BRP Insider Trading

Insider Ownership Percentage: 22.65%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $21,985,354.61

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: $28.03
Price Change: Price Decrease of -0.07 (-0.25%)
As of 05/7/2024 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
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  
9/17/2021Jay A. CohenDirectorBuy2,800$30.50$85,400.003,614View 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
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
4/26/2024Peregrine Capital Management LLC870,665$25.20M0.7%-5.0%0.746%Search for SEC Filing on Google Icon
4/26/2024SYSTM Wealth Solutions LLC15,358$0.44M0.1%-16.2%0.013%Search for SEC Filing on Google Icon
4/26/2024Verdence Capital Advisors LLC7,009$0.20M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/25/2024Smith Chas P & Associates PA Cpas52,295$1.51M0.1%N/A0.045%Search for SEC Filing on Google Icon
4/18/2024Tributary Capital Management LLC473,583$13.71M1.1%+0.9%0.406%Search for SEC Filing on Google Icon
4/18/2024Diversified Trust Co34,000$0.98M0.0%+42.0%0.029%Search for SEC Filing on Google Icon
4/17/2024Cornerstone Wealth Group LLC16,888$0.49M0.0%N/A0.014%Search for SEC Filing on Google Icon
4/10/2024Pathway Financial Advisors LLC141,387$4.09M1.1%+56.3%0.121%Search for SEC Filing on Google Icon
4/4/2024Moody National Bank Trust Division6,980$0.20M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/1/2024Confluence Investment Management LLC124,121$3.59M0.0%N/A0.106%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.6,107,277$146.70M0.0%+1.9%5.235%Search for SEC Filing on Google Icon
2/14/2024Westwood Holdings Group Inc.3,015,270$72.43M0.6%+73.0%2.583%Search for SEC Filing on Google Icon
2/13/2024First National Bank of Omaha18,906$0.45M0.0%+11.5%0.016%Search for SEC Filing on Google Icon
2/12/2024Madison Asset Management LLC108,369$2.60M0.0%-35.9%0.093%Search for SEC Filing on Google Icon
2/12/2024Otter Creek Advisors LLC142,520$3.43M2.0%+13.5%0.122%Search for SEC Filing on Google Icon
2/9/2024Annis Gardner Whiting Capital Advisors LLC325,830$7.83M3.5%+47.4%0.279%Search for SEC Filing on Google Icon
2/9/2024Corient Private Wealth LLC36,934$0.89M0.0%-10.0%0.032%Search for SEC Filing on Google Icon
2/7/2024Boston Partners1,264,567$30.59M0.0%N/A1.083%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP988,830$23.75M0.0%+19.6%0.847%Search for SEC Filing on Google Icon
2/7/2024Van Hulzen Asset Management LLC33,141$0.80M0.1%+7.6%0.028%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.492,812$11.84M0.0%+1.8%0.422%Search for SEC Filing on Google Icon
2/6/2024Natixis Advisors L.P.23,224$0.56M0.0%+21.8%0.020%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank119,400$2.87M0.0%-14.8%0.102%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.8,589$0.21M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/2/2024State of New Jersey Common Pension Fund D141,145$3.39M0.0%+49.2%0.121%Search for SEC Filing on Google Icon
2/1/2024Parkside Financial Bank & Trust1,022$25K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund53,752$1.29M0.0%-25.5%0.046%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank14,438$0.35M0.0%+29.4%0.012%Search for SEC Filing on Google Icon
1/30/2024Cornercap Investment Counsel Inc.53,133$1.28M0.2%+32.9%0.046%Search for SEC Filing on Google Icon
1/26/2024Peregrine Capital Management LLC916,920$22.02M0.7%+56.2%0.785%Search for SEC Filing on Google Icon
1/24/2024Arizona State Retirement System16,935$0.41M0.0%-6.7%0.015%Search for SEC Filing on Google Icon
1/23/2024Trust Point Inc.12,707$0.31M0.0%N/A0.011%Search for SEC Filing on Google Icon
1/18/2024Altfest L J & Co. Inc.10,145$0.24M0.0%N/A0.009%Search for SEC Filing on Google Icon
1/16/2024Tributary Capital Management LLC469,305$11.27M0.9%+11.7%0.402%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates17,913$0.43M0.0%N/A0.015%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC4,645$0.11M0.0%-60.6%0.004%Search for SEC Filing on Google Icon
1/8/2024Diversified Trust Co23,950$0.58M0.0%+4.1%0.021%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.5,995,615$139.28M0.0%+1.2%5.135%Search for SEC Filing on Google Icon
12/7/2023Financial Advisory Group118,925$2.76M0.6%+61.4%0.102%Search for SEC Filing on Google Icon
11/17/2023Diversified Trust Co23,000$0.53M0.0%+13.0%0.020%Search for SEC Filing on Google Icon
11/15/2023Kennedy Capital Management LLC431,408$10.02M0.2%+1.4%0.369%Search for SEC Filing on Google Icon
11/15/2023First National Bank of Omaha16,956$0.39M0.0%+14.6%0.015%Search for SEC Filing on Google Icon
11/14/2023Cape Cod Five Cents Savings Bank40,000$0.93M0.1%+100.0%0.034%Search for SEC Filing on Google Icon
11/14/2023Bamco Inc. NY3,110,000$72.25M0.2%-0.1%2.663%Search for SEC Filing on Google Icon
11/13/2023Natixis Advisors L.P.19,062$0.44M0.0%+12.9%0.016%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC79,564$1.85M0.1%-41.8%0.068%Search for SEC Filing on Google Icon
