Brooks Macdonald Group (BRK)

Sector:

Financials

Index:

FTSE Small Cap

1,635.00p
   
  • Change Today:
    -15.00p
  • 52 Week High: 1,880.00
  • 52 Week Low: 1,360.00
  • Currency: UK Pounds
  • Shares Issued: 15.88m
  • Volume: 10,120
  • Market Cap: £259.59m
  • RiskGrade: 164
  • Beta: 0.76

Latest Deals

Traded Action Notifier PriceAmountValue
18-Mar-25 Buy Katherine Jones 1,469.69p 1,224 £17,988.96
31-Dec-24 Buy Katherine Jones 1,661.00p 1,204 £19,998.44
31-Dec-24 Buy Andrea Montague 1,660.00p 2,000 £33,200.00
30-Dec-24 Buy Andrea Montague 1,660.00p 6,000 £99,600.00
30-Dec-24 Buy Maarten Slendebroek 1,660.00p 1,375 £22,825.00

Largest Deals (365 days)

Traded Action Notifier PriceAmountValue
30-Dec-24 Buy Andrea Montague 1,660.00p 6,000 £99,600.00
20-Dec-24 Buy Katherine Jones 1,660.00p 2,027 £33,648.20
31-Dec-24 Buy Andrea Montague 1,660.00p 2,000 £33,200.00
30-Dec-24 Buy Maarten Slendebroek 1,660.00p 1,375 £22,825.00
31-Dec-24 Buy Katherine Jones 1,661.00p 1,204 £19,998.44

Director Shareholdings

Notifier Holding Value*
Andrea Montague 8,000 £130,800
Katherine Jones 4,455 £72,839
Robert Burgess 3,044 £49,769
Maarten Slendebroek 1,375 £22,481
Dagmar Kent Kershaw 840 £13,734
James Rawlingson 500 £8,175
John Linwood 300 £4,905

Major Shareholders

Notifier** Holding Value*
Gresham House Asset Management Ltd 3,544,601 £57,954,226
Montanaro UK Smaller Companies Investment Trust plc 3,278,602 £53,605,143
Liontrust Investment Services Limited 2,402,950 £39,288,232
Octopus Investments Nominees Limited 2,335,294 £38,182,057
Brooks Macdonald Asset Management 1,105,946 £18,082,217
Canaccord Genuity Group Inc 1,021,288 £16,698,059
Jupiter Fund Management plc 938,000 £15,336,300
Aberforth Partners LLP 898,030 £14,682,790
Artemis Investment Management Ltd 844,214 £13,802,899
Invesco Asset Management 817,151 £13,360,419
Invesco 817,151 £13,360,419
MI Chelverton UK Equity Growth Fund 809,200 £13,230,420
The Wellcome Trust Limited 805,370 £13,167,800
FIDELITY INTERNATIONAL 786,452 £12,858,490
Hargreave Hale & Co 784,942 £12,833,802
Canaccord Genuity Group Inc 780,008 £12,753,131
Norges Bank 683,030 £11,167,540
Charles Stanley 659,277 £10,779,179
Jonathan M Gumpel 642,460 £10,504,221
Brewin Dolphin Limited 622,157 £10,172,267
JTC plc 603,261 £9,863,317
Amati Global Investors 572,459 £9,359,705
Chelverton Asset Management 569,750 £9,315,412
Brooks Macdonald Employee Benefit Trust 552,633 £9,035,550
Rathbones Investment Management 488,191 £7,981,923
Kames Capital 487,376 £7,968,598
Spearpoint Holdings Limited 428,227 £7,001,512

* Value is calculated by using the current share price multiplied by the amount held.
** Major Shareholders are individuals or institutions that own more than 3% of the company’s shares and have been reported in the annual accounts.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

BRK Market Data

Currency UK Pounds
Share Price 1,635.00p
Change Today -15.00p
% Change -0.91 %
52 Week High 1,880.00
52 Week Low 1,360.00
Volume 10,120
Shares Issued 15.88m
Market Cap £259.59m
Beta 0.76
RiskGrade 164

BRK Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
48.74% above the market average48.74% above the market average48.74% above the market average48.74% above the market average48.74% above the market average
Sector averageSector averageSector averageSector averageSector average
Price Trend
6.73% above the market average6.73% above the market average6.73% above the market average6.73% above the market average6.73% above the market average
18.81% below the sector average18.81% below the sector average18.81% below the sector average18.81% below the sector average18.81% below the sector average
Income
16.48% above the market average16.48% above the market average16.48% above the market average16.48% above the market average16.48% above the market average
58.62% below the sector average58.62% below the sector average58.62% below the sector average58.62% below the sector average58.62% below the sector average
Growth
93.66% below the market average93.66% below the market average93.66% below the market average93.66% below the market average93.66% below the market average
91.4% below the sector average91.4% below the sector average91.4% below the sector average91.4% below the sector average91.4% below the sector average

What The Brokers Say

Strong Buy 2
Buy 3
Neutral 2
Sell 1
Strong Sell 0
Total 8
buy
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

BRK Dividends

  Latest Previous
  Final Interim
Ex-Div 18-Sep-25 13-Mar-25
Paid 04-Nov-25 11-Apr-25
Amount 51.00p 30.00p

Trades for 05-Nov-2025

Time Volume / Share Price
16:37 31 @ 1,635.00p
16:35 273 @ 1,635.00p
16:35 20 @ 1,635.00p
16:35 19 @ 1,635.00p
16:35 5 @ 1,635.00p

BRK Key Personnel

CEO Andrea Montague
Chair Maarten Slendebroek

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