BRP Group Inc

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BRP Group Inc
TickerBWIN
CIK #0001781755
CUSIP05589G102
SectorFinance - Insurance Agents, Brokers & Service
Address4010 W Boy Scout Blvd Suite 200, Tampa, FL 33607
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Baldwin Insurance Group Inc 2026-01-15 551.7 M Exemption: 506(b) · Minimum: $3,662 · Duration: One year or less · Revenue: Decline to Disclose
BRP Group Inc 2022-08-04 3.5 M Exemption: 506(c) · Minimum: $3,521,501 · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001781755] 10-K
[0001781755] 10-Q
[0001781755] 3
[0001781755] 4
[0001781755] 8-K
[0001781755] D
[0001781755] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Capital International Investors Baldwin Insurance Group Inc [2026-02-13] 0.0
Champlain Investment Partners LLC Baldwin Insurance Group Inc [2026-02-12] 0.0
Champlain Investment Partners LLC Baldwin Insurance Group Inc [2026-02-12] 0.0
Capital Research Global Investors Baldwin Insurance Group Inc [2025-08-13] 0.0
William Blair Investment Management LLC Baldwin Insurance Group Inc [2025-02-12] 0.0
Champlain Investment Partners LLC Baldwin Insurance Group Inc [2024-11-12] 0.0
Macquarie Group Ltd BRP Group Inc [2024-02-14] 81945.5
T Rowe Price Investment Management Inc BRP Group Inc [2024-02-14] 0.8
T Rowe Price Investment Management Inc BRP Group Inc [2023-02-14] 7.7
Champlain Investment Partners LLC BRP Group Inc [2023-02-13] 5.38
Vanguard Group Inc BRP Group Inc [2022-02-09] 8.7
Price T Rowe Associates Inc /MD/ BRP Group Inc [2021-02-16] 5.4
FMR LLC BRP Group Inc [2021-02-08] 0.0
BlackRock Inc BRP Group Inc [2021-02-02] 6.7
IHC Holdings Inc/NV BRP Group Inc [2020-12-10] 10.21
Russ Blakely & Associates LLC BRP Group Inc [2020-06-11] 5.2
Path 230 Inc BRP Group Inc [2020-06-11] 5.5
Trinity Benefit Advisors Inc BRP Group Inc [2020-06-11] 6.3
Villages Invesco LLC BRP Group Inc [2020-02-18] 63.9
Baldwin Lowry BRP Group Inc [2020-02-14] 63.9
BlackRock Inc BRP Group Inc [2020-02-07] 5.9
Teachers Advisors LLC BRP Group Inc [2019-11-12] 4.46
TIAA-CREF Funds BRP Group Inc [2019-11-12] 4.46
Nuveen Asset Management LLC BRP Group Inc [2019-11-12] 4.46
TIAA CREF Investment Management LLC BRP Group Inc [2019-11-12] 4.46
BAMCO Inc /NY/ BRP Group Inc [2019-11-08] 17.4
MSD Capital L P BRP Group Inc [2019-11-06] 0.0
Form 3/4/5 Filer 2011 - 2026
Kadow Joseph John
Baldwin Insurance Group Inc
Williams Myron K
Muthukrishnan Sathish
Sullivan Chris Thomas
Shook Ellyn
Parasuraman Sunita
Matas Barbara Ruth
Cohen Jay A
Sparks Paul Eugene
Daniel Willis Johnathan
Cohen Seth Bala
Krystyn Elizabeth
Hale Bradford
Lichon Corbyn N
Roche James Morgan
Baldwin Trevor
Galbraith Daniel
Baldwin Lowry
BIGH LLC
Sherman Laura
Elizabeth H Krystyn 2019 Grantor Retained Annuity Trust II
Laura R Sherman GRAT 2019-2 Dated September 30 2019
Laura R Sherman as Trustee of the Laura R Sherman GRAT 20
Valentine John A
Wiebeck Kristopher Aaron
Casey Phillip E
Elizabeth H Krystyn as Trustee of the Elizabeth H Krystyn
Daniel A Galbraith 2020 Grantor Retained Annuity Trust dat
John A Valentine 2019 Grantor Retained Annuity Trust Dated
John A Valentine as Trustee of the John A Valentine 2020
Kristopher A Wiebeck as Trustee of the Kristopher A Wiebe
Finney Joseph D
Elizabeth H Krystyn 2019 Grantor Retained Annuity Trust I D
Kristopher A Wiebeck 2019 Grantor Retained Annuity Trust Da
Laura R Sherman GRAT 2019-1 Dated September 30 2019
Millennial Specialty HoldCo LLC
Stephens Christopher John
Eddy Robert D
IHC Holdings Inc/NV
Kapiloff Brian J
Loper Enterprises LLC
Daly Brian Gordon
Highland Risk Services LLC
Parr Jennifer L
Mark G Morse Family Trust u/a/D 9/8/2005
Villages Invesco LLC
Insurance Agencies of The Villages Inc
Dadeo Tracy Morse
Tracy Morse Family Trust u/a/D 10/1/2019
