BWIN Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 20.14%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $43,985,638.94

The Baldwin Insurance Group Insider Trading History Chart

The Baldwin Insurance Group Share Price & Price History

^$43.93

▼ -0.76 (-1.70%)

As of 04/1/2025 05:00 PM ET

Days: 30 | 90 | 365

The Baldwin Insurance Group Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/14/2025	Trevor Baldwin	CEO	Sell	15,902	$39.33	$625,425.66	13,302
3/12/2025	Trevor Baldwin	CEO	Sell	68,740	$40.60	$2,790,844.00	80,663
3/3/2025	Lowry Baldwin	Director	Sell	34,901	$40.22	$1,403,718.22	90,099
2/27/2025	Seth Bala Cohen	General Counsel	Sell	12,293	$41.54	$510,651.22	8,813
12/11/2024	Elizabeth Krystyn	Major Shareholder	Sell	88,306	$43.05	$3,801,573.30
12/9/2024	Elizabeth Krystyn	Major Shareholder	Sell	191,307	$45.18	$8,643,250.26	232,570
8/30/2024	Lowry Baldwin	Director	Sell	50,000	$46.74	$2,337,000.00
8/29/2024	Daniel Galbraith	Insider	Sell	75,000	$46.33	$3,474,750.00	6,285
8/19/2024	James Morgan Roche	Insider	Sell	75,380	$42.79	$3,225,510.20	108,846
8/16/2024	James Morgan Roche	Insider	Sell	150,000	$42.17	$6,325,500.00	184,226
8/15/2024	Bradford Hale	CFO	Sell	10,000	$41.49	$414,900.00	98,131
8/14/2024	James Morgan Roche	Insider	Sell	2,547	$41.45	$105,573.15	245,817
8/13/2024	Lowry Baldwin	Director	Sell	20,000	$41.36	$827,200.00	80,000
8/12/2024	James Morgan Roche	Insider	Sell	85,222	$41.50	$3,536,713.00	254,681
8/8/2024	James Morgan Roche	Insider	Sell	36,684	$41.96	$1,539,260.64	396,815
8/8/2024	Seth Bala Cohen	General Counsel	Sell	3,783	$42.63	$161,269.29	8,813
5/21/2024	Lowry Baldwin	Director	Sell	125,000	$34.10	$4,262,500.00

