| As Of | Filing | | Doc. | | Page | | Title | Docs. |
|---|
| | |  |
| 2/28/24 | | 10-K | | | | 1 | | Accrued Expenses and Other Current Liabilities | 1 |
| 5/9/23 | | 10-Q | | | | 1 | | And 20 | 1 |
| | | | | | 1 | | And 202 | 1 |
| | | | | | 1 | | And December 31, 20 | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | And Issuer Purchases of Equity Securitie | 1 |
| 8/9/23 | | 10-Q | | | | 1 | | And Six | 1 |
| 4/25/24 |  | DEF 14A | | | | 1 | | Appendix: Non-GAAP Financial Measures | 2 |
| 5/9/23 | | 10-Q | | | | 1 | | Arch | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Audit Committee Matters | 2 |
| | | | | | 1 | | Audit Committee Pre-Approval Policies and Procedures | 2 |
| | | | | | 1 | | Audit Committee Report | 2 |
| | | | | | 1 | | Baldwin Risk Partners LLC Units | 2 |
| | | | | | 1 | | Beneficial Ownership of Directors and Executive Officers | 2 |
| | | | | | 1 | | Beneficial Ownership of More Than 5% Owners | 2 |
| | | | | | 1 | | Board Diversity | 2 |
| | | | | | 1 | | Board of Directors and Committee Meetings and Attendance | 2 |
| | | | | | 1 | | Board Organization and Board Leadership Structure | 2 |
| | | | | | 1 | | Board Qualifications, Skills and Expertise | 2 |
| | | | | | 1 | | Board Selection | 2 |
| | | | | | 1 | | BRP Group at a Glance | 2 |
| 11/7/23 | | S-3ASR | | | | 1 | | Brp Group, Inc | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Business | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | CEO Pay Ratio | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Certain Relationships and Related Transactions, and Director Independence | 1 |
| | | | | | 1 | | Changes in and Disagreements with Accountants on Accounting and Financial Disclosure | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Clawback Policy | 2 |
| | | | | | 1 | | Code of Business Conduct and Ethics | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Commitments and Contingencies | 1 |
| | | | | | 1 | | Commonly Used Defined Terms | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Communicating with the Board | 2 |
| | | | | | 1 | | Compensation Committee Report | 2 |
| 4/25/23 | | DEF 14A | | | | 1 | | Compensation Details for Fiscal Year 2022 | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Compensation Details for Fiscal Year 2023 | 1 |
| | | | | | 1 | | Compensation Discussion and Analysis | 2 |
| | | | | | 1 | | Compensation Risk Assessment | 2 |
| | | | | | 1 | | Compensation Tables | 2 |
| 11/7/23 | | 10-Q | | | | 1 | | Condensed Consolidated Balance Sheets as of | 3 |
| | | | | | 1 | | Condensed Consolidated Statements of Cash Flows for the | 3 |
| 5/9/23 | | 10-Q | | | | 1 | | Condensed Consolidated Statements of Comprehensive Income | 1 |
| 8/9/23 | | 10-Q | | | | 1 | | Condensed Consolidated Statements of Comprehensive Income (Loss) for the Three | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Condensed Consolidated Statements of Comprehensive Income (Loss) for the Three and | 1 |
| 8/9/23 | | 10-Q | | | | 1 | | Condensed Consolidated Statements of Stockholders' Equity and Mezzanine Equity for the Three | 2 |
| 11/7/23 | | 10-Q | | | | 1 | | Condensed Consolidated Statements of Stockholders' Equity and Mezzanine Equity for the Three and | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Consolidated Balance Sheets | 1 |
| | | | | | 1 | | Consolidated Statements of Cash Flows | 1 |
| | | | | | 1 | | Consolidated Statements of Comprehensive Loss | 1 |
| | | | | | 1 | | Consolidated Statements of Stockholders' Equity and Mezzanine Equity | 1 |
| | | | | | 1 | | Contract Assets and Liabilities | 1 |
| | | | | | 1 | | Controls and Procedures | 4 |
| 4/25/24 | | DEF 14A | | | | 1 | | Cumulative Total Shareholder Return | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Cybersecurity | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Defaults Upon Senior Securities | 3 |