Jennifer L Parr Family Trust u/a/D 10/6/2005
Morse Mark G
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Lichon Corbyn N
Class A Common Stock
2026-03-15 Tax withheld 70 $21.06 1,474
Lichon Corbyn N
Class A Common Stock
2026-03-15 Tax withheld 96 $21.06 2,022
Cohen Seth Bala
Class A Common Stock
2026-03-15 Tax withheld 254 $21.06 5,349
Cohen Seth Bala
Class A Common Stock
2026-03-15 Tax withheld 263 $21.06 5,539
Roche James Morgan
Class A Common Stock
2026-03-15 Tax withheld 501 $21.06 10,551
Hale Bradford
Class A Common Stock
2026-03-15 Tax withheld 402 $21.06 8,466
Lichon Corbyn N
Class A Common Stock
2026-03-15 Tax withheld 102 $21.06 2,148
Galbraith Daniel
Class A Common Stock
2026-03-15 Tax withheld 402 $21.06 8,466
Hale Bradford
Class A Common Stock
2026-03-15 Tax withheld 556 $21.06 11,709
Baldwin Trevor
Class A Common Stock
2026-03-15 Tax withheld 670 $21.06 14,110
Cohen Seth Bala
Class A Common Stock
2026-03-15 Tax withheld 283 $21.06 5,960
Lichon Corbyn N
Class A Common Stock
2026-03-15 Tax withheld 121 $21.06 2,548
Galbraith Daniel
Class A Common Stock
2026-03-15 Tax withheld 556 $21.06 11,709
Baldwin Trevor
Class A Common Stock
2026-03-15 Tax withheld 1,297 $21.06 27,315
Krystyn Elizabeth
Class B Common Stock
2026-03-06 Conversion 90,556 $0.00
Krystyn Elizabeth
Class A Common Stock
2026-03-06 Sell 90,556 $21.25 1,924,315
Krystyn Elizabeth
Class A Common Stock
2026-03-06 Conversion 90,556 $0.00
Krystyn Elizabeth
Class B Common Stock
2026-03-06 Conversion 29,431 $0.00
Krystyn Elizabeth
LLC Units in The Baldwin Insurance Group Holdings, LLC · derivative
2026-03-06 Conversion 29,431 $0.00
Krystyn Elizabeth
Class A Common Stock
2026-03-06 Conversion 29,431 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 219 88,859,936
2025-12-31 207 79,314,770
2025-09-30 216 77,799,344
2025-06-30 229 74,301,517
2025-03-31 224 67,781,103
2024-12-31 212 64,346,570
2024-09-30 222 63,703,979
2024-06-30 186 61,473,328
2024-03-31 171 59,078,644
2023-12-31 163 56,066,630
2023-09-30 151 54,831,294
2023-06-30 147 51,223,978
Form 13F Holdings
Firm Period DFND Voting Shares
Fenimore Asset Management Inc [2026-06-30] SOLE 795,434 795,434
Peregrine Capital Management LLC [2026-06-30] SOLE 152,841 245,502
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 228 94,048
Pathway Financial Advisors LLC [2026-06-30] SOLE 0 76,394
Confluence Investment Management LLC [2026-06-30] SOLE 76,325 76,325
Sapient Capital LLC [2026-06-30] SOLE 50,000 50,000
Sunburst Financial Group LLC [2026-06-30] SOLE 29,281 29,281
Red Door Wealth Management LLC [2026-06-30] SOLE 0 27,000
Diversified Trust Co [2026-06-30] SOLE 0 26,734
Handelsbanken Fonder AB [2026-06-30] SOLE 0 21,700
Aurdan Capital Management LLC [2026-06-30] SOLE 0 9,700
ZWJ Investment Counsel Inc [2026-06-30] SOLE 0 8,300
HHM Wealth Advisors LLC [2026-06-30] SOLE 0 6,270
Curated Wealth Partners LLC [2026-06-30] SOLE 105,000 4,578
IFP Advisors LLC [2026-06-30] SOLE 2,811 2,811
Dorato Capital Management [2026-06-30] SOLE 0 1,333
Confluence Investment Management LLC [2026-06-30] DFND 1,296 1,296
Versant Capital Management Inc [2026-06-30] SOLE 1,201 1,201
Gamma Investing LLC [2026-06-30] DFND 727 727
Elevation Wealth Partners LLC [2026-06-30] SOLE 0 672
Farther Finance Advisors LLC [2026-06-30] SOLE 0 514
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 405
Atwood & Palmer Inc [2026-06-30] SOLE 392 392
Fortitude Family Office LLC [2026-06-30] SOLE 172 172
Curated Wealth Partners LLC [2026-06-30] OTR 0 131
Corecap Advisors LLC [2026-06-30] SOLE 0 31
FNY Investment Advisers LLC [2026-06-30] SOLE 30 30
Torren Management LLC [2026-06-30] SOLE 0 21
Hughes Financial Services LLC [2026-06-30] SOLE 2 2
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