BRP / The Baldwin Insurance Group, Inc. - Pemfailan SEC, Laporan Tahunan, Penyata Proksi

The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022
SIMBOL INI TIDAK AKTIF LAGI

Statistik Asas
CIK 1781755
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to The Baldwin Insurance Group, Inc.
SEC Filings (Chronological Order)
Halaman ini menyediakan senarai kronologi lengkap bagi Pemfailan SEC, tidak termasuk pemfailan pemilikan yang kami sediakan di tempat lain.
August 5, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwi

August 5, 2025 EX-99.1

THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2025 RESULTS — Total Revenue Growth of 11% to $378.8 Million; Organic Revenue Growth(1) of 11% — — Net Loss of $5.1 Million and Diluted Loss Per Share of $0.05; Adjusted Diluted EPS(2) Growth of 24% to $0.42

Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2025 RESULTS — Total Revenue Growth of 11% to $378.8 Million; Organic Revenue Growth(1) of 11% — — Net Loss of $5.1 Million and Diluted Loss Per Share of $0.05; Adjusted Diluted EPS(2) Growth of 24% to $0.42 — — Adjusted EBITDA(3) Growth of 14% Year-Over-Year to $85.5 Million and Adjusted EBITDA Margin(3) of 23%; 60 Basis Point Expansion Comp

August 5, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 The Baldwin Insura

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.

June 6, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2025 The Baldwin Insuranc

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S.

May 6, 2025 EX-99.1

THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2025 RESULTS — Total Revenue Growth of 9% to $413.4 Million; Organic Revenue Growth(1) of 10% — — Net Income of $24.9 Million and Diluted Earnings Per Share of $0.20; Adjusted Diluted EPS(2) Growth of 16% to

Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2025 RESULTS — Total Revenue Growth of 9% to $413.4 Million; Organic Revenue Growth(1) of 10% — — Net Income of $24.9 Million and Diluted Earnings Per Share of $0.20; Adjusted Diluted EPS(2) Growth of 16% to $0.65 — — Adjusted EBITDA(3) Growth of 12% Year-Over-Year to $113.8 Million and Adjusted EBITDA Margin(3) of 28%; 80 Basis Point Expansio

May 6, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2025 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldw

May 6, 2025 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S.

April 23, 2025 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definit

April 23, 2025 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitiv

February 25, 2025 EX-10.10

Form of the Company's Omnibus Incentive Plan Restricted Stock Award Agreement

Exhibit 10.10 THE BALDWIN INSURANCE GROUP, INC. OMNIBUS INCENTIVE PLAN RESTRICTED STOCK AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the “Grant Letter”) and Exhibit A (the Grant Letter and Exhibit A constituting this “Agreement”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), has granted you as of the Grant Date set forth below an

February 25, 2025 EX-10.7

Amended and Restated Employment Agreement, dated as of October 4, 2021, between Baldwin Holdings and Jim Roche.

EXHIBIT 10.7 AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this “Agreement”) is effective as of October 4, 2021 (the “Effective Date”), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the “Company”), and Jim Roche (“Employee”). BACKGROUND The Company is a subsidiary of BRP Group, Inc., a Delaware corporation (“PubCo”), an

February 25, 2025 S-8

As filed with the Securities and Exchange Commission on February 25, 2025

As filed with the Securities and Exchange Commission on February 25, 2025 Registration No.

February 25, 2025 EX-4.3

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended.

EXHIBIT 4.3 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended For purposes of this description, references to “the Company,” “Baldwin,” “us,” “we” or “our” refer to The Baldwin Insurance Group, Inc. and not any of its subsidiaries. As of December 31, 2024, Baldwin has one class of securities registered under Section 12 of the Securities

February 25, 2025 EX-10.27

Amendment No. 2 to Amended and Restated Credit Agreement, dated as of January 10, 2025, by and among Baldwin Holdings, the Guarantors party thereto, the several Lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent

Exhibit 10.27 AMENDMENT No. 2, dated as of January 10, 2025 (this “Amendment”), to the Amended and Restated Credit Agreement, dated as of May 24, 2024 (as amended by Amendment No. 1 to Amended and Restated Credit Agreement, dated as of December 4, 2024 and as may be further amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the “Credit Agreemen

February 25, 2025 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 25, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I

February 25, 2025 EX-10.26

Amendment No. 1 to Amended and Restated Credit Agreement, dated as of December 4, 2024, by and among Baldwin Holdings, the Guarantors party thereto, the several Lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent

EXHIBIT 10.26 AMENDMENT NO. 1 TO AMENDED AND RESTATED CREDIT AGREEMENT This AMENDMENT No. 1, dated as of December 4, 2024 (this “Amendment”), to the Amended and Restated Credit Agreement, dated as of May 24, 2024 (as may be amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the “Credit Agreement”) among The Baldwin Insurance Group Holdings, LLC

February 25, 2025 EX-19

Statement of Policy Concerning Trading in Company Securities

EXHIBIT 19 THE BALDWIN INSURANCE GROUP, INC. Statement of Policy Concerning Trading in Company Securities Effective January 1, 2025 I.SUMMARY OF POLICY CONCERNING TRADING IN COMPANY SECURITIES It is The Baldwin Insurance Group, Inc. and its subsidiaries’ (collectively, the “Company”) policy that it will, without exception, comply with all applicable laws and regulations in conducting its business.

February 25, 2025 EX-99.1

THE BALDWIN GROUP ANNOUNCES FOURTH QUARTER AND FULL YEAR 2024 RESULTS - Fourth Quarter 2024 Total Revenue Growth of 16%; Organic Revenue Growth(1) of 19% - - Full Year 2024 Total Revenue Growth of 14%; Organic Revenue Growth of 17% - - Fourth Quarter

EXHIBIT 99.1 THE BALDWIN GROUP ANNOUNCES FOURTH QUARTER AND FULL YEAR 2024 RESULTS - Fourth Quarter 2024 Total Revenue Growth of 16%; Organic Revenue Growth(1) of 19% - - Full Year 2024 Total Revenue Growth of 14%; Organic Revenue Growth of 17% - - Fourth Quarter 2024 Net Loss of $34.8 Million and Diluted Loss Per Share of $0.31; Adjusted Diluted EPS(2) Growth of 93% to $0.27 - - Fourth Quarter 20

February 25, 2025 EX-FILING FEES

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Table Form S-8 The Baldwin Insurance Group, Inc.

February 25, 2025 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2024 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwin In

February 25, 2025 EX-10.11

Form of the Company's Omnibus Incentive Plan Performance-Based Restricted Stock Unit Award Agreement.

Exhibit 10.11 THE BALDWIN INSURANCE GROUP, INC. OMNIBUS INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the “Grant Letter”) and Exhibit A (the Grant Letter and Exhibit A constituting this “Agreement”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), has granted you as of the Grant

February 25, 2025 EX-10.22

Stockholders Agreement, dated as of October 30, 2024, by and among the Company and the Holders (as defined therein)

EXHIBIT 10.22 STOCKHOLDERS AGREEMENT This AGREEMENT, dated as of October 30, 2024 (this “Agreement”) among the parties listed on the signature pages hereto (each, together with his, her or its Permitted Transferees as defined in the Amended and Restated Certificate of Incorporation (as amended from time to time, “Charter”)) of Pubco, a “Holder,” and together, the “Holders”) and The Baldwin Insuran

February 25, 2025 EX-21

List of Subsidiaries of The Baldwin Insurance Group, Inc.

EXHIBIT 21 The Baldwin Insurance Group, Inc. List of Subsidiaries as of February 25, 2025 Company Name State of Incorporation The Baldwin Insurance Group Holdings, LLC Delaware BRP Middle Market Insurance Holdings, LLC Florida The Baldwin Group Southeast, LLC Florida The Baldwin Group Specialty Industry, LLC New Jersey The Baldwin Group Mid-Atlantic, LLC Florida AHT GovConRisk, LLC Virginia Baldwi

February 25, 2025 EX-97

The Baldwin Insurance Group, Inc. Clawback Policy

EXHIBIT 97 The Baldwin Group Clawback Policy Effective January 1, 2025 Introduction The Board of Directors (the “Board”) of The Baldwin Insurance Group, Inc.

January 10, 2025 8-K

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation o

November 4, 2024 SC 13G/A

BWIN / The Baldwin Insurance Group, Inc. / Baldwin Lowry - AMENDMENT NO. 6 Passive Investment

SC 13G/A 1 z1029244sc13ga5.htm AMENDMENT NO. 6 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* THE BALDWIN INSURANCE GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) September 30, 2024 (Date of Event which Requires Fil

November 4, 2024 EX-10.1

The Baldwin Insurance Group Holdings, LLC Executive Severance and Change in Control Benefit Program, dated as of November 1, 2024

Exhibit 10.1 THE BALDWIN INSURANCE GROUP HOLDINGS, LLC EXECUTIVE SEVERANCE AND CHANGE IN CONTROL BENEFIT PROGRAM November 1, 2024 THE BALDWIN INSURANCE GROUP HOLDINGS, LLC EXECUTIVE SEVERANCE AND CHANGE IN CONTROL BENEFIT PROGRAM November 1, 2024 TABLE OF CONTENTS Page 1. Background 1 2. Definitions 1 3. Notice of Termination 6 4. Severance Payments and Change in Control Severance Payment and Bene

November 4, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The B

November 4, 2024 EX-10.2

Form of Acknowledgement of The Baldwin Insurance Group Holdings, LLC Executive Severance and Change in Control Benefit Program

Exhibit 10.2 THE BALDWIN INSURANCE GROUP HOLDINGS, LLC EXECUTIVE SEVERANCE AND CHANGE IN CONTROL BENEFIT PROGRAM PARTICIPANT ACKNOWLEDGEMENT Effective as of November 1, 2024 This Participant Acknowledgement is made and entered into effective as of November 1, 2024, by (the "Executive") to set forth the Executive’s understanding with respect to [his/her] participation in The Baldwin Insurance Group

November 4, 2024 EX-99.1

AMENDED AND RESTATED JOINT FILING AGREEMENT November 4, 2024

EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT November 4, 2024 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of The Baldwin Insuran

November 4, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.

November 4, 2024 EX-99.1

THE BALDWIN GROUP ANNOUNCES THIRD QUARTER 2024 RESULTS - Total Revenue Growth of 11% to $338.9 Million; Organic Revenue Growth(1) of 14% - - Net Loss of $14.5 Million and Diluted Loss Per Share of $0.13; Adjusted Diluted EPS(2) Growth of 14% to $0.33

Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES THIRD QUARTER 2024 RESULTS - Total Revenue Growth of 11% to $338.9 Million; Organic Revenue Growth(1) of 14% - - Net Loss of $14.5 Million and Diluted Loss Per Share of $0.13; Adjusted Diluted EPS(2) Growth of 14% to $0.33 - - Adjusted EBITDA(3) Growth of 14% and Pro Forma Adjusted EBITDA(4) Growth of 18% Year-Over-Year to $72.8 Million and Adjusted EBITDA

November 1, 2024 EX-99.B

Page 13 of 13

EX-99.B 3 d910501dex99b.htm EX-99.B EXHIBIT B Powers of Attorney for Macquarie Group Limited incorporated by reference to 13G filings made by Macquarie Group Limited on June 7, 2023. Page 13 of 13

November 1, 2024 EX-99.A

Page 8 of 13

EX-99.A 2 d910501dex99a.htm EX-99.A EXHIBIT A AGREEMENT TO FILE JOINT ACQUISITION STATEMENTS AGREEMENT made this [7th] day of FEBRUARY, 2024 by and between Delaware Funds by Macquarie,® Optimum Fund Trust and Macquarie ETF Trust listed on Annex A hereto, Macquarie Investment Management Business Trust, Macquarie Management Holdings, Inc, and the Macquarie Parties listed on Annex B hereto (collectiv

November 1, 2024 SC 13G/A

BWIN / The Baldwin Insurance Group, Inc. / MACQUARIE GROUP LTD - SC 13G/A Passive Investment

SC 13G/A 1 d910501dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Baldwin Insurance Group Inc (formerly BRP Group Inc) (Name of Issuer) Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement)

October 31, 2024 EX-10.1

Stockholders Agreement, dated as of October 30, 2024, by and among The Baldwin Insurance Group, Inc. and the Holders (as defined therein)

Exhibit 10.1 STOCKHOLDERS AGREEMENT This AGREEMENT, dated as of October 30, 2024 (this “Agreement”) among the parties listed on the signature pages hereto (each, together with his, her or its Permitted Transferees as defined in the Amended and Restated Certificate of Incorporation (as amended from time to time, “Charter”)) of Pubco, a “Holder,” and together, the “Holders”) and The Baldwin Insuranc

October 31, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2024 The Baldwin Insu

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.

October 31, 2024 EX-3.1

First Amendment to the Second Amended and Restated By-laws of The Baldwin Insurance Group, Inc. (incorporated herein by reference to Exhibit 3.1 of the registrant’s Current Report on Form 8-K filed with the Securities and Exchange Commission on October 31, 2024).

Exhibit 3.1 FIRST AMENDMENT TO THE SECOND AMENDED AND RESTATED BY-LAWS OF THE BALDWIN INSURANCE GROUP, INC. This First Amendment to the Second Amended and Restated By-Laws of The Baldwin Insurance Group, Inc. (the “Corporation”) was adopted by the Board of Directors of the Corporation by a unanimous written consent, dated as of October 30, 2024, to become effective immediately upon such approval.

August 6, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2024 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwi

August 6, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.

August 6, 2024 EX-99.1

THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2024 RESULTS - Total Revenue Growth of 14% to $339.8 Million; Organic Revenue Growth(1) of 19% - - Net Loss of $30.9 Million and Diluted Loss Per Share of $0.28; Adjusted Diluted EPS(2) Growth of 26% to $0.3

Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2024 RESULTS - Total Revenue Growth of 14% to $339.8 Million; Organic Revenue Growth(1) of 19% - - Net Loss of $30.9 Million and Diluted Loss Per Share of $0.28; Adjusted Diluted EPS(2) Growth of 26% to $0.34 - - Adjusted EBITDA(3) Growth of 22% Year-Over-Year to $74.9 Million and Adjusted EBITDA Margin(3) of 22%; 130 Basis Point Expansion Co

June 6, 2024 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S.

May 29, 2024 EX-4.1

Indenture, dated as of May 24, 2024, by and among The Baldwin Insurance Group Holdings, LLC, The Baldwin Insurance Group Holdings Finance, Inc., the guarantors named on the signature pages thereto and U.S. Bank Trust Company, National Association, as trustee and notes collateral agent (incorporated herein by reference to Exhibit 4.1 of the registrant’s Current Report on Form 8-K filed with the Securities and Exchange Commission on May 29, 2024).

Exhibit 4.1 Execution Version INDENTURE dated as of May 24, 2024 among THE BALDWIN INSURANCE GROUP HOLDINGS, LLC THE BALDWIN INSURANCE GROUP HOLDINGS FINANCE, INC. THE GUARANTORS NAMED ON THE SIGNATURE PAGES HERETO and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee and Notes Collateral Agent 7.125% SENIOR SECURED NOTES DUE 2031 TABLE OF CONTENTS Page ARTICLE 1 DEFINITIONS AND INCORPORAT

May 29, 2024 EX-10.1

Amended and Restated Credit Agreement, dated as of May 24, 2024, by and among Baldwin Holdings, the Guarantors party thereto, the several Lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (incorporated herein by reference to Annex 1 of Exhibit 10.1 of the registrant’s Current Report on Form 8-K filed with the Securities and Exchange Commission on May 29, 2024).

Exhibit 10.1 Execution Version AMENDMENT AND RESTATEMENT AGREEMENT This AMENDMENT AND RESTATEMENT AGREEMENT, dated as of May 24, 2024 (this “Agreement”), among The Baldwin Insurance Group Holdings, LLC (f/k/a Baldwin Risk Partners, LLC), a Delaware limited liability company (the “Borrower”), the Guarantors party hereto, each 2024 Refinancing Term Lender (as defined below), each 2024 Refinancing Re

May 29, 2024 8-K

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or or

May 16, 2024 EX-99.1

The Baldwin Group Announces Upsize and Pricing of $600 Million Offering of Senior Secured Notes due 2031

Exhibit 99.1 The Baldwin Group Announces Upsize and Pricing of $600 Million Offering of Senior Secured Notes due 2031 TAMPA, Fla.—(BUSINESS WIRE)—May 10, 2024— The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (formerly BRP Group, Inc.) (“Baldwin”) (NASDAQ: BRP), announced today the pricing of the previously announced offering by its direct subsidiary The Baldwin

May 16, 2024 EX-99.2

The Baldwin Group Announces Successful Pricing with Improved Terms for $840 Million Term Loan B and $600 Million Revolver

Exhibit 99.2 The Baldwin Group Announces Successful Pricing with Improved Terms for $840 Million Term Loan B and $600 Million Revolver TAMPA, Fla.—(BUSINESS WIRE)—May 16, 2024—The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (formerly BRP Group, Inc.) (“Baldwin,” “we” or “our”) (NASDAQ: BRP), today announced that its subsidiary, The Baldwin Insurance Group Holdi

May 16, 2024 8-K

Regulation FD Disclosure

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or or

May 8, 2024 8-K

Regulation FD Disclosure

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or org

May 8, 2024 EX-99.1

The Baldwin Group Announces $500 Million Offering of Senior Secured Notes due 2031

Exhibit 99.1 The Baldwin Group Announces $500 Million Offering of Senior Secured Notes due 2031 TAMPA, FLORIDA—(BUSINESS WIRE)—May 8, 2024—The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (formerly BRP Group, Inc.) (“Baldwin”) (NASDAQ: BRP), announced today the offering by its direct subsidiary The Baldwin Insurance Group Holdings, LLC (“Baldwin Holdings”) and a

May 7, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldw

May 7, 2024 EX-3.4

Second Amended and Restated By-Laws of the Company (incorporated herein by reference to Exhibit 3.4 of the registrant’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 7, 2024).

