The Baldwin Insurance Group, Inc. (BWIN)
Tampa, FL, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.45% | -4.34% | -6.17% | +19.75% | -27.88% | -16.48% | -49.02% | -33.26% | -33.26% | -33.26% | -33.26% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Wells Fargo | Equal Weight | Equal Weight | Maintain |
| 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
Ownership Overview
Ownership breakdown not available.
| # | 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 history not available.
Top holders not available.
Insider Activity
| 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
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
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Community Opinion for BWIN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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