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BWIN Insider Trading

Insider Ownership Percentage: 18.51%
Insider Buying (Last 12 Months): $1,288,960.00
Insider Selling (Last 12 Months): $26,399,854.79

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: $21.64
Price Change: ▲ Price Increase of +0.52 (2.46%)
As of 03/20/2026 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
3/6/2026Elizabeth KrystynMajor ShareholderSell119,987$21.25$2,549,723.75View SEC Filing Icon  
3/3/2026Paul Eugene SparksDirectorBuy15,200$22.10$335,920.00996,706View SEC Filing Icon  
3/2/2026Paul Eugene SparksDirectorBuy29,000$22.96$665,840.00981,506View SEC Filing Icon  
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
3/17/2026Rockefeller Capital Management L.P.120,622$2.90M0.0%-77.4%0.102%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC33,981$0.82M0.0%-31.3%0.029%Search for SEC Filing on Google Icon
2/23/2026Wealth Preservation Advisors LLC1,931$46K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/19/2026T. Rowe Price Investment Management Inc.1,155,559$27.77M0.0%-61.5%0.974%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.61,412$1.48M0.0%-87.8%0.052%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC33,981$0.82M0.0%-31.3%0.029%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC3,475$84K0.0%-68.6%0.003%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd24,126$0.58M0.0%N/A0.020%Search for SEC Filing on Google Icon
2/18/2026VARCOV Co.21,524$0.52M0.2%N/A0.018%Search for SEC Filing on Google Icon
2/18/2026Twinbeech Capital LP37,773$0.91M0.1%N/A0.032%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC10,752$0.26M0.0%-80.8%0.009%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC783,285$18.82M0.0%-2.7%0.660%Search for SEC Filing on Google Icon
2/18/2026Aristotle Capital Boston LLC738,160$17.74M1.0%+12.5%0.622%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.301,576$7.25M0.0%N/A0.254%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC12,755$0.31M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD154,126$3.71M0.0%+143.0%0.130%Search for SEC Filing on Google Icon
2/17/2026T. Rowe Price Investment Management Inc.452,226$10.87M0.0%-84.9%0.381%Search for SEC Filing on Google Icon
2/17/2026Advisory Services Network LLC24,357$0.59M0.0%+69.0%0.021%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio103,595$2.49M0.0%+14.3%0.087%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System68,121$1.64M0.0%+2.4%0.057%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.99,030$2.38M0.0%+16.6%0.083%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board387,478$9.31M0.0%+6.6%0.327%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors43,083$1.04M0.0%+280.9%0.036%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP19,612$0.47M0.0%N/A0.017%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL23,357$0.56M0.0%-22.3%0.020%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada901,166$21.66M0.0%-9.3%0.760%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC95,581$2.30M0.0%+38.1%0.081%Search for SEC Filing on Google Icon
2/16/2026Panagora Asset Management Inc.26,783$0.64M0.0%+4.9%0.023%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC32,736$0.79M0.0%+76.3%0.028%Search for SEC Filing on Google Icon
2/16/2026FJ Capital Management LLC10,454$0.25M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/16/2026Kennedy Capital Management LLC819,695$19.70M0.4%+37.0%0.691%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC111,314$2.68M0.0%+10.6%0.094%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP87,008$2.09M0.0%N/A0.073%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 31,697$0.76M0.0%-7.5%0.027%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co7,510$0.18M0.0%-63.5%0.006%Search for SEC Filing on Google Icon
2/13/2026Walleye Capital LLC38,933$0.94M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/13/2026Hudson Bay Capital Management LP22,740$0.55M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/13/2026Champlain Investment Partners LLC3,650,410$87.72M0.9%-6.8%3.077%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.599,426$14.40M0.0%+0.4%0.505%Search for SEC Filing on Google Icon
2/13/2026State Street Corp2,131,619$51.22M0.0%+0.7%1.797%Search for SEC Filing on Google Icon
2/13/2026Boston Partners48,076$1.16M0.0%N/A0.041%Search for SEC Filing on Google Icon
2/13/2026Milford Funds Ltd.346,319$8.32M0.2%N/A0.292%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC190,560$4.58M0.0%+2.3%0.161%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN179,913$4.32M0.0%+13.2%0.152%Search for SEC Filing on Google Icon
2/12/2026Beck Mack & Oliver LLC289,775$6.96M0.1%N/A0.244%Search for SEC Filing on Google Icon
2/12/2026Orion Porfolio Solutions LLC17,436$0.42M0.0%-25.4%0.015%Search for SEC Filing on Google Icon
2/12/2026MetLife Investment Management LLC619,292$14.88M0.1%+1,376.4%0.522%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP1,142,389$27.46M0.0%+4.0%0.963%Search for SEC Filing on Google Icon
2/12/2026Ensign Peak Advisors Inc5,498$0.13M0.0%-66.6%0.005%Search for SEC Filing on Google Icon
2/12/2026Campbell & CO Investment Adviser LLC32,516$0.78M0.0%N/A0.027%Search for SEC Filing on Google Icon
2/12/2026Swiss National Bank140,700$3.38M0.0%+2.7%0.119%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC242,887$5.84M0.0%+1.6%0.205%Search for SEC Filing on Google Icon
2/11/2026Zions Bancorporation National Association UT42,952$1.03M0.0%-11.9%0.036%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG59,953$1.44M0.0%+3.3%0.051%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC66,448$1.60M0.0%-3.7%0.056%Search for SEC Filing on Google Icon
2/11/2026JPMorgan Chase & Co.1,323,032$31.79M0.0%-12.6%1.115%Search for SEC Filing on Google Icon
2/11/2026Fiera Capital Corp991,213$23.82M0.1%+30.6%0.835%Search for SEC Filing on Google Icon
2/11/2026Capital Research Global Investors3,017,071$72.50M0.0%-33.2%2.543%Search for SEC Filing on Google Icon
2/11/2026Capital International Investors3,618,132$86.94M0.0%+15.0%3.049%Search for SEC Filing on Google Icon
2/10/2026Bank of New York Mellon Corp2,873,887$69.06M0.0%+25.3%2.422%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.379,653$9.12M0.0%+49.9%0.320%Search for SEC Filing on Google Icon
2/10/2026Natixis Advisors LLC13,363$0.32M0.0%-40.8%0.011%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC26,071$0.63M0.0%-10.2%0.022%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC1,738,132$41.77M0.0%+1.7%1.465%Search for SEC Filing on Google Icon
2/9/2026Bleakley Financial Group LLC17,023$0.41M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/9/2026William Blair Investment Management LLC7,543,813$181.28M0.5%+47.8%6.358%Search for SEC Filing on Google Icon
2/6/2026Summit Creek Advisors LLC148,465$3.57M0.6%-11.9%0.125%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.2,191$53K0.0%-74.4%0.002%Search for SEC Filing on Google Icon
2/6/2026Larson Financial Group LLC1,211$29K0.0%+666.5%0.001%Search for SEC Filing on Google Icon
2/6/2026Handelsbanken Fonder AB21,700$0.52M0.0%-13.5%0.018%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC13,045$0.31M0.0%+8.5%0.011%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Wealth Management Co.98,259$2.36M0.0%+19,551.8%0.083%Search for SEC Filing on Google Icon
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
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: $21.64
Low: $21.09
High: $22.13

50 Day Range

MA: $21.19
Low: $16.50
High: $26.64

52 Week Range

Now: $21.64
Low: $15.88
High: $47.15

Volume

6,046,108 shs

Average Volume

1,984,118 shs

Market Capitalization

$2.57 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.3

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

Baldwin Insurance Group's top insider shareholders include:
  1. Paul Eugene Sparks (Director)
  2. James Morgan Roche (Insider)
  3. Elizabeth Krystyn (Major Shareholder)
  4. Trevor Baldwin (CEO)
  5. Bradford Hale (CFO)
  6. Lowry Baldwin (Director)
  7. Seth Bala Cohen (General Counsel)
  8. 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. William Blair Investment Management LLC — 6.36%
  2. Vanguard Group Inc. — 5.77%
  3. Champlain Investment Partners LLC — 3.08%
  4. Capital International Investors — 3.05%
  5. Capital Research Global Investors — 2.54%
  6. Bank of New York Mellon Corp — 2.42%
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. T. Rowe Price Investment Management Inc.
  2. T. Rowe Price Investment Management Inc.
  3. Capital Research Global Investors
  4. Invesco Ltd.
  5. Rockefeller Capital Management L.P.
  6. Champlain Investment Partners LLC
  7. JPMorgan Chase & Co.
  8. Royal Bank of Canada
Within the previous year, company insiders that have sold Baldwin Insurance Group company stock include:
  1. Paul Eugene Sparks (Director)
  2. James Morgan Roche (Insider)
  3. Elizabeth Krystyn (Major Shareholder)
  4. Trevor Baldwin (CEO)
  5. 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. William Blair Investment Management LLC
  2. Bank of New York Mellon Corp
  3. MetLife Investment Management LLC
  4. Capital International Investors
  5. Milford Funds Ltd.
  6. Balyasny Asset Management L.P.
  7. Beck Mack & Oliver LLC
  8. Vanguard Group Inc.
During the previous year, these company insiders have bought Baldwin Insurance Group stock:
  1. Paul Eugene Sparks (Director)
  2. James Morgan Roche (Insider)
Learn More investors buying Baldwin Insurance Group stock.