Baldwin Insurance Group, Inc.
BWIN- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001781755
No open-market purchases or sales by Baldwin Insurance Group, Inc. insiders were filed in the last 90 days; 228 institutions reported holding it in 13F filings for Q2 2026, worth $2.38B in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Baldwin Insurance Group, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Baldwin Insurance Group, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Williams Myron K | Director | 14,445 | Jul 2, 2026 | 4 |
| Sullivan Chris Thomas | Director | 85,682 | Jul 2, 2026 | 4 |
| Shook Ellyn | Director | 14,445 | Jul 2, 2026 | 4 |
| Sparks Paul Eugene | Director | 2,282 | Jul 2, 2026 | 4 |
| Parasuraman Sunita | Director | 14,445 | Jul 2, 2026 | 4 |
| Muthukrishnan Sathish | Director | 10,254 | Jul 2, 2026 | 4 |
| Matas Barbara Ruth | Director | 19,600 | Jul 2, 2026 | 4 |
| Cohen Jay A | Director | 18,623 | Jul 2, 2026 | 4 |
| Kadow Joseph John | Director | 19,600 | Jul 2, 2026 | 4 |
| Cohen Seth Bala | General Counsel | 14,024 | May 15, 2026 | 4 |
| Krystyn Elizabeth | Other: Member of 10% Owner Group | 0Indirect | May 8, 2026 | 2 |
| Hale Bradford | Chief Financial Officer | 174,501 | Apr 3, 2026 | 4 |
| Galloway Corbyn N. | Chief Accounting Officer | 57,291 | Apr 3, 2026 | 5 |
| Galbraith Daniel | See Remarks | 43,486 | Mar 17, 2026 | 3 |
| Baldwin Trevor | Chief Executive Officer | 104,549 | Mar 17, 2026 | 3 |
| Roche James Morgan | See Remarks | 322,437 | Mar 17, 2026 | 6 |
| Baldwin Insurance Group Holdings, LLC | 10% Owner, Other: Member of 10% Owner Group | 12,537,590 | Mar 4, 2026 | 1 |
| Baldwin Lowry | Director, 10% Owner, Other: See Remarks | 12,537,590Indirect | Mar 4, 2026 | 1 |
| Sherman Laura | Other: Member of 10% owner group | 1,326 | Apr 3, 2025 | 0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 | Other: Member of 10% owner group | 1,864,533Indirect | Oct 7, 2024 | 0 |
| Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 | Other: Member of 10% owner group | 2,236,218Indirect | Oct 7, 2024 | 0 |
| Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 | Other: Member of 10% owner group | 2,233,182Indirect | Nov 20, 2023 | 0 |
| Valentine John A. | Chief Partnership Officer | 93,222 | Nov 13, 2023 | 0 |
| Wiebeck Kristopher Aaron | Chief Strategy Officer | 20,035 | Aug 21, 2023 | 0 |
| Casey Phillip E | Director | 11,030 | Apr 4, 2023 | 0 |
| Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 | Other: Member of 10% owner group | 244,411Indirect | Oct 17, 2022 | 0 |
| Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 | Other: Member of 10% owner group | 11,348Indirect | Oct 17, 2022 | 0 |
| John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | Other: Member of 10% owner group | 395,460Indirect | Oct 17, 2022 | 0 |
| John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 | Other: Member of 10% owner group | 395,460Indirect | Oct 17, 2022 | 0 |
| Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 | Other: Member of 10% owner group | 395,965Indirect | Oct 17, 2022 | 0 |