Exhibit 3.4 SECOND AMENDED AND RESTATED BY-LAWS of THE BALDWIN INSURANCE GROUP, INC. (A Delaware Corporation) TABLE OF CONTENTS Page ARTICLE 1 Definitions ARTICLE 2 Stockholders Section 2.01. Place of Meetings 2 Section 2.02. Annual Meetings; Stockholder Proposals 2 Section 2.03. Special Meetings 6 Section 2.04. Record Date 6 Section 2.05. Notice of Meetings of Stockholders 7 Section 2.06. Waivers

May 7, 2024 EX-99.1

THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2024 RESULTS - Total Revenue Growth of 15% to $380.4 Million; Organic Revenue Growth(1) of 16% - - Net Income of $39.1 Million and Diluted Earnings Per Share of $0.33; Adjusted Diluted EPS(2) Growth of 33% to

Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2024 RESULTS - Total Revenue Growth of 15% to $380.4 Million; Organic Revenue Growth(1) of 16% - - Net Income of $39.1 Million and Diluted Earnings Per Share of $0.33; Adjusted Diluted EPS(2) Growth of 33% to $0.56 - - Adjusted EBITDA(3) Growth of 29% Year Over Year to $101.7 Million and Adjusted EBITDA Margin(3) of 27%, a 280 Basis Point Expa

May 7, 2024 EX-3.3

Certificate of Amendment to the Company’s Amended and Restated Certificate of Incorporation (incorporated herein by reference to Exhibit 3.3 of the registrant’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 7, 2024).

Exhibit 3.3 CERTIFICATE OF AMENDMENT TO THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRP GROUP, INC. Pursuant to Sections 141(f) and 242 of the General Corporation Law of the State of Delaware BRP Group, Inc. (the “Corporation”), a corporation organized and existing under and by virtue of the provisions of the General Corporation Law of the State of Delaware (the “General Corporation L

May 7, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S.

May 7, 2024 EX-10.1

, effective as of May 2, 2024 (incorporated herein by reference to Exhibit 10.1 of the registrant’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 7, 2024).

Exhibit 10.1 SECOND AMENDMENT TO THE THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF BALDWIN RISK PARTNERS, LLC This Second Amendment to the Third Amended and Restated Limited Liability Company Agreement, as amended (the “LLCA”), of Baldwin Risk Partners, LLC (the “Company”) to change the name of the Company to “The Baldwin Insurance Group Holdings, LLC” was adopted and approved

April 25, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO.  )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO.  ) Filed by the registrant ☒      Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐

April 25, 2024 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO.  ) Filed by the registrant  ☒       Filed by a Party other than the r

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO.  ) Filed by the registrant  ☒       Filed by a Party other than the registrant  ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted b

February 28, 2024 EX-21

List of Subsidiaries of BRP Group, Inc.

EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of February 28, 2024 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware Baldwin Krystyn Sherman Partners, LLC Florida BRP Colleague Inc. Florida BRP Middle Market Insurance Holdings, LLC Florida BRP Insurance Intermediary Holdings, LLC Florida BRP Main Street Insurance Holdings, LLC Florida BRP Medicare Insurance Holdings, LLC

February 28, 2024 EX-99.1

BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 RESULTS - Fourth Quarter 2023 Total Revenues Grew 16% Year-Over-Year to $284.6 Million - - Full Year 2023 Total Revenues Grew 24% Year-Over-Year to $1.2 Billion - - Fourth Quarter 2023 Organ

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 RESULTS - Fourth Quarter 2023 Total Revenues Grew 16% Year-Over-Year to $284.6 Million - - Full Year 2023 Total Revenues Grew 24% Year-Over-Year to $1.2 Billion - - Fourth Quarter 2023 Organic Revenue Growth(1) of 15% - - Full Year 2023 Organic Revenue Growth of 19% - TAMPA, FLORIDA - February 28, 2024 - BRP Group, Inc. (“BRP

February 28, 2024 S-8

As filed with the Securities and Exchange Commission on February 28, 2024

As filed with the Securities and Exchange Commission on February 28, 2024 Registration No.

February 28, 2024 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2023 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC

February 28, 2024 EX-10.3

Summary of Mr. Galbraith's One-Time Promotion Bonus Payment

EXHIBIT 10.3 Summary of Mr. Galbraith’s One-Time Promotion Bonus Payment On February 27, 2024, the Compensation Committee of the board of directors of BRP Group, Inc. (the “Company”) approved a one-time $750,000 promotion bonus payment to Mr. Daniel Galbraith, President, BRP and CEO, Retail Brokerage Operations. If, before February 27, 2025, Mr. Galbraith’s employment is terminated (i) by the Comp

February 28, 2024 EX-97

BRP Group, Inc. Clawback Policy

EXHIBIT 97 BRP Group, Inc. Clawback Policy Effective December 1, 2023 Introduction The Board of Directors (the “Board”) of BRP Group, Inc. (the “Company”) believes that it is in the best interests of the Company and its shareholders to create and maintain a culture that emphasizes integrity and accountability and that reinforces the Company’s pay-for-performance compensation philosophy. The Board

February 28, 2024 EX-10.9

, dated as of November 3, 2023, between Baldwin Risk Partners, LLC, BRP Colleague Inc. and Kris Wiebeck.

EXHIBIT 10.9 RETIREMENT AGREEMENT & GENERAL RELEASE This RETIREMENT AGREEMENT & GENERAL RELEASE (this “Agreement”), dated as of November 3, 2023, is entered into by and among Kristopher A. Wiebeck (“Employee”), Baldwin Risk Partners, LLC, a Delaware limited liability company (“BRP LLC”), and BRP Colleague Inc., a Florida corporation (“BRP Colleague”) (BRP LLC and BRP Colleague are co-employers of

February 28, 2024 EX-10.11

Retirement Agreement & General Release, dated as of November 3, 2023, between Baldwin Risk Partners, LLC, BRP Colleague Inc. and John Valentine.

EXHIBIT 10.11 RETIREMENT AGREEMENT & GENERAL RELEASE This RETIREMENT AGREEMENT & GENERAL RELEASE (this “Agreement”), dated as of November 3, 2023, is entered into by and among John A. Valentine (“Employee”), Baldwin Risk Partners, LLC, a Delaware limited liability company (“BRP LLC”), and BRP Colleague Inc., a Florida corporation (“BRP Colleague”) (BRP LLC and BRP Colleague are co-employers of Emp

February 28, 2024 EX-4.1

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended

EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2023, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): our Class A common stock, par value $0.01 per share, or the “Class A common stock”. For purposes of this de

February 28, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2024 BRP Group, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2024 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

February 28, 2024 EX-FILING FEES

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Table Form S-8 BRP Group, Inc. Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price(2) Fee Rate Amount of Registration Fee(3) Fees to be Paid Equity Class A Common Stock, par value $0.01 Rule 457(c) and Rule 457(h) 2

February 14, 2024 SC 13G

BRP / BRP Group, Inc. / MACQUARIE GROUP LTD - SC 13G Passive Investment

SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 0)* BRP Group Inc (Name of Issuer) Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this S

February 14, 2024 EX-99.1

AMENDED AND RESTATED JOINT FILING AGREEMENT February 14, 2024

EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 14, 2024 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., p

February 14, 2024 EX-99.B

Page 13 of 13

EX-99.B 3 d748569dex99b.htm EX-99.B EXHIBIT B Powers of Attorney for Macquarie Group Limited incorporated by reference to 13G filings made by Macquarie Group Limited on June 7, 2023. Page 13 of 13

February 14, 2024 SC 13G/A

BRP / BRP Group, Inc. / BAMCO INC /NY/ - NONE Passive Investment

SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 05)* BRP Group, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the

February 14, 2024 SC 13G/A

BRP / BRP Group, Inc. / Baldwin Lowry - AMENDMENT NO. 4 Passive Investment

SC 13G/A 1 p212249sc13ga4.htm AMENDMENT NO. 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statemen

February 14, 2024 EX-99.A

Page 8 of 13

EX-99.A 2 d748569dex99a.htm EX-99.A EXHIBIT A AGREEMENT TO FILE JOINT ACQUISITION STATEMENTS AGREEMENT made this [7th] day of FEBRUARY, 2024 by and between Delaware Funds by Macquarie,® Optimum Fund Trust and Macquarie ETF Trust listed on Annex A hereto, Macquarie Investment Management Business Trust, Macquarie Management Holdings, Inc, and the Macquarie Parties listed on Annex B hereto (collectiv

February 13, 2024 SC 13G/A

BRP / BRP Group, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0492-brpgroupincclassa.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: BRP Group, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05589G102 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to des

January 24, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 18, 2024 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

November 7, 2023 S-3ASR

As filed with the Securities and Exchange Commission on November 7, 2023

As filed with the Securities and Exchange Commission on November 7, 2023 Registration No.

