---
schema_version: "secwatch.filing_event.v1"
accession: "0000950103-21-019994"
form_type: "8-K"
ticker: "BWIN"
cik: "0001781755"
company_name: "Baldwin Insurance Group, Inc."
filed_at: "2021-12-21T23:59:59+00:00"
generated_at: "2026-06-27T23:23:24.343931+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# BRP Group subsidiary upsizes term loan facility by $350M to $850M via Amendment No. 4

## Summary
- Baldwin Risk Partners LLC borrowed $350M in incremental term B-1 loans from JPMorgan Chase.
- Total term loan facility increased from $500M to $850M; terms match existing term B-1 loans maturing in 2027.
- Proceeds used to repay revolving loans and for general corporate purposes, including acquisitions.
- Amendment No. 4 executed December 16, 2021; JPMorgan acted as sole incremental lender.

## SEC filing metadata
- accession: 0000950103-21-019994
- form_type: 8-K
- ticker: BWIN
- cik: 0001781755
- company_name: Baldwin Insurance Group, Inc.
- filed_at: 2021-12-21T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000095010321019994/0000950103-21-019994-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1781755/000095010321019994/dp163770_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950103-21-019994
- JSON: https://secwatch.observer/filing/0000950103-21-019994.json
- Plain text: https://secwatch.observer/filing/0000950103-21-019994.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.