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The Baldwin Insurance Group, Inc. (BWIN)

USD26.91 -0.41 (-1.50%)
US NASDAQ Financial Services Insurance - Brokers
Address 4211 W. Boy Scout Blvd. 33607
Tampa, FL, US
CEO Trevor Lowry Baldwin
IPO 2019-10-24
CIK 1781755 ISIN US05589G1022

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Also trades on NASDAQ Global Market · BWIN (USD) NASDAQ Global Select · BRP (USD)
Description

Operating across the United States, The Baldwin Insurance Group, Inc. is an independent firm dedicated to providing insurance and comprehensive risk management services. The company's activities are organized into three primary segments: 1. Insurance Advisory Solutions: This division offers tailored commercial risk management, employee benefits programs, and private risk management solutions, catering to businesses, affluent individuals, and their families. 2. Underwriting, Capacity & Technology Solutions: Through its "Future" platform, this segment develops technology-enabled insurance products spanning personal, commercial, and specialty lines. It also functions as a specialty wholesale broker for professionals, individuals, and specific niche industries, alongside delivering reinsurance brokerage services. 3. Mainstreet Insurance Solutions: This segment focuses on providing fundamental personal, commercial, and life and health insurance coverage to individuals and businesses within local communities. Originally founded in 2011 as BRP Group, Inc., the company adopted its current name, The Baldwin Insurance Group, Inc., in May 2024. Its corporate headquarters are located in Tampa, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD26.91 -0.41 (-1.50%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.08
Float Shares
67.40M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.45% -4.34% -6.17% +19.75% -27.88% -16.48% -49.02% -33.26% -33.26% -33.26% -33.26%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
26.91
Low 20.00 -25.7%
Consensus 28.75 +6.8%
Median 27.50 +2.2%
High 40.00 +48.6%
DCF (Unlevered) 32.14 +19.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 60% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
30.00
+11.5%
Last Year 8
32.88
+22.2%
All Time 11
36.36
+35.1%
Quality scores
Altman Z-Score
0.40
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Brokers: +8.0%
    +9.4% Q1'26: +29.4% (vs Q1'25)
  • EPS growth Insurance - Brokers: +30.1%
    -28.2% Q1'26: -90.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Brokers: +26.6%
    -4.3% Q1'26: -3.5% (vs Q1'25)
  • EBIT margin Insurance - Brokers: +19.1%
    +4.6% Q1'26: -18.8% (vs Q1'25)
  • ROIC Insurance - Brokers: +6.4%
    +2.5% Q1'26: -6.0% (vs Q1'25)
  • Share dilution Insurance - Brokers: -0.6%
    +7.1% Q1'26: -0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×
    8.99× Q1'26: -15.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.23) × ERP
WACC = 44% × Ke + 56% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 32.03 Current price: 26.91
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
6 EPS Ana.
Dec 2027
7 Rev. Ana.
7 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Revenue
134.92M
est: 152.13M (-11.3%)
231.68M
est: 236.53M (-2.1%)
559.97M
est: 548.63M (+2.1%)
969.49M
est: 968.44M (+0.1%)
1.21B
est: 1.21B (-0.6%)
1.38B
est: 1.38B (-0.6%)
1.50B
est: 1.51B (-0.3%)
2.01B
1.98B – 2.04B
+33.1% YoY
2.22B
2.19B – 2.25B
+10.4% YoY
2.48B
2.47B – 2.49B
+11.8% YoY
EBITDA
16.31M
est: 15.33M (+6.4%)
18.75M
est: 23.84M (-21.4%)
65.08M
est: 55.29M (+17.7%)
87.57M