November 7, 2023 EX-FILING FEES

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Table Form S-3 BRP Group, Inc. Newly Registered Securities and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial e

November 7, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G

November 7, 2023 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

November 7, 2023 EX-99.1

BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS - Third Quarter 2023 Revenue Grew 18% Year-Over-Year to $306.3 Million - - Third Quarter 2023 Organic Revenue Growth(1) of 19% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS - Third Quarter 2023 Revenue Grew 18% Year-Over-Year to $306.3 Million - - Third Quarter 2023 Organic Revenue Growth(1) of 19% - TAMPA, FLORIDA - November 7, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of perso

September 19, 2023 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer in

September 19, 2023 EX-10.1

, 2023, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto

EXHIBIT 10.1 Execution Version AMENDMENT No. 7, dated as of September 15, 2023 (this “Amendment”), to the Credit Agreement, dated as of October 14, 2020 (as amended by Amendment No. 1, dated as May 7, 2021, Amendment No. 2, dated as of June 2, 2021, Amendment No. 3, dated as of August 6, 2021, Amendment No. 4, dated as of December 16, 2021, Amendment No. 5, dated as of March 28, 2022, Amendment No

August 9, 2023 EX-10.2

Amendment No. 6 to Credit Agreement, dated as of June 27, 2023, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto (incorporated herein by reference to Exhibit 10.2 to the registrant's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on August 9, 2023).

EXHIBIT 10.2 Executed Version LIBOR HARDWIRE TRANSITION AMENDMENT AMENDMENT NO. 6 THIS AMENDMENT NO. 6 (this “Agreement”), dated as of June 27, 2023, is executed and delivered by JPMORGAN CHASE BANK, N.A., as administrative agent (in such capacity, the “Administrative Agent”) and as collateral agent, pursuant to Section 2.14(i) of that certain Credit Agreement, dated as of October 14, 2020, as ame

August 9, 2023 10-Q

____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP,

August 9, 2023 EX-99.1

BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2023 RESULTS - Second Quarter 2023 Revenue Grew 28% Year-Over-Year to $297.2 Million - - Second Quarter 2023 Organic Revenue Growth(1) of 22% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2023 RESULTS - Second Quarter 2023 Revenue Grew 28% Year-Over-Year to $297.2 Million - - Second Quarter 2023 Organic Revenue Growth(1) of 22% - TAMPA, FLORIDA - August 9, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of pers

August 9, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2023 BRP Group, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

June 7, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2023 BRP Group, Inc. (Exa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor

May 9, 2023 8-K

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpora

May 9, 2023 EX-10.1

Consent and Defense Agreement

EXHIBIT 10.1 CONSENT AND DEFENSE AGREEMENT This Agreement (“Agreement”) is dated May 8, 2023, between Baldwin Insurance Group Holdings, LLC (“Majority Holder”) and BRP Group, Inc. (“Pubco”). WHEREAS, Pubco is party to a Stockholders Agreement (“SA”) dated as of October 28, 2019, among Pubco and the parties listed on the signature pages thereto, including Majority Holder (capitalized terms used but

May 9, 2023 10-Q

____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP

May 9, 2023 EX-99.1

For the Years Ended December 31, Variance (in thousands, except percentages) 2022 2021 Amount % Revenues: Commissions and fees $ 980,720 $ 567,290 $ 413,430 73 % Operating expenses: Commissions, employee compensation and benefits 719,445 400,050 319,

EXHIBIT 99.1 ITEM 1. BUSINESS The Company BRP Group, Inc. (“BRP Group,” the “Company,” “we,” “us” or “our”) is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give our Clients the peace of mind to pursue their purpose, passion and dreams. We support our Clients, Colleagues, Insurance Company Partners and communities through t

May 9, 2023 EX-3.4

First Amendment to Amended and Restated By-Laws of BRP Group, Inc. (incorporated herein by reference to Exhibit 3.4 of the registrant’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 9, 2023).

EXHIBIT 3.4 FIRST AMENDMENT TO AMENDED AND RESTATED BY-LAWS OF BRP GROUP, INC. This First Amendment to the Amended and Restated By-Laws of BRP Group, Inc. (the “Company”) was adopted by the Board of Directors of the Company by a unanimous written consent, dated as of May 8, 2023, to become effective immediately upon such approval. Article 4 of the Amended and Restated Bylaws of the Company is here

May 9, 2023 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpora

May 9, 2023 EX-99.1

BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2023 RESULTS - First Quarter 2023 Revenue Grew 36% Year-Over-Year to $330.4 Million - - First Quarter 2023 Organic Revenue Growth(1) of 23% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2023 RESULTS - First Quarter 2023 Revenue Grew 36% Year-Over-Year to $330.4 Million - - First Quarter 2023 Organic Revenue Growth(1) of 23% - TAMPA, FLORIDA - May 9, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal a

April 25, 2023 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14

April 25, 2023 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

February 28, 2023 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2022 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC

February 28, 2023 EX-4.1

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, As Amended.

EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2022, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): our Class A common stock, par value $0.01 per share, or the “Class A common stock”. For purposes of this de

February 28, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2023 BRP Group, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

February 28, 2023 EX-10.10

, between Baldwin Risk Partners, LLC and

EXHIBIT 10.10 AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this “Agreement”) is effective as of January 31, 2022 (the “Effective Date”), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the “Company”), and Seth Cohen (“Employee”). BACKGROUND The Company is a subsidiary of BRP Group, Inc., a Delaware corporation (“PubCo”),

February 28, 2023 EX-21

List of Subsidiaries of BRP Group, Inc.

EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of February 28, 2023 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware Baldwin Krystyn Sherman Partners, LLC Florida BRP Colleague Inc. Florida BRP Middle Market Insurance Holdings, LLC Florida BRP Insurance Intermediary Holdings, LLC Florida BRP Main Street Insurance Holdings, LLC Florida BRP Medicare Insurance Holdings, LLC

February 28, 2023 EX-FILING FEES

Filing Fee Table

Exhibit 107.1 Calculation of Filing Fee Table Form S-8 BRP Group, Inc. Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee (3) Fees to be Paid Equity Class A common stock, par value $0.01 per share Rule 457(c) an

February 28, 2023 EX-10.15

First Amendment to the Third Amended and Restated Limited Liability Company Agreement of Baldwin Risk Partners, LLC, dated as of November 3, 2020, by and among Baldwin Risk Partners, LLC and its members

EXHIBIT 10.15 FIRST AMENDMENT TO THE THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF BALDWIN RISK PARTNERS, LLC This First Amendment (the “Amendment”) to the Third Amended and Restated Limited Liability Company Agreement, dated as of October 7, 2019 (the “LLC Agreement”), of Baldwin Risk Partners, LLC, a Delaware limited liability company (the “Company”), is made and entered into

February 28, 2023 EX-99.1

BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2022 RESULTS - Fourth Quarter 2022 Revenue Grew 55% Year-Over-Year to $246.0 Million - - Full Year 2022 Revenue Grew 73% Year-Over-Year to $980.7 Million - - Fourth Quarter 2022 Organic Revenue G

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2022 RESULTS - Fourth Quarter 2022 Revenue Grew 55% Year-Over-Year to $246.0 Million - - Full Year 2022 Revenue Grew 73% Year-Over-Year to $980.7 Million - - Fourth Quarter 2022 Organic Revenue Growth(1) of 26% - - Full Year 2022 Organic Revenue Growth of 23% - TAMPA, FLORIDA - February 28, 2023 - BRP Group, Inc. (“BRP Group” or t

February 28, 2023 S-8

As filed with the Securities and Exchange Commission on February 28, 2023

As filed with the Securities and Exchange Commission on February 28, 2023 Registration No.

