| Security | Num Shares | Value | Price $ | Transaction Date | Ownership | Underlying Class | Underlying Amount |
|---|---|---|---|---|---|---|---|
| LLC Units in The Baldwin Insurance Group Holdings, LLC | 12,537,590 | $519,281,258 | $40.64 | 02 Mar 2026 | Direct | Class A Common Stock | |
| Class B Common Stock | 12,537,590 | $484,781,765 | $37.94 | 02 Mar 2026 | Direct |
| Sym | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|