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
21 Aug 24	SellUS$3,418,590	L. Baldwin	Individual	80,000	US$43.32
19 Aug 24	SellUS$14,196,173	James Roche	Individual	336,971	US$43.13
15 Aug 24	SellUS$414,900	Bradford Hale	Individual	10,000	US$41.49
14 Aug 24	SellUS$3,903,052	James Roche	Individual	94,086	US$41.50
13 Aug 24	SellUS$827,200	L. Baldwin	Individual	20,000	US$41.36
08 Aug 24	SellUS$161,269	Seth Cohen	Individual	3,783	US$42.63
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

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 Type	Number of Shares	Ownership Percentage
General Public	718,977	1.06%
Individual Insiders	857,888	1.27%
Institutions	65,992,377	97.7%

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

Top Shareholders

Top 25 shareholders own 79.2% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.7%	FMR LLC	9,917,247	US$686.0m	-0.02%	0.02%
9.49%	The Vanguard Group, Inc.	6,412,105	US$443.5m	1.8%	no data
7.34%	BlackRock, Inc.	4,960,059	US$343.1m	4.38%	no data
4.45%	Baron Capital Group, Inc.	3,010,000	US$208.2m	-7.67%	0.27%
4.02%	William Blair Investment Management, LLC	2,716,074	US$187.9m	-11.9%	0.13%
3.81%	Macquarie Investment Management Business Trust	2,576,613	US$178.2m	-25.2%	0.12%
3.79%	Champlain Investment Partners, LLC	2,560,727	US$177.1m	-39.6%	0.59%
3.47%	Capital Research and Management Company	2,344,493	US$162.2m	1,710%	no data
2.9%	State Street Global Advisors, Inc.	1,956,551	US$135.3m	13.3%	no data
2.5%	Westwood Management Corp.	1,689,906	US$116.9m	-23.9%	0.51%
2.29%	Geode Capital Management, LLC	1,550,357	US$107.2m	0.61%	no data
2.28%	Emerald Advisers, LLC	1,537,932	US$106.4m	-4.13%	1.34%
1.89%	Loomis Sayles & Company, L.P.	1,278,177	US$88.4m	-18.8%	0.06%
1.88%	Aristotle Capital Boston, LLC	1,269,025	US$87.8m	-11.6%	1.68%
1.78%	T. Rowe Price Group, Inc.	1,204,901	US$83.3m	-3.6%	no data
1.71%	JP Morgan Asset Management	1,152,390	US$79.7m	4,490%	0.01%
1.68%	Driehaus Capital Management LLC	1,134,710	US$78.5m	21.8%	0.27%
1.64%	Dimensional Fund Advisors LP	1,108,151	US$76.7m	2.39%	0.01%
1.28%	BNY Asset Management	867,937	US$60.0m	-16%	0.01%
1.24%	RBC Global Asset Management Inc.	836,012	US$57.8m	-2.03%	0.02%
1.09%	Northern Trust Global Investments	737,411	US$51.0m	8.91%	no data
1.07%	Venator Management LLC	723,800	US$50.1m	-3.61%	8.09%
1.06%	Westfield Capital Management Company, L.P.	718,464	US$49.7m	0%	0.12%
0.97%	GW&K Investment Management, LLC	658,250	US$45.5m	-4.12%	0.22%
0.88%	Lord, Abbett & Co. LLC	591,317	US$40.9m	0%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 01:47
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

The Baldwin Insurance Group, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Joshua Shanker	BofA Global Research
Luke Lemoine	Capital One Securities, Inc.
Yaron Kinar	Jefferies LLC