| Finney Joseph D. | Other: Member of 10% Owner Group | 337,852Indirect | Aug 9, 2022 | 0 |
| Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 | Other: Member of 10% owner group | 15,742 | Dec 8, 2021 | 0 |
| Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | Other: Member of 10% owner group | 15,742 | Dec 8, 2021 | 0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 | Other: Member of 10% owner group | 15,742 | Dec 8, 2021 | 0 |
| Millennial Specialty Holdco LLC | Other: Member of 10% owner group | 0 | Sep 14, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 20, 2021 (view filing) | Sep 17 | 3 days | Cohen Jay ADirector | PPurchaseClass A Common Stock | +2.80K | $30.50 | +$85.4K | +344.0%3.61K after | |
| Dec 7, 2021 (view filing) | Dec 3 | 4 days | Baldwin LowryChairman | SSaleClass B Common Stock | −70.0K | $0.00 | $0 | −0.4%15.9M after | |
| Dec 7, 2021 (view filing) | Dec 3-6 | 4 days | Baldwin LowryChairman | SSaleClass A Common Stock | −156.2K | $36.39 | −$5.68M | −31.2%343.8K after | 3 lots |
| Dec 7, 2021 (view filing) | Dec 3 | 4 days | Baldwin LowryChairman | SSaleClass A Common Stock | −70.0K | $0.00 | $0 | –15.9M after | Derivative |
| Dec 7, 2021 (view filing) | Dec 3 | 4 days | Baldwin Insurance Group Holdings, LLC10% Owner, Other: Member of 10% Owner Group | SSaleClass B Common Stock | −570.0K | $0.00 | $0 | −3.5%15.9M after | 2 lots |
| Dec 7, 2021 (view filing) | Dec 3 | 4 days | Baldwin Insurance Group Holdings, LLC10% Owner, Other: Member of 10% Owner Group | SSaleClass A Common Stock | −570.0K | $0.00 | $0 | –15.9M after | Derivative2 lots |
| Mar 8, 2022 (view filing) | Mar 4 | 4 days | Wiebeck Kristopher AaronChief Strategy Officer | PPurchaseClass A Common Stock | +2.00K | $26.65 | +$53.3K | New position1.00K after | 4 lots |
| Mar 8, 2022 (view filing) | Mar 4-7 | 4 days | Valentine John A.Chief Partnership Officer, | PPurchaseClass A Common Stock | +1.50K | $26.28 | +$39.4K | +4.1%38.3K after | 4 lots |
| Mar 9, 2022 (view filing) | Mar 8 | 1 day | Galbraith DanielChief Operating Officer | PPurchaseClass A Common Stock | +5.00K | $22.75 | +$113.7K | +17.3%33.9K after | 2 lots |
| Mar 11, 2022 (view filing) | Mar 9 | 2 days | Baldwin TrevorChief Executive Officer | PPurchaseClass A Common Stock | +13.1K | $25.41 | +$333.4K | New position13.1K after | 2 lots |
| Mar 15, 2022 (view filing) | Mar 11 | 4 days | Wiebeck Kristopher AaronChief Strategy Officer | PPurchaseClass A Common Stock | +10.0K | $24.87 | +$248.7K | +24.5%50.9K after | |
| Mar 16, 2022 (view filing) | Mar 14 | 2 days | Valentine John A.Chief Partnership Officer | PPurchaseClass A Common Stock | +5.00K | $24.68 | +$123.4K | +13.1%43.3K after | 2 lots |
| May 17, 2022 (view filing) | May 13 | 4 days | Cohen Seth BalaGeneral Counsel | PPurchaseClass A Common Stock | +2.50K | $21.50 | +$53.8K | +24.4%12.7K after | |
| May 17, 2022 (view filing) | May 13 | 4 days | Valentine John A.Chief Partnership Officer | PPurchaseClass A Common Stock | +10.0K | $21.10 | +$211.0K | +17.7%66.4K after | |
| May 17, 2022 (view filing) | May 13-16 | 4 days | Baldwin TrevorChief Executive Officer | PPurchaseClass A Common Stock | +14.6K | $22.75 | +$331.3K | +17.0%100.3K after | 2 lots |
| Sep 22, 2022 (view filing) | Sep 20 | 2 days | Baldwin LowryChairman | SSaleClass A Common Stock | −172.0K | $28.87 | −$4.97M | −50.0%171.8K after | |
| Sep 22, 2022 (view filing) | Sep 20 | 2 days | Baldwin LowryChairman | PPurchaseClass A Common Stock | +172.0K | $28.87 | +$4.97M | New position172.0K after | |
| Nov 21, 2022 (view filing) | Nov 21 | Same day | Cohen Seth BalaGeneral Counsel | SSaleClass A Common Stock | −3.46K | $28.25 | −$97.8K | −27.2%9.28K after | |
| Dec 1, 2022 (view filing) | Nov 29 | 2 days | Wiebeck Kristopher AaronChief Strategy Officer | SSaleClass A Common Stock | −15.0K | $29.34 | −$440.1K | −22.7%51.1K after | |
| Dec 1, 2022 (view filing) | Nov 29 | 2 days | Wiebeck Kristopher AaronChief Strategy Officer | SSaleClass A Common Stock | −10.0K | $29.33 | −$293.3K | −100.0%0 after | |
| Dec 5, 2022 (view filing) | Dec 2 | 3 days | Baldwin Insurance Group Holdings, LLC10% Owner, Other: Member of 10% Owner Group | SSaleClass B Common Stock | −70.0K | $0.00 | $0 | −0.4%15.8M after | |
| Dec 5, 2022 (view filing) | Dec 2 | 3 days | Baldwin Insurance Group Holdings, LLC10% Owner, Other: Member of 10% Owner Group | SSaleClass A Common Stock | −70.0K | $0.00 | $0 | –15.8M after | Derivative |
| Dec 5, 2022 (view filing) | Dec 2 | 3 days | Baldwin LowryChairman | SSaleClass B Common Stock | −70.0K | $0.00 | $0 | −0.4%15.8M after | Duplicate filing |
| Dec 5, 2022 (view filing) | Dec 2 | 3 days | Baldwin LowryChairman | SSaleClass A Common Stock | −70.0K | $0.00 | $0 | –15.8M after | DerivativeDuplicate filing |
| May 12, 2023 (view filing) | May 11 | 1 day | Cohen Seth BalaGeneral Counsel | SSaleClass A Common Stock | −2.00K | $22.47 | −$44.9K | −8.3%22.0K after | |
| Aug 18, 2023 (view filing) | Aug 16 | 2 days | Cohen Seth BalaGeneral Counsel | SSaleClass A Common Stock | −9.86K | $25.15 | −$247.9K | −44.8%12.1K after | |
| Aug 21, 2023 (view filing) | Aug 17 | 4 days | Baldwin LowryChairman | SSaleClass A Common Stock | −188.6K | $25.72 | −$4.85M | −100.0%0 after | 2 lots |
| Aug 21, 2023 (view filing) | Aug 17 | 4 days | Wiebeck Kristopher AaronChief Strategy Officer | SSaleClass A Common Stock | −55.0K | $25.11 | −$1.38M | −73.3%20.0K after | |
| Aug 25, 2023 (view filing) | Aug 24 | 1 day | Baldwin TrevorChief Executive Officer | SSaleClass A Common Stock | −238.1K | $25.35 | −$6.04M | −87.9%32.9K after | |
| Sep 6, 2023 (view filing) | Aug 29 | 8 daysLate | Galbraith DanielChief Operating Officer | SSaleClass A Common Stock | −60.3K | $25.89 | −$1.56M | −87.4%8.72K after | |
| Sep 8, 2023 (view filing) | Sep 6 | 2 days | Baldwin LowryDirector, 10% Owner, Other: See Remarks | SSaleClass A Common Stock | −172.0K | – | – | −100.0%0 after | |
| Sep 11, 2023 (view filing)7:44 PM ET | Sep 7-11 | 4 days | Sherman Laura and 2 othersOther: Member of 10% owner group | SSaleClass A Common Stock | −145.3K | $26.55 | −$3.86M | −72.7%54.7K after | 3 lots |
| Sep 13, 2023 (view filing) | Sep 12 | 1 day | Baldwin LowryDirector, 10% Owner, Other: See Remarks | SSaleClass A Common Stock | −120.0K | $25.98 | −$3.12M | −100.0%0 after | |
| Sep 15, 2023 (view filing) | Sep 13-14 | 2 days | Sherman LauraOther: Member of 10% owner group | SSaleClass A Common Stock | −54.7K | $26.24 | −$1.44M | −100.0%0 after | 2 lots |
| Nov 13, 2023 (view filing) | Nov 9 | 4 days | Hale BradfordChief Financial Officer | PPurchaseClass A Common Stock | +10.0K | $19.97 | +$199.7K | New position10.0K after | |
| Nov 13, 2023 (view filing) | Nov 9 | 4 days | Valentine John A.Chief Partnership Officer | PPurchaseClass A Common Stock | +5.00K | $19.98 | +$99.9K | +5.7%93.2K after | |
| Dec 1, 2023 (view filing) | Nov 29-Dec 1 | 2 days | Baldwin Insurance Group Holdings, LLC10% Owner, Other: Member of 10% Owner Group | SSaleClass B Common Stock | −200.0K | $0.00 | $0 | −1.3%15.5M after | 3 lots |
| Dec 1, 2023 (view filing) | Nov 29-Dec 1 | 2 days | Baldwin Insurance Group Holdings, LLC10% Owner, Other: Member of 10% Owner Group | SSaleClass A Common Stock | −200.0K | $0.00 | $0 | –15.5M after | Derivative3 lots |
| Dec 1, 2023 (view filing) | Nov 29-Dec 1 | 2 days | Baldwin LowryDirector, 10% Owner, Other: See Remarks | SSaleClass B Common Stock | −200.0K | $0.00 | $0 | −1.3%15.5M after | 3 lotsDuplicate filing |
| Dec 1, 2023 (view filing) | Nov 29-Dec 1 | 2 days | Baldwin LowryDirector, 10% Owner, Other: See Remarks | SSaleClass A Common Stock | −200.0K | $0.00 | $0 | –15.5M after | Derivative3 lotsDuplicate filing |
| Mar 13, 2024 (view filing) | Mar 11-12 | 2 days | Baldwin LowryDirector, 10% Owner, Other: See Remarks | SSaleClass A Common Stock | −100.0K | $28.93 | −$2.89M | −100.0%0 after | 3 lots |
| Mar 15, 2024 (view filing) | Mar 15 | Same day | Cohen Seth BalaGeneral Counsel | SSaleClass A Common Stock | −1.03K | $29.04 | −$30.0K | −8.8%10.7K after | |
| May 13, 2024 (view filing) | May 9 | 4 days | Cohen Seth BalaGeneral Counsel | SSaleClass A Common Stock | −10.8K | $30.03 | −$325.3K | −44.0%13.8K after | |
| May 13, 2024 (view filing) | May 9-13 | 4 days | Roche James MorganSee Remarks | SSaleClass A Common Stock | −25.0K | $30.17 | −$754.2K | −9.7%233.5K after | 3 lots |
| May 13, 2024 (view filing) | May 9-10 | 4 days | Galbraith DanielSee Remarks | SSaleClass A Common Stock | −155.6K | $29.93 | −$4.66M | −100.0%0 after | 3 lots |
| May 13, 2024 (view filing) | May 9-10 | 4 days | Galbraith DanielSee Remarks | SSaleClass A Common Stock | −25.9K | $30.14 | −$780.0K | −80.5%6.29K after | 2 lots |
| May 23, 2024 (view filing) | May 21 | 2 days | Baldwin LowryDirector, 10% Owner, Other: See Remarks | SSaleClass A Common Stock | −125.0K | $34.10 | −$4.26M | −100.0%0 after | 2 lots |
| Aug 9, 2024 (view filing) | Aug 8 | 1 day | Cohen Seth BalaGeneral Counsel | SSaleClass A Common Stock | −3.78K | $42.63 | −$161.3K | −30.0%8.81K after | |
| Aug 9, 2024 (view filing) | Aug 8-9 | 1 day | Roche James MorganSee Remarks | SSaleClass A Common Stock | −93.6K | $41.94 | −$3.93M | −21.6%339.9K after | 3 lots |
| Aug 14, 2024 (view filing) | Aug 12-14 | 2 days | Roche James MorganSee Remarks | SSaleClass A Common Stock | −94.1K | $41.48 | −$3.90M | −27.7%245.8K after | 3 lots |