See Full Table

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

77.49% 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

The Baldwin Insurance Group Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/1/2025	Confluence Investment Management LLC	423,042	$18.91M	0.3%	-2.1%	0.360%
3/18/2025	California State Teachers Retirement System	62,408	$2.42M	0.0%	N/A	0.053%
3/17/2025	Wealth Enhancement Advisory Services LLC	126,933	$4.92M	0.0%	N/A	0.108%
2/19/2025	Public Employees Retirement System of Ohio	86,512	$3.35M	0.0%	N/A	0.074%
2/18/2025	Continuum Advisory LLC	1,944	$75K	0.0%	N/A	0.002%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	177,875	$6.89M	0.0%	N/A	0.151%
2/17/2025	Westwood Holdings Group Inc.	1,990,818	$77.16M	0.6%	N/A	1.693%
2/17/2025	Two Sigma Investments LP	39,456	$1.53M	0.0%	N/A	0.034%
2/17/2025	State of Wyoming	2,126	$82K	0.0%	N/A	0.002%
2/17/2025	Select Equity Group L.P.	33,741	$1.31M	0.0%	N/A	0.029%
2/17/2025	Royal Bank of Canada	875,256	$33.93M	0.0%	N/A	0.744%
2/17/2025	Point72 Asset Management L.P.	317,273	$12.30M	0.0%	N/A	0.270%
2/17/2025	ProShare Advisors LLC	18,771	$0.73M	0.0%	N/A	0.016%
2/17/2025	Nuveen Asset Management LLC	267,836	$10.38M	0.0%	N/A	0.228%
2/17/2025	Millennium Management LLC	53,980	$2.09M	0.0%	N/A	0.046%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	37,857	$1.47M	0.0%	N/A	0.032%
2/17/2025	Laird Norton Wetherby Trust Company LLC	30,780	$1.19M	0.2%	N/A	0.026%
2/17/2025	Janus Henderson Group PLC	571,058	$22.13M	0.0%	N/A	0.486%
2/17/2025	Ensign Peak Advisors Inc	27,198	$1.05M	0.0%	N/A	0.023%
2/17/2025	D. E. Shaw & Co. Inc.	99,562	$3.86M	0.0%	N/A	0.085%
2/17/2025	Captrust Financial Advisors	8,650	$0.34M	0.0%	N/A	0.007%
2/17/2025	Baird Financial Group Inc.	55,831	$2.16M	0.0%	N/A	0.047%
2/17/2025	Balyasny Asset Management L.P.	420,168	$16.29M	0.0%	N/A	0.357%
2/17/2025	Bamco Inc. NY	3,010,000	$116.67M	0.3%	N/A	2.560%
2/17/2025	Bank of America Corp DE	726,798	$28.17M	0.0%	N/A	0.618%
2/17/2025	Ameriprise Financial Inc.	9,756	$0.38M	0.0%	N/A	0.008%
2/17/2025	Aristotle Capital Boston LLC	521,256	$20.20M	0.7%	N/A	0.443%
2/14/2025	Freestone Grove Partners LP	101,376	$3.93M	0.0%	N/A	0.086%
2/14/2025	Comerica Bank	59,349	$2.30M	0.0%	N/A	0.050%
2/14/2025	Schonfeld Strategic Advisors LLC	12,540	$0.49M	0.0%	N/A	0.011%
2/14/2025	Emerald Mutual Fund Advisers Trust	514,838	$19.96M	1.2%	N/A	0.438%
2/14/2025	Lido Advisors LLC	10,045	$0.39M	0.0%	N/A	0.009%
2/14/2025	Northern Trust Corp	791,507	$30.68M	0.0%	N/A	0.673%
2/14/2025	The Manufacturers Life Insurance Company	35,507	$1.38M	0.0%	N/A	0.030%
2/14/2025	Aquatic Capital Management LLC	22,543	$0.87M	0.0%	N/A	0.019%
2/14/2025	Johnson Financial Group Inc.	1,528	$63K	0.0%	N/A	0.001%
2/14/2025	Voya Investment Management LLC	19,818	$0.77M	0.0%	-7.8%	0.017%
2/14/2025	T. Rowe Price Investment Management Inc.	1,993,871	$77.28M	0.0%	N/A	1.696%
2/14/2025	Price T Rowe Associates Inc. MD	49,373	$1.91M	0.0%	N/A	0.042%
2/14/2025	Tower Research Capital LLC TRC	2,199	$85K	0.0%	N/A	0.002%
2/14/2025	TD Waterhouse Canada Inc.	933	$36K	0.0%	N/A	0.001%
2/14/2025	MetLife Investment Management LLC	40,177	$1.56M	0.0%	N/A	0.034%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	46,463	$1.80M	0.0%	N/A	0.040%
2/14/2025	Capital Research Global Investors	2,259,342	$87.57M	0.0%	N/A	1.921%
2/14/2025	Dimensional Fund Advisors LP	1,127,200	$43.69M	0.0%	N/A	0.959%
2/14/2025	First Trust Advisors LP	122,727	$4.76M	0.0%	N/A	0.104%
2/14/2025	Commerce Bank	8,840	$0.34M	0.0%	N/A	0.008%
2/14/2025	Capital International Investors	2,555,208	$99.04M	0.0%	N/A	2.173%
2/13/2025	CANADA LIFE ASSURANCE Co	18,427	$0.71M	0.0%	N/A	0.016%
2/13/2025	Champlain Investment Partners LLC	2,005,171	$77.72M	0.5%	N/A	1.705%
2/13/2025	NewEdge Advisors LLC	10,375	$0.40M	0.0%	N/A	0.009%
2/13/2025	Defined Financial Planning LLC	5,915	$0.23M	0.2%	N/A	0.005%
2/13/2025	Mariner LLC	13,229	$0.51M	0.0%	N/A	0.011%
2/13/2025	Barclays PLC	119,682	$4.64M	0.0%	N/A	0.102%
2/13/2025	Summit Investment Advisors Inc.	6,973	$0.27M	0.2%	N/A	0.006%
2/13/2025	Granite Investment Partners LLC	297,367	$11.53M	0.5%	N/A	0.253%
2/13/2025	Rockefeller Capital Management L.P.	129,883	$5.03M	0.0%	N/A	0.110%
2/13/2025	Kennedy Capital Management LLC	352,621	$13.67M	0.3%	N/A	0.300%
2/13/2025	Bessemer Group Inc.	31,580	$1.22M	0.0%	N/A	0.027%
2/13/2025	Raymond James Financial Inc.	39,021	$1.51M	0.0%	N/A	0.033%
2/13/2025	Advisory Services Network LLC	13,355	$0.52M	0.0%	N/A	0.011%
2/13/2025	Renaissance Technologies LLC	46,600	$1.81M	0.0%	N/A	0.040%
2/13/2025	Legal & General Group Plc	72,093	$2.79M	0.0%	N/A	0.061%
2/13/2025	Invesco Ltd.	62,267	$2.41M	0.0%	N/A	0.053%
2/13/2025	FMR LLC	8,398,745	$325.54M	0.0%	N/A	7.143%
2/13/2025	Russell Investments Group Ltd.	62,922	$2.44M	0.0%	N/A	0.054%
2/13/2025	Envestnet Asset Management Inc.	108,824	$4.22M	0.0%	N/A	0.093%
2/13/2025	Dynamic Technology Lab Private Ltd	13,460	$0.52M	0.1%	N/A	0.011%
2/13/2025	Wells Fargo & Company MN	75,784	$2.94M	0.0%	N/A	0.064%
2/12/2025	Annis Gardner Whiting Capital Advisors LLC	7,000	$0.27M	0.1%	N/A	0.006%
2/12/2025	Pitcairn Co.	9,997	$0.39M	0.0%	N/A	0.009%
2/12/2025	ExodusPoint Capital Management LP	14,023	$0.54M	0.0%	N/A	0.012%
2/12/2025	Geode Capital Management LLC	1,562,735	$60.59M	0.0%	N/A	1.329%
2/12/2025	Alliancebernstein L.P.	82,208	$3.19M	0.0%	N/A	0.070%
2/12/2025	Venator Management LLC	722,570	$28.01M	8.1%	N/A	0.615%
2/12/2025	Premier Fund Managers Ltd	1,142	$44K	0.0%	N/A	0.001%
2/12/2025	Pictet Asset Management Holding SA	8,576	$0.33M	0.0%	N/A	0.007%
2/12/2025	Loomis Sayles & Co. L P	1,141,544	$44.25M	4.8%	N/A	0.971%
2/12/2025	JPMorgan Chase & Co.	1,673,944	$64.88M	0.0%	+35.4%	1.424%
2/11/2025	Zions Bancorporation N.A.	52,983	$2.05M	0.1%	N/A	0.045%
2/11/2025	Prudential Financial Inc.	4,600	$0.18M	0.0%	N/A	0.004%
2/11/2025	Corebridge Financial Inc.	33,138	$1.28M	0.0%	N/A	0.028%
2/11/2025	Emerald Advisers LLC	867,072	$33.61M	1.3%	N/A	0.737%
2/11/2025	Vanguard Group Inc.	6,587,486	$255.33M	0.0%	N/A	5.603%
2/11/2025	LPL Financial LLC	67,046	$2.73M	0.0%	N/A	0.057%
2/11/2025	KLP Kapitalforvaltning AS	13,200	$0.51M	0.0%	N/A	0.011%
2/11/2025	Sei Investments Co.	331,957	$12.87M	0.0%	N/A	0.282%
2/11/2025	American Century Companies Inc.	68,223	$2.64M	0.0%	N/A	0.058%
2/11/2025	Quantbot Technologies LP	37,111	$1.44M	0.1%	N/A	0.032%
2/11/2025	Boston Partners	525,965	$20.68M	0.0%	N/A	0.447%
2/10/2025	William Blair Investment Management LLC	4,907,589	$190.22M	0.5%	N/A	4.174%
2/10/2025	Cibc World Markets Corp	6,237	$0.24M	0.0%	N/A	0.005%
2/10/2025	Nicholas Company Inc.	184,940	$7.17M	0.1%	N/A	0.157%
2/10/2025	Corient Private Wealth LLC	35,448	$1.37M	0.0%	N/A	0.030%
2/10/2025	Envestnet Portfolio Solutions Inc.	7,640	$0.30M	0.0%	N/A	0.006%
2/10/2025	Natixis Advisors LLC	22,272	$0.86M	0.0%	N/A	0.019%
2/10/2025	Madison Investment Advisors LLC	81,541	$3.16M	0.0%	N/A	0.069%
2/10/2025	Swiss National Bank	131,200	$5.09M	0.0%	N/A	0.112%
2/7/2025	King Luther Capital Management Corp	34,683	$1.34M	0.0%	N/A	0.029%
2/7/2025	PNC Financial Services Group Inc.	12,325	$0.48M	0.0%	N/A	0.010%