| 2/28/24 | | 10-K | | | | 1 | | Deferred Commission Expense | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Delinquent Section 16(a) Reports | 2 |
| 11/7/23 | | S-3ASR | | | | 1 | | Description of Capital Stock | 1 |
| | | | | | 1 | | Description of Depositary Shares | 1 |
| | | | | | 1 | | Description of Rights | 1 |
| | | | | | 1 | | Description of Units | 1 |
| | | | | | 1 | | Description of Warrants | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Director Compensation | 2 |
| | | | | | 1 | | Director Nominees | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Directors, Executive Officers and Corporate Governance | 1 |
| | | | | | 1 | | Disclosure Regarding Foreign Jurisdictions that Prevent Inspections | 1 |
| | | | | | 1 | | Earnings (Loss) Per Share | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Employment Agreements | 2 |
| | | | | | 1 | | Equity Compensation Plans | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Executive Compensation | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Executive Compensation Policies and Practices | 2 |
| | | | | | 1 | | Executive Officer Biographies | 2 |
| | | | | | 1 | | Executive Officers | 2 |
| 4/25/23 | | DEF 14A | | | | 1 | | Executive Summary | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Exhibits | 3 |
| 2/28/24 | | 10-K | | | | 1 | | Exhibits and Financial Statement Schedules | 1 |
| 11/7/23 | | S-3ASR | | | | 1 | | Experts | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Fair Value Measurements | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Family Relationships | 2 |
| | | | | | 1 | | Financial Performance Measures | 2 |
| 11/7/23 | | 10-Q | | | | 1 | | Financial Statements (Unaudited) | 3 |
| 2/28/24 | | 10-K | | | | 1 | | Financial Statements and Supplementary Data | 1 |
| 5/9/23 | | 10-Q | | | | 1 | | For the Three | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Form 10-K Summary | 1 |
| 11/7/23 | | S-3ASR | | | | 1 | | Gistration Statement) | 1 |
| 4/25/23 | | DEF 14A | | | | 1 | | Grants of Plan Based Awards for Fiscal Year 2022 | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Grants of Plan Based Awards for Fiscal Year 2023 | 1 |
| | | | | | 1 | | Hedging Policy | 2 |
| | | | | | 1 | | How Compensation Decisions are Made | 2 |
| 4/25/23 | | DEF 14A | | | | 1 | | How We Did in 2022 | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | How We Did in 2023 | 1 |
| | | | | | 1 | | How We Did It | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Income Taxes | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Indemnification Agreements | 2 |
| | | | | | 1 | | Indemnification of Officers and Directors | 2 |
| 11/7/23 | | 10-Q | | | | 1 | | Ine | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Information About Voting and the Meeting | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Intangible Assets, Net and Goodwill | 1 |
| | | | | | 1 | | Item | 1 |
| | | | | | 1 | | Item 1 | 4 |
| | | | | | 1 | | Item 10 | 1 |
| | | | | | 1 | | Item 11 | 1 |
| | | | | | 1 | | Item 12 | 1 |
| | | | | | 1 | | Item 13 | 1 |
| | | | | | 1 | | Item 14 | 1 |
| | | | | | 1 | | Item 15 | 1 |
| | | | | | 1 | | Item 16 | 1 |
| | | | | | 1 | | Item 1A | 4 |
| | | | | | 1 | | Item 1B | 1 |
| | | | | | 1 | | Item 2 | 4 |
| | | | | | 1 | | Item 3 | 4 |
| | | | | | 1 | | Item 4 | 4 |
| | | | | | 1 | | Item 5 | 4 |
| | | | | | 1 | | Item 6 | 4 |
| | | | | | 1 | | Item 7 | 1 |
| | | | | | 1 | | Item 7A | 1 |
| | | | | | 1 | | Item 8 | 1 |
| | | | | | 1 | | Item 9 | 1 |
| | | | | | 1 | | Item 9A | 1 |
| | | | | | 1 | | Item 9B | 1 |
| | | | | | 1 | | Item 9C | 1 |
| 8/9/23 | | 10-Q | | | | 1 | | June | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Leases | 1 |
