F&FFinancial Insights

Financial Metrics

BWIN Baldwin Insurance Group, Inc.
Range: 2016-01-01 to 2026-04-29
Chart Range:
% Change:

Financial Statements

Grouped by statement

Income Statement

Metrics: 6

Revenue

Q: 9 | A: 5

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2023-03-31 330446000.0 USD 10-Q 2024-05-07
Quarterly 2023-06-30 297191000.0 -10.1% USD 10-Q 2024-08-06
Quarterly 2023-09-30 306270000.0 +3.1% USD 10-Q 2024-11-04
Quarterly 2024-03-31 380367000.0 +24.2% USD 10-Q 2025-05-06
Quarterly 2024-06-30 339840000.0 -10.7% USD 10-Q 2025-08-05
Quarterly 2024-09-30 338938000.0 -0.3% USD 10-Q 2025-11-04
Quarterly 2025-03-31 413405000.0 +22.0% USD 10-Q 2025-05-06
Quarterly 2025-06-30 378811000.0 -8.4% USD 10-Q 2025-08-05
Quarterly 2025-09-30 365389000.0 -3.5% USD 10-Q 2025-11-04
Annual 2021-12-31 567290000.0 USD 10-K 2024-02-28
Annual 2022-12-31 980720000.0 +72.9% USD 10-K 2025-02-25
Annual 2023-12-31 1218555000.0 +24.3% USD 10-K 2026-02-26
Annual 2024-12-31 1389037000.0 +14.0% USD 10-K 2026-02-26
Annual 2025-12-31 1504884000.0 +8.3% USD 10-K 2026-02-26

Gross Profit

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed

Operating Income

Q: 22 | A: 8

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2018-09-30 1342648.0 USD 10-Q 2019-12-02
Quarterly 2019-03-31 11332000.0 +744.0% USD 10-Q 2020-05-13
Quarterly 2019-06-30 664000.0 -94.1% USD 10-Q 2020-08-13
Quarterly 2019-09-30 1474000.0 +122.0% USD 10-Q 2020-11-12
Quarterly 2020-03-31 5304000.0 +259.8% USD 10-Q 2021-05-10
Quarterly 2020-06-30 -6812000.0 -228.4% USD 10-Q 2021-08-09
Quarterly 2020-09-30 -6670000.0 +2.1% USD 10-Q 2021-11-08
Quarterly 2021-03-31 36950000.0 +654.0% USD 10-Q 2022-05-10
Quarterly 2021-06-30 -13536000.0 -136.6% USD 10-Q 2022-08-09
Quarterly 2021-09-30 -17183000.0 -26.9% USD 10-Q 2022-11-07
Quarterly 2022-03-31 39738000.0 +331.3% USD 10-Q 2023-05-09
Quarterly 2022-06-30 25439000.0 -36.0% USD 10-Q 2023-08-09
Quarterly 2022-09-30 -29855000.0 -217.4% USD 10-Q 2023-11-07
Quarterly 2023-03-31 3619000.0 +112.1% USD 10-Q 2024-05-07
Quarterly 2023-06-30 -16531000.0 -556.8% USD 10-Q 2024-08-06
Quarterly 2023-09-30 86000.0 +100.5% USD 10-Q 2024-11-04
Quarterly 2024-03-31 34258000.0 +39734.9% USD 10-Q 2025-05-06
Quarterly 2024-06-30 16458000.0 -52.0% USD 10-Q 2025-08-05
Quarterly 2024-09-30 15406000.0 -6.4% USD 10-Q 2025-11-04
Quarterly 2025-03-31 56017000.0 +263.6% USD 10-Q 2025-05-06
Quarterly 2025-06-30 27940000.0 -50.1% USD 10-Q 2025-08-05
Quarterly 2025-09-30 3216000.0 -88.5% USD 10-Q 2025-11-04
Annual 2018-12-31 755000.0 USD 10-K 2020-03-24
Annual 2019-12-31 -5068000.0 -771.3% USD 10-K 2022-03-01
Annual 2020-12-31 -21938000.0 -332.9% USD 10-K 2023-02-28
Annual 2021-12-31 -31626000.0 -44.2% USD 10-K 2024-02-28
Annual 2022-12-31 -31098000.0 +1.7% USD 10-K 2025-02-25
Annual 2023-12-31 -42551000.0 -36.8% USD 10-K 2026-02-26
Annual 2024-12-31 60648000.0 +242.5% USD 10-K 2026-02-26
Annual 2025-12-31 73936000.0 +21.9% USD 10-K 2026-02-26