February 14, 2023 SC 13G/A

BRP / Brookfield Residential Properties Inc. / BAMCO INC /NY/ - NONE Passive Investment

SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* BRP Group, Inc. (Name of Issuer) Class A Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the

February 13, 2023 EX-99.1

AMENDED AND RESTATED JOINT FILING AGREEMENT February 13, 2023

EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 13, 2023 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., p

February 13, 2023 SC 13G/A

BRP / Brookfield Residential Properties Inc. / Baldwin Lowry - AMENDMENT NO. 3 Passive Investment

SC 13G/A 1 g29233sc13ga3.htm AMENDMENT NO. 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement

February 9, 2023 SC 13G/A

BRP / Brookfield Residential Properties Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: BRP Group Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05589G102 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed

November 7, 2022 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2022 BRP Group, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

November 7, 2022 EX-99.1

BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2022 RESULTS - Third Quarter 2022 Revenue Grew 91% Year-Over-Year to $259.4 Million - - Third Quarter 2022 Organic Revenue Growth(1) of 28% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2022 RESULTS - Third Quarter 2022 Revenue Grew 91% Year-Over-Year to $259.4 Million - - Third Quarter 2022 Organic Revenue Growth(1) of 28% - TAMPA, FLORIDA - November 7, 2022 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its res

November 7, 2022 10-Q

_____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2022 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G

August 9, 2022 EX-99.1

BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2022 RESULTS - Second Quarter 2022 Revenue Grew 94% Year-Over-Year to $232.5 Million - - Second Quarter 2022 Organic Revenue Growth(1) of 24% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2022 RESULTS - Second Quarter 2022 Revenue Grew 94% Year-Over-Year to $232.5 Million - - Second Quarter 2022 Organic Revenue Growth(1) of 24% - TAMPA, FLORIDA - August 9, 2022 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its re

August 9, 2022 10-Q

_____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2022 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP,

August 9, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

June 23, 2022 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo

May 10, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor

May 10, 2022 10-Q

_____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2022 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP

May 10, 2022 EX-99.1

BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2022 RESULTS - First Quarter 2022 Revenue Grew 59% Year-Over-Year to $242.8 Million - - First Quarter 2022 Organic Revenue Growth(1) of 16% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2022 RESULTS - First Quarter 2022 Revenue Grew 59% Year-Over-Year to $242.8 Million - - First Quarter 2022 Organic Revenue Growth(1) of 16% - TAMPA, FLORIDA - May 10, 2022 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its results

April 29, 2022 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14

April 29, 2022 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

April 29, 2022 8-K

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

March 31, 2022 EX-10.1

Amendment No. 5 to Credit Agreement, dated as of March 28, 2022, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto

Exhibit 10.1 Execution Version AMENDMENT NO. 5 TO CREDIT AGREEMENT, dated as of March 28, 2022 (this ?Amendment?), is made and entered into by and among BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Borrower?), each of the Guarantors party hereto, each of the entities with an Incremental Revolving Credit Commitment (as defined below) listed under the caption ?Incremental N

March 31, 2022 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 28, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or organization) (Com

March 21, 2022 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 15, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

March 2, 2022 EX-FILING FEES

Filing Fee Table

Exhibit 107.1 Calculation of Filing Fee Table Form S-8 BRP Group, Inc. Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee (3) Fees to be Paid Equity Class A common stock, par value $0.01 per share Rule 457(c) an

March 2, 2022 S-8

As filed with the Securities and Exchange Commission on March 1, 2022

As filed with the Securities and Exchange Commission on March 1, 2022 Registration No.

March 1, 2022 EX-4.1

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, As Amended.

EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2021, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): our Class A common stock, par value $0.01 per share, or the ?Class A common stock?. For purposes of this de

March 1, 2022 EX-10.4

Amended and Restated Employment Agreement, dated as of October 28, 2019, between Baldwin Risk Partners, LLC and Bradford Hale

EXHIBIT 10.4 AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?) is effective as of the IPO Closing Date (as defined below and subject to Section 27 hereof), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Bradford L. Hale (?Employee?). BACKGROUND The Company serves as a holding company tha

March 1, 2022 EX-99.1

BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2021 RESULTS - Fourth Quarter 2021 Revenue Grew 129% Year-Over-Year to $159.2 Million - - Full Year 2021 Revenue Grew 135% Year-Over-Year to $567.3 Million - - Fourth Quarter 2021 Organic Revenue

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2021 RESULTS - Fourth Quarter 2021 Revenue Grew 129% Year-Over-Year to $159.2 Million - - Full Year 2021 Revenue Grew 135% Year-Over-Year to $567.3 Million - - Fourth Quarter 2021 Organic Revenue Growth(2) of 18% - - Full Year 2021 Organic Revenue Growth(2) of 22% - - Full Year 2021 ?MGA of the Future? Revenue Growth of 47% - - Fu

March 1, 2022 EX-10.11

, between Baldwin Risk Partners, LLC and

EXHIBIT 10.11 Baldwin Risk Partners, LLC 4211 W. Boy Scout Blvd, Suite 800 Tampa, FL 33607 September 8, 2021 Christopher Stephens 2624 W. Jetton Ave. Tampa, FL 33629 Dear Chris: This letter agreement (this ?Agreement?) sets forth our mutual understanding concerning the transition and termination of your employment with Baldwin Risk Partners, LLC, a Delaware limited liability company (the ?Company?

March 1, 2022 EX-10.5

Amendment No. 1 to Amended and Restated Employment Agreement, dated as of March 23, 2020, between Baldwin Risk Partners, LLC and Bradford Hale

EXHIBIT 10.5 AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is effective as of March 23, 2020, by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Bradford L. Hale (?Employee?). BACKGROUND The Company employs Employee pursuant to that certain Amended and Res

March 1, 2022 EX-21

List of Subsidiaries of BRP Group, Inc.

EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of March 1, 2022 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware Baldwin Krystyn Sherman Partners, LLC Florida BRP Colleague Inc. Florida BRP Insurance Intermediary Holdings, LLC Florida BRP Main Street Insurance Holdings, LLC Florida BRP Medicare Insurance Holdings, LLC Florida BRP Medicare Insurance, LLC Florida BRP Medic

March 1, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo

March 1, 2022 EX-10.8

Amendment No. 1 to Amended and Restated Employment Agreement, dated as of April 1, 2021, between Baldwin Risk Partners, LLC and Kris Wiebeck

EXHIBIT 10.8 AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is effective as of April 1, 2021, by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Kris Wiebeck (?Employee?). BACKGROUND The Company employs Employee pursuant to that certain Amended and Restated

March 1, 2022 EX-10.9

Employment Agreement, dated as of April 1, 2021, between Baldwin Risk Partners, LLC and Corbyn Galloway

EXHIBIT 10.9 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this ?Agreement?) is effective as of the April 1, 2021 (the ?Effective Date?), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Corbyn Galloway (?Employee?). BACKGROUND The Company is a subsidiary of BRP Group, Inc., a Delaware corporation (?PubCo?), and serves as a holding company that

March 1, 2022 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC

March 1, 2022 EX-10.6

Amendment No. 2 to Amended and Restated Employment Agreement, dated as of April 1, 2021, between Baldwin Risk Partners, LLC and Bradford Hale

EXHIBIT 10.6 AMENDMENT #2 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDMENT #2 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is effective as of April 1, 2021, by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Bradford L. Hale (?Employee?). BACKGROUND The Company employs Employee pursuant to that certain Amended and Rest

February 14, 2022 SC 13G/A

BRP / Brookfield Residential Properties Inc. / BAMCO INC /NY/ - NONE Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* BRP Group, Inc. (Name of Issuer) Class A Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which th

February 11, 2022 EX-24.3

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.3 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 EX-24.10

LIMITED POWER OF ATTORNEY February 11, 2022

EX-24.10 11 dp166847ex2410.htm EXHIBIT 24.10 Exhibit 24.10 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and st

February 11, 2022 EX-24.6

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.6 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 EX-24.9

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.9 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 EX-24.4

LIMITED POWER OF ATTORNEY February 11, 2022

EX-24.4 5 dp166847ex2404.htm EXHIBIT 24.4 Exhibit 24.4 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead

February 11, 2022 EX-24.12

LIMITED POWER OF ATTORNEY February 11, 2022

EX-24.12 13 dp166847ex2412.htm EXHIBIT 24.12 Exhibit 24.12 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the unde

February 11, 2022 EX-24.5

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.5 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 SC 13G/A

BRP / Brookfield Residential Properties Inc. / Baldwin Lowry - FORM SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the

February 11, 2022 EX-24.13

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.13 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut

February 11, 2022 EX-24.7

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.7 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 EX-24.1

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.1 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 EX-24.2

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.2 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute

February 11, 2022 EX-24.8

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.8 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliv

February 11, 2022 EX-24.11

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.11 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut

February 11, 2022 EX-99.1

AMENDED AND RESTATED JOINT FILING AGREEMENT February 11, 2022

Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 11, 2022 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., par value $0.01 per share, and (ii

February 11, 2022 EX-24.14

LIMITED POWER OF ATTORNEY February 11, 2022

EX-24.14 15 dp166847ex2414.htm EXHIBIT 24.14 Exhibit 24.14 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and st

February 11, 2022 EX-24.15

LIMITED POWER OF ATTORNEY February 11, 2022

Exhibit 24.15 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut

February 9, 2022 SC 13G

BRP / Brookfield Residential Properties Inc. / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: BRP Group Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05589G102 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b) ☐ 

