BRP Insider Trading

Insider Ownership Percentage: 22.65%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $2,352,867.00

The Baldwin Insurance Group Insider Trading History Chart

This chart shows the insider buying and selling history at The Baldwin Insurance Group by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

The Baldwin Insurance Group Share Price & Price History

Current Price: $45.47
Price Change: Price Increase of +1.25 (2.83%)
As of 11/20/2024 01:00 AM ET

This chart shows the closing price history over time for BRP up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

The Baldwin Insurance Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/13/2024James Morgan RocheInsiderSell5,000$30.61$153,050.00233,499View SEC Filing Icon  
5/9/2024Daniel GalbraithInsiderSell1,040$30.76$31,990.4031,126View SEC Filing Icon  
5/9/2024Seth Bala CohenGeneral CounselSell10,834$30.03$325,345.0213,813View SEC Filing Icon  
3/15/2024Seth Bala CohenGeneral CounselSell1,033$29.04$29,998.3210,657View SEC Filing Icon  
3/11/2024Lowry BaldwinDirectorSell62,629$28.94$1,812,483.2637,371View SEC Filing Icon  
9/13/2023Laura ShermanMajor ShareholderSell30,000$26.14$784,200.0024,695View SEC Filing Icon  
9/12/2023Lowry BaldwinDirectorSell120,000$25.98$3,117,600.00View SEC Filing Icon  
9/11/2023Laura ShermanMajor ShareholderSell22,305$26.24$585,283.2054,695View SEC Filing Icon  
9/7/2023Laura ShermanMajor ShareholderSell57,100$26.86$1,533,706.00142,900View SEC Filing Icon  
8/29/2023Daniel GalbraithCOOSell60,316$25.89$1,561,581.248,721View SEC Filing Icon  
8/24/2023Trevor BaldwinCEOSell238,147$25.35$6,037,026.4532,864View SEC Filing Icon  
8/17/2023Kristopher Aaron WiebeckInsiderSell55,000$25.11$1,381,050.0020,035View SEC Filing Icon  
8/17/2023Lowry BaldwinChairmanSell188,552$25.72$4,849,557.44View SEC Filing Icon  
8/16/2023Seth Bala CohenGeneral CounselSell9,858$25.15$247,928.7012,124View SEC Filing Icon  
5/11/2023Seth Bala CohenGeneral CounselSell2,000$22.47$44,940.0021,982View SEC Filing Icon  
11/29/2022Kristopher Aaron WiebeckInsiderSell15,000$29.34$440,100.0051,126View SEC Filing Icon  
11/21/2022Seth Bala CohenGeneral CounselSell3,463$28.25$97,829.759,282View SEC Filing Icon  
9/20/2022Lowry BaldwinChairmanBuy172,000$28.87$4,965,640.00172,000View SEC Filing Icon  
5/16/2022Trevor BaldwinCEOBuy12,000$22.86$274,320.00100,297View SEC Filing Icon  
5/13/2022John A. ValentineInsiderBuy10,000$21.10$211,000.0066,351View SEC Filing Icon  
5/13/2022Seth Bala CohenGeneral CounselBuy2,500$21.50$53,750.0012,745View SEC Filing Icon  
5/13/2022Trevor BaldwinCEOBuy2,559$22.26$56,963.3488,297View SEC Filing Icon  
3/14/2022John A. ValentineInsiderBuy5,000$24.68$123,400.00View SEC Filing Icon  
3/11/2022Kristopher Aaron WiebeckInsiderBuy10,000$24.87$248,700.00View SEC Filing Icon  
3/9/2022Trevor BaldwinCEOBuy13,117$25.41$333,302.97View SEC Filing Icon  
3/7/2022John A. ValentineInsiderBuy500$24.17$12,085.00View SEC Filing Icon  
3/4/2022John A. ValentineInsiderBuy1,000$27.34$27,340.00View SEC Filing Icon  
12/6/2021Lowry BaldwinChairmanSell150,000$36.35$5,452,500.00View SEC Filing Icon  
12/3/2021Lowry BaldwinChairmanSell6,201$37.37$231,731.37View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for The Baldwin Insurance Group (NASDAQ:BRP)

70.42% of The Baldwin Insurance Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at BRP by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

The Baldwin Insurance Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024Geode Capital Management LLC1,550,357$77.22M0.0%+0.6%1.319%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC109,078$3.56M0.0%+16.9%0.093%Search for SEC Filing on Google Icon
11/15/2024Continuum Advisory LLC1,650$54K0.0%-63.1%0.001%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio73,172$2.39M0.0%-23.3%0.062%Search for SEC Filing on Google Icon
11/15/2024First National Bank of Omaha13,900$0.45M0.0%-3.4%0.012%Search for SEC Filing on Google Icon
11/15/2024State Street Corp1,956,551$63.90M0.0%+13.3%1.664%Search for SEC Filing on Google Icon
11/15/2024Systematic Financial Management LP13,559$0.44M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC533,241$17.42M0.0%-0.1%0.454%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC4,007$0.13M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/15/2024Bamco Inc. NY3,010,000$98.31M0.3%-7.7%2.561%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.130,621$4.27M0.0%-22.0%0.111%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,187$4.74M0.0%+5.1%0.124%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP968$32K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/13/2024FMR LLC9,917,310$323.90M0.0%0.0%8.437%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 34,982$1.14M0.0%-2.1%0.030%Search for SEC Filing on Google Icon
11/13/2024Loomis Sayles & Co. L P1,278,177$41.75M0.1%-18.8%1.087%Search for SEC Filing on Google Icon
11/12/2024Westfield Capital Management Co. LP718,464$23.47M0.1%N/A0.611%Search for SEC Filing on Google Icon
11/12/2024Penserra Capital Management LLC39,491$1.29M0.0%-21.9%0.034%Search for SEC Filing on Google Icon
11/12/2024Pitcairn Co.9,861$0.32M0.0%-14.4%0.008%Search for SEC Filing on Google Icon
11/12/2024Champlain Investment Partners LLC2,560,727$83.63M0.5%-39.6%2.178%Search for SEC Filing on Google Icon
11/12/2024Otter Creek Advisors LLC138,275$4.52M2.9%-25.9%0.118%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.546,975$17.86M0.0%+2.2%0.465%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC15,603$0.51M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/8/2024King Luther Capital Management Corp26,890$0.88M0.0%N/A0.023%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.21,871$0.71M0.0%N/A0.019%Search for SEC Filing on Google Icon
11/8/2024Commerce Bank8,925$0.29M0.0%-3.1%0.008%Search for SEC Filing on Google Icon
11/7/2024MAI Capital Management127,690$4.17M0.0%-7.6%0.109%Search for SEC Filing on Google Icon
11/6/2024Schneider Downs Wealth Management Advisors LP8,200$0.27M0.1%N/A0.007%Search for SEC Filing on Google Icon
11/6/2024Natixis Advisors LLC30,264$0.99M0.0%+4.4%0.026%Search for SEC Filing on Google Icon
11/6/2024Black Swift Group LLC5,000$0.16M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/6/2024Zions Bancorporation N.A.44,251$1.45M0.1%+18.4%0.038%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.17,419$0.57M0.0%N/A0.015%Search for SEC Filing on Google Icon
11/4/2024State of New Jersey Common Pension Fund D44,405$1.45M0.0%-16.9%0.038%Search for SEC Filing on Google Icon
11/1/2024Atria Investments Inc9,108$0.30M0.0%-4.6%0.008%Search for SEC Filing on Google Icon
11/1/2024Verdence Capital Advisors LLC7,530$0.25M0.0%+5.6%0.006%Search for SEC Filing on Google Icon
10/31/2024Confluence Investment Management LLC438,544$14.32M0.2%+26.8%0.373%Search for SEC Filing on Google Icon
10/31/2024Kornitzer Capital Management Inc. KS265,650$8.68M0.2%-35.4%0.226%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.73,232$2.39M0.0%+40.7%0.062%Search for SEC Filing on Google Icon
10/29/2024Emerald Advisers LLC884,299$28.88M1.1%+1.8%0.752%Search for SEC Filing on Google Icon
10/29/2024Harbor Capital Advisors Inc.50,870$1.66M0.1%N/A0.043%Search for SEC Filing on Google Icon
10/29/2024Emerald Mutual Fund Advisers Trust653,633$21.35M1.1%-11.1%0.556%Search for SEC Filing on Google Icon
10/24/2024Tributary Capital Management LLC472,633$15.44M1.2%-0.5%0.402%Search for SEC Filing on Google Icon
10/24/2024New World Advisors LLC14,957$0.49M0.1%N/A0.013%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC131,960$4.31M0.0%-9.6%0.112%Search for SEC Filing on Google Icon
10/19/2024Cyndeo Wealth Partners LLC4,414$0.14M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/16/2024ZWJ Investment Counsel Inc.4,464$0.15M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/16/2024Heritage Family Offices LLP4,850$0.16M0.1%N/A0.004%Search for SEC Filing on Google Icon
10/11/2024Creative Planning9,979$0.33M0.0%+31.3%0.008%Search for SEC Filing on Google Icon
10/11/2024Oliver Luxxe Assets LLC39,960$1.31M0.2%+81.3%0.034%Search for SEC Filing on Google Icon
10/11/2024Smith Chas P & Associates PA Cpas4,548$0.15M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/9/2024Private Advisory Group LLC19,050$0.62M0.1%N/A0.016%Search for SEC Filing on Google Icon
10/8/2024Pathway Financial Advisors LLC115,289$3.77M1.0%-9.5%0.098%Search for SEC Filing on Google Icon
10/7/2024Diversified Trust Co25,200$0.82M0.0%-33.3%0.021%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC18,241$0.60M0.0%N/A0.016%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp10,859$0.38M0.0%+11.8%0.009%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC18,688$0.66M0.0%-52.7%0.016%Search for SEC Filing on Google Icon
8/16/2024Driehaus Capital Management LLC931,959$33.06M0.3%+53.7%0.793%Search for SEC Filing on Google Icon
8/15/2024Select Equity Group L.P.29,462$1.05M0.0%N/A0.025%Search for SEC Filing on Google Icon
8/15/2024Lighthouse Investment Partners LLC68,714$2.44M0.1%+107.1%0.058%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company35,717$1.27M0.0%+21.7%0.030%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC79,212$2.81M0.0%-79.0%0.067%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC8,071$0.29M0.0%-25.4%0.007%Search for SEC Filing on Google Icon
8/13/2024Westwood Holdings Group Inc.2,219,148$78.71M0.4%-18.9%1.888%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.533,349$18.92M0.0%-5.9%0.454%Search for SEC Filing on Google Icon
8/13/2024Granite Investment Partners LLC328,294$11.65M0.5%-11.2%0.279%Search for SEC Filing on Google Icon
8/12/2024Venator Management LLC750,900$26.63M8.1%-4.0%0.639%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC34,000$1.21M0.0%+275.3%0.029%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,082,243$38.39M0.0%+7.2%0.921%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.115,992$4.11M0.0%-10.7%0.099%Search for SEC Filing on Google Icon
8/8/2024William Blair Investment Management LLC3,083,281$109.36M0.3%+5.4%2.623%Search for SEC Filing on Google Icon
8/8/2024Zions Bancorporation N.A.37,385$1.33M0.1%N/A0.032%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D53,444$1.90M0.0%-49.4%0.045%Search for SEC Filing on Google Icon
8/7/2024Van Hulzen Asset Management LLC77,997$2.77M0.2%+109.1%0.066%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.8,506$0.30M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/6/2024Emerald Advisers LLC868,745$30.81M1.3%-2.8%0.739%Search for SEC Filing on Google Icon
8/6/2024Emerald Mutual Fund Advisers Trust735,417$26.09M1.4%+0.5%0.626%Search for SEC Filing on Google Icon
8/6/2024Otter Creek Advisors LLC186,615$6.62M4.3%+24.2%0.159%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System18,123$0.64M0.0%+7.9%0.015%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers90,327$3.20M0.0%+11.5%0.077%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC28,983$1.03M0.0%+9.2%0.025%Search for SEC Filing on Google Icon
7/29/2024Peregrine Capital Management LLC709,623$25.17M0.7%-18.5%0.604%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.52,058$1.85M0.0%+16.1%0.044%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank15,292$0.54M0.0%+5.9%0.013%Search for SEC Filing on Google Icon
7/26/2024Cambridge Investment Research Advisors Inc.31,034$1.10M0.0%+1.2%0.026%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp1,036,608$36.77M0.0%-15.9%0.882%Search for SEC Filing on Google Icon
7/25/2024Tributary Capital Management LLC474,977$16.85M1.4%+0.3%0.404%Search for SEC Filing on Google Icon
7/24/2024Pathway Financial Advisors LLC127,323$4.52M1.2%-9.9%0.108%Search for SEC Filing on Google Icon
7/20/2024First Horizon Advisors Inc.1,415$50K0.0%+31.6%0.001%Search for SEC Filing on Google Icon
7/20/2024Continuum Advisory LLC4,477$0.16M0.0%-8.6%0.004%Search for SEC Filing on Google Icon
7/16/2024Envestnet Portfolio Solutions Inc.7,585$0.27M0.0%N/A0.006%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC145,965$5.18M0.0%N/A0.124%Search for SEC Filing on Google Icon
7/16/2024Diversified Trust Co37,800$1.34M0.0%+11.2%0.032%Search for SEC Filing on Google Icon
7/3/2024Moody National Bank Trust Division7,420$0.26M0.0%+6.3%0.006%Search for SEC Filing on Google Icon
7/1/2024Confluence Investment Management LLC345,789$12.27M0.2%+178.6%0.294%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System61,009$1.77M0.0%-4.5%0.052%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC555,172$16.07M0.3%-9.5%0.476%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio121,582$3.52M0.0%-25.2%0.104%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC7,147$0.21M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/30/2024HB Wealth Management LLC63,667$1.84M0.0%+43.2%0.055%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.44,840$1.30M0.0%N/A0.038%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
The Baldwin Insurance Group logo
BRP Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. BRP Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
Read More on The Baldwin Insurance Group

Today's Range

Now: $45.47
Low: $43.49
High: $45.52

50 Day Range

MA: $48.80
Low: $40.66
High: $55.29

52 Week Range

Now: $45.47
Low: $17.33
High: $33.03

Volume

406,606 shs

Average Volume

379,203 shs

Market Capitalization

$5.34 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.54

Who are the company insiders with the largest holdings of The Baldwin Insurance Group?

The Baldwin Insurance Group's top insider shareholders include:
  1. James Morgan Roche (Insider)
  2. Laura Sherman (Major Shareholder)
  3. Kristopher Aaron Wiebeck (Insider)
  4. Lowry Baldwin (Director)
  5. Trevor Baldwin (CEO)
  6. Daniel Galbraith (Insider)
  7. Seth Bala Cohen (General Counsel)
  8. Daniel Galbraith (COO)
  9. Lowry Baldwin (Chairman)
Learn More about top insider investors at The Baldwin Insurance Group.

Who are the major institutional investors of The Baldwin Insurance Group?

The Baldwin Insurance Group's top institutional investors include:
  1. FMR LLC — 8.44%
  2. Bamco Inc. NY — 2.56%
  3. Champlain Investment Partners LLC — 2.18%
  4. State Street Corp — 1.66%
  5. Geode Capital Management LLC — 1.32%
  6. Loomis Sayles & Co. L P — 1.09%
Learn More about top institutional investors of The Baldwin Insurance Group stock.

Which institutional investors are selling The Baldwin Insurance Group stock?

In the last quarter, BRP stock was sold by these institutional investors:
  1. Champlain Investment Partners LLC
  2. Loomis Sayles & Co. L P
  3. Bamco Inc. NY
  4. Kornitzer Capital Management Inc. KS
  5. Emerald Mutual Fund Advisers Trust
  6. Otter Creek Advisors LLC
  7. Rockefeller Capital Management L.P.
  8. Public Employees Retirement System of Ohio
In the previous year, company insiders that have sold The Baldwin Insurance Group company stock include:
  1. James Morgan Roche (Insider)
  2. Laura Sherman (Major Shareholder)
  3. Kristopher Aaron Wiebeck (Insider)
  4. Lowry Baldwin (Director)
Learn More investors selling The Baldwin Insurance Group stock.

Which institutional investors are buying The Baldwin Insurance Group stock?

In the previous quarter, BRP stock was purchased by institutional investors including:
  1. Westfield Capital Management Co. LP
  2. State Street Corp
  3. Jane Street Group LLC
  4. Confluence Investment Management LLC
  5. Harbor Capital Advisors Inc.
  6. King Luther Capital Management Corp
  7. Connor Clark & Lunn Investment Management Ltd.
  8. Principal Financial Group Inc.