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BWIN Insider Trading

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

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: $39.97
Price Change: ▲ Price Increase of +1.18 (3.04%)
As of 03/14/2025 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

The Baldwin Insurance Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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 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

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

The Baldwin Insurance Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025Public Employees Retirement System of Ohio86,512$3.35M0.0%N/A0.074%Search for SEC Filing on Google Icon
2/18/2025Continuum Advisory LLC1,944$75K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC177,875$6.89M0.0%N/A0.151%Search for SEC Filing on Google Icon
2/17/2025Westwood Holdings Group Inc.1,990,818$77.16M0.6%N/A1.693%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP39,456$1.53M0.0%N/A0.034%Search for SEC Filing on Google Icon
2/17/2025State of Wyoming2,126$82K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/17/2025Select Equity Group L.P.33,741$1.31M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/17/2025Royal Bank of Canada875,256$33.93M0.0%N/A0.744%Search for SEC Filing on Google Icon
2/17/2025Point72 Asset Management L.P.317,273$12.30M0.0%N/A0.270%Search for SEC Filing on Google Icon
2/17/2025ProShare Advisors LLC18,771$0.73M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/17/2025Nuveen Asset Management LLC267,836$10.38M0.0%N/A0.228%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC53,980$2.09M0.0%N/A0.046%Search for SEC Filing on Google Icon
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,857$1.47M0.0%N/A0.032%Search for SEC Filing on Google Icon
2/17/2025Laird Norton Wetherby Trust Company LLC30,780$1.19M0.2%N/A0.026%Search for SEC Filing on Google Icon
2/17/2025Janus Henderson Group PLC571,058$22.13M0.0%N/A0.486%Search for SEC Filing on Google Icon
2/17/2025Ensign Peak Advisors Inc27,198$1.05M0.0%N/A0.023%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.99,562$3.86M0.0%N/A0.085%Search for SEC Filing on Google Icon
2/17/2025Captrust Financial Advisors8,650$0.34M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/17/2025Baird Financial Group Inc.55,831$2.16M0.0%N/A0.047%Search for SEC Filing on Google Icon
2/17/2025Balyasny Asset Management L.P.420,168$16.29M0.0%N/A0.357%Search for SEC Filing on Google Icon
2/17/2025Bamco Inc. NY3,010,000$116.67M0.3%N/A2.560%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE726,798$28.17M0.0%N/A0.618%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.9,756$0.38M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/17/2025Aristotle Capital Boston LLC521,256$20.20M0.7%N/A0.443%Search for SEC Filing on Google Icon
2/14/2025Freestone Grove Partners LP101,376$3.93M0.0%N/A0.086%Search for SEC Filing on Google Icon
2/14/2025Comerica Bank59,349$2.30M0.0%N/A0.050%Search for SEC Filing on Google Icon
2/14/2025Schonfeld Strategic Advisors LLC12,540$0.49M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/14/2025Emerald Mutual Fund Advisers Trust514,838$19.96M1.2%N/A0.438%Search for SEC Filing on Google Icon
2/14/2025Lido Advisors LLC10,045$0.39M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp791,507$30.68M0.0%N/A0.673%Search for SEC Filing on Google Icon
2/14/2025The Manufacturers Life Insurance Company 35,507$1.38M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/14/2025Aquatic Capital Management LLC22,543$0.87M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/14/2025Johnson Financial Group Inc.1,528$63K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/14/2025Voya Investment Management LLC19,818$0.77M0.0%-7.8%0.017%Search for SEC Filing on Google Icon
2/14/2025T. Rowe Price Investment Management Inc.1,993,871$77.28M0.0%N/A1.696%Search for SEC Filing on Google Icon
2/14/2025Price T Rowe Associates Inc. MD49,373$1.91M0.0%N/A0.042%Search for SEC Filing on Google Icon
2/14/2025Tower Research Capital LLC TRC 2,199$85K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/14/2025TD Waterhouse Canada Inc.933$36K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC40,177$1.56M0.0%N/A0.034%Search for SEC Filing on Google Icon
2/14/2025BI Asset Management Fondsmaeglerselskab A S46,463$1.80M0.0%N/A0.040%Search for SEC Filing on Google Icon
2/14/2025Capital Research Global Investors2,259,342$87.57M0.0%N/A1.921%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP1,127,200$43.69M0.0%N/A0.959%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP122,727$4.76M0.0%N/A0.104%Search for SEC Filing on Google Icon
2/14/2025Commerce Bank8,840$0.34M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/14/2025Capital International Investors2,555,208$99.04M0.0%N/A2.173%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co18,427$0.71M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/13/2025Champlain Investment Partners LLC2,005,171$77.72M0.5%N/A1.705%Search for SEC Filing on Google Icon
