0001781755-25-000078.txt : 20250611
0001781755-25-000078.hdr.sgml : 20250611
20250611175037
ACCESSION NUMBER: 0001781755-25-000078
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20250609
FILED AS OF DATE: 20250611
DATE AS OF CHANGE: 20250611
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Baldwin Lowry
CENTRAL INDEX KEY: 0001787626
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 251041081
MAIL ADDRESS:
STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200
CITY: TAMPA
STATE: FL
ZIP: 33607
ISSUER:
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
EIN: 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
FORMER COMPANY:
FORMER CONFORMED NAME: BRP Group, Inc.
DATE OF NAME CHANGE: 20190705
4
1
wk-form4_1749678630.xml
FORM 4
X0508
4
2025-06-09
0
0001781755
Baldwin Insurance Group, Inc.
BWIN
0001787626
Baldwin Lowry
4211 W. BOY SCOUT BLVD.
SUITE 800
TAMPA
FL
33607
1
0
1
1
See Remarks
0
Class B Common Stock
2025-06-09
4
J
0
50000
0
D
12572590
I
By BIGH, LLC
Class B Common Stock
2025-06-09
4
J
0
50000
0
A
50000
I
By Trust
Class B Common Stock
2025-06-09
4
C
0
50000
0
D
0
I
By Trust
Class A Common Stock
2025-06-09
4
C
0
50000
0
A
50000
I
By Trust
Class A Common Stock
2025-06-09
4
S
0
50000
38.98
D
0
I
By Trust
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2025-06-09
4
J
0
50000
0
D
Class A Common Stock
50000
12572590
I
By BIGH, LLC
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2025-06-09
4
J
0
50000
0
A
Class A Common Stock
50000
50000
I
By Trust
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2025-06-09
4
C
0
50000
0
D
Class A Common Stock
50000
0
I
By Trust
These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH.
The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.84 to $39.28. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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
2025-06-11