John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020

Track record of John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020

Insufficient history for a statistical track record (fewer than 5 open-market buys).

Transaction history of John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020

Co-insiders of John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020

• Baldwin Insurance Group Holdings, LLCBaldwin Insurance Group, Inc.
• Baldwin LowryBaldwin Insurance Group, Inc.
• Baldwin TrevorBaldwin Insurance Group, Inc.
• CASEY PHILLIP EBaldwin Insurance Group, Inc.
• Cohen Jay ABaldwin Insurance Group, Inc.
• Cohen Seth BalaBaldwin Insurance Group, Inc.
• Dadeo Tracy MorseBaldwin Insurance Group, Inc.
• Daly Brian GordonBaldwin Insurance Group, Inc.
• Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Baldwin Insurance Group, Inc.
• Daniel Willis JohnathanBaldwin Insurance Group, Inc.
• Eddy Robert D.Baldwin Insurance Group, Inc.
• Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Baldwin Insurance Group, Inc.
• Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Baldwin Insurance Group, Inc.
• Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020Baldwin Insurance Group, Inc.
• Finney Joseph D.Baldwin Insurance Group, Inc.
• Galbraith DanielBaldwin Insurance Group, Inc.
• Hale BradfordBaldwin Insurance Group, Inc.
• Highland Risk Services LLCBaldwin Insurance Group, Inc.
• IHC Holdings, Inc./NVBaldwin Insurance Group, Inc.
• Insurance Agencies of The Villages, Inc.Baldwin Insurance Group, Inc.
• Jennifer L. Parr Family Trust u/a/d 10/6/2005Baldwin Insurance Group, Inc.
• John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Baldwin Insurance Group, Inc.
• KADOW JOSEPH JOHNBaldwin Insurance Group, Inc.
• Kapiloff Brian J.Baldwin Insurance Group, Inc.
• Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019Baldwin Insurance Group, Inc.
• Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020Baldwin Insurance Group, Inc.
• Krystyn ElizabethBaldwin Insurance Group, Inc.
• Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Baldwin Insurance Group, Inc.
• Laura R. Sherman GRAT 2019-1 Dated September 30, 2019Baldwin Insurance Group, Inc.
• Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Baldwin Insurance Group, Inc.
• Lichon Corbyn N.Baldwin Insurance Group, Inc.
• Loper Enterprises, LLCBaldwin Insurance Group, Inc.
• Mark G. Morse Family Trust u/a/d 9/8/2005Baldwin Insurance Group, Inc.
• Matas Barbara RuthBaldwin Insurance Group, Inc.
• Millennial Specialty Holdco LLCBaldwin Insurance Group, Inc.
• Morse Mark G.Baldwin Insurance Group, Inc.
• Muthukrishnan SathishBaldwin Insurance Group, Inc.
• Parasuraman SunitaBaldwin Insurance Group, Inc.
• Parr Jennifer L.Baldwin Insurance Group, Inc.
• Roche James MorganBaldwin Insurance Group, Inc.
• Sherman LauraBaldwin Insurance Group, Inc.
• Shook EllynBaldwin Insurance Group, Inc.
• Sparks Paul EugeneBaldwin Insurance Group, Inc.
• Stephens Christopher JohnBaldwin Insurance Group, Inc.
• SULLIVAN CHRIS THOMASBaldwin Insurance Group, Inc.
• Tracy Morse Family Trust u/a/d 10/1/2019Baldwin Insurance Group, Inc.
• Valentine John A.Baldwin Insurance Group, Inc.
• Villages Invesco, LLCBaldwin Insurance Group, Inc.
• WEIL JOHN DBaldwin Insurance Group, Inc.
• Wiebeck Kristopher AaronBaldwin Insurance Group, Inc.