est: 97.60M (-10.3%)
116.93M
est: 122.41M (-4.5%)
164.62M
est: 220.15M (-25.2%)
196.83M
est: 240.09M (-18.0%)
319.45M
314.68M – 324.22M
+33.1% YoY
352.67M
347.89M – 357.46M
+10.4% YoY
394.41M
392.48M – 396.34M
+11.8% YoY
EBIT
5.76M
est: 2.29M (+151.9%)
-1.42M
est: 3.56M (-140.0%)
13.57M
est: 8.25M (+64.5%)
1.21M
est: 14.56M (-91.7%)
18.53M
est: 18.26M (+1.5%)
55.70M
est: 118.37M (-52.9%)
69.00M
est: 129.09M (-46.5%)
171.76M
169.20M – 174.32M
+33.1% YoY
189.63M
187.05M – 192.20M
+10.4% YoY
212.07M
211.03M – 213.10M
+11.8% YoY
Net Income
-8.65M
est: 11.17M (-177.5%)
-15.70M
est: 28.01M (-156.0%)
-30.65M
est: 49.16M (-162.3%)
-41.77M
est: 63.95M (-165.3%)
-90.14M
est: 69.64M (-229.4%)
-24.52M
est: 100.43M (-124.4%)
-33.81M
est: 112.99M (-129.9%)
134.38M
127.49M – 141.27M
+18.9% YoY
170.30M
153.24M – 187.37M
+26.7% YoY
40.64M
29.29M – 511.77M
-76.1% YoY
SGA
24.58M
est: 6.31M (+289.4%)
48.06M
est: 9.81M (+389.7%)
est: 22.76M (-100.0%)
est: 40.18M (-100.0%)
est: 50.40M (-100.0%)
— – —
— – —
— – —
EPS
-1.25
est: 0.18 (-810.2%)
-1.10
est: 0.44 (-349.2%)
-0.64
est: 0.77 (-182.6%)
-0.74
est: 1.01 (-173.4%)
-1.50
est: 1.10 (-236.7%)
-0.39
est: 1.48 (-126.4%)
-0.50
est: 1.66 (-130.2%)
2.01
1.88 – 2.08
+21.1% YoY
2.52
2.26 – 2.76
+25.6% YoY
3.15
0.43 – 7.53
+25.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Wells Fargo Equal Weight Equal Weight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
3.78M
OE per share TTM
0.09
Owner's Yield
0.20%
Maintenance CapEx ratio
79.78%
Maint CapEx / Avg PPE
8.7%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 2 35.19M 63.90% 6.26M IN United States 2020-02-18
2 Brian Kapiloff 3.86M 10.21% 3.86M IN Nevada 2020-12-10
3 IHC Holdings, Inc. 85-3911969 3.86M 10.21% 3.86M CO Nevada 2020-12-10
4 Macquarie Group Limited 3.54M 5.50% HC Sydney, New South Wales Australia 2024-02-14
5 Macquarie Investment Management Business Trust 3.54M 5.50% 3.54M 3.54M IA Sydney, New South Wales Australia 2024-02-14
6 Macquarie Management Holdings Inc 3.54M 5.50% 3.54M 3.54M HC Sydney, New South Wales Australia 2024-02-14
7 Elizabeth H. Krystyn 3.09M 13.50% 3.09M 3.09M IN, OO U.S.A. 2020-02-14
8 (1) BlackRock, Inc. 2.88M 6.70% 2.84M 2.88M HC Delaware 2021-02-02
9 52-0556948 2.41M 5.40% 792.6K 2.41M IA Maryland 2021-02-16
10 MSD Capital, L.P. 1.60M 9.80% 1.60M 1.60M PN Delaware 2019-11-06
11 MSD Sparrowhawk, L.P. 1.60M 9.80% 1.60M 1.60M PN Delaware 2019-11-06
12 Michael S. Dell 1.60M 9.80% 1.60M 1.60M IN Delaware 2019-11-06
13 Andrew Mann 1.35M 6.30% 1.35M IN Tennessee 2020-06-11
14 Christopher Poynter 1.35M 6.30% 1.35M IN Tennessee 2020-06-11
15 Trinity Benefit Advisors, Inc. 1.35M 6.30% 1.35M 1.35M OO Tennessee 2020-06-11
16 Russ Blakely & Associates, LLC 1.10M 5.20% 1.10M 1.10M OO Tennessee 2020-06-11
17 85-4328500 514.0K 0.80% 208.1K 528.8K IA Maryland 2024-02-14

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
5.00
Bullish
Ratio by volume
1.33
Neutral
Buys
10
Sells
2
Shares acquired
14.1K
Shares disposed
10.6K
Cash buys
Cash sales
Net activity
+3,455
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Williams Myron K Director A-Award A Class A Common Stock 1,221 0.00 13,238 D
2026-04-01 Sparks Paul Eugene Director F-InKind D Class A Common Stock 784 21.53 16.9K 1,491 D
2026-04-01 Shook Ellyn Director A-Award A Class A Common Stock 1,221 0.00 13,238 D
2026-04-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 1,221 0.00 84,475 D
2026-04-01 Parasuraman Sunita Director A-Award A Class A Common Stock 1,221 0.00 13,238 D
2026-04-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 1,221 0.00 9,047 D
