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B.P. MARSH & PARTNERS PLC — Investor Relations & Filings

Ticker · BPM ISIN · GB00B0XLRJ79 LEI · 2138008G8EPE3HAHEM13 IL Financial and insurance activities
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Filings indexed 723 across all filing types
Latest filing 2025-06-12 Director's Dealing
Country GB United Kingdom
Listing IL BPM

About B.P. MARSH & PARTNERS PLC

https://www.bpmarsh.co.uk/

B.P. Marsh & Partners PLC is a specialist private equity and venture capital firm that invests in early-stage and small to medium-sized financial services businesses. The company has a particular focus on insurance intermediaries. Its investment strategy involves taking long-term, minority equity positions, typically between 20% and 40%, in its portfolio companies. The firm provides both capital and expertise to support the sustainable growth of these businesses. This approach, described as 'farmers not hunters', aims to nurture companies to fulfill their potential and deliver attractive, long-term returns for shareholders. Since its inception, the firm has invested in over 60 companies.

Recent filings

Filing Released Lang Actions
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (RNS Number: 6235M) concerning transactions by a Person Discharging Managerial Responsibilities (PDMR) and Director. Specifically, it details the purchase of Ordinary Shares by Non-Executive Director Mr. Nicholas Carter. This content directly matches the definition of 'Director's Dealing' (insider trades). The filing structure, including sections like 'NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES', confirms this classification. Therefore, the appropriate code is DIRS.
2025-06-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly announces transactions made by a Director (Chief Investment Officer, Mr. Dan Topping) and a Person Closely Associated (his daughter). It uses the heading "PDMR and Director Dealings" and contains the detailed table structure required for "NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM," which is standard for insider trading disclosures under regulations like MAR. This directly matches the definition for Director's Dealing (DIRS).
2025-06-11 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is clearly identified by the header 'RNS Number : 4543M' and contains the standard closing statement referencing 'RNS, the news service of the London Stock Exchange.' The content itself is a 'TR-1: Standard form for notification of major holdings,' which details changes in voting rights by a significant shareholder (Wellington Management Group LLP). This type of mandatory disclosure regarding share ownership changes falls under the category of Major Shareholding Notification (MRQ) based on the definitions provided, as it reports changes in significant share ownership levels crossing thresholds. Although it is distributed via RNS, the specific content is best classified as MRQ rather than the general RNS fallback.
2025-06-11 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly contains the header "RNS Number : 2680M" and the section title "NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM". It details a purchase of ordinary shares by the Chief Finance Officer (Mrs. Francesca Chappell). This type of filing, reporting insider transactions by PDMRs, directly corresponds to the 'Director's Dealing' category. The presence of the RNS distribution footer confirms it is a regulatory announcement, but the specific content points strongly to DIRS over the general RNS fallback.
2025-06-10 English
Final Dividend Declaration
Notice of Dividend Amount Classification · 99% confidence The document explicitly states 'Final Dividend Declaration' and details the proposed dividend amount (6.78p per share), the payment dates, and the requirement for shareholder approval at the upcoming Annual General Meeting. This content directly corresponds to the definition of a Notice of Dividend Amount (DIV). Although it mentions the AGM, the primary focus and action item announced is the dividend itself, not the AGM materials or voting results.
2025-06-10 English
Final Results for the Year to 31 January 2025
Audit Report / Information Classification · 95% confidence The document is an official announcement titled 'Final Results for the Year to 31 January 2025' for B.P. Marsh & Partners PLC. It contains key financial highlights, profit before tax, NAV growth, dividend information, and management commentary. While it provides significant detail, it is structured as an initial earnings announcement (RNS) released on 10 June 2025, rather than the full, multi-hundred-page audited Annual Report (10-K). It follows the standard format for an Earnings Release (ER) in the UK/AIM market context. FY 2025
2025-06-10 English

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