Baldwin Insurance Group Enters Material Definitive Agreement

Ticker: BWIN · Form: 8-K · Filed: Jan 10, 2025 · CIK: 1781755

Baldwin Insurance Group, Inc. 8-K Filing Summary
FieldDetail
CompanyBaldwin Insurance Group, Inc. (BWIN)
Form Type8-K
Filed DateJan 10, 2025
Risk Levelmedium
Pages3
Reading Time3 min
Key Dollar Amounts$0.01, $100 million, $835.8 million, $935.8 million
Sentimentneutral

Sentiment: neutral

Topics: material-definitive-agreement, financial-obligation

TL;DR

Baldwin Insurance Group just signed a big deal, watch their financials.

AI Summary

On January 10, 2025, Baldwin Insurance Group, Inc. entered into a material definitive agreement related to a financial obligation. The company, formerly known as BRP Group, Inc., is incorporated in Delaware and headquartered in Tampa, Florida.

Why It Matters

This filing indicates a significant financial commitment or obligation for Baldwin Insurance Group, which could impact its financial standing and future operations.

Risk Assessment

Risk Level: medium — Entering into material definitive agreements can introduce new financial obligations or risks that require careful monitoring.

Key Numbers

  • 001-39095 — SEC File Number (Identifies the company's filing with the SEC.)
  • 61-1937225 — IRS Employer Identification No. (Company's tax identification number.)

Key Players & Entities

  • Baldwin Insurance Group, Inc. (company) — Registrant
  • BRP Group, Inc. (company) — Former company name
  • January 10, 2025 (date) — Date of earliest event reported
  • Delaware (jurisdiction) — State of incorporation
  • Tampa, Florida (location) — Principal executive offices

FAQ

What type of material definitive agreement did Baldwin Insurance Group, Inc. enter into?

The filing indicates the agreement is related to a direct financial obligation or an obligation under an off-balance sheet arrangement of a registrant.

When was this agreement reported?

The earliest event reported for this agreement was on January 10, 2025.

What was Baldwin Insurance Group, Inc. formerly known as?

The company was formerly known as BRP Group, Inc.

Where are Baldwin Insurance Group, Inc.'s principal executive offices located?

The principal executive offices are located at 4211 W. Boy Scout Blvd., Suite 800, Tampa, Florida 33607.

In which state is Baldwin Insurance Group, Inc. incorporated?

The company is incorporated in Delaware.

Filing Stats: 756 words · 3 min read · ~3 pages · Grade level 11.1 · Accepted 2025-01-10 16:30:25

Key Financial Figures

  • $0.01 — tered Class A Common Stock, par value $0.01 per share BWIN Nasdaq Global Select
  • $100 million — ded to, among other things, provide for $100 million of incremental term B loans (the loans
  • $835.8 million — al amount of Baldwin Holdings' existing $835.8 million senior secured first lien term loan fac
  • $935.8 million — an facility maturing on May 24, 2031 to $935.8 million. The New Term Loans were funded on the

Filing Documents

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. THE BALDWIN INSURANCE GROUP, INC. Date: January 10, 2025 By: /s/ Bradford L. Hale Name: Bradford L. Hale Title: Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.