Net Income

Q: 22 | A: 8

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2018-09-30 52448.0 USD 10-Q 2019-12-02
Quarterly 2019-03-31 9742000.0 +18474.6% USD 10-Q 2020-05-13
Quarterly 2019-06-30 -2959000.0 -130.4% USD 10-Q 2020-08-13
Quarterly 2019-09-30 -2306000.0 +22.1% USD 10-Q 2020-11-12
Quarterly 2020-03-31 4707000.0 +304.1% USD 10-Q 2021-05-10
Quarterly 2020-06-30 -7859000.0 -267.0% USD 10-Q 2021-08-09
Quarterly 2020-09-30 -7615000.0 +3.1% USD 10-Q 2021-11-08
Quarterly 2021-03-31 31307000.0 +511.1% USD 10-Q 2022-05-10
Quarterly 2021-06-30 -20441000.0 -165.3% USD 10-Q 2022-08-09
Quarterly 2021-09-30 -24601000.0 -20.4% USD 10-Q 2022-11-07
Quarterly 2022-03-31 44839000.0 +282.3% USD 10-Q 2023-05-09
Quarterly 2022-06-30 16593000.0 -63.0% USD 10-Q 2023-08-09
Quarterly 2022-09-30 -46707000.0 -381.5% USD 10-Q 2023-11-07
Quarterly 2023-03-31 -25854000.0 +44.6% USD 10-Q 2024-05-07
Quarterly 2023-06-30 -43663000.0 -68.9% USD 10-Q 2024-08-06
Quarterly 2023-09-30 -32006000.0 +26.7% USD 10-Q 2024-11-04
Quarterly 2024-03-31 39100000.0 +222.2% USD 10-Q 2025-05-06
Quarterly 2024-06-30 -30867000.0 -178.9% USD 10-Q 2025-08-05
Quarterly 2024-09-30 -14475000.0 +53.1% USD 10-Q 2025-11-04
Quarterly 2025-03-31 24898000.0 +272.0% USD 10-Q 2025-05-06
Quarterly 2025-06-30 -5141000.0 -120.6% USD 10-Q 2025-08-05
Quarterly 2025-09-30 -30237000.0 -488.2% USD 10-Q 2025-11-04
Annual 2018-12-31 -863000.0 USD 10-K 2020-03-24
Annual 2019-12-31 -22454000.0 -2501.9% USD 10-K 2022-03-01
Annual 2020-12-31 -29885000.0 -33.1% USD 10-K 2023-02-28
Annual 2021-12-31 -58120000.0 -94.5% USD 10-K 2024-02-28
Annual 2022-12-31 -76748000.0 -32.1% USD 10-K 2025-02-25
Annual 2023-12-31 -164019000.0 -113.7% USD 10-K 2026-02-26
Annual 2024-12-31 -41081000.0 +75.0% USD 10-K 2026-02-26
Annual 2025-12-31 -54154000.0 -31.8% USD 10-K 2026-02-26