December 21, 2021 EX-99.1

December 21, 2021

EX-99.1 2 ex-991pressreleasedateddec.htm EX-99.1 EXHIBIT 99.1 For Immediate Release: Media Contact: December 21, 2021 Rachel DeAngelo | 813.387.6842 [email protected] BRP GROUP, INC. ANNOUNCES FOUR NEW APPOINTMENTS TO BOARD OF DIRECTORS TAMPA, FL, December 21, 2021 (GLOBE NEWSWIRE) - BRP Group, Inc. (“BRP Group”) (NASDAQ: BRP) today announced the appointments of Sunita Parasuraman,

December 21, 2021 EX-10.1

Amendment No. 4 to Credit Agreement, dated as of December 16, 2021, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto

EX-10.1 2 dp163770ex1001.htm EXHIBIT 10.1 Exhibit 10.1 Execution Version AMENDMENT No. 4, dated as of December 16, 2021 (this “Amendment”), to the Credit Agreement, dated as of October 14, 2020 (as amended by Amendment No. 1 , dated as of May 7, 2021, Amendment No. 2, dated as of June 2, 2021, and Amendment No. 3, dated as of August 6, 2021 and as may be further amended, restated, amended and rest

December 21, 2021 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 16, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

December 21, 2021 8-K

Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 15, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

November 19, 2021 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 16, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

November 16, 2021 EX-99

BRP Group, Inc. Partnership Inducement Award Plan (as amended November 16, 2021) (filed herewith)

EX-99 4 dp161769ex99.htm EXHIBIT 99 Exhibit 99 BRP GROUP, INC. PARTNERSHIP INDUCEMENT AWARD PLAN Section 1. Purpose. The purpose of the BRP Group, Inc. Partnership Inducement Award Plan (as amended effective November 16, 2021, and as thereafter amended from time to time, the “Plan”) is to motivate and reward new employees who join BRP Group, Inc. (the “Company”), primarily through acquisitions, to

November 16, 2021 S-8

As filed with the Securities and Exchange Commission on November 16, 2021

As filed with the Securities and Exchange Commission on November 16, 2021 Registration No.

November 8, 2021 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

November 8, 2021 10-Q

_____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G

November 8, 2021 EX-99.1

BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2021 RESULTS - Third Quarter 2021 Revenue Grew 106% Year-Over-Year to $135.6 Million - - Third Quarter 2021 Organic Revenue Growth of 26% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2021 RESULTS - Third Quarter 2021 Revenue Grew 106% Year-Over-Year to $135.6 Million - - Third Quarter 2021 Organic Revenue Growth of 26% - TAMPA, FLORIDA - November 8, 2021 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm, announced its results for the third quarter ended September 30, 2

November 8, 2021 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

September 17, 2021 EX-1.1

Underwriting Agreement relating to the shares, dated September 14, 2021, between BRP Group, Inc., Baldwin Risk Partners, LLC, and J.P. Morgan Securities LLC, Wells Fargo Securities, LLC and BofA Securities, Inc., as representatives of the several underwriters listed on Schedule 1 thereto.

Exhibit 1.1 EXECUTION VERSION BRP Group, Inc. 8,000,000 Shares of Class A Common Stock Underwriting Agreement September 14, 2021 J.P. Morgan Securities LLC Wells Fargo Securities, LLC BofA Securities, Inc. As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 c/o Wells Fargo Securities, LLC 500 West 33r

September 17, 2021 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 14, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction) (Commission File No.) (I.R.S. Emp

September 16, 2021 424B5

CALCULATION OF REGISTRATION FEE(1) Title of Each Class of Securities to be Registered Amount To Be Registered(2) Maximum Offering Price Per Share Maximum Aggregate Offering Price Amount of Registration Fee(3) Class A Common stock, par value $0.01 per

Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-251195 CALCULATION OF REGISTRATION FEE(1) Title of Each Class of Securities to be Registered Amount To Be Registered(2) Maximum Offering Price Per Share Maximum Aggregate Offering Price Amount of Registration Fee(3) Class A Common stock, par value $0.01 per share 9,200,000 $30.50 $280,600,000 $30,613.46 (1) This ?Calculation o

September 13, 2021 424B5

SUBJECT TO COMPLETION PRELIMINARY PROSPECTUS SUPPLEMENT DATED SEPTEMBER 13, 2021

Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-251195 The information in this preliminary prospectus supplement is not complete and may be changed. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and is effective. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell

September 13, 2021 EX-99.1

UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL INFORMATION

Exhibit 99.1 UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL INFORMATION The following unaudited pro forma condensed consolidated financial information has been prepared to reflect the impact of certain completed or probable acquisitions, as applicable, by the subsidiaries of BRP Group, Inc. (?we,? ?our,? ?BRP Group? or the ?Company?). The following unaudited pro forma condensed consolidated

September 13, 2021 FWP

BRP Group, Inc. Announces Proposed Public Offering of Common Stock

Filed Pursuant to Rule 433 Issuer Free Writing Prospectus dated September 13, 2021 Relating to Preliminary Prospectus Supplement dated September 13, 2021 Registration No.

September 13, 2021 8-K

Regulation FD Disclosure, Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 10, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer in

September 10, 2021 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 8, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

August 12, 2021 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

August 12, 2021 EX-10.1

Amendment No. 3 to Credit Agreement, dated as of August 6, 2021, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto

Exhibit 10.1 Execution Version AMENDMENT NO. 3 TO CREDIT AGREEMENT, dated as of August 6, 2021 (this ?Amendment?), is made and entered into by and among BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Borrower?), each of the Guarantors party hereto, each of the entities with an Incremental Revolving Credit Commitment (as defined below) listed under the caption ?Incremental N

August 9, 2021 EX-99.1

BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2021 RESULTS - Second Quarter 2021 Revenue Grew 133% Year-Over-Year to $119.7 Million - - Second Quarter 2021 Organic Revenue Growth of 32% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2021 RESULTS - Second Quarter 2021 Revenue Grew 133% Year-Over-Year to $119.7 Million - - Second Quarter 2021 Organic Revenue Growth of 32% - TAMPA, FLORIDA - August 9, 2021 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm announced its results for the second quarter ended June 30, 2021.

August 9, 2021 10-Q

_____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP,

August 9, 2021 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

July 28, 2021 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo

July 1, 2021 8-K

Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 1, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor

June 17, 2021 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 14, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo

June 3, 2021 EX-10.1

Amendment No. 2 to Credit Agreement, dated as of June 2, 2021, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto (incorporated herein by reference to Exhibit 10.1 of the registrant's Current Report on Form 8-K filed with the Securities and Exchange Commission on June 2, 2021).

Exhibit 10.1 Execution Version AMENDMENT No. 2, dated as of June 2, 2021 (this ?Amendment?), to the Credit Agreement, dated as of October 14, 2020 (as amended by Amendment No. 1 , dated as of May 7, 2021 and as may be further amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the ?Credit Agreement?), among BALDWIN RISK PARTNERS, LLC, a Delaware

June 3, 2021 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 2, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor

May 10, 2021 EX-10.2

Amendment No. 1 to Credit Agreement, dated as of May 7, 2021, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto (incorporated herein by reference to Exhibit 10.2 of the registrant's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 10, 2021).

EXHIBIT 10.2 Execution Version AMENDMENT No. 1, dated as of May 7, 2021 (this ?Amendment?), to the Credit Agreement, dated as of October 14, 2020 (as amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the ?Credit Agreement?), among BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Borrower?), the Guarantors from time to tim

May 10, 2021 10-Q

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP

May 10, 2021 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor

May 10, 2021 EX-99.1

BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2021 RESULTS - First Quarter 2021 Revenue Grew 182% Year-Over-Year to $152.8 Million - - First Quarter 2021 Organic Revenue Growth of 14% -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2021 RESULTS - First Quarter 2021 Revenue Grew 182% Year-Over-Year to $152.8 Million - - First Quarter 2021 Organic Revenue Growth of 14% - TAMPA, FLORIDA - May 10, 2021 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), a rapidly growing independent insurance distribution firm announced its results for the first quarter ended March

May 6, 2021 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpora

May 6, 2021 EX-10.1

Form of Performance-Based Restricted Stock Unit Award Agreement

Exhibit 10.1 BRP GROUP, INC. OMNIBUS INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the ?Grant Letter?) and Exhibit A (the Grant Letter and Exhibit A constituting this ?Agreement?), BRP Group, Inc., a Delaware corporation (the ?Company?), has granted you as of the Grant Date set forth below an award of perf

May 6, 2021 EX-10.1

Form of Performance-Based Restricted Stock Unit Award Agreement (incorporated herein by reference to Exhibit 10.1 of the registrant's Current Report on Form 8-K/A filed with the Securities and Exchange Commission on May 6, 2021).