2/13/2025NewEdge Advisors LLC10,375$0.40M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/13/2025Defined Financial Planning LLC5,915$0.23M0.2%N/A0.005%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC13,229$0.51M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC119,682$4.64M0.0%N/A0.102%Search for SEC Filing on Google Icon
2/13/2025Summit Investment Advisors Inc.6,973$0.27M0.2%N/A0.006%Search for SEC Filing on Google Icon
2/13/2025Granite Investment Partners LLC297,367$11.53M0.5%N/A0.253%Search for SEC Filing on Google Icon
2/13/2025Rockefeller Capital Management L.P.129,883$5.03M0.0%N/A0.110%Search for SEC Filing on Google Icon
2/13/2025Kennedy Capital Management LLC352,621$13.67M0.3%N/A0.300%Search for SEC Filing on Google Icon
2/13/2025Bessemer Group Inc.31,580$1.22M0.0%N/A0.027%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.39,021$1.51M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/13/2025Advisory Services Network LLC13,355$0.52M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC46,600$1.81M0.0%N/A0.040%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc72,093$2.79M0.0%N/A0.061%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.62,267$2.41M0.0%N/A0.053%Search for SEC Filing on Google Icon
2/13/2025FMR LLC8,398,745$325.54M0.0%N/A7.143%Search for SEC Filing on Google Icon
2/13/2025Russell Investments Group Ltd.62,922$2.44M0.0%N/A0.054%Search for SEC Filing on Google Icon
2/13/2025Envestnet Asset Management Inc.108,824$4.22M0.0%N/A0.093%Search for SEC Filing on Google Icon
2/13/2025Dynamic Technology Lab Private Ltd13,460$0.52M0.1%N/A0.011%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN75,784$2.94M0.0%N/A0.064%Search for SEC Filing on Google Icon
2/12/2025Annis Gardner Whiting Capital Advisors LLC7,000$0.27M0.1%N/A0.006%Search for SEC Filing on Google Icon
2/12/2025Pitcairn Co.9,997$0.39M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/12/2025ExodusPoint Capital Management LP14,023$0.54M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/12/2025Geode Capital Management LLC1,562,735$60.59M0.0%N/A1.329%Search for SEC Filing on Google Icon
2/12/2025Alliancebernstein L.P.82,208$3.19M0.0%N/A0.070%Search for SEC Filing on Google Icon
2/12/2025Venator Management LLC722,570$28.01M8.1%N/A0.615%Search for SEC Filing on Google Icon
2/12/2025Premier Fund Managers Ltd1,142$44K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/12/2025Pictet Asset Management Holding SA8,576$0.33M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/12/2025Loomis Sayles & Co. L P1,141,544$44.25M4.8%N/A0.971%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.1,673,944$64.88M0.0%+35.4%1.424%Search for SEC Filing on Google Icon
2/11/2025Zions Bancorporation N.A.52,983$2.05M0.1%N/A0.045%Search for SEC Filing on Google Icon
2/11/2025Prudential Financial Inc.4,600$0.18M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/11/2025Corebridge Financial Inc.33,138$1.28M0.0%N/A0.028%Search for SEC Filing on Google Icon
2/11/2025Emerald Advisers LLC867,072$33.61M1.3%N/A0.737%Search for SEC Filing on Google Icon
2/11/2025Vanguard Group Inc.6,587,486$255.33M0.0%N/A5.603%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC67,046$2.73M0.0%N/A0.057%Search for SEC Filing on Google Icon
2/11/2025KLP Kapitalforvaltning AS13,200$0.51M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/11/2025Sei Investments Co.331,957$12.87M0.0%N/A0.282%Search for SEC Filing on Google Icon
2/11/2025American Century Companies Inc.68,223$2.64M0.0%N/A0.058%Search for SEC Filing on Google Icon
2/11/2025Quantbot Technologies LP37,111$1.44M0.1%N/A0.032%Search for SEC Filing on Google Icon
2/11/2025Boston Partners525,965$20.68M0.0%N/A0.447%Search for SEC Filing on Google Icon
2/10/2025William Blair Investment Management LLC4,907,589$190.22M0.5%N/A4.174%Search for SEC Filing on Google Icon
2/10/2025Cibc World Markets Corp6,237$0.24M0.0%N/A0.005%Search for SEC Filing on Google Icon
2/10/2025Nicholas Company Inc.184,940$7.17M0.1%N/A0.157%Search for SEC Filing on Google Icon
2/10/2025Corient Private Wealth LLC35,448$1.37M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/10/2025Envestnet Portfolio Solutions Inc.7,640$0.30M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/10/2025Natixis Advisors LLC22,272$0.86M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/10/2025Madison Investment Advisors LLC81,541$3.16M0.0%N/A0.069%Search for SEC Filing on Google Icon
2/10/2025Swiss National Bank131,200$5.09M0.0%N/A0.112%Search for SEC Filing on Google Icon
2/7/2025King Luther Capital Management Corp34,683$1.34M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/7/2025PNC Financial Services Group Inc.12,325$0.48M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.39,021$1.51M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/6/2025Arizona State Retirement System19,366$0.75M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/6/2025Verdence Capital Advisors LLC5,541$0.22M0.0%N/A0.005%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
The 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 The Baldwin Insurance Group

Today's Range

Now: $39.97
Low: $38.95
High: $40.12

50 Day Range

MA: $40.05
Low: $35.72
High: $42.26

52 Week Range

Now: $39.97
Low: $26.08
High: $55.82

Volume

340,636 shs

Average Volume

538,501 shs

Market Capitalization

$4.70 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:
  1. James Morgan Roche (Insider)
  2. Elizabeth Krystyn (Major Shareholder)
  3. Bradford Hale (CFO)
  4. Lowry Baldwin (Director)
  5. Trevor Baldwin (CEO)
  6. Seth Bala Cohen (General Counsel)
  7. 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:
  1. FMR LLC — 7.14%
  2. Vanguard Group Inc. — 5.60%
  3. William Blair Investment Management LLC — 4.17%
  4. Bamco Inc. NY — 2.56%
  5. Capital International Investors — 2.17%
  6. Capital Research Global Investors — 1.92%
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:
  1. Voya Investment Management LLC
Within the previous year, company insiders that have sold The Baldwin Insurance Group company stock include:
  1. James Morgan Roche (Insider)
  2. Elizabeth Krystyn (Major Shareholder)
  3. Bradford Hale (CFO)
  4. Lowry Baldwin (Director)
  5. Trevor Baldwin (CEO)
  6. Seth Bala Cohen (General Counsel)
  7. Daniel Galbraith (Insider)
Learn More investors selling The Baldwin Insurance Group stock.

Which institutional investors are buying The Baldwin Insurance Group stock?

In the previous quarter, BWIN stock was bought by institutional investors including:
  1. FMR LLC
  2. Vanguard Group Inc.
  3. William Blair Investment Management LLC
  4. Bamco Inc. NY
  5. Capital International Investors
  6. Capital Research Global Investors
  7. Champlain Investment Partners LLC
  8. T. Rowe Price Investment Management Inc.