The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN Stock Report

Market Cap: US$5.2b

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
21 Aug 24SellUS$3,418,590L. BaldwinIndividual80,000US$43.32
19 Aug 24SellUS$14,196,173James RocheIndividual336,971US$43.13
15 Aug 24SellUS$414,900Bradford HaleIndividual10,000US$41.49
14 Aug 24SellUS$3,903,052James RocheIndividual94,086US$41.50
13 Aug 24SellUS$827,200L. BaldwinIndividual20,000US$41.36
08 Aug 24SellUS$161,269Seth CohenIndividual3,783US$42.63
13 May 24SellUS$754,229James RocheIndividual25,000US$30.61
10 May 24SellUS$779,953Daniel GalbraithIndividual25,881US$30.76
09 May 24SellUS$325,345Seth CohenIndividual10,834US$30.03
15 Mar 24SellUS$29,998Seth CohenIndividual1,033US$29.04

Insider Trading Volume

Insider Buying: BWIN insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BWIN?
Owner TypeNumber of SharesOwnership Percentage
General Public850,7511.26%
Individual Insiders857,8881.27%
Institutions65,860,60397.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 78.91% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.7%
FMR LLC
9,917,247US$763.1m-0.02%0.03%
9.49%
The Vanguard Group, Inc.
6,412,105US$493.4m1.8%no data
7.03%
BlackRock, Inc.
4,751,731US$365.6m0%no data
4.45%
Baron Capital Group, Inc.
3,010,000US$231.6m-7.67%0.31%
4.02%
William Blair Investment Management, LLC
2,716,074US$209.0m-11.9%0.14%
3.81%
Macquarie Investment Management Business Trust
2,576,613US$198.3m-25.2%0.13%
3.79%
Champlain Investment Partners, LLC
2,560,727US$197.1m-39.6%0.66%
3.47%
Capital Research and Management Company
2,344,493US$180.4m1,710%no data
2.9%
State Street Global Advisors, Inc.
1,956,551US$150.6m13.3%no data
2.5%
Westwood Management Corp.
1,689,906US$130.0m-23.9%0.55%
2.29%
Geode Capital Management, LLC
1,550,357US$119.3m0.61%no data
2.28%
Emerald Advisers, LLC
1,537,932US$118.3m-4.13%1.45%
1.89%
Loomis Sayles & Company, L.P.
1,278,177US$98.4m-18.8%0.07%
1.88%
Aristotle Capital Boston, LLC
1,269,025US$97.7m-11.6%1.83%
1.78%
T. Rowe Price Group, Inc.
1,204,901US$92.7m-3.6%no data
1.71%
JP Morgan Asset Management
1,152,390US$88.7m4,490%0.01%
1.68%
Driehaus Capital Management LLC
1,134,710US$87.3m21.8%0.3%
1.64%
Dimensional Fund Advisors LP
1,108,151US$85.3m2.39%0.01%
1.28%
BNY Asset Management
867,937US$66.8m-16%0.01%
1.26%
RBC Global Asset Management Inc.
853,305US$65.7m0%0.02%
1.09%
Northern Trust Global Investments
737,411US$56.7m8.91%no data
1.07%
Venator Management LLC
723,800US$55.7m-3.61%8.99%
1.06%
Westfield Capital Management Company, L.P.
718,464US$55.3m0%0.14%
0.97%
GW&K Investment Management, LLC
658,250US$50.7m-4.12%0.23%
0.88%
Lord, Abbett & Co. LLC
591,317US$45.5m0%0.08%