Baldwin Insurance Group, Inc.

Ownership Transactions Reported by 25 Insiders

Symbol
BWIN on Nasdaq
Industry
Insurance Agents, Brokers & Service
Location
4211 W. Boy Scout Blvd., Suite 800, Tampa, FL

Insiders trading volume in the past year

Baldwin Insurance Group, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Lowry Baldwin Director, Chairman and member of 10% owner group, 10%+ Owner $1.01B -$11.7M -1.15% Jun 9, 2025
Bigh, Llc Member of 10% Owner Group, 10%+ Owner $1B Jun 9, 2025
Laura Sherman Member of 10% owner group $195M Apr 1, 2025
Elizabeth Krystyn Member of 10% Owner Group $125M -$18.8M -13% Dec 9, 2024
Daniel Galbraith President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group, President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group $92M -$1.57M -1.68% May 13, 2025
James Roche President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations $84.5M -$3.88M -4.39% Jun 12, 2025
Kristopher Wiebeck Chief Strategy Officer, Director, Member of 10% owner group $64.9M Aug 17, 2023
John A. Valentine Chief Partnership Officer, Member of 10% owner group $54.8M Nov 9, 2023
Joseph D. Finney Member of 10% Owner Group $20.3M Apr 1, 2021
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Member of 10% owner group $16.1M Sep 30, 2021
Bradford Hale Chief Financial Officer, Member of 10% owner group $4.55M +$287K +6.74% Aug 7, 2025
Chris Thomas Sullivan Director $2.58M Oct 1, 2025
N. Lichon Chief Accounting Officer $2.05M Apr 1, 2025
Trevor Baldwin Chief Executive Officer, Director, Member of 10% Owner Group $1.55M -$12.3M -88.8% Jun 11, 2025
Phillip E. Casey Director $1.52M Apr 1, 2023
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Member of 10% owner group $912K Sep 30, 2021
Kadow Joseph John Director $662K Oct 1, 2025
Barbara Ruth Matas Director $505K Oct 1, 2025
Jay A. Cohen Director $475K Oct 1, 2025
Seth Cohen General Counsel $356K -$783K -68.8% Aug 13, 2025
Myron K. Williams Director $344K Oct 1, 2025
Sunita Parasuraman Director $344K Oct 1, 2025
Ellyn Shook Director $344K Oct 1, 2025
Sathish Muthukrishnan Director $212K Oct 1, 2025
Millennial Specialty Holdco LLC Member of 10% owner group Sep 10, 2021

Recent Insider Transactions by Companies or Individuals for Baldwin Insurance Group, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.