The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

Names of Reporting Persons.

L. Lowry Baldwin

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

16,451,478 (1)

Shared Voting Power

14,679,499 (2)

Sole Dispositive Power

16,451,478 (1)

Shared Dispositive Power

0 (2)

Aggregate Amount Beneficially Owned by Each Reporting Person

31,130,977 shares of Class A Common Stock (1)(2)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

40.7% (3)

Type of Reporting Person (See Instructions)

IN

The total number of shares reported by L. Lowry Baldwin is equal to 16,451,478 shares that are owned by Baldwin Insurance Group Holdings, LLC, an entity controlled by L. Lowry Baldwin.

As more fully described in Item 4 of this Schedule 13G, L. Lowry Baldwin may be deemed to beneficially own, as a result of certain voting covenants on matters submitted to the Issuer’s common stockholders pursuant to the Voting Agreement (as defined below), an aggregate of 14,679,499 shares of Class A common stock that are beneficially owned by the Reporting Persons. Capitalized terms used herein are defined in Items 2(a) or 4 below.

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Baldwin Insurance Group Holdings, LLC

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

16,451,478

Sole Dispositive Power

0

Shared Dispositive Power

16,451,478

Aggregate Amount Beneficially Owned by Each Reporting Person

16,451,478 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

26.4% (1)

Type of Reporting Person (See Instructions)

OO

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Millennial Specialty Holdco, LLC

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Florida

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

4,285,714

Sole Dispositive Power

0

Shared Dispositive Power

4,285,714

Aggregate Amount Beneficially Owned by Each Reporting Person

4,285,714 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

8.6% (1)

Type of Reporting Person (See Instructions)

OO

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Elizabeth H. Krystyn

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

2,340,876 (2)

Sole Dispositive Power

2,340,876

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

2,340,876 shares of Class A Common Stock (2)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

4.9% (1)(2)

Type of Reporting Person (See Instructions)

IN, OO (Trustee)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

The total number of shares reported by Elizabeth H. Krystyn includes 270,511 shares owned by The Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I, Dated September 30, 2019 (as otherwise reported herein), 294,009 shares owned by The Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II, Dated September 30, 2019 (as otherwise reported herein), and 44,358 shares owned by Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 (as otherwise reported herein).

Names of Reporting Persons.

The Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I, Dated September 30, 2019

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

270,511

Sole Dispositive Power

0

Shared Dispositive Power

270,511

Aggregate Amount Beneficially Owned by Each Reporting Person

270,511 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.6% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

The Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II, Dated September 30, 2019

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

294,009

Sole Dispositive Power

0

Shared Dispositive Power

294,009

Aggregate Amount Beneficially Owned by Each Reporting Person

294,009 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.6% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

44,358

Sole Dispositive Power

0

Shared Dispositive Power

44,358

Aggregate Amount Beneficially Owned by Each Reporting Person

44,358 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.1% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Laura R. Sherman

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

2,540,875 (2)

Sole Dispositive Power

2,540,875

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

2,540,875 shares of Class A Common Stock (2)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

5.3% (1)(2)

Type of Reporting Person (See Instructions)

IN, OO (Trustee)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

The total number of shares reported by Laura R. Sherman includes 135,247 shares owned by The Laura R. Sherman GRAT 2019-1, Dated September 30, 2019 (as otherwise reported herein), 73,501 shares owned by The Laura R. Sherman GRAT 2019-2, Dated September 30, 2019 (as otherwise reported herein) and 19,906 shares owned by The Laura R. Sherman GRAT 2020-1, Dated September 30, 2020 (as otherwise reported herein).

Names of Reporting Persons.

The Laura R. Sherman GRAT 2019-1, Dated September 30, 2019

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

135,247

Sole Dispositive Power

0

Shared Dispositive Power

135,247

Aggregate Amount Beneficially Owned by Each Reporting Person

135,247 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.3% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

The Laura R. Sherman GRAT 2019-2, Dated September 30, 2019

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

73,501

Sole Dispositive Power

0

Shared Dispositive Power

73,501

Aggregate Amount Beneficially Owned by Each Reporting Person

73,501 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.2% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

The Laura R. Sherman GRAT 2020-1, Dated September 30, 2020

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

19,906

Sole Dispositive Power

0

Shared Dispositive Power

19,906

Aggregate Amount Beneficially Owned by Each Reporting Person

19,906 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.0% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Trevor L. Baldwin

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

141,743

Sole Dispositive Power

141,743

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

141,743 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.3% (1)

Type of Reporting Person (See Instructions)

IN

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Kristopher A. Wiebeck

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

1,529,895 (2)

Sole Dispositive Power

1,529,895

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

1,529,895 shares of Class A Common Stock (2)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

3.2% (1)(2)

Type of Reporting Person (See Instructions)

IN, OO (Trustee)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

The total number of shares reported by Kristopher A. Wiebeck includes 431,427 shares owned by The Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust, Dated September 30, 2019 (as otherwise reported herein) and 44,250 shares owned by Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, Dated September 20, 2020 (as otherwise reported herein).

