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BWIN Insider Trading

Insider Ownership Percentage: 18.51%
Insider Buying (Last 12 Months): $287,200.00
Insider Selling (Last 12 Months): $29,180,770.14

Baldwin Insurance Group Insider Trading History Chart

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

Skip ChartChart Data in Insider Trading History Table

Baldwin Insurance Group Share Price & Price History

Current Price: $20.62
Price Change: ▲ Price Increase of +0.12 (0.59%)
As of 02/4/2026 05:00 PM ET

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

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

Baldwin Insurance Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/15/2025James Morgan RocheInsiderSell80,000$24.03$1,922,400.0042,113View SEC Filing Icon  
12/12/2025James Morgan RocheInsiderSell100,000$24.20$2,420,000.00122,113View SEC Filing Icon  
12/11/2025James Morgan RocheInsiderSell60,000$23.34$1,400,400.00222,113View SEC Filing Icon  
12/5/2025James Morgan RocheInsiderSell15,000$25.08$376,200.0042,113View SEC Filing Icon  
8/7/2025Bradford HaleCFOBuy10,000$28.72$287,200.00144,659View SEC Filing Icon  
6/13/2025James Morgan RocheInsiderSell26,679$40.07$1,069,027.5342,113View SEC Filing Icon  
6/12/2025James Morgan RocheInsiderSell10,894$40.03$436,086.8268,792View SEC Filing Icon  
6/12/2025Trevor BaldwinCEOSell117,000$39.83$4,660,110.0027,676View SEC Filing Icon  
6/11/2025Trevor BaldwinCEOSell58,000$38.48$2,231,840.00144,676View SEC Filing Icon  
6/9/2025Lowry BaldwinDirectorSell50,000$38.98$1,949,000.00View SEC Filing Icon  
6/4/2025James Morgan RocheInsiderSell7,142$40.08$286,251.3679,686View SEC Filing Icon  
6/3/2025Seth Bala CohenGeneral CounselSell4,496$39.58$177,951.6813,240View SEC Filing Icon  
5/28/2025Lowry BaldwinDirectorSell62,500$38.32$2,395,000.00View SEC Filing Icon  
5/16/2025James Morgan RocheInsiderSell3,572$40.04$143,022.8886,828View SEC Filing Icon  
5/15/2025James Morgan RocheInsiderSell14,222$40.01$569,022.2290,400View SEC Filing Icon  
5/13/2025James Morgan RocheInsiderSell13,340$40.02$533,866.80104,622View SEC Filing Icon  
5/12/2025Lowry BaldwinDirectorSell62,500$39.00$2,437,500.00View SEC Filing Icon  
5/8/2025James Morgan RocheInsiderSell21,035$40.05$842,451.75117,962View SEC Filing Icon  
3/14/2025Trevor BaldwinCEOSell15,902$39.33$625,425.6613,302View SEC Filing Icon  
3/12/2025Trevor BaldwinCEOSell68,740$40.60$2,790,844.0080,663View SEC Filing Icon  
3/3/2025Lowry BaldwinDirectorSell34,901$40.22$1,403,718.2290,099View SEC Filing Icon  
2/27/2025Seth Bala CohenGeneral CounselSell12,293$41.54$510,651.228,813View SEC Filing Icon  
12/11/2024Elizabeth KrystynMajor ShareholderSell88,306$43.05$3,801,573.30View SEC Filing Icon  
12/9/2024Elizabeth KrystynMajor ShareholderSell191,307$45.18$8,643,250.26232,570View SEC Filing Icon  
8/30/2024Lowry BaldwinDirectorSell50,000$46.74$2,337,000.00View SEC Filing Icon  
8/29/2024Daniel GalbraithInsiderSell75,000$46.33$3,474,750.006,285View SEC Filing Icon  
8/19/2024James Morgan RocheInsiderSell75,380$42.79$3,225,510.20108,846View SEC Filing Icon  
8/16/2024James Morgan RocheInsiderSell150,000$42.17$6,325,500.00184,226View SEC Filing Icon  
8/15/2024Bradford HaleCFOSell10,000$41.49$414,900.0098,131View SEC Filing Icon  
8/14/2024James Morgan RocheInsiderSell2,547$41.45$105,573.15245,817View SEC Filing Icon  
8/13/2024Lowry BaldwinDirectorSell20,000$41.36$827,200.0080,000View SEC Filing Icon  
8/12/2024James Morgan RocheInsiderSell85,222$41.50$3,536,713.00254,681View SEC Filing Icon  
8/8/2024James Morgan RocheInsiderSell36,684$41.96$1,539,260.64396,815View SEC Filing Icon  
8/8/2024Seth Bala CohenGeneral CounselSell3,783$42.63$161,269.298,813View SEC Filing Icon  
5/21/2024Lowry BaldwinDirectorSell125,000$34.10$4,262,500.00View SEC Filing Icon  
See Full Table

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

77.49% of 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 BWIN by year and by quarter.