| 11/7/23 | | S-3ASR | | | | 1 | | Legal Matters | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Legal Proceedings | 4 |
| | | | | | 1 | | Long-Term Debt | 1 |
| 5/9/23 | | 10-Q | | | | 1 | | Loss | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Management's Discussion and Analysis of Financial Condition and Results of Operations | 4 |
| 5/9/23 | | 10-Q | | | | 1 | | March | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities | 1 |
| 4/25/23 | | DEF 14A | | | | 1 | | Message from our Board Chair | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Mine Safety Disclosures | 4 |
| 11/7/23 | | 10-Q | | | | 1 | | Months Ended | 3 |
| | | | | | 1 | | Nine | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Note Regarding Forward-Looking Statements | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Notes to Condensed Consolidated Financial Statements | 3 |
| 4/25/23 | | DEF 14A | | | | 1 | | Notice of 2023 Annual Meeting of Shareholders | 1 |
| | | | | | 1 | | Options Exercised and Stock Vested for Fiscal Year 2022 | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Options Exercised and Stock Vested for Fiscal Year 2023 | 1 |
| | | | | | 1 | | Other Compensation | 2 |
| | | | | | 1 | | Other Current Directors | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Other Information | 4 |
| 4/25/24 | | DEF 14A | | | | 1 | | Other Related Person Transactions | 2 |
| | | | | | 1 | | Our Board of Directors and Director Nominees | 2 |
| | | | | | 1 | | Our Core Values | 1 |
| | | | | | 1 | | Our Guiding Principle | 1 |
| 4/25/23 | | DEF 14A | | | | 1 | | Our Guiding Principles | 1 |
| | | | | | 1 | | Outstanding Equity Awards at 2022 Fiscal Year-End | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Outstanding Equity Awards at 2023 Fiscal Year-End | 1 |
| 4/25/23 | | DEF 14A | | | | 1 | | Overview of 2022 Compensation Framework | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Overview of 2023 Compensation Framework | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Part I | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Part I. Financial Information | 3 |
| 2/28/24 | | 10-K | | | | 1 | | Part Ii | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Part Ii. Other Information | 3 |
| 2/28/24 | | 10-K | | | | 1 | | Part Iii | 1 |
| | | | | | 1 | | Part Iv | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Pay Mix | 2 |
| | | | | | 1 | | Pay Versus Performance | 2 |
| 4/25/23 | | DEF 14A | | | | 1 | | Pay Versus Performance Discussion | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Pay Versus Performance Graphs | 1 |
| | | | | | 1 | | Pay Versus Performance Table | 2 |
| 11/7/23 | | S-3ASR | | | | 1 | | Plan of Distribution | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Policy Concerning Trading in Company Securities | 1 |
| | | | | | 1 | | Potential Payments upon Termination or Change in Control | 2 |
| 2/28/24 | | S-8 | | | | 1 | | Power of Attorney (included in the signature pages hereof) | 1 |
| 11/7/23 | | S-3ASR | | | | 1 | | Power of Attorney (included on the signature page of the Re | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Principal Accountant Fees and Services | 1 |
| | | | | | 1 | | Properties | 1 |
| | | | | | 1 | | Property and Equipment. Net | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | PROPOSAL NO. 1 Election of Directors | 2 |
| | | | | | 1 | | PROPOSAL NO. 2 Approval, on an Advisory Basis, of Named Executive Officer Compensation | 2 |
| 4/25/23 | | DEF 14A | | | | 1 | | Proposal No. 3 Ratification for the Selection of Pricewaterhousecoopers Llp as Our Independent Registered Public Accounting Firm for the Fiscal Year 2023 | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | PROPOSAL NO. 3 Ratification for the Selection of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for the Fiscal Year 2024 | 1 |
| | | | | | 1 | | Proposals to be Voted on During the Meeting | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Quantitative and Qualitative Disclosures about Market Risk | 4 |
| 4/25/24 | | DEF 14A | | | | 1 | | Registration Rights Agreement | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Related Party Transactions | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Related Person Transactions Policies and Procedures | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Reserved | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Restrictive Covenants | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Retirement Plan | 1 |
| | | | | | 1 | | Risk Factors | 5 |
| 4/25/24 | | DEF 14A | | | | 1 | | Role of the Board in Risk Oversight | 2 |
| | | | | | 1 | | Security Ownership of Certain Beneficial Owners and Management | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters | 1 |
| | | | | | 1 | | Segment Information | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | September | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Share-Based Compensation | 1 |
| | | | | | 1 | | Signatures | 4 |
| 8/9/23 | | 10-Q | | | | 1 | | Six | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Stock Ownership Guidelines | 2 |
| | | | | | 1 | | Stockholders Agreement | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Stockholders' Equity and Noncontrolling Interest | 1 |
| | | | | | 1 | | Subsequent Events | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Summary Compensation Table | 2 |
| | | | | | 1 | | Table of Contents | 3 |
| | | | | | 1 | | Tax and Accounting Considerations | 2 |
| | | | | | 1 | | Tax Receivable Agreement | 2 |
| | | | | | 1 | | Third Amended and Restated Limited Liability Company Agreement of Baldwin Risk Partners | 1 |
| 4/25/23 | | DEF 14A | | | | 1 | | Third Amended and Restated Limited Liability Company Agreement of Baldwin Risk Partners, LLC | 1 |
| 5/9/23 | | 10-Q | | | | 1 | | Thr | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Transactions with Related Persons | 2 |
| 11/7/23 | | 10-Q | | | | 1 | | Unregistered Sales of Equity Securities | 1 |
| 8/9/23 | | 10-Q | | | | 1 | | Unregistered Sales of Equity Securities and Use of Proceeds | 2 |
| 2/28/24 | | 10-K | | | | 1 | | Unresolved Staff Comments | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | Use of Proceed | 1 |
| 11/7/23 | | S-3ASR | | | | 1 | | Use of Proceeds | 1 |
| 2/28/24 | | 10-K | | | | 1 | | Variable Interest Entities | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | What Differentiates Us | 2 |
| | | | | | 1 | | What We Do | 2 |
| 11/7/23 | | S-3ASR | | | | 1 | | Where You Can Find More Information | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | Who We Are | 2 |
| 2/28/24 | | 10-K | | | | 1 | | 1. Business and Basis of Presentation | 1 |
| | | | | | 1 | | 101 | 1 |
| | | | | | 1 | | 103 | 1 |
| | | | | | 1 | | 104 | 1 |
| | | | | | 1 | | 106 | 1 |
| | | | | | 1 | | 107 | 1 |
| | | | | | 1 | | 110 | 1 |
| | | | | | 1 | | 111 | 1 |
| | | | | | 1 | | 112 | 1 |
| | | | | | 1 | | 113 | 1 |
| | | | | | 1 | | 114 | 1 |
| | | | | | 1 | | 116 | 1 |
| | | | | | 1 | | 117 | 1 |
| | | | | | 1 | | 2. Significant Accounting Policies | 1 |
| 5/9/23 | | 10-Q | | | | 1 | | 202 | 1 |
| 4/25/23 | | DEF 14A | | | | 1 | | 2022 Performance Highlights | 1 |
| 8/9/23 | | 10-Q | | | | 1 | | 2023 and 2022 | 1 |
| | | | | | 1 | | 2023 and December 31, 2022 | 1 |
| 4/25/24 | | DEF 14A | | | | 1 | | 2023 Comparative Market Assessment | 1 |
| | | | | | 1 | | 2023 Performance Highlights | 1 |
| 2/28/24 | | 10-K | | | | 1 | | 3. Assets and Liabilities Held for Sale | 1 |
| 11/7/23 | | 10-Q | | | | 1 | | 30, 2023 and 2022 | 1 |
| | | | | | 1 | | 30, 2023 and December 31, 2022 | 1 |
| 2/28/24 | | 10-K | | | | 1 | | 5. Revenue | 1 |
