Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Director · 10% owner · See Remarks | March 02, 2026 | March 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Baldwin Insurance Group, Inc.
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy BIGH, LLC | 12,537,590 |
Reported balance
After 2026-03-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-02 · Other · Disposed 35,000 · Balance 12,537,590 F1: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. |
| LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy BIGH, LLC | 12,537,590 |
Reported balance
After 2026-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-02 · Other · Disposed 35,000 · Balance 12,537,590 F1: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F3: 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. F2: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH.
F2: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
F3: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,799,999 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800,000 Underlying: Class A Common Stock · 1,799,999 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 1,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 18,933,907 | $0.00 | $1,893.39 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,907 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 1,799,999 | $0.00 | $180.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800,000 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Feb 13, 2023 21:15 UTC Amendment | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 16,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002128 · marketforms-59419.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 16,753 F1 · shares: These securities represent restricted units of Class A common stock that were awarded to Lowry Baldwin's spouse, Jennifer Baldwin, in connection with BRP Group's initial public offering and such units were fully vested at the time of granting. Read SEC document |
| October 24, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Underlying: Class A Common Stock · 1 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 24, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.