0001017918-24-000066.txt : 20241114 0001017918-24-000066.hdr.sgml : 20241114 20241114095517 ACCESSION NUMBER: 0001017918-24-000066 CONFORMED SUBMISSION TYPE: SCHEDULE 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20241114 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: SCHEDULE 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-91183 FILM NUMBER: 241457981 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 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: BAMCO INC /NY/ CENTRAL INDEX KEY: 0001017918 ORGANIZATION NAME: IRS NUMBER: 133390015 STATE OF INCORPORATION: NY FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: SCHEDULE 13G/A BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 49TH FL CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 2125832000 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 49TH FL CITY: NEW YORK STATE: NY ZIP: 10153 SCHEDULE 13G/A 1 primary_doc.xml SCHEDULE 13G/A 0001567619-19-020808 0001017918 XXXXXXXX LIVE 6 Class A Common Stock 09/30/2024 0001781755 Baldwin Insurance Group, Inc. 05589G102 4211 W. Boy Scout Blvd. SUITE 800 TAMPA FL 33607 Rule 13d-1(b) BAMCO INC /NY/ b NY 0 3010000 0 3010000 3010000 4.51 CO IA Baron Capital Group, Inc. b NY 0 3010000 0 3010000 3010000 4.51 HC CO Baron Capital Management, Inc. b NY 0 0 0 0 0 0 IA CO Ronald Baron b NY 0 3010000 0 3010000 3010000 4.51 IN HC Baron Small Cap Fund b MA 0 3000000 0 3000000 3000000 4.50 IV Baldwin Insurance Group, Inc. 4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 Baron Capital Group, Inc. ("BCG"), BAMCO, Inc. ("BAMCO"), Baron Capital Management, Inc. ("BCM"), Ronald Baron, Baron Small Cap Fund ("BSF") 767 FIFTH AVENUE, 49TH FLOOR, NEW YORK, NY 10153 New York N IV IA HC 3,010,000 4.51 0 3,010,000 0 3,010,000 N Y N The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Issuer's common stock in their accounts. To the best of the Filing Persons' knowledge, no such person has such interest relating to more than 5% of the outstanding class of securities. N BAMCO and BCM are subsidiaries of BCG. Ronald Baron owns a controlling interest in BCG. BSF is an advisory client of BAMCO. N Please see Item 3. Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. BAMCO INC /NY/ /s/ Ronald Baron 11/14/2024 Baron Capital Group, Inc. /s/ Ronald Baron 11/14/2024 Baron Capital Management, Inc. /s/ Ronald Baron 11/14/2024 Ronald Baron /s/ Ronald Baron 11/14/2024 Baron Small Cap Fund /s/ Ronald Baron 11/14/2024