Results of Operations and Financial Condition. On October 27, 2026, The Baldwin Insurance Group, Inc. (the “Company”) issued a press release announcing selected preliminary financial results for the quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. In addition, on October 27, 2026, the Company posted on its website a preliminary earnings supplement disclosing certain additional selected preliminary financial results…

Chief Accounting Officer — Corbyn Lichon: The filing discloses the return of a sitting officer from maternity leave and the end of an interim appointment, which is a routine administrative update rather than a departure or new hire.

Entry into a Material Definitive Agreement. On September 14, 2026, The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement,” and the transactions contemplated thereby, the “Transaction”), by and among the Company, The Baldwin Insurance Group Holdings, LLC, a Delaware limited liability company (“OpCo LLC”), Square Acquisition Parent, Inc., a Delaware corporation (“Parent”), Square Acquisition Merger Sub I, I…

Regulation FD Disclosure. On September 14, 2026, the Company issued a press release announcing the execution of the Merger Agreement. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information contained in this Item 7.01, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, and shall not be deemed incorporated by reference in any filing under the…

Results of Operations and Financial Condition. On July 30, 2026, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act o…

interim Chief Accounting Officer — Johnathan Daniel: Johnathan Daniel was appointed as interim Chief Accounting Officer due to Corbyn Lichon's maternity leave.

Results of Operations and Financial Condition. On May 4, 2026, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of…

Results of Operations and Financial Condition. On February 26, 2026, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter and full year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Sec…

issued by the Company to such owners at the Closing (as adjusted as provided therein), the Company agreed to take all actions reasonably necessary to cause (i) one nominee designated by the Seller Group (the “Seller Director”) to be appointed as a Class III director on the Company’s board of directors (the “Board”) and (ii) one representative designated by the Seller Group to be appointed as an observer on the Board (the “Board Observer”), in each case on the terms and subject to the conditio…

In addition, as of the Closing Date, pursuant to the Company’s other pending acquisition agreements previously disclosed in the Company’s Current Report on Form 8-K filed on December 2, 2025 (the “Acquisition Agreements”), the Company issued an aggregate of 23,951,021 shares of Class A common stock pursuant to the terms of the Acquisition Agreements. The Company offered such equity to the respective parties in reliance on the exemption from registration under the Securities Act provided by Se…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The disclosure contained in

Class III director — Paul Sparks: Paul Sparks was appointed as a Class III director to the Board following a significant corporate event.

Entry into a Material Definitive Agreement. Voting Agreement On the Closing Date, pursuant to the Transaction Agreement, the Company entered into a voting agreement (the “Voting Agreement”) with certain direct owners of the Seller (the “Seller Group”). Pursuant to the Voting Agreement, until the date that is the earlier of (a) the sixth anniversary of the Closing Date and (b) such time as certain owners of the Seller and their respective permitted transferees no longer own (after giving effec…

Regulation FD Disclosure. Press Release On December 2, 2025, the Company issued a press release announcing the Transaction. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. Investor Presentation On December 3, 2025, the Company will hold an investor call relating to the Transaction. An investor presentation (the “Presentation”) has been made available online in the Investor Relations section of the Company’s website for reference during suc…

Pursuant to certain other agreements entered into by the Company with respect to other pending acquisitions by the Company (collectively, the “Acquisition Agreements”), the Company may issue up to an aggregate of approximately $40 million of Class A Common Stock pursuant to the terms of the Acquisition Agreements. The amount of shares issuable pursuant to the Acquisition Agreements will be based either on a fixed mutually agreed upon value of the shares or a certain volume weighted average pr…

Entry into a Material Definitive Agreement. On December 2, 2025 (the “Signing Date”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), Red Rock Merger Sub I, Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Merger Sub I”), Red Rock Merger Sub II, LLC, a Delaware limited liability company and wholly owned subsidiary of the Company (“Merger Sub II”), Cobbs Allen Capital Holdings, LLC, a Delaware limited liability company (the “Seller”), CAH Hol…

Results of Operations and Financial Condition. On November 4, 2025, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchan…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information included in

Entry into a Material Definitive Agreement. On September 18, 2025 (the “Closing Date”), The Baldwin Insurance Group Holdings, LLC (formerly known as Baldwin Risk Partners, LLC) (“Baldwin Holdings”), the operating company and direct subsidiary of The Baldwin Insurance Group, Inc. (formerly known as BRP Group, Inc.) (“Baldwin”), as borrower, entered into an amendment to the Credit Agreement (as defined below) (the “Amendment”) with JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”…

Results of Operations and Financial Condition. On August 5, 2025, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act…

Results of Operations and Financial Condition. On May 6, 2025, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of…

Results of Operations and Financial Condition. On February 25, 2025, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter and full year ended December 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Sec…

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

Entry into a Material Definitive Agreement. On January 10, 2025 (the “Closing Date”), The Baldwin Insurance Group Holdings, LLC (formerly known as Baldwin Risk Partners, LLC) (“Baldwin Holdings”), the operating company and direct subsidiary of The Baldwin Insurance Group, Inc. (formerly known as BRP Group, Inc.) (“Baldwin”), as borrower, entered into an amendment to the Credit Agreement (as defined below) (the “Amendment”) with JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”),…

Results of Operations and Financial Condition. On November 4, 2024, The Baldwin Insurance Group, Inc. issued a press release announcing its financial results for the quarter ended September 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchan…