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
Date	Value	Name	Entity	Shares	Max Price
13 May 24	SellUS$754,229	James Roche	Individual	25,000	US$30.61
10 May 24	SellUS$779,953	Daniel Galbraith	Individual	25,881	US$30.76
09 May 24	SellUS$325,345	Seth Cohen	Individual	10,834	US$30.03
15 Mar 24	SellUS$29,998	Seth Cohen	Individual	1,033	US$29.04
09 Nov 23	BuyUS$199,655	Bradford Hale	Individual	10,000	US$19.97
09 Nov 23	BuyUS$99,895	John Valentine	Individual	5,000	US$19.98
14 Sep 23	SellUS$1,435,426	Laura Sherman	Individual	54,695	US$26.37
29 Aug 23	SellUS$1,561,816	Daniel Galbraith	Individual	60,316	US$25.89
24 Aug 23	SellUS$2,990,926	Trevor Baldwin	Individual	117,975	US$25.35
17 Aug 23	SellUS$4,849,853	L. Baldwin	Individual	188,552	US$25.72
17 Aug 23	SellUS$1,381,204	Kristopher Wiebeck	Individual	55,000	US$25.11
16 Aug 23	SellUS$247,975	Seth Cohen	Individual	9,858	US$25.15

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 Type	Number of Shares	Ownership Percentage
Private Companies	56	0.000079%
Individual Insiders	6,399,293	9.03%
Institutions	64,463,027	91%

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

Top Shareholders

Top 25 shareholders own 87.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.7%	FMR LLC	9,710,640	US$575.0m	1.06%	0.02%
9.33%	The Vanguard Group, Inc.	6,167,816	US$365.2m	0.99%	no data
6.67%	BlackRock, Inc.	4,410,477	US$261.2m	-4.38%	no data
6.08%	Champlain Investment Partners, LLC	4,023,175	US$238.2m	13%	0.83%
5.21%	Macquarie Investment Management Business Trust	3,446,684	US$204.1m	-2.71%	0.13%
4.93%	Baron Capital Group, Inc.	3,259,934	US$193.0m	0%	0.28%
4.42%	William Blair Investment Management, LLC	2,925,650	US$173.2m	1,310%	0.13%
4.14%	Westwood Management Corp.	2,735,450	US$162.0m	-9.28%	0.74%
3.54%	Elizabeth Krystyn	2,340,876	US$138.6m	0%	no data
2.53%	James Roche	1,670,285	US$98.9m	-0.17%	no data
2.46%	Emerald Advisers, LLC	1,625,705	US$96.3m	0.43%	1.24%
2.34%	Aristotle Capital Boston, LLC	1,545,856	US$91.5m	1.72%	1.62%
2.3%	Kristopher Wiebeck	1,521,367	US$90.1m	0%	no data
2.25%	Loomis Sayles & Company, L.P.	1,484,943	US$87.9m	-3.08%	0.07%
2.24%	Boston Partners Global Investors, Inc.	1,479,646	US$87.6m	17%	0.03%
2.14%	Geode Capital Management, LLC	1,413,581	US$83.7m	3.16%	no data
2%	State Street Global Advisors, Inc.	1,324,013	US$78.4m	0.57%	no data
1.86%	BNY Asset Management	1,228,607	US$72.8m	-5.68%	0.01%
1.53%	Dimensional Fund Advisors LP	1,009,680	US$59.8m	2.11%	0.01%
1.32%	Peregrine Capital Management, LLC	870,665	US$51.6m	-5.04%	0.77%
1.18%	RBC Global Asset Management Inc.	782,751	US$46.4m	-2.73%	0.02%
1.18%	Venator Management LLC	782,275	US$46.3m	-0.31%	7.57%
1.06%	Northern Trust Global Investments	698,221	US$41.3m	-1.51%	no data
0.93%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	615,435	US$36.4m	11.2%	0.01%
0.92%	Driehaus Capital Management LLC	606,208	US$35.9m	0%	0.14%