0001214659-23-012232.txt : 20230908 0001214659-23-012232.hdr.sgml : 20230908 20230908190025 ACCESSION NUMBER: 0001214659-23-012232 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230906 FILED AS OF DATE: 20230908 DATE AS OF CHANGE: 20230908 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Baldwin Lowry CENTRAL INDEX KEY: 0001787626 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 231246412 MAIL ADDRESS: STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200 CITY: TAMPA STATE: FL ZIP: 33607 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BRP Group, Inc. CENTRAL INDEX KEY: 0001781755 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] IRS NUMBER: 611937225 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 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 4 1 marketforms-62575.xml PRIMARY DOCUMENT X0508 4 2023-09-06 0001781755 BRP Group, Inc. BRP 0001787626 Baldwin Lowry C/O BRP GROUP, INC. 4211 W. BOY SCOUT BLVD., SUITE 800 TAMPA FL 33607 true false true true See Remarks 0 Class A Common Stock 2023-09-06 4 S false 172000 D 0 I See Footnote Class B Common Stock 2023-09-06 5 J false E 120000 0 D 15691478 I By Baldwin Insurance Group Holdings, LLC Class B Common Stock 2023-09-06 5 J false E 120000 0 A 120000 I By Trust LLC Units in Baldwin Risk Partners, LLC 0 2023-09-06 5 J false E 120000 0 D Class A Common Stock 120000 15691478 I By Baldwin Insurance Group Holdings, LLC LLC Units in Baldwin Risk Partners, LLC 0 2023-09-06 5 J false E 120000 0 A Class A Common Stock 120000 120000 I By Trust The shares are held by J&L Triple B Ranch, LLLP ("J&L"). Prior to this transaction, the general partner of J&L was Shibumi Services, LLC ("Shibumi") of which the reporting person is the sole manager. On September 6, 2023, Shibumi sold its 1% general partnership interest in J&L for an aggregate purchase price of $74,140. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee and beneficiary. Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Chairman and member of 10% owner group /s/ Seth Cohen, as Attorney-in-Fact, for Lowry Baldwin 2023-09-08