Exhibit 10.1 BRP GROUP, INC. OMNIBUS INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the ?Grant Letter?) and Exhibit A (the Grant Letter and Exhibit A constituting this ?Agreement?), BRP Group, Inc., a Delaware corporation (the ?Company?), has granted you as of the Grant Date set forth below an award of perf

May 6, 2021 8-K/A

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No.1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S.

April 27, 2021 DEF 14A

Schedule 14A

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confid

April 27, 2021 DEFA14A

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of

March 11, 2021 S-8

- FORM S-8

As filed with the Securities and Exchange Commission on [?] Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BRP GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 61-1937225 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identifica

March 11, 2021 10-K

Annual Report - 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2020 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC

March 11, 2021 EX-99.1

BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2020 RESULTS - Fourth Quarter 2020 Revenue Grew 91% Year-Over-Year to $69.6 Million - - Full Year 2020 Revenue Grew 75% Year-Over-Year to $240.9 Million - - Fourth Quarter 2020 Organic Revenue Gr

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2020 RESULTS - Fourth Quarter 2020 Revenue Grew 91% Year-Over-Year to $69.6 Million - - Full Year 2020 Revenue Grew 75% Year-Over-Year to $240.9 Million - - Fourth Quarter 2020 Organic Revenue Growth of 17% - TAMPA, FLORIDA - March 11, 2021 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), a rapidly growing independe

March 11, 2021 EX-21

List of Subsidiaries of BRP Group, Inc.

EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of March 11, 2021 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware BRP Colleague Inc. Florida Baldwin Krystyn Sherman Partners, LLC Florida BKS Smith, LLC Florida BKS MS, LLC Florida BKS Partners Galati Marine Solutions, LLC Florida League City Office Building, LLC Florida BKS Financial Services Holdings, LLC Florida BKS Fin

March 11, 2021 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp

March 11, 2021 EX-4.1

Exhibit 4.1

EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2020, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): our Class A common stock, par value $0.01 per share, or the ?Class A common stock?. For purposes of this de

February 12, 2021 EX-24.24

LIMITED POWER OF ATTORNEY February 12, 2021

EX-24.24 5 d14679dex2424.htm EX-24.24 Exhibit 24.24 LIMITED POWER OF ATTORNEY February 12, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Christopher J. Stephens, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare,

February 12, 2021 SC 13G/A

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13D-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHA

CUSIP No. 05589G102 13G Page 1 of 9 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13D-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3)* BRP Group, Inc. - A (Name of Issuer) Common Stock (Title of Class of Securities

February 12, 2021 EX-24.22

LIMITED POWER OF ATTORNEY February 12, 2021

EX-24.22 3 d14679dex2422.htm EX-24.22 Exhibit 24.22 LIMITED POWER OF ATTORNEY February 12, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Christopher J. Stephens, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare,

February 12, 2021 EX-24.21

LIMITED POWER OF ATTORNEY February 12, 2021

Exhibit 24.21 LIMITED POWER OF ATTORNEY February 12, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Christopher J. Stephens, as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliver and file

February 12, 2021 EX-24.23

LIMITED POWER OF ATTORNEY February 12, 2021

EX-24.23 4 d14679dex2423.htm EX-24.23 Exhibit 24.23 LIMITED POWER OF ATTORNEY February 12, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Christopher J. Stephens, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare,

February 12, 2021 SC 13G/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* BRP Group, Inc. (Name of Issuer) Class A Common Shares (Title of Class of Securities) (CUSIP Number) Cal

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* BRP Group, Inc. (Name of Issuer) Class A Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuan

February 12, 2021 SC 13G/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to Rules 13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to Rule 13d-2(b) (Amendment No.

February 12, 2021 EX-99.1

AMENDED AND RESTATED JOINT FILING AGREEMENT February 12, 2021

EX-99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 12, 2021 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., par value $0.01 per share,

February 12, 2021 SC 13G/A

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13D-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHA

CUSIP No. 05589G102 13G Page 1 of 9 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO ?240.13D-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO ?240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3)* BRP Group, Inc. - A (Name of Issuer) Common Stock (Title of Class of Securities

February 12, 2021 SC 13G/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Secu

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to desig

February 12, 2021 EX-24.25

LIMITED POWER OF ATTORNEY February 12, 2021

EX-24.25 6 d14679dex2425.htm EX-24.25 Exhibit 24.25 LIMITED POWER OF ATTORNEY February 12, 2021 Know all by these presents, that the undersigned hereby makes, constitutes and appoints Christopher J. Stephens, as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare,

February 12, 2021 SC 13G/A

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13D-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHA

CUSIP No. 05589G102 13G Page 1 of 9 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13D-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3)* BRP Group, Inc. - A (Name of Issuer) Common Stock (Title of Class of Securities

February 8, 2021 EX-99.1

February 2021 INVESTOR PRESENTATION Exhibit 99.1 DISCLAIMER This presentation shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in

brpexhibit991 February 2021 INVESTOR PRESENTATION Exhibit 99.1 DISCLAIMER This presentation shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such s

February 8, 2021 8-K

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 8, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

January 7, 2021 8-K

Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 31, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc

December 11, 2020 EX-1.1

Underwriting Agreement relating to the shares, dated December 8, 2020, between BRP Group, Inc., Baldwin Risk Partners, LLC, and J.P. Morgan Securities LLC, BofA Securities, Inc., Wells Fargo Securities, LLC and Morgan Stanley & Co. LLC, as representatives of the several underwriters listed on Schedule 1 thereto.

EX-1.1 Exhibit 1.1 EXECUTION VERSION BRP Group, Inc. 8,750,000 Shares of Class A Common Stock Underwriting Agreement December 8, 2020 J.P. Morgan Securities LLC BofA Securities, Inc. Wells Fargo Securities, LLC Morgan Stanley & Co. LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 c/o BofA Secur

December 11, 2020 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 8, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction) (Commission File No.) (I.R.S. Emplo

December 10, 2020 424B5

CALCULATION OF REGISTRATION FEE(1) Title of Each Class of Securities to be Registered Amount To Be Registered(2) Maximum Offering Price Per Share Maximum Aggregate Offering Price Amount of Registration Fee(3) Class A Common stock, par value $0.01 per

Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-251195 CALCULATION OF REGISTRATION FEE(1) Title of Each Class of Securities to be Registered Amount To Be Registered(2) Maximum Offering Price Per Share Maximum Aggregate Offering Price Amount of Registration Fee(3) Class A Common stock, par value $0.01 per share 10,062,500 $29.50 $296,843,750 $32,385.66 (1) This ?Calculation

December 10, 2020 SC 13G

BRP / Brookfield Residential Properties Inc. / IHC Holdings, Inc./NV Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRP Group, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 05589G102 (CUSIP Number) Brian Kapiloff, P.O. Box 25402, Houston, TX 77265 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

December 10, 2020 EX-99.1

JOINT FILING AGREEMENT

JOINT FILING AGREEMENT This Joint Filing Agreement, dated as of November 30, 2020, is by and among IHC Holdings, Inc.

December 8, 2020 424B5

Joint book-running managers J.P. Morgan BofA Securities Wells Fargo Securities Morgan Stanley Jefferies William Blair Keefe Bruyette & Woods Raymond James Dowling & Partners Securities LLC Capital One Securities A Stifel Company

424B5 Table of Contents Filed Pursuant to Rule 424(B)(5) Registration No. 333-251195 The information in this preliminary prospectus supplement is not complete and may be changed. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and is effective. This preliminary prospectus supplement and the accompanying prospectus are not an offer to

December 8, 2020 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 6, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or organization) (C

December 8, 2020 EX-99.1

BRP Group, Inc. Partnership Inducement Award Plan (as amended November 16, 2021) (incorporated herein by reference to Exhibit 99.1 of the registrant’s Registration Statement on Form S-8 (Registration No. 333-261126) filed with the Securities and Exchange Commission on November 16, 2021).

Exhibit 99 BRP GROUP, INC. PARTNERSHIP INDUCEMENT AWARD PLAN Section 1. Purpose. The purpose of the BRP Group, Inc. Partnership Inducement Award Plan (as amended on December 4, 2020, and as thereafter amended from time to time, the “Plan”) is to motivate and reward new employees who join BRP Group, Inc. (the “Company”), primarily through acquisitions, to perform at the highest level and contribute

December 8, 2020 S-3ASR

- S-3ASR

S-3ASR Table of Contents As filed with the Securities and Exchange Commission on December 8, 2020 Registration No.

