0001974078-24-000271.txt : 20240808 0001974078-24-000271.hdr.sgml : 20240808 20240808170426 ACCESSION NUMBER: 0001974078-24-000271 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240808 DATE AS OF CHANGE: 20240808 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Baldwin Insurance Group, Inc. CENTRAL INDEX KEY: 0001781755 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] ORGANIZATION NAME: 02 Finance IRS NUMBER: 611937225 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 241189496 BUSINESS ADDRESS: STREET 1: 4211 W. BOY SCOUT BLVD. STREET 2: SUITE 800 CITY: TAMPA STATE: FL ZIP: 33607 BUSINESS PHONE: (866) 279-0698 MAIL ADDRESS: STREET 1: 4211 W. BOY SCOUT BLVD. STREET 2: SUITE 800 CITY: TAMPA STATE: FL ZIP: 33607 FORMER COMPANY: FORMER CONFORMED NAME: BRP Group, Inc. DATE OF NAME CHANGE: 20190705 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: Roche James Morgan CENTRAL INDEX KEY: 0001789496 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: 888 SUMMERSET PL CITY: AMBLER STATE: PA ZIP: 19002 144 1 primary_doc.xml 144 0001789496 XXXXXXXX LIVE 0001781755 Baldwin Insurance Group, Inc. 001-39095 4211 W. BOY SCOUT BLVD. SUITE 800 TAMPA FL 33607 (866) 279-0698 Roche James Morgan Officer Common Raymond James & Associates

880 Carillon Parkway St. Petersburg FL 33716

36684 1539363.00 66141707 08/08/2024 NASDAQ Common 10/28/2019 Redemption/Exchange of Class B LLC units for Class A common acquired in connection with corporate reorganization at IPO on 10/28/2019 Issuer N 36684 08/08/2024 N/A N James Roche

888 Summerset Pl Amber PA 19002

Common 05/09/2024 20000 599765.00 James Roche

888 Summerset Pl Amber PA 19002

Common 05/13/2024 5000 152707.00 08/08/2024 Maressia Rooks-Bailey, as duly authorized representative of Raymond James & Associates, Inc., as attorney-in-fact for James Roche