| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Baldwin Insurance Group, Inc. | Member of 10% owner group | LLC Units in The Baldwin Insurance Group Holdings, LLC | 2,236,218 | $109,798,304 | $49.10 | 04 Oct 2024 | By Trust |
| Baldwin Insurance Group, Inc. | Member of 10% owner group | Class B Common Stock | 2,236,218 | $84,842,111 | $37.94 | 04 Oct 2024 | By Trust |
| Baldwin Insurance Group, Inc. | Member of 10% owner group | Class A Common Stock | 1,326 | $58,251 | $43.93 | 01 Apr 2025 | Direct |
| Baldwin Insurance Group, Inc. | Member of 10% owner group | Class B Common Stock | 0 | $0 | $37.94 | 04 Oct 2024 | Direct |
| Baldwin Insurance Group, Inc. | Member of 10% owner group | LLC Units in The Baldwin Insurance Group Holdings, LLC | 0 | $0 | $49.10 | 04 Oct 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | 01 Apr 2025 | 1 | -$8,171 | 4 | Member of 10% owner group | 03 Apr 2025, 17:10 |
| BWIN | Baldwin Insurance Group, Inc. | 03 Oct 2024 | 10 | $0 | 4 | Member of 10% owner group | 07 Oct 2024, 16:42 |
| BRP | BRP Group, Inc. | 01 Apr 2024 | 1 | -$5,310 | 4 | Member of 10% owner group | 03 Apr 2024, 18:55 |
| BRP | BRP Group, Inc. | 16 Nov 2023 | 12 | $0 | 4 | Member of 10% owner group | 20 Nov 2023, 19:29 |
| BRP | BRP Group, Inc. | 13 Sep 2023 | 2 | -$1,435,426 | 4 | Member of 10% owner group | 15 Sep 2023, 18:47 |
| BRP | BRP Group, Inc. | 07 Sep 2023 | 6 | -$3,858,177 | 4 | Member of 10% owner group | 11 Sep 2023, 20:44 |
| BRP | BRP Group, Inc. | 01 Apr 2023 | 1 | -$4,736 | 4 | Member of 10% owner group | 02 Feb 2024, 16:05 |
| BRP | BRP Group, Inc. | 15 Dec 2022 | 4 | $0 | 4 | Member of 10% owner group | 21 Dec 2022, 15:28 |
| BRP | BRP Group, Inc. | 30 Sep 2022 | 8 | $0 | 4 | Member of 10% owner group | 17 Oct 2022, 21:53 |
| BRP | BRP Group, Inc. | 13 Jun 2022 | 1 | $0 | 4 | Member of 10% owner group | 14 Jun 2022, 18:51 |
| BRP | BRP Group, Inc. | 07 Dec 2021 | 4 | $0 | 4 | Member of 10% owner group | 09 Dec 2021, 20:47 |