| Stock | 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 | 1.44M | $70.7M | $49.10 | 09 Dec 2024 | By Trust |
| Baldwin Insurance Group, Inc. | Member of 10% Owner Group | Class B Common Stock | 1.44M | $54.7M | $37.94 | 09 Dec 2024 | By Trust |
| Baldwin Insurance Group, Inc. | Member of 10% Owner Group | Class A Common Stock | 0 | $0 | $43.05 | 11 Dec 2024 | By Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | 09 Dec 2024 | 9 | -$18.8M | 4 | Member of 10% Owner Group | 11 Dec 2024, 18:06 |
| BWIN | Baldwin Insurance Group, Inc. | 03 Oct 2024 | 12 | $0 | 4 | Member of 10% Owner Group | 07 Oct 2024, 16:43 |
| BRP | BRP Group, Inc. | 16 Nov 2023 | 8 | $0 | 4 | Member of 10% owner group | 20 Nov 2023, 19:29 |
| BRP | BRP Group, Inc. | 08 Dec 2022 | 4 | $0 | 4 | Member of 10% owner group | 21 Dec 2022, 15:29 |
| BRP | BRP Group, Inc. | 30 Sep 2022 | 12 | $0 | 4 | Member of 10% owner group | 17 Oct 2022, 21:53 |