The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN Stock Report

Market Cap: US$3.4b

Baldwin Insurance Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:BWIN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Aug 25SellUS$94,350Seth CohenIndividual2,775US$34.00
07 Aug 25BuyUS$287,200Bradford HaleIndividual10,000US$28.72
13 Jun 25SellUS$1,505,114James RocheIndividual37,573US$40.07
04 Jun 25SellUS$286,251James RocheIndividual7,142US$40.08
03 Jun 25SellUS$177,952Seth CohenIndividual4,496US$39.58
16 May 25SellUS$712,045James RocheIndividual17,794US$40.04
13 May 25SellUS$1,376,319James RocheIndividual34,375US$40.05
13 May 25SellUS$1,568,280Daniel GalbraithIndividual39,207US$40.00
14 Mar 25SellUS$5,444,677Trevor BaldwinIndividual136,101US$41.13
27 Feb 25SellUS$510,651Seth CohenIndividual12,293US$41.54

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BWIN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders734,5900.768%
General Public11,087,40311.6%
Institutions83,802,27587.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 21.3%.

Top Shareholders

Top 25 shareholders own 73.52% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.3%
FMR LLC
10,755,017US$385.5m31.9%0.01%
9.33%
Capital Research and Management Company
8,918,628US$319.7m2.88%0.01%
8.46%
William Blair Investment Management, LLC
8,094,069US$290.1m49.1%0.22%
6.87%
The Vanguard Group, Inc.
6,564,633US$235.3m-0.92%no data
5.41%
BlackRock, Inc.
5,172,407US$185.4m-0.23%no data
4.1%
Champlain Investment Partners, LLC
3,915,879US$140.4m20.3%0.7%
3.2%
T. Rowe Price Group, Inc.
3,064,436US$109.8m-7%0.01%
3.15%
Baron Capital Group, Inc.
3,010,203US$107.9m0.01%0.18%
2.6%
Westwood Management Corp.
2,489,064US$89.2m29.6%0.41%
2.4%
BNY Asset Management
2,291,605US$82.1m166%0.01%
2.26%
Nomura Investment Management Business Trust
2,162,471US$77.5m-14.6%0.06%
2.21%
State Street Global Advisors, Inc.
2,116,651US$75.9m1.53%no data
1.79%
Geode Capital Management, LLC
1,709,777US$61.3m0.83%no data
1.52%
JP Morgan Asset Management
1,457,779US$52.3m12.1%no data
1.15%
Dimensional Fund Advisors LP
1,098,826US$39.4m0.2%no data
1.12%
Westfield Capital Management Company, L.P.
1,071,136US$38.4m-12.6%0.1%
0.85%
Tributary Capital Management, LLC
815,452US$29.2m92.5%0.88%
0.84%
Janus Henderson Group plc
805,218US$28.9m-0.58%0.01%
0.81%
Venator Management LLC
773,695US$27.7m0%4.28%
0.79%
Fiera Capital Corporation
759,220US$27.2m-2.53%0.04%
0.72%
RBC Global Asset Management Inc.
693,212US$24.8m-5.9%0.01%
0.7%
UBS Asset Management AG
666,626US$23.9m10.1%no data
0.69%
Aristotle Capital Boston, LLC
655,965US$23.5m53.6%0.76%
0.67%
Northern Trust Global Investments
644,697US$23.1m-17.4%no data
0.63%
Kennedy Capital Management LLC
598,238US$21.4m99.7%0.29%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/28 07:00
End of Day Share Price 2026/01/28 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Baldwin Insurance Group, Inc. is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Charles LedererBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research