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

Baldwin Insurance Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/4/2026Madison Asset Management LLC104,282$2.51M0.0%-0.6%0.088%Search for SEC Filing on Google Icon
2/4/2026Washington Trust Bank36,217$0.87M0.1%+92.2%0.031%Search for SEC Filing on Google Icon
2/2/2026Fenimore Asset Management Inc582,850$14.01M0.3%+14.9%0.491%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank27,880$0.67M0.0%-61.0%0.023%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA11,166$0.27M0.0%+19.2%0.009%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG686,318$16.49M0.0%+42.9%0.578%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.6,851,874$164.65M0.0%+4.4%5.775%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System19,903$0.48M0.0%-4.7%0.017%Search for SEC Filing on Google Icon
1/28/2026HB Wealth Management LLC73,748$1.77M0.0%-20.5%0.062%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH59,529$1.43M0.0%+4.3%0.050%Search for SEC Filing on Google Icon
1/27/2026Tributary Capital Management LLC378,218$9.09M0.9%-7.2%0.319%Search for SEC Filing on Google Icon
1/26/2026Quadrant Private Wealth Management LLC66,901$1.61M0.3%+584.8%0.056%Search for SEC Filing on Google Icon
1/26/2026Austin Wealth Management LLC37,337$0.98M0.1%+29.7%0.031%Search for SEC Filing on Google Icon
1/23/2026Assetmark Inc.26,662$0.64M0.0%-2.6%0.022%Search for SEC Filing on Google Icon
1/21/2026Flagship Harbor Advisors LLC5,160$0.12M0.0%N/A0.004%Search for SEC Filing on Google Icon
1/20/2026Harbor Capital Advisors Inc.23,568$0.57M0.0%-53.2%0.020%Search for SEC Filing on Google Icon
1/16/2026Dorato Capital Management1,333$35K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC279,770$6.72M0.0%N/A0.236%Search for SEC Filing on Google Icon
1/9/2026Diversified Trust Co.59,802$1.44M0.0%+40.2%0.050%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC138,615$3.46M0.0%-10.4%0.117%Search for SEC Filing on Google Icon
1/5/2026Confluence Investment Management LLC579,503$13.93M0.2%+42.7%0.488%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.1,514,115$42.71M0.0%+11.7%1.276%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.7,495$0.21M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/19/2025Caitong International Asset Management Co. Ltd1,395$39K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP52,050$1.47M0.0%N/A0.044%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC69,194$1.95M0.0%-41.6%0.058%Search for SEC Filing on Google Icon
11/17/2025Tidal Investments LLC303,686$8.57M0.0%-0.9%0.256%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio90,630$2.56M0.0%+46.2%0.076%Search for SEC Filing on Google Icon
11/17/2025Numerai GP LLC14,518$0.41M0.1%N/A0.012%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC18,568$0.52M0.0%+56.0%0.016%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC56,118$1.58M0.0%-46.0%0.047%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,667$0.92M0.0%-15.2%0.028%Search for SEC Filing on Google Icon
11/17/2025Laird Norton Wetherby Trust Company LLC97,972$2.76M0.5%+218.3%0.083%Search for SEC Filing on Google Icon
11/17/2025Lighthouse Investment Partners LLC107,788$3.04M0.1%N/A0.091%Search for SEC Filing on Google Icon
11/17/2025Holocene Advisors LP57,563$1.62M0.0%+182.7%0.049%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE584,238$16.48M0.0%-14.9%0.492%Search for SEC Filing on Google Icon
11/17/2025Aristotle Capital Boston LLC655,965$18.51M1.0%+53.6%0.553%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.82,834$2.34M0.0%+0.9%0.070%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.502,562$14.18M0.0%N/A0.424%Search for SEC Filing on Google Icon
11/14/2025Freestone Grove Partners LP17,087$0.48M0.0%N/A0.014%Search for SEC Filing on Google Icon
11/14/2025California State Teachers Retirement System66,493$1.88M0.0%+7.4%0.056%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 41,339$1.17M0.0%+10.1%0.035%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC186,305$5.26M0.0%-34.6%0.157%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank71,568$2.02M0.0%-7.4%0.060%Search for SEC Filing on Google Icon
11/13/2025Kennedy Capital Management LLC598,238$16.88M0.4%+99.7%0.504%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.502,839$14.19M0.0%+3.4%0.424%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.403,498$11.38M0.0%+46.0%0.340%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG480,321$13.55M0.0%+49.6%0.405%Search for SEC Filing on Google Icon
11/13/2025Magnetar Financial LLC35,102$0.99M0.0%N/A0.030%Search for SEC Filing on Google Icon
11/13/2025Capital World Investors1,259,949$35.54M0.0%+24.8%1.062%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc72,165$2.04M0.0%-8.0%0.061%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank137,000$3.87M0.0%+5.2%0.115%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.84,967$2.40M0.0%+23.8%0.072%Search for SEC Filing on Google Icon
11/13/2025Natixis Advisors LLC22,577$0.64M0.0%-4.8%0.019%Search for SEC Filing on Google Icon
11/13/2025Blair William & Co. IL30,044$0.85M0.0%N/A0.025%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP57,752$1.63M0.0%-39.8%0.049%Search for SEC Filing on Google Icon
11/12/2025Entrewealth LLC28,786$0.81M0.4%N/A0.024%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC100,641$2.84M0.0%-32.9%0.085%Search for SEC Filing on Google Icon
11/12/2025Pitcairn Co.7,155$0.20M0.0%-14.8%0.006%Search for SEC Filing on Google Icon
11/12/2025Orion Porfolio Solutions LLC23,369$0.66M0.0%+4.1%0.020%Search for SEC Filing on Google Icon
11/12/2025GW&K Investment Management LLC17,762$0.50M0.0%-96.9%0.015%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP1,098,826$31M0.0%+0.2%0.926%Search for SEC Filing on Google Icon
11/12/2025Champlain Investment Partners LLC3,915,879$110.47M0.8%+20.3%3.300%Search for SEC Filing on Google Icon
11/12/2025Elo Mutual Pension Insurance Co12,271$0.35M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/12/2025William Blair Investment Management LLC5,104,695$144M0.4%-5.5%4.302%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP10,145$0.29M0.0%+28.3%0.009%Search for SEC Filing on Google Icon
11/12/2025Handelsbanken Fonder AB25,100$0.71M0.0%+70.7%0.021%Search for SEC Filing on Google Icon
11/12/2025Westfield Capital Management Co. LP1,071,136$30.22M0.1%-12.6%0.903%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC29,046$0.82M0.0%+5.2%0.024%Search for SEC Filing on Google Icon
11/12/2025US Bancorp DE9,636$0.27M0.0%+59.1%0.008%Search for SEC Filing on Google Icon
11/10/2025MAI Capital Management178,832$5.05M0.0%+1.9%0.151%Search for SEC Filing on Google Icon
11/10/2025TD Asset Management Inc63,868$1.80M0.0%-6.1%0.054%Search for SEC Filing on Google Icon
11/10/2025Ameritas Investment Partners Inc.5,874$0.17M0.0%-18.2%0.005%Search for SEC Filing on Google Icon
11/7/2025Fiera Capital Corp759,220$21.42M0.1%-2.5%0.640%Search for SEC Filing on Google Icon
11/7/2025King Luther Capital Management Corp8,560$0.24M0.0%-76.4%0.007%Search for SEC Filing on Google Icon
11/7/2025First National Bank of Omaha12,637$0.36M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/7/2025Zions Bancorporation National Association UT48,770$1.38M0.1%-12.9%0.041%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.6,564,633$185.19M0.0%-0.9%5.532%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.1,514,115$42.71M0.0%+11.7%1.276%Search for SEC Filing on Google Icon
11/7/2025State of New Jersey Common Pension Fund D62,359$1.76M0.0%+26.1%0.053%Search for SEC Filing on Google Icon
11/7/2025PNC Financial Services Group Inc.8,548$0.24M0.0%-36.8%0.007%Search for SEC Filing on Google Icon
11/6/2025Assetmark Inc.27,376$0.77M0.0%-3.6%0.023%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers99,472$2.81M0.0%-2.8%0.084%Search for SEC Filing on Google Icon
11/6/2025Madison Asset Management LLC104,951$2.96M0.0%-16.6%0.088%Search for SEC Filing on Google Icon
11/6/2025ProShare Advisors LLC12,022$0.34M0.0%-16.6%0.010%Search for SEC Filing on Google Icon
11/5/2025Austin Wealth Management LLC28,786$0.81M0.1%N/A0.024%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.181,166$5.11M0.0%-10.1%0.153%Search for SEC Filing on Google Icon
11/3/2025AlphaQuest LLC1,952$55K0.0%+249.2%0.002%Search for SEC Filing on Google Icon
11/3/2025Arizona State Retirement System20,884$0.59M0.0%+5.2%0.018%Search for SEC Filing on Google Icon
11/3/2025Annis Gardner Whiting Capital Advisors LLC15,000$0.42M0.1%+96.3%0.013%Search for SEC Filing on Google Icon
11/3/2025New York State Common Retirement Fund219,810$6.20M0.0%-14.6%0.185%Search for SEC Filing on Google Icon
11/3/2025Federated Hermes Inc.43,849$1.24M0.0%N/A0.037%Search for SEC Filing on Google Icon
10/30/2025Quadrant Private Wealth Management LLC9,770$0.28M0.1%-24.1%0.008%Search for SEC Filing on Google Icon
10/30/2025Emerald Mutual Fund Advisers Trust52,120$1.47M0.1%-89.0%0.044%Search for SEC Filing on Google Icon
10/30/2025Universal Beteiligungs und Servicegesellschaft mbH57,060$1.61M0.0%-7.2%0.048%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC154,742$4.48M0.0%-6.1%0.130%Search for SEC Filing on Google Icon
10/24/2025Summit Creek Advisors LLC168,444$4.75M0.7%-3.1%0.142%Search for SEC Filing on Google Icon
10/23/2025Peregrine Capital Management LLC228,120$6.44M0.2%-26.7%0.192%Search for SEC Filing on Google Icon
10/23/2025Tributary Capital Management LLC815,452$23M1.1%+92.5%0.687%Search for SEC Filing on Google Icon
10/23/2025HB Wealth Management LLC92,747$2.62M0.0%+10.3%0.078%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Baldwin Insurance Group logo
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.
Read More on Baldwin Insurance Group

