---
schema_version: "secwatch.filing_event.v1"
accession: "0001781755-24-000004"
form_type: "8-K"
ticker: "BWIN"
cik: "0001781755"
company_name: "Baldwin Insurance Group, Inc."
filed_at: "2024-01-24T23:59:59+00:00"
generated_at: "2026-06-06T19:22:19.171299+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# BRP Group promotes Galbraith and Roche to Co-Presidents effective Jan 18, 2024

## Summary
- Daniel Galbraith, former COO, named Co-President and CEO of Retail Brokerage Operations.
- James Roche, former Chief Insurance Innovation Officer, named Co-President and CEO of Underwriting, Capacity and Technology Operations.
- Both executives have shared firmwide responsibility for performance and operations.
- Galbraith, 42, and Roche, 47, have no family relationships or material transactions with the company.

## SEC filing metadata
- accession: 0001781755-24-000004
- form_type: 8-K
- ticker: BWIN
- cik: 0001781755
- company_name: Baldwin Insurance Group, Inc.
- filed_at: 2024-01-24T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000178175524000004/0001781755-24-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1781755/000178175524000004/brp-20240118.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001781755-24-000004
- JSON: https://secwatch.observer/filing/0001781755-24-000004.json
- Plain text: https://secwatch.observer/filing/0001781755-24-000004.txt

## Key facts
- Executive change
  James Roche changed role as President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations at Baldwin Insurance Group, Inc..
  - Action: promoted
  - Role: President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations
  source text: Mr. Galbraith will serve as President, BRP and Chief Executive Officer, Retail Brokerage Operations and Mr. Roche will serve as President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations, effective January 18, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1781755/000178175524000004/0001781755-24-000004-index.htm
- Executive change
  Daniel Galbraith changed role as President, BRP and Chief Executive Officer, Retail Brokerage Operations at Baldwin Insurance Group, Inc..
  - Action: promoted
  - Role: President, BRP and Chief Executive Officer, Retail Brokerage Operations
  source text: Mr. Galbraith will serve as President, BRP and Chief Executive Officer, Retail Brokerage Operations and Mr. Roche will serve as President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations, effective January 18, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1781755/000178175524000004/0001781755-24-000004-index.htm

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