December 8, 2020 EX-24

Powers of Attorney (included in signature pages hereof)

Exhibit 24 POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that each person whose signature appears below constitutes and appoints Lowry Baldwin, Trevor Baldwin, Kris Wiebeck, John Valentine, Dan Galbraith, Brad Hale, and Christopher Stephens and each of them, his or her true and lawful attorneys-in-fact and agents, with full power of substitution and resubstitution, for him or her and in his or

December 8, 2020 EX-23.7

Consent of Dixon Hughes Goodman LLP (filed herewith)

Exhibit 23.7 Consent of Independent Registered Public Accounting Firm We hereby consent to the incorporation by reference in this registration statement on Form S-8 of BRP Group, Inc. of our report dated December 7, 2020, relating to the consolidated financial statements of Insgroup, Inc., which appear in the amendment to Form 8-K of BRP Group, Inc. dated December 7, 2020. /s/ Dixon Hughes Goodman

December 8, 2020 S-8

- FORM S-8

As filed with the Securities and Exchange Commission on December 8, 2020 Registration No.

December 8, 2020 EX-23.9

Consent of PricewaterhouseCoopers LLP

EX-23.9 Exhibit 23.9 CONSENT OF INDEPENDENT AUDITORS We hereby consent to the incorporation by reference in this Registration Statement on Form S-3 of BRP Group, Inc. of our report dated August 9, 2019 relating to the financial statements of Millennial Specialty Insurance LLC, which appears in BRP Group, Inc.’s prospectus, dated October 23, 2019, filed with the Securities and Exchange Commission p

December 8, 2020 FWP

BRP Group, Inc. Announces Proposed Public Offering of Common Stock

Filed Pursuant to Rule 433 Issuer Free Writing Prospectus dated December 8, 2020 Relating to Preliminary Prospectus Supplement dated December 8, 2020 Registration No.

December 8, 2020 EX-23.7

Consent of Dixon Hughes Goodman LLP

EX-23.7 Exhibit 23.7 Consent of Independent Registered Public Accounting Firm We hereby consent to the incorporation by reference in this registration statement on Form S-3 of BRP Group, Inc. of our report dated December 7, 2020, relating to the consolidated financial statements of Insgroup, Inc., which appear in the amendment to Form 8-K of BRP Group, Inc. dated December 7, 2020, and to the refer

December 8, 2020 EX-23.8

Consent of RSM US LLP

EX-23.8 Exhibit 23.8 Consent of Independent Auditor We consent to the incorporation by reference in this Registration Statement on Form S-3 of BRP Group, Inc. of our report dated August 13, 2019, relating to the financial statements of Lykes Insurance, Inc., appearing in the Registration Statement on Form S-1 (No. 333-233908) filed by BRP Group, Inc. on September 23, 2019. We also consent to the r

December 7, 2020 EX-99.1

INSGROUP, INC. Consolidated Financial Statements December 31, 2019 INSGROUP, INC. Table of Contents Page Independent Auditors' Report 3 Consolidated Financial Statements Consolidated Balance Sheet 4 Consolidated Statement of Income 5 Consolidated Sta

Exhibit 99.1 INSGROUP, INC. Consolidated Financial Statements December 31, 2019 INSGROUP, INC. Table of Contents Page Independent Auditors' Report 3 Consolidated Financial Statements Consolidated Balance Sheet 4 Consolidated Statement of Income 5 Consolidated Statement of Stockholders' Equity 6 Consolidated Statement of Cash Flows 7 Notes to Consolidated Financial Statements 1. Business and Basis

December 7, 2020 EX-99.2

INSGROUP, INC. Consolidated Financial Statements (Unaudited) September 30, 2020 INSGROUP, INC. Table of Contents Page Consolidated Financial Statements (Unaudited) Consolidated Balance Sheet 3 Consolidated Statement of Income 4 Consolidated Statement

Exhibit 99.2 INSGROUP, INC. Consolidated Financial Statements (Unaudited) September 30, 2020 INSGROUP, INC. Table of Contents Page Consolidated Financial Statements (Unaudited) Consolidated Balance Sheet 3 Consolidated Statement of Income 4 Consolidated Statement of Stockholders' Equity 5 Consolidated Statement of Cash Flows 6 Notes to Unaudited Consolidated Financial Statements 1. Business and Ba

December 7, 2020 EX-99.5

UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL INFORMATION

Exhibit 99.5 UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL INFORMATION The following unaudited pro forma condensed consolidated financial information is based on the historical financial information of BRP Group, Inc. (“BRP Group” or the “Company”), Insgroup, Inc. ("Insgroup") and Armfield, Harrison and Thomas, Inc. ("AHT"), and has been prepared to reflect the acquisition of Insgroup by Ba

December 7, 2020 EX-99.4

ARMFIELD, HARRISON & THOMAS, INC. Financial Statements (Unaudited) September 30, 2020 ARMFIELD, HARRISON & THOMAS, INC. Table of Contents Page Financial Statements (Unaudited) Balance Sheet 3 Statement of Operations 4 Statement of Stockholders' Equit

Exhibit 99.4 ARMFIELD, HARRISON & THOMAS, INC. Financial Statements (Unaudited) September 30, 2020 ARMFIELD, HARRISON & THOMAS, INC. Table of Contents Page Financial Statements (Unaudited) Balance Sheet 3 Statement of Operations 4 Statement of Stockholders' Equity 5 Statement of Cash Flows 6 Notes to Unaudited Financial Statements 1. Business and Basis of Presentation 7 2. Business Combination 8 3

December 7, 2020 EX-99.3

ARMFIELD, HARRISON & THOMAS, INC. Financial Statements December 31, 2019 ARMFIELD, HARRISON & THOMAS, INC. Table of Contents Page Independent Auditors' Report 3 Financial Statements Balance Sheet 4 Statement of Operations 5 Statement of Stockholders'

Exhibit 99.3 ARMFIELD, HARRISON & THOMAS, INC. Financial Statements December 31, 2019 ARMFIELD, HARRISON & THOMAS, INC. Table of Contents Page Independent Auditors' Report 3 Financial Statements Balance Sheet 4 Statement of Operations 5 Statement of Stockholders' Equity 6 Statement of Cash Flows 7 Notes to Financial Statements 1. Business and Basis of Presentation 8 2. Significant Accounting Polic

December 7, 2020 8-K/A

Financial Statements and Exhibits - 8-K/A

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employ

December 4, 2020 8-K

Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets, Other Events - 8-K

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorporation or

November 12, 2020 EX-99.1

BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2020 RESULTS - Third Quarter 2020 Revenue Grew 72% Year-Over-Year to $65.8 Million - - Third Quarter 2020 Organic Revenue Growth of 20% - - “MGA of the Future” Policies in Force Cross 500,000 Policy Milestone -

EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2020 RESULTS - Third Quarter 2020 Revenue Grew 72% Year-Over-Year to $65.8 Million - - Third Quarter 2020 Organic Revenue Growth of 20% - - “MGA of the Future” Policies in Force Cross 500,000 Policy Milestone - TAMPA, FLORIDA - November 12, 2020 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), a rapidly growing independent insuran

November 12, 2020 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 12, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorporation or

November 12, 2020 8-K

Unregistered Sales of Equity Securities, Financial Statements and Exhibits - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco

November 12, 2020 10-Q

_____________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2020 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G

October 15, 2020 8-K

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 12, 2020 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or organization) (C

October 15, 2020 EX-10.1

Credit Agreement, dated as of October 14, 2020, by and among Baldwin Risk Partners, LLC, a Delaware limited liability company, JPMorgan Chase Bank, N.A., as the Administrative Agent, the Guarantors party thereto, the Lenders party thereto and the Issuing Lenders party thereto (incorporated herein by reference to Exhibit 10.1 of the registrant’s Current Report on Form 8-K filed with the Securities and Exchange Commission on October 15, 2020).

EX-10.1 Exhibit 10.1 Execution Version CREDIT AGREEMENT among BALDWIN RISK PARTNERS, LLC, as Borrower, the Guarantors from time to time party hereto, the several Lenders from time to time party hereto, and JPMORGAN CHASE BANK, N.A., as Administrative Agent Dated as of October 14, 2020 JPMORGAN CHASE BANK, N.A., WELLS FARGO SECURITIES, LLC, BOFA SECURITIES, INC., CAPITAL ONE, NATIONAL ASSOCIATION C

October 15, 2020 EX-3.1

Certificate of Amendment to the Company’s Amended and Restated Certificate of Incorporation (incorporated herein by reference to Exhibit 3.1 of the registrant’s Current Report on Form 8-K filed with the Securities and Exchange Commission on October 15, 2020).

EX-3.1 Exhibit 3.1 CERTIFICATE OF AMENDMENT TO AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRP GROUP, INC. Pursuant to Sections 228 and 242 of the General Corporation Law of the State of Delaware BRP Group, Inc., a corporation organized and existing under and by virtue of the provisions of the General Corporation Law of the State of Delaware (the “General Corporation Law”) DOES HEREBY CER

September 22, 2020 DEF 14C

- DEF 14C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C (RULE 14C-101) INFORMATION STATEMENT PURSUANT TO SECTION 14(C) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED Check the appropriate box: r Preliminary Information Statement x Definitive Information Statement r Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) BRP GROUP, INC. (Name

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