11/13/2023Northern Trust Corp842,395$19.57M0.0%+1.5%0.721%Search for SEC Filing on Google Icon
11/13/2023Mariner LLC20,566$0.48M0.0%+129.1%0.018%Search for SEC Filing on Google Icon
11/13/2023CI Investments Inc.257,030$5.97M0.0%-38.4%0.220%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.2,112,762$49.08M0.0%+2.6%1.809%Search for SEC Filing on Google Icon
11/13/2023WINTON GROUP Ltd37,098$0.86M0.1%N/A0.032%Search for SEC Filing on Google Icon
11/13/2023FMR LLC8,674,940$201.52M0.0%+51.2%7.428%Search for SEC Filing on Google Icon
11/13/2023Envestnet Asset Management Inc.206,391$4.79M0.0%+209.4%0.177%Search for SEC Filing on Google Icon
11/9/2023Loomis Sayles & Co. L P1,580,638$36.72M0.1%-3.0%1.353%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers78,995$1.84M0.0%-15.2%0.068%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG31,474$0.73M0.0%+12.1%0.027%Search for SEC Filing on Google Icon
11/8/2023State of New Jersey Common Pension Fund D94,600$2.20M0.0%N/A0.081%Search for SEC Filing on Google Icon
11/8/2023Annis Gardner Whiting Capital Advisors LLC221,030$5.14M2.7%N/A0.189%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.484,059$11.25M0.0%+4.1%0.415%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank140,100$3.26M0.0%+3.7%0.120%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP2,756$64K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/7/2023Van Hulzen Asset Management LLC30,791$0.72M0.1%+49.9%0.026%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC22,505$0.52M0.0%-4.5%0.019%Search for SEC Filing on Google Icon
11/7/2023Arizona State Retirement System18,148$0.42M0.0%+4.1%0.016%Search for SEC Filing on Google Icon
10/27/2023Emerald Mutual Fund Advisers Trust759,517$17.64M1.1%-0.9%0.650%Search for SEC Filing on Google Icon
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank11,160$0.26M0.0%+32.3%0.010%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp1,133,781$26.34M0.0%+27.0%0.971%Search for SEC Filing on Google Icon
10/19/2023Peregrine Capital Management LLC586,922$13.63M0.4%-14.7%0.503%Search for SEC Filing on Google Icon
10/18/2023NovaPoint Capital LLC50,534$1.17M0.5%-88.7%0.043%Search for SEC Filing on Google Icon
10/13/2023SG Americas Securities LLC11,781$0.27M0.0%N/A0.010%Search for SEC Filing on Google Icon
10/11/2023Tributary Capital Management LLC420,325$9.76M0.9%+17.8%0.360%Search for SEC Filing on Google Icon
10/10/2023Confluence Investment Management LLC146,781$3.41M0.1%-63.4%0.126%Search for SEC Filing on Google Icon
8/15/2023Kennedy Capital Management LLC425,356$10.54M0.2%+57.5%0.364%Search for SEC Filing on Google Icon
8/14/2023Aristotle Capital Boston LLC1,452,387$35.99M1.1%+2.4%1.243%Search for SEC Filing on Google Icon
8/14/2023Toscafund Asset Management LLP422,149$10.46M41.1%+5.3%0.361%Search for SEC Filing on Google Icon
8/11/2023Westwood Holdings Group Inc.2,001,794$49.60M0.4%+34.7%1.714%Search for SEC Filing on Google Icon
8/11/2023Champlain Investment Partners LLC3,319,445$82.26M0.5%-4.3%2.842%Search for SEC Filing on Google Icon
8/11/2023Sei Investments Co.431,749$10.70M0.0%+6.6%0.370%Search for SEC Filing on Google Icon
8/11/2023ExodusPoint Capital Management LP73,000$1.81M0.0%+399.2%0.062%Search for SEC Filing on Google Icon
8/10/2023Bessemer Group Inc.18,031$0.45M0.0%N/A0.015%Search for SEC Filing on Google Icon
8/10/2023US Bancorp DE4,562$0.11M0.0%-70.1%0.004%Search for SEC Filing on Google Icon
8/9/2023Swiss National Bank135,100$3.35M0.0%+1.9%0.116%Search for SEC Filing on Google Icon
8/9/2023Financial Advisory Group73,667$1.83M0.4%-18.7%0.063%Search for SEC Filing on Google Icon
8/8/2023Rhumbline Advisers93,199$2.31M0.0%+19.4%0.080%Search for SEC Filing on Google Icon
8/4/2023Envestnet Asset Management Inc.66,707$1.65M0.0%+5.6%0.057%Search for SEC Filing on Google Icon
8/4/2023American International Group Inc.28,465$0.71M0.0%-3.0%0.024%Search for SEC Filing on Google Icon
8/4/2023Apollon Wealth Management LLC86,320$2.14M0.1%N/A0.074%Search for SEC Filing on Google Icon
8/3/2023Van Hulzen Asset Management LLC20,547$0.51M0.0%+26.6%0.018%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp892,730$22.12M0.0%-5.3%0.764%Search for SEC Filing on Google Icon
8/2/2023Otter Creek Advisors LLC189,617$4.70M2.8%+132.0%0.162%Search for SEC Filing on Google Icon
8/1/2023Kornitzer Capital Management Inc. KS411,290$10.19M0.2%+17.0%0.352%Search for SEC Filing on Google Icon
8/1/2023Truist Financial Corp10,819$0.27M0.0%+6.4%0.009%Search for SEC Filing on Google Icon
7/31/2023New World Advisors LLC27,430$0.68M0.2%+22.3%0.023%Search for SEC Filing on Google Icon
7/26/2023Peregrine Capital Management LLC688,126$17.05M0.5%+9.7%0.589%Search for SEC Filing on Google Icon
7/24/2023Allspring Global Investments Holdings LLC2,326$58K0.0%+125.0%0.002%Search for SEC Filing on Google Icon
7/18/2023Allworth Financial LP2,016$50K0.0%+28,700.0%0.002%Search for SEC Filing on Google Icon
7/18/2023Allspring Global Investments Holdings LLC2,326$58K0.0%+125.0%0.002%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: $28.03
Low: $28.02
High: $28.52