Names of Reporting Persons.

The Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust, Dated September 30, 2019

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

431,427

Sole Dispositive Power

0

Shared Dispositive Power

431,427

Aggregate Amount Beneficially Owned by Each Reporting Person

431,427 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.9% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

44,250

Sole Dispositive Power

0

Shared Dispositive Power

44,250

Aggregate Amount Beneficially Owned by Each Reporting Person

44,250 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.1% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

John A. Valentine

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

1,328,308 (2)

Sole Dispositive Power

1,328,308

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

1,328,308 shares of Class A Common Stock (2)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

2.8% (1)(2)

Type of Reporting Person (See Instructions)

IN, OO (Trustee)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

The total number of shares reported by John A. Valentine includes 179,582 shares owned by The John A. Valentine 2019 Grantor Retained Annuity Trust, Dated September 30, 2019 (as otherwise reported herein) and 10,744 shares owned by The John A. Valentine 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 (as otherwise reported herein).

Names of Reporting Persons.

The John A. Valentine 2019 Grantor Retained Annuity Trust, Dated September 30, 2019

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

179,582

Sole Dispositive Power

0

Shared Dispositive Power

179,582

Aggregate Amount Beneficially Owned by Each Reporting Person

179,582 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.4% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

John A. Valentine 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

10,744

Sole Dispositive Power

0

Shared Dispositive Power

10,744

Aggregate Amount Beneficially Owned by Each Reporting Person

10,744 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.0% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Daniel A. Galbraith

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

1,387,311

Sole Dispositive Power

1,387,311 (2)

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

1,387,311 shares of Class A Common Stock (2)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

2.9% (1)(2)

Type of Reporting Person (See Instructions)

IN, OO (Trustee)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

The total number of shares reported by Daniel A. Galbraith includes 108,578 shares owned by Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 (as otherwise reported herein).

Names of Reporting Persons.

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Delaware

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

108,578

Sole Dispositive Power

0

Shared Dispositive Power

108,578

Aggregate Amount Beneficially Owned by Each Reporting Person

108,578 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.2% (1)

Type of Reporting Person (See Instructions)

OO (Trust)

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Bradford L. Hale

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

127,171

Sole Dispositive Power

127,171

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

127,171 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.3% (1)

Type of Reporting Person (See Instructions)

IN

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Joseph D. Finney

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

372,852

Sole Dispositive Power

372,852

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

372,852 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.8% (1)

Type of Reporting Person (See Instructions)

IN

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Christopher J. Stephens

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

71,430

Sole Dispositive Power

71,430

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

71,430 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.2% (1)

Type of Reporting Person (See Instructions)

IN

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

James M. Roche

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A.

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

266,700

Sole Dispositive Power

266,700

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

266,700 shares of Class A Common Stock

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.6% (1)

Type of Reporting Person (See Instructions)

IN

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Highland Risk Services LLC

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

Illinois

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

286,624 (1)

Sole Dispositive Power

0

Shared Dispositive Power

286,624

Aggregate Amount Beneficially Owned by Each Reporting Person

286,624 shares of Class A Common Stock (1)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.6% (1)(2)

Type of Reporting Person (See Instructions)

OO

Highland is wholly owned by Brian G. Daly. Therefore, Brian G. Daly, who is not a party to the Voting Agreement, may be deemed to have beneficial ownership over the shares held by Highland.

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

Names of Reporting Persons.

Brian G. Daly

Check the Appropriate Box if a Member of a Group (See Instructions)

(a)  ☒        (b)  ☐

SEC Use Only

Citizenship or Place of Organization

U.S.A

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

Sole Voting Power

0

Shared Voting Power

286,624 (1)

Sole Dispositive Power

286,624

Shared Dispositive Power

0

Aggregate Amount Beneficially Owned by Each Reporting Person

286,624 shares of Class A Common Stock (1)

Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) ☐

Percent of Class Represented by Amount in Row (9)

0.6% (1)(2)

Type of Reporting Person (See Instructions)

IN

The total amount of 286,624 shares reported by Brian G. Daly are owned by Highland, of which Brian G. Daly is the managing member. Therefore, Brian G. Daly, who is not a party to the Voting Agreement, may be deemed to have beneficial ownership over the shares held by Highland.

Based on 45,803,968 shares of Class A common stock issued and outstanding as of February 12, 2021.

(a)     Name of Issuer: BRP Group, Inc. (the “Issuer”)

Address of Issuer’s Principal Executive Offices:

(a)     Name of Person Filing:

L. Lowry Baldwin

Baldwin Insurance Group Holdings, LLC

Millennial Specialty Holdco, LLC

Elizabeth H. Krystyn

The Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I, Dated September 30, 2019

The Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II, Dated September 30, 2019

Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Laura R. Sherman

The Laura R. Sherman GRAT 2019-1, Dated September 30, 2019

The Laura R. Sherman GRAT 2019-2, Dated September 30, 2019

The Laura R. Sherman GRAT 2020-1, Dated September 30, 2020

Trevor L. Baldwin

Kristopher A. Wiebeck

The Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust, Dated September 30, 2019

Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

John A. Valentine

The John A. Valentine 2019 Grantor Retained Annuity Trust, Dated September 30, 2019

John A. Valentine 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Daniel A. Galbraith

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020

Bradford L. Hale

Joseph D. Finney

Christopher J. Stephens

James M. Roche

Highland Risk Services LLC (“Highland”)

Brian G. Daly

Address of Principal Business Office, or if None, Residence:

Citizenship or Place of Organization:

Title of Class of Securities:

CUSIP Number:

IF THIS STATEMENT IS FILED PURSUANT TO SS.240.13D-1(B) OR 240.13D-2(B) OR (C), CHECK WHETHER THE PERSON FILING IS A:

OWNERSHIP.

OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS.

OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON.

IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY.

IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP.

NOTICE OF DISSOLUTION OF GROUP.

CERTIFICATIONS.

Christopher J. Stephens

Attorney-in-Fact

Prepare, execute, acknowledge, deliver and file Schedules 13G, 13D, Forms 3, 4, and 5 (including any amendments thereto), including applications for Form ID, and any actions or documents necessary to facilitate the timely filing of beneficial ownership reports, with respect to the securities of BRP Group, Inc., a Delaware corporation (the “Company”), with the United States Securities and Exchange Commission, any national securities exchanges and the Company, as considered necessary or advisable under Sections 13(d) and 16(a) of the Securities Exchange Act of 1934 and the rules and regulations promulgated thereunder, as amended from time to time (the “Exchange Act”);

Seek or obtain, as the undersigned’s representative and on the undersigned’s behalf, information on transactions in the Company’s securities from any third party, including brokers, employee benefit plan administrators and trustees, and the undersigned hereby authorizes any such person to release any such information to the undersigned and approves and ratifies any such release of information; and

Perform any and all other acts which in the discretion of the attorney-in-fact are necessary or desirable for and on behalf of the undersigned in connection with the foregoing.

This Limited Power of Attorney authorizes, but does not require, the attorney-in-fact to act in his discretion on information provided to the attorney-in-fact without independent verification of such information;

Any documents prepared and/or executed by the attorney-in-fact on behalf of the undersigned pursuant to this Limited Power of Attorney will be in such form and will contain such information and disclosure as the attorney-in-fact, in his discretion, deems necessary or desirable;

Neither the Company nor the attorney-in-fact assumes (i) any liability for the undersigned’s responsibility to comply with the requirements of the Exchange Act, (ii) any liability of the undersigned for any failure to comply with such requirements, or (iii) any obligation or liability of the undersigned for profit disgorgement under Section 13 or 16 of the Exchange Act; and

This Limited Power of Attorney does not relieve the undersigned from responsibility for compliance with the undersigned’s obligations under the Exchange Act, including without limitation the reporting requirements under Sections 13(d) and 16 of the Exchange Act. The undersigned hereby gives and grants the attorney-in-fact full power and authority to do and perform all and every act and thing whatsoever requisite, necessary or appropriate to be done in and about the foregoing matters as fully to all intents and purposes as the undersigned might or could do if present, hereby ratifying all that the attorney-in-fact of, for and on behalf of the undersigned, shall lawfully do or cause to be done by virtue of this Limited Power of Attorney.