Data available starting January 2016

See Full Table

The Baldwin Insurance 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. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.

Today's Range

Now: $43.93

$43.42

$45.04

50 Day Range

MA: $41.42

$38.26

$46.41

52 Week Range

Now: $43.93

$31.47

$55.82

Volume

578,824 shs

Average Volume

554,830 shs

Market Capitalization

$5.17 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.72

Who are the company insiders with the largest holdings of The Baldwin Insurance Group?: The Baldwin Insurance Group's top insider shareholders include:
James Morgan Roche (Insider)
Elizabeth Krystyn (Major Shareholder)
Bradford Hale (CFO)
Lowry Baldwin (Director)
Trevor Baldwin (CEO)
Seth Bala Cohen (General Counsel)
Daniel Galbraith (Insider)
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:
Confluence Investment Management LLC — 0.36%
Learn More about top institutional investors of The Baldwin Insurance Group stock.
Which institutional investors are selling The Baldwin Insurance Group stock?: During the last quarter, BWIN stock was sold by these institutional investors:
Confluence Investment Management LLC
Within the previous year, company insiders that have sold The Baldwin Insurance Group company stock include:
James Morgan Roche (Insider)
Elizabeth Krystyn (Major Shareholder)
Bradford Hale (CFO)
Lowry Baldwin (Director)
Trevor Baldwin (CEO)
Seth Bala Cohen (General Counsel)
Daniel Galbraith (Insider)
Learn More investors selling The Baldwin Insurance Group stock.