2026-04-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 1,221 0.00 18,393 D
2026-04-01 Lichon Corbyn N. Officer A-Award A Class A Common Stock 2,033 0.00 57,291 D
2026-04-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 1,221 0.00 18,393 D
2026-04-01 Hale Bradford Officer F-InKind D Class A Common Stock 9,837 21.53 211.8K 174,501 D
2026-04-01 Cohen Jay A Director A-Award A Class A Common Stock 1,221 0.00 17,416 D
2026-03-15 Roche James Morgan Officer F-InKind D Class A Common Stock 501 21.06 10.6K 322,437 D
2026-03-15 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 70 21.06 1.5K 55,258 D
2026-03-15 Hale Bradford Officer F-InKind D Class A Common Stock 402 21.06 8.5K 184,338 D
2026-03-15 Galbraith Daniel Officer F-InKind D Class A Common Stock 402 21.06 8.5K 43,486 D
2026-03-15 Cohen Seth Bala Officer F-InKind D Class A Common Stock 263 21.06 5.5K 29,024 D
2026-03-15 Baldwin Trevor Director / Officer F-InKind D Class A Common Stock 670 21.06 14.1K 104,549 D
2026-03-06 Krystyn Elizabeth 10% Owner C-Conversion D Class B Common Stock 29,431 0.00 446,912 I
2026-03-03 Sparks Paul Eugene Director P-Purchase A Class A Common Stock 15,200 22.10 335.9K 996,706 I
2026-03-03 Roche James Morgan Officer F-InKind D Class A Common Stock 14,679 22.29 327.2K 322,938 D
2026-03-03 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 3,395 22.29 75.7K 55,647 D
2026-03-03 Hale Bradford Officer F-InKind D Class A Common Stock 10,260 22.29 228.7K 185,296 D
2026-03-03 Galbraith Daniel Officer A-Award A Class A Common Stock 28,913 0.00 54,676 D
2026-03-03 Cohen Seth Bala Officer F-InKind D Class A Common Stock 7,217 22.29 160.9K 29,824 D
2026-03-03 Baldwin Trevor Director / Officer A-Award A Class A Common Stock 76,972 0.00 136,804 D
2026-03-02 Sparks Paul Eugene Director G-Gift D Class A Common Stock 30,100 0.00 952,506 I
2026-03-02 Baldwin Lowry Director / 10% Owner J-Other D LLC Units in The Baldwin Insurance Group Holdings, LLC 35,000 0.00 12,537,590 I
2026-03-02 BIGH, LLC 10% Owner J-Other D Class B Common Stock 35,000 0.00 12,537,590 D
2026-02-26 Roche James Morgan Officer A-Award A Class A Common Stock 240,000 0.00 302,810 D
2026-02-23 Roche James Morgan Officer A-Award A Class A Common Stock 29,544 0.00 71,657 D
2026-02-23 Lichon Corbyn N. Officer A-Award A Class A Common Stock 4,744 0.00 51,416 D
2026-02-23 Hale Bradford Officer F-InKind D Class A Common Stock 7,633 16.57 126.5K 166,570 D
2026-02-23 Galbraith Daniel Officer F-InKind D Class A Common Stock 7,630 16.57 126.4K 25,763 D
2026-02-23 Cohen Seth Bala Officer F-InKind D Class A Common Stock 2,915 16.57 48.3K 17,717 D
2026-02-23 Baldwin Trevor Director / Officer F-InKind D Class A Common Stock 17,157 16.57 284.3K 59,832 D
2026-01-02 Sparks Paul Eugene Director A-Award A Class A Common Stock 982,606 0.00 982,606 I
2026-01-01 Williams Myron K Director A-Award A Class A Common Stock 1,054 0.00 12,017 D
2026-01-01 Sparks Paul Eugene Director 0 0.00 0
2026-01-01 Shook Ellyn Director A-Award A Class A Common Stock 1,054 0.00 12,017 D
2026-01-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 1,054 0.00 83,254 D
2026-01-01 Parasuraman Sunita Director A-Award A Class A Common Stock 1,054 0.00 12,017 D
2026-01-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 1,054 0.00 7,826 D
2026-01-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 1,054 0.00 17,172 D
2026-01-01 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 85 24.03 2.0K 46,672 D
2026-01-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 1,054 0.00 17,172 D