Prepare, execute, acknowledge, deliver and file Schedules 13G, 13D, Forms 3, 4, and 5 (including any amendments thereto), including applications for Form ID, and any actions or documents necessary to facilitate the timely filing of beneficial ownership reports, with respect to the securities of BRP Group, Inc., a Delaware corporation (the “Company”), with the United States Securities and Exchange Commission, any national securities exchanges and the Company, as considered necessary or advisable under Sections 13(d) and 16(a) of the Securities Exchange Act of 1934 and the rules and regulations promulgated thereunder, as amended from time to time (the “Exchange Act”);

Seek or obtain, as the undersigned’s representative and on the undersigned’s behalf, information on transactions in the Company’s securities from any third party, including brokers, employee benefit plan administrators and trustees, and the undersigned hereby authorizes any such person to release any such information to the undersigned and approves and ratifies any such release of information; and

Perform any and all other acts which in the discretion of the attorney-in-fact are necessary or desirable for and on behalf of the undersigned in connection with the foregoing.

This Limited Power of Attorney authorizes, but does not require, the attorney-in-fact to act in his discretion on information provided to the attorney-in-fact without independent verification of such information;

Any documents prepared and/or executed by the attorney-in-fact on behalf of the undersigned pursuant to this Limited Power of Attorney will be in such form and will contain such information and disclosure as the attorney-in-fact, in his discretion, deems necessary or desirable;

Neither the Company nor the attorney-in-fact assumes (i) any liability for the undersigned’s responsibility to comply with the requirements of the Exchange Act, (ii) any liability of the undersigned for any failure to comply with such requirements, or (iii) any obligation or liability of the undersigned for profit disgorgement under Section 13 or 16 of the Exchange Act; and

This Limited Power of Attorney does not relieve the undersigned from responsibility for compliance with the undersigned’s obligations under the Exchange Act, including without limitation the reporting requirements under Sections 13(d) and 16 of the Exchange Act. The undersigned hereby gives and grants the attorney-in-fact full power and authority to do and perform all and every act and thing whatsoever requisite, necessary or appropriate to be done in and about the foregoing matters as fully to all intents and purposes as the undersigned might or could do if present, hereby ratifying all that the attorney-in-fact of, for and on behalf of the undersigned, shall lawfully do or cause to be done by virtue of this Limited Power of Attorney.

Prepare, execute, acknowledge, deliver and file Schedules 13G, 13D, Forms 3, 4, and 5 (including any amendments thereto), including applications for Form ID, and any actions or documents necessary to facilitate the timely filing of beneficial ownership reports, with respect to the securities of BRP Group, Inc., a Delaware corporation (the “Company”), with the United States Securities and Exchange Commission, any national securities exchanges and the Company, as considered necessary or advisable under Sections 13(d) and 16(a) of the Securities Exchange Act of 1934 and the rules and regulations promulgated thereunder, as amended from time to time (the “Exchange Act”);

Seek or obtain, as the undersigned’s representative and on the undersigned’s behalf, information on transactions in the Company’s securities from any third party, including brokers, employee benefit plan administrators and trustees, and the undersigned hereby authorizes any such person to release any such information to the undersigned and approves and ratifies any such release of information; and

Perform any and all other acts which in the discretion of the attorney-in-fact are necessary or desirable for and on behalf of the undersigned in connection with the foregoing.

This Limited Power of Attorney authorizes, but does not require, the attorney-in-fact to act in his discretion on information provided to the attorney-in-fact without independent verification of such information;

Any documents prepared and/or executed by the attorney-in-fact on behalf of the undersigned pursuant to this Limited Power of Attorney will be in such form and will contain such information and disclosure as the attorney-in-fact, in his discretion, deems necessary or desirable;

Neither the Company nor the attorney-in-fact assumes (i) any liability for the undersigned’s responsibility to comply with the requirements of the Exchange Act, (ii) any liability of the undersigned for any failure to comply with such requirements, or (iii) any obligation or liability of the undersigned for profit disgorgement under Section 13 or 16 of the Exchange Act; and

This Limited Power of Attorney does not relieve the undersigned from responsibility for compliance with the undersigned’s obligations under the Exchange Act, including without limitation the reporting requirements under Sections 13(d) and 16 of the Exchange Act. The undersigned hereby gives and grants the attorney-in-fact full power and authority to do and perform all and every act and thing whatsoever requisite, necessary or appropriate to be done in and about the foregoing matters as fully to all intents and purposes as the undersigned might or could do if present, hereby ratifying all that the attorney-in-fact of, for and on behalf of the undersigned, shall lawfully do or cause to be done by virtue of this Limited Power of Attorney.

Prepare, execute, acknowledge, deliver and file Schedules 13G, 13D, Forms 3, 4, and 5 (including any amendments thereto), including applications for Form ID, and any actions or documents necessary to facilitate the timely filing of beneficial ownership reports, with respect to the securities of BRP Group, Inc., a Delaware corporation (the “Company”), with the United States Securities and Exchange Commission, any national securities exchanges and the Company, as considered necessary or advisable under Sections 13(d) and 16(a) of the Securities Exchange Act of 1934 and the rules and regulations promulgated thereunder, as amended from time to time (the “Exchange Act”);

Seek or obtain, as the undersigned’s representative and on the undersigned’s behalf, information on transactions in the Company’s securities from any third party, including brokers, employee benefit plan administrators and trustees, and the undersigned hereby authorizes any such person to release any such information to the undersigned and approves and ratifies any such release of information; and

Perform any and all other acts which in the discretion of the attorney-in-fact are necessary or desirable for and on behalf of the undersigned in connection with the foregoing.

This Limited Power of Attorney authorizes, but does not require, the attorney-in-fact to act in his discretion on information provided to the attorney-in-fact without independent verification of such information;

Any documents prepared and/or executed by the attorney-in-fact on behalf of the undersigned pursuant to this Limited Power of Attorney will be in such form and will contain such information and disclosure as the attorney-in-fact, in his discretion, deems necessary or desirable;

Neither the Company nor the attorney-in-fact assumes (i) any liability for the undersigned’s responsibility to comply with the requirements of the Exchange Act, (ii) any liability of the undersigned for any failure to comply with such requirements, or (iii) any obligation or liability of the undersigned for profit disgorgement under Section 13 or 16 of the Exchange Act; and

This Limited Power of Attorney does not relieve the undersigned from responsibility for compliance with the undersigned’s obligations under the Exchange Act, including without limitation the reporting requirements under Sections 13(d) and 16 of the Exchange Act. The undersigned hereby gives and grants the attorney-in-fact full power and authority to do and perform all and every act and thing whatsoever requisite, necessary or appropriate to be done in and about the foregoing matters as fully to all intents and purposes as the undersigned might or could do if present, hereby ratifying all that the attorney-in-fact of, for and on behalf of the undersigned, shall lawfully do or cause to be done by virtue of this Limited Power of Attorney.

Prepare, execute, acknowledge, deliver and file Schedules 13G, 13D, Forms 3, 4, and 5 (including any amendments thereto), including applications for Form ID, and any actions or documents necessary to facilitate the timely filing of beneficial ownership reports, with respect to the securities of BRP Group, Inc., a Delaware corporation (the “Company”), with the United States Securities and Exchange Commission, any national securities exchanges and the Company, as considered necessary or advisable under Sections 13(d) and 16(a) of the Securities Exchange Act of 1934 and the rules and regulations promulgated thereunder, as amended from time to time (the “Exchange Act”);

Seek or obtain, as the undersigned’s representative and on the undersigned’s behalf, information on transactions in the Company’s securities from any third party, including brokers, employee benefit plan administrators and trustees, and the undersigned hereby authorizes any such person to release any such information to the undersigned and approves and ratifies any such release of information; and

Perform any and all other acts which in the discretion of the attorney-in-fact are necessary or desirable for and on behalf of the undersigned in connection with the foregoing.

This Limited Power of Attorney authorizes, but does not require, the attorney-in-fact to act in his discretion on information provided to the attorney-in-fact without independent verification of such information;

Any documents prepared and/or executed by the attorney-in-fact on behalf of the undersigned pursuant to this Limited Power of Attorney will be in such form and will contain such information and disclosure as the attorney-in-fact, in his discretion, deems necessary or desirable;

Neither the Company nor the attorney-in-fact assumes (i) any liability for the undersigned’s responsibility to comply with the requirements of the Exchange Act, (ii) any liability of the undersigned for any failure to comply with such requirements, or (iii) any obligation or liability of the undersigned for profit disgorgement under Section 13 or 16 of the Exchange Act; and

This Limited Power of Attorney does not relieve the undersigned from responsibility for compliance with the undersigned’s obligations under the Exchange Act, including without limitation the reporting requirements under Sections 13(d) and 16 of the Exchange Act. The undersigned hereby gives and grants the attorney-in-fact full power and authority to do and perform all and every act and thing whatsoever requisite, necessary or appropriate to be done in and about the foregoing matters as fully to all intents and purposes as the undersigned might or could do if present, hereby ratifying all that the attorney-in-fact of, for and on behalf of the undersigned, shall lawfully do or cause to be done by virtue of this Limited Power of Attorney.