Today's Range

Now: $20.62
Low: $20.23
High: $21.43

50 Day Range

MA: $24.66
Low: $20.50
High: $28.45

52 Week Range

Now: $20.62
Low: $19.88
High: $47.15

Volume

1,571,908 shs

Average Volume

1,243,627 shs

Market Capitalization

$2.45 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.33

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

Baldwin Insurance Group's top insider shareholders include:
  1. James Morgan Roche (Insider)
  2. Elizabeth Krystyn (Major Shareholder)
  3. Trevor Baldwin (CEO)
  4. Bradford Hale (CFO)
  5. Lowry Baldwin (Director)
  6. Seth Bala Cohen (General Counsel)
  7. Daniel Galbraith (Insider)
Learn More about top insider investors at Baldwin Insurance Group.

Who are the major institutional investors of Baldwin Insurance Group?

Baldwin Insurance Group's top institutional investors include:
  1. Vanguard Group Inc. — 5.77%
  2. UBS Group AG — 0.58%
  3. Fenimore Asset Management Inc — 0.49%
  4. Confluence Investment Management LLC — 0.49%
  5. Tributary Capital Management LLC — 0.32%
  6. SG Americas Securities LLC — 0.24%
Learn More about top institutional investors of Baldwin Insurance Group stock.

Which institutional investors are selling Baldwin Insurance Group stock?

During the last quarter, BWIN stock was sold by these institutional investors:
  1. Comerica Bank
  2. Tributary Capital Management LLC
  3. Harbor Capital Advisors Inc.
  4. HB Wealth Management LLC
  5. Wealth Enhancement Advisory Services LLC
  6. Arizona State Retirement System
  7. Assetmark Inc.
  8. Madison Asset Management LLC
Within the previous year, company insiders that have sold Baldwin Insurance Group company stock include:
  1. James Morgan Roche (Insider)
  2. Elizabeth Krystyn (Major Shareholder)
  3. Trevor Baldwin (CEO)
  4. Bradford Hale (CFO)
Learn More investors selling Baldwin Insurance Group stock.

Which institutional investors are buying Baldwin Insurance Group stock?

In the previous quarter, BWIN stock was bought by institutional investors including:
  1. Vanguard Group Inc.
  2. SG Americas Securities LLC
  3. UBS Group AG
  4. Confluence Investment Management LLC
  5. Fenimore Asset Management Inc
  6. Quadrant Private Wealth Management LLC
  7. Washington Trust Bank
  8. Diversified Trust Co.