2026-01-01 Cohen Jay A Director A-Award A Class A Common Stock 1,054 0.00 16,195 D
2025-12-15 Roche James Morgan Officer S-Sale D Class A Common Stock 6,023 24.70 148.8K 42,113 D
2025-12-12 Roche James Morgan Officer S-Sale D Class A Common Stock 100,000 24.20 2.42M 122,113 D
2025-12-11 Roche James Morgan Officer C-Conversion A Class A Common Stock 240,000 0.00 282,113 D
2025-12-05 Roche James Morgan Officer C-Conversion D Class B Common Stock 15,000 0.00 1,021,786 D
2025-10-01 Williams Myron K Director A-Award A Class A Common Stock 861 0.00 10,963 D
2025-10-01 Shook Ellyn Director A-Award A Class A Common Stock 861 0.00 10,963 D
2025-10-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 861 0.00 82,200 D
2025-10-01 Parasuraman Sunita Director A-Award A Class A Common Stock 861 0.00 10,963 D
2025-10-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 861 0.00 6,772 D
2025-10-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 861 0.00 16,118 D
2025-10-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 861 0.00 16,118 D
2025-10-01 Cohen Jay A Director A-Award A Class A Common Stock 861 0.00 15,141 D
2025-08-13 Cohen Seth Bala Officer S-Sale D Class A Common Stock 2,775 34.00 94.4K 10,465 D
2025-08-07 Hale Bradford Officer P-Purchase A Class A Common Stock 10,000 28.72 287.2K 144,659 D
2025-07-01 Williams Myron K Director A-Award A Class A Common Stock 645 0.00 10,102 D
2025-07-01 Shook Ellyn Director A-Award A Class A Common Stock 645 0.00 10,102 D
2025-07-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 645 0.00 81,339 D
2025-07-01 Parasuraman Sunita Director A-Award A Class A Common Stock 645 0.00 10,102 D
2025-07-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 645 0.00 5,911 D
2025-07-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 645 0.00 15,257 D
2025-07-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 645 0.00 15,257 D
2025-07-01 Cohen Jay A Director A-Award A Class A Common Stock 645 0.00 14,280 D
2025-06-13 Roche James Morgan Officer S-Sale D Class A Common Stock 26,679 40.07 1.07M 42,113 D
2025-06-12 Roche James Morgan Officer S-Sale D Class A Common Stock 10,894 40.03 436.1K 68,792 D
2025-06-12 Baldwin Trevor Director / Officer S-Sale D Class A Common Stock 92,820 39.79 3.69M 51,856 I
2025-06-11 Baldwin Trevor Director / Officer C-Conversion D LLC Units in The Baldwin Insurance Group Holdings, LLC 175,000 0.00 1,942,388 I
2025-06-09 Baldwin Lowry Director / 10% Owner C-Conversion D Class B Common Stock 50,000 0.00 0 I
2025-06-09 BIGH, LLC 10% Owner J-Other D LLC Units in The Baldwin Insurance Group Holdings, LLC 50,000 0.00 12,572,590 D
2025-06-04 Roche James Morgan Officer S-Sale D Class A Common Stock 7,142 40.08 286.3K 79,686 D
2025-06-03 Cohen Seth Bala Officer S-Sale D Class A Common Stock 4,496 39.58 178.0K 13,240 D
2025-05-28 Baldwin Lowry Director / 10% Owner C-Conversion A Class A Common Stock 31,250 0.00 31,250 I
2025-05-16 Roche James Morgan Officer S-Sale D Class A Common Stock 3,572 40.04 143.0K 86,828 D
2025-05-15 Roche James Morgan Officer S-Sale D Class A Common Stock 14,222 40.01 569.0K 90,400 D
2025-05-13 Roche James Morgan Officer S-Sale D Class A Common Stock 13,340 40.02 533.9K 104,622 D
2025-05-13 Galbraith Daniel Officer S-Sale D Class A Common Stock 39,207 40.00 1.57M 3,849 D
2025-05-12 Baldwin Lowry Director / 10% Owner C-Conversion D LLC Units in The Baldwin Insurance Group Holdings, LLC 31,250 0.00 31,250 I
2025-05-12 BIGH, LLC 10% Owner J-Other D Class B Common Stock 62,500 0.00 12,622,590 D
2025-05-08 Roche James Morgan Officer S-Sale D Class A Common Stock 21,035 40.05 842.5K 117,962 D
2025-04-01 Williams Myron K Director A-Award A Class A Common Stock 624 0.00 9,457 D
2025-04-01 Shook Ellyn Director A-Award A Class A Common Stock 624 0.00 9,457 D
2025-04-01 Sherman Laura 10% Owner J-Other D Class A Common Stock 186 43.93 8.2K 1,326 D
2025-04-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 624 0.00 80,694 D
2025-04-01 Parasuraman Sunita Director A-Award A Class A Common Stock 624 0.00 9,457 D
2025-04-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 624 0.00 5,266 D
2025-04-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 624 0.00 14,612 D
2025-04-01 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 858 43.93 37.7K 46,757 D
2025-04-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 624 0.00 14,612 D
2025-04-01 Cohen Seth Bala Officer J-Other D Class A Common Stock 98 43.93 4.3K 17,736 D
2025-04-01 Cohen Jay A Director A-Award A Class A Common Stock 624 0.00 13,635 D
2025-03-17 Roche James Morgan Officer F-InKind D Class A Common Stock 501 39.97 20.0K 138,997 D
2025-03-17 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 70 39.97 2.8K 47,615 D
2025-03-17 Hale Bradford Officer F-InKind D Class A Common Stock 402 39.97 16.1K 134,659 D
2025-03-17 Galbraith Daniel Officer F-InKind D Class A Common Stock 402 39.97 16.1K 43,056 D
2025-03-17 Cohen Seth Bala Officer F-InKind D Class A Common Stock 299 39.97 12.0K 18,111 D
2025-03-17 Baldwin Trevor Director / Officer F-InKind D Class A Common Stock 1,297 39.97 51.8K 12,005 D
2025-03-14 Baldwin Trevor Director / Officer S-Sale D Class A Common Stock 15,902 39.33 625.4K 13,302 D
2025-03-13 Baldwin Trevor Director / Officer S-Sale D Class A Common Stock 39,219 39.22 1.54M 41,444 D
2025-03-12 SULLIVAN CHRIS THOMAS Director G-Gift D Class A Common Stock 4,250 0.00 80,070 D
2025-03-12 Baldwin Trevor Director / Officer S-Sale D Class A Common Stock 65,747 40.58 2.67M 83,656 D
2025-03-04 Baldwin Lowry Director / 10% Owner S-Sale D Class A Common Stock 36,436 39.82 1.45M 10,322 I
2025-03-03 Baldwin Lowry Director / 10% Owner J-Other D LLC Units in The Baldwin Insurance Group Holdings, LLC 125,000 0.00 12,777,590 I
2025-03-03 BIGH, LLC 10% Owner J-Other D Class B Common Stock 125,000 0.00 12,777,590 D
2025-02-28 Roche James Morgan Officer F-InKind D Class A Common Stock 11,637 41.14 478.7K 139,498 D
2025-02-28 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 2,752 41.14 113.2K 46,933 D
2025-02-28 Hale Bradford Officer F-InKind D Class A Common Stock 10,667 41.14 438.8K 135,617 D
2025-02-28 Galbraith Daniel Officer F-InKind D Class A Common Stock 10,825 41.14 445.3K 44,014 D
2025-02-28 Cohen Seth Bala Officer F-InKind D Class A Common Stock 4,437 41.14 182.5K 18,678 D
2025-02-28 Baldwin Trevor Director / Officer F-InKind D Class A Common Stock 21,363 41.14 878.9K 149,403 D
2025-02-27 Cohen Seth Bala Officer S-Sale D Class A Common Stock 12,293 41.54 510.7K 8,813 D
2025-02-19 Roche James Morgan Officer F-InKind D Class A Common Stock 11,397 40.85 465.6K 124,376 D
2025-02-19 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 2,444 40.85 99.8K 41,671 D
2025-02-19 Hale Bradford Officer F-InKind D Class A Common Stock 11,929 40.85 487.3K 119,174 D
2025-02-19 Galbraith Daniel Officer A-Award A Class A Common Stock 32,972 0.00 39,257 D
2025-02-19 Cohen Seth Bala Officer A-Award A Class A Common Stock 16,485 0.00 25,298 D
2025-02-19 Baldwin Trevor Director / Officer A-Award A Class A Common Stock 76,937 0.00 143,217 D
2025-01-01 Williams Myron K Director A-Award A Class A Common Stock 614 0.00 8,833 D
2025-01-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 614 0.00 84,320 D
2025-01-01 Parasuraman Sunita Director A-Award A Class A Common Stock 614 0.00 8,833 D
2025-01-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 614 0.00 4,642 D
2025-01-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 614 0.00 13,988 D
2025-01-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 614 0.00 13,988 D
2025-01-01 Cohen Jay A Director A-Award A Class A Common Stock 614 0.00 13,011 D
2024-12-11 Krystyn Elizabeth 10% Owner S-Sale D Class A Common Stock 88,306 43.05 3.80M 0 I
2024-12-10 Krystyn Elizabeth 10% Owner S-Sale D Class A Common Stock 93,706 43.54 4.08M 138,864 I
2024-12-09 Krystyn Elizabeth 10% Owner C-Conversion D LLC Units in The Baldwin Insurance Group Holdings, LLC 423,877 0.00 1,440,656 I
2024-10-04 Sherman Laura 10% Owner G-Gift D Class B Common Stock 3,036 0.00 0 D
2024-10-04 Krystyn Elizabeth 10% Owner G-Gift D LLC Units in The Baldwin Insurance Group Holdings, LLC 12,124 0.00 0 D
2024-10-03 Sherman Laura 10% Owner G-Gift A Class B Common Stock 3,036 0.00 3,036 D
2024-10-03 Krystyn Elizabeth 10% Owner G-Gift D Class B Common Stock 12,124 0.00 231,932 I
2024-10-01 Williams Myron K Director A-Award A Class A Common Stock 387 0.00 8,219 D
2024-10-01 Shook Ellyn Director A-Award A Class A Common Stock 387 0.00 8,219 D
2024-10-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 387 0.00 83,706 D
2024-10-01 Parasuraman Sunita Director A-Award A Class A Common Stock 387 0.00 8,219 D
2024-10-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 387 0.00 4,028 D
2024-10-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 387 0.00 13,374 D
2024-10-01 Lichon Corbyn N. Officer F-InKind D Class A Common Stock 2,747 49.10 134.9K 37,522 D
2024-10-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 387 0.00 13,374 D
2024-10-01 Cohen Jay A Director A-Award A Class A Common Stock 387 0.00 12,397 D
2024-08-30 Baldwin Lowry Director / 10% Owner C-Conversion A Class A Common Stock 50,000 0.00 50,000
2024-08-30 BIGH, LLC 10% Owner J-Other D LLC Units in The Baldwin Insurance Group Holdings, LLC 21,500 0.00 13,027,590
2024-08-29 SULLIVAN CHRIS THOMAS Director G-Gift D Class A Common Stock 10,000 0.00 83,319
2024-08-29 Galbraith Daniel Officer C-Conversion D LLC Units in The Baldwin Insurance Group Holdings, LLC 75,000 0.00 1,134,644
2024-08-27 SULLIVAN CHRIS THOMAS Director G-Gift D Class A Common Stock 1,352 0.00 93,319
2024-08-21 Baldwin Lowry Director / 10% Owner S-Sale D Class A Common Stock 28,256 43.05 1.22M 0
2024-08-20 Baldwin Lowry Director / 10% Owner S-Sale D Class A Common Stock 600 43.32 26.0K 28,256
2024-08-19 Roche James Morgan Officer S-Sale D Class A Common Stock 49,872 42.61 2.13M 134,354
2024-08-16 Roche James Morgan Officer S-Sale D Class A Common Stock 57,166 41.89 2.39M 277,060
2024-08-15 Roche James Morgan Officer S-Sale D Class A Common Stock 95,651 41.56 3.98M 350,166
2024-08-15 Hale Bradford Officer S-Sale D Class A Common Stock 10,000 41.49 414.9K 98,131
2024-08-14 Roche James Morgan Officer C-Conversion A Class A Common Stock 200,000 0.00 445,817
2024-08-13 Roche James Morgan Officer S-Sale D Class A Common Stock 6,317 41.28 260.8K 248,364
2024-08-13 Baldwin Lowry Director / 10% Owner S-Sale D Class A Common Stock 20,000 41.36 827.2K 80,000
2024-08-12 Roche James Morgan Officer S-Sale D Class A Common Stock 85,222 41.50 3.54M 254,681
2024-08-12 Baldwin Lowry Director / 10% Owner C-Conversion D LLC Units in The Baldwin Insurance Group Holdings, LLC 100,000 0.00 0
2024-08-12 BIGH, LLC 10% Owner J-Other D LLC Units in The Baldwin Insurance Group Holdings, LLC 100,000 0.00 13,049,090
2024-08-09 Roche James Morgan Officer S-Sale D Class A Common Stock 56,912 41.92 2.39M 339,903
2024-08-08 Roche James Morgan Officer S-Sale D Class A Common Stock 22,917 41.77 957.2K 410,582
2024-08-08 Cohen Seth Bala Officer S-Sale D Class A Common Stock 3,783 42.63 161.3K 8,813
2024-08-01 Cohen Seth Bala Officer F-InKind D Class A Common Stock 1,217 43.21 52.6K 12,596
2024-07-01 Williams Myron K Director A-Award A Class A Common Stock 547 0.00 7,832
2024-07-01 Shook Ellyn Director A-Award A Class A Common Stock 547 0.00 7,832
2024-07-01 SULLIVAN CHRIS THOMAS Director A-Award A Class A Common Stock 547 0.00 94,671
2024-07-01 Parasuraman Sunita Director A-Award A Class A Common Stock 547 0.00 7,832
2024-07-01 Muthukrishnan Sathish Director A-Award A Class A Common Stock 547 0.00 3,641
2024-07-01 Matas Barbara Ruth Director A-Award A Class A Common Stock 547 0.00 12,987
2024-07-01 KADOW JOSEPH JOHN Director A-Award A Class A Common Stock 547 0.00 12,987
2024-07-01 Cohen Jay A Director A-Award A Class A Common Stock 547 0.00 12,010
2024-05-21 Baldwin Lowry Director / 10% Owner J-Other A LLC Units in The Baldwin Insurance Group Holdings, LLC 125,000 0.00 125,000
2024-05-21 BIGH, LLC 10% Owner J-Other D Class B Common Stock 125,000 0.00 13,149,090
2012-09-26 WEIL JOHN D Director / 10% Owner J-Other A Class B Common Stock 263 0.00 5,118
2012-05-08 WEIL JOHN D Director / 10% Owner A-Award A Class B Common Stock 1,829 0.00 24,766
2011-12-30 WEIL JOHN D Director / 10% Owner J-Other A Class B Common Stock 38,206 0.00 38,206

Executive team

Top executives
EBIT / Employee
17.3K
Shares Outstanding
67.94M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Trevor Lowry Baldwin Co-Founder, CEO & Non-Independent Director 2M male
Jim Roche President, Chief Executive Officer of Underwriting, Capacity & Technology Operations 1M male
James Morgan Roche President, Chief Executive Officer of Underwriting, Capacity & Technology Operations 1M male
Daniel Galbraith President & Chief Executive Officer of Retail Brokerage Operations 992.8K male
Bradford Lenzie Hale Chief Financial Officer 992.4K male
Seth Cohen General Counsel & Corporate Secretary 760.0K male
L. Lowry Baldwin Co-Founder & Chairman 689.6K male
Corbyn N. Lichon Chief Accounting Officer 401.5K female
Erin King Chief Colleague Officer female
Bonnie Bishop Executive Director of Investor Relations female
David Smith President & Executive Operating Officer of Mainstreet Insurance Solutions male
Elizabeth H. Krystyn Co-Founder female
ESG Rating
B
INSURANCE - BROKERS
2026
E (Environmental)
71.0 / 62.1
Company / Sector avg.
S (Social)
81.6 / 65.4
Company / Sector avg.
G (Governance)
77.2 / 63.7
Company / Sector avg.
ESG Total
76.6 / 63.7
Company / Sector avg.
ESG Score History INSURANCE - BROKERS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-10-03 2025-11-18 Gilbert Cisneros CA31 Sale (Full) $1,001 - $15,000
2025-09-23 2025-10-16 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2025-04-10 2025-04-18 Scott Mr Franklin FL18 Joint Sale $500,001 - $1,000,000
2025-02-07 2025-02-23 Scott Mr Franklin FL18 Joint Sale (Partial) $1,000,001 - $5,000,000
2025-02-06 2025-02-23 Scott Mr Franklin FL18 Joint Sale (Partial) $15,001 - $50,000
2024-05-29 2024-06-08 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2024-05-29 2024-06-08 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits