BWIN

Baldwin Insurance Group, Inc.

Insurance Agents, Brokers & ServiceNasdaqLarge accelerated filer

Total Trades

Buys

Sells

Largest Trade

$1M+

Insiders

Institutional Funds

161

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
Sparks Paul Eugene	Director	BUY	$1M+	44K	$22.66	Mar 4, 2026
Roche James Morgan	See Remarks	SELL	$1M+	240K	$23.93	Dec 16, 2025
Roche James Morgan	See Remarks	SELL	$100K–$500K	15K	$25.08	Dec 9, 2025
Baldwin Trevor	CEO	SELL	$1M+	175K	$39.38	Jun 13, 2025
Roche James Morgan	See Remarks	SELL	$1M+	38K	$40.06	Jun 13, 2025
Baldwin Lowry	Director	SELL	$1M+	50K	$38.98	Jun 11, 2025
Roche James Morgan	See Remarks	SELL	$100K–$500K	7K	$40.08	Jun 6, 2025
Cohen Seth Bala	General Counsel	SELL	$100K–$500K	4K	$39.58	Jun 6, 2025
Baldwin Lowry	Director	SELL	$1M+	63K	$38.32	May 30, 2025
Roche James Morgan	See Remarks	SELL	$500K+	18K	$40.02	May 19, 2025
Baldwin Lowry	Director	SELL	$1M+	63K	$39.00	May 14, 2025
Roche James Morgan	See Remarks	SELL	$1M+	34K	$40.04	May 14, 2025
Galbraith Daniel	See Remarks	SELL	$1M+	39K	$40.00	May 14, 2025
Baldwin Trevor	CEO	SELL	$1M+	136K	$40.00	Mar 14, 2025
Cohen Seth Bala	General Counsel	SELL	$500K+	12K	$41.54	Mar 1, 2025
Baldwin Lowry	Director	SELL	$1M+	50K	$46.74	Aug 30, 2024
Galbraith Daniel	See Remarks	SELL	$1M+	75K	$46.33	Aug 30, 2024
Baldwin Lowry	Director	SELL	$1M+	80K	$42.73	Aug 22, 2024
Hale Bradford	CFO	SELL	$100K–$500K	10K	$41.49	Aug 19, 2024
Roche James Morgan	See Remarks	SELL	$1M+	337K	$42.13	Aug 19, 2024
Baldwin Lowry	Director	SELL	$1M+	125K	$34.10	May 24, 2024

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13F filings as of Dec 31, 2025 · 161 funds holding

Fund	Shares	Value	Type
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	7.5M	$1M+	SH
Champlain Investment Partners, LLC	3.7M	$1M+	SH
Capital International Investors	3.6M	$1M+	SH
Capital Research Global Investors	3.0M	$1M+	SH
WESTWOOD HOLDINGS GROUP INC	2.9M	$1M+	SH
STATE STREET CORP	2.1M	$1M+	SH
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1.9M	$1M+	SH
GEODE CAPITAL MANAGEMENT, LLC	1.5M	$1M+	SH
DIMENSIONAL FUND ADVISORS LP	1.1M	$1M+	SH
AMERICAN CENTURY COMPANIES INC	993K	$1M+	SH
KENNEDY CAPITAL MANAGEMENT LLC	820K	$1M+	SH
Venator Management LLC	774K	$1M+	SH
MetLife Investment Management, LLC	619K	$1M+	SH
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	599K	$1M+	SH
FENIMORE ASSET MANAGEMENT INC	583K	$1M+	SH
CONFLUENCE INVESTMENT MANAGEMENT LLC	562K	$1M+	SH
Tributary Capital Management, LLC	378K	$1M+	SH
Fiera Capital Corp	354K	$1M+	SH
MILFORD FUNDS LTD	346K	$1M+	SH
BALYASNY ASSET MANAGEMENT L.P.	302K	$1M+	SH