308,5780 00For
T. Rowe Price285,6990 00For
Allspring263,0490 00For
Principal258,1120 00For
NICHOLAS Ltd EDITION, INC.221,1000 00For
State Street204,0420 00For
Prudential/PGIM161,4620 00For
Equitable153,5960 00For
Brighthouse137,8480 10,6960Mixed

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

Largest BRP GROUP INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.

Fund voting reports: top BRP GROUP INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our named executive officers.”, 2023-2024
#Asset manager Shares voted
1Fidelity 9,659,389
2Vanguard 5,998,876
3BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 3,250,000
4Delaware/Macquarie 2,736,622
5Advisors' Inner Circle Fund II 1,655,000
6BlackRock 1,139,079
7OLD WESTBURY FUNDS INC 950,000
8Loomis Sayles 864,617
9BNY Mellon 712,087
10WILLIAM BLAIR FUNDS 543,184
Institutional-manager reports: top BRP GROUP INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our named executive officers.”, 2023-2024
#Asset manager Shares voted
1Fidelity 9,606,896
2BAMCO INC /NY/ 3,259,934
3MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 2,993,178
4WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,443,207
5Loomis Sayles 1,404,174
6Northern Trust 1,364,239
7BlackRock 1,284,110
8Aristotle Capital Boston, LLC 1,194,091
9WESTWOOD HOLDINGS GROUP INC 1,067,838
10Champlain Investment Partners, LLC 1,050,285

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 funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 October 18, 2026; a live search always shows the current data.

At BRP GROUP INC.'s shareholder meeting held June 5, 2024, in the 2023-2024 proxy season, 220 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 1,314 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our named executive officers. — BRP GROUP INC.'s filing reports the proposal as approved, with 91% support 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). Source: BRP GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 6, 2024.

BRP GROUP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

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