(as at 31 January 2026)
B.P. Marsh & Partners PLC (AIM: BPM) is a specialist private equity investor in early stage financial services businesses based in the United Kingdom and globally, with a specific focus on Insurance Intermediaries.
Highlighted news
New Investment: Nine Edge Wealth Limited
New Investment: Ventura Risk Partners Holdings
New Investment: Sodalis Capital Limited
New Investment: Oneglobal Broking Holdings Limited
Key metrics
£360.2m
Net Asset Value (NAV)
1009.0p
Net Asset Value (NAV) per Share
71
Investments made since inception
23
Active Investments in Portfolio
”Our consistent investment philosophy has continued to deliver strong NAV growth and returns for shareholders. Our unique insights and relationships in the start-up insurance intermediary space means we see the best quality new investment opportunities, and our expertise helps our portfolio companies fulfil their potential.
Brian Marsh OBEChairman
Strategy in action
Since inception B.P. Marsh has maintained an average compound annual increase in Net Asset Value (“NAV”) of over 12%.
Share price information
It is to be noted that the diluted NAV per share figure at 31 January 2026 is 959.8p (31 July 2025 was 909.8p; January 2025 was 847.3p). Please refer to Note 10 within the Full Year Results for the Year Ended 31 January 2026 released on 27 May 2026
Our portfolio
We currently hold investments in the following companies:
Investment case
The global insurance market continues to be a promising destination for investors and investees through all phases of business growth. Our position as capital provider of choice for the sector in which we operate offers us unparalleled access to new opportunities.
Recent exits
61
New investment opportunities in the year ended 31 January 2026
62%
New enquiries from referrals from our existing network