50 Day Range

MA: $28.29
Low: $26.41
High: $30.59

52 Week Range

Now: $28.03
Low: $17.33
High: $30.84

Volume

224,289 shs

Average Volume

361,812 shs

Market Capitalization

$3.27 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. Lowry Baldwin (Chairman)
  2. Laura Sherman (Major Shareholder)
  3. Trevor Baldwin (CEO)
  4. John A Valentine (Insider)
  5. Kristopher Aaron Wiebeck (Insider)
  6. Lowry Baldwin (Director)
  7. Seth Bala Cohen (General Counsel)
  8. Daniel Galbraith (COO)
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. Peregrine Capital Management LLC — 0.75%
  2. Tributary Capital Management LLC — 0.41%
  3. Pathway Financial Advisors LLC — 0.12%
  4. Confluence Investment Management LLC — 0.11%
  5. HB Wealth Management LLC — 0.05%
  6. Smith Chas P & Associates PA Cpas — 0.04%
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. Peregrine Capital Management LLC
  2. SYSTM Wealth Solutions LLC
In the previous year, company insiders that have sold The Baldwin Insurance Group company stock include:
  1. Lowry Baldwin (Chairman)
  2. Laura Sherman (Major Shareholder)
  3. Trevor Baldwin (CEO)
  4. John A Valentine (Insider)
  5. Kristopher Aaron Wiebeck (Insider)
  6. Lowry Baldwin (Director)
  7. Seth Bala Cohen (General Counsel)
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. Confluence Investment Management LLC
  2. Smith Chas P & Associates PA Cpas
  3. Pathway Financial Advisors LLC
  4. Principal Financial Group Inc.
  5. HB Wealth Management LLC
  6. Cornerstone Wealth Group LLC
  7. Diversified Trust Co
  8. Janney Montgomery Scott LLC
In the previous year, these company insiders have bought The Baldwin Insurance Group stock:
  1. Lowry Baldwin (Chairman)
  2. Laura Sherman (Major Shareholder)
  3. Trevor Baldwin (CEO)
  4. John A Valentine (Insider)
Learn More investors buying The Baldwin Insurance Group stock.