EPS Basic

Q: 17 | A: 6

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2020-03-31 0.08 USD/shares 10-Q 2021-05-10
Quarterly 2020-06-30 -0.18 -325.0% USD/shares 10-Q 2021-08-09
Quarterly 2021-03-31 0.35 +294.4% USD/shares 10-Q 2022-05-10
Quarterly 2021-06-30 -0.23 -165.7% USD/shares 10-Q 2022-08-09
Quarterly 2021-09-30 -0.28 -21.7% USD/shares 10-Q 2022-11-07
Quarterly 2022-03-31 0.41 +246.4% USD/shares 10-Q 2023-05-09
Quarterly 2022-06-30 0.15 -63.4% USD/shares 10-Q 2023-08-09
Quarterly 2022-09-30 -0.43 -386.7% USD/shares 10-Q 2023-11-07
Quarterly 2023-03-31 -0.24 +44.2% USD/shares 10-Q 2024-05-07
Quarterly 2023-06-30 -0.4 -66.7% USD/shares 10-Q 2024-08-06
Quarterly 2023-09-30 -0.29 +27.5% USD/shares 10-Q 2024-11-04
Quarterly 2024-03-31 0.35 +220.7% USD/shares 10-Q 2025-05-06
Quarterly 2024-06-30 -0.28 -180.0% USD/shares 10-Q 2025-08-05
Quarterly 2024-09-30 -0.13 +53.6% USD/shares 10-Q 2025-11-04
Quarterly 2025-03-31 0.21 +261.5% USD/shares 10-Q 2025-05-06
Quarterly 2025-06-30 -0.05 -123.8% USD/shares 10-Q 2025-08-05
Quarterly 2025-09-30 -0.27 -440.0% USD/shares 10-Q 2025-11-04
Annual 2020-12-31 -0.58 USD/shares 10-K 2023-02-28
Annual 2021-12-31 -0.64 -10.3% USD/shares 10-K 2024-02-28
Annual 2022-12-31 -0.74 -15.6% USD/shares 10-K 2025-02-25
Annual 2023-12-31 -1.5 -102.7% USD/shares 10-K 2026-02-26
Annual 2024-12-31 -0.39 +74.0% USD/shares 10-K 2026-02-26
Annual 2025-12-31 -0.5 -28.2% USD/shares 10-K 2026-02-26

EPS Diluted

Q: 17 | A: 6

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2020-03-31 0.07 USD/shares 10-Q 2021-05-10
Quarterly 2020-06-30 -0.18 -357.1% USD/shares 10-Q 2021-08-09
Quarterly 2021-03-31 0.33 +283.3% USD/shares 10-Q 2022-05-10
Quarterly 2021-06-30 -0.23 -169.7% USD/shares 10-Q 2022-08-09
Quarterly 2021-09-30 -0.28 -21.7% USD/shares 10-Q 2022-11-07
Quarterly 2022-03-31 0.39 +239.3% USD/shares 10-Q 2023-05-09
Quarterly 2022-06-30 0.14 -64.1% USD/shares 10-Q 2023-08-09
Quarterly 2022-09-30 -0.43 -407.1% USD/shares 10-Q 2023-11-07
Quarterly 2023-03-31 -0.24 +44.2% USD/shares 10-Q 2024-05-07
Quarterly 2023-06-30 -0.4 -66.7% USD/shares 10-Q 2024-08-06
Quarterly 2023-09-30 -0.29 +27.5% USD/shares 10-Q 2024-11-04
Quarterly 2024-03-31 0.33 +213.8% USD/shares 10-Q 2025-05-06
Quarterly 2024-06-30 -0.28 -184.8% USD/shares 10-Q 2025-08-05
Quarterly 2024-09-30 -0.13 +53.6% USD/shares 10-Q 2025-11-04
Quarterly 2025-03-31 0.2 +253.8% USD/shares 10-Q 2025-05-06
Quarterly 2025-06-30 -0.05 -125.0% USD/shares 10-Q 2025-08-05
Quarterly 2025-09-30 -0.27 -440.0% USD/shares 10-Q 2025-11-04
Annual 2020-12-31 -0.58 USD/shares 10-K 2023-02-28
Annual 2021-12-31 -0.64 -10.3% USD/shares 10-K 2024-02-28
Annual 2022-12-31 -0.74 -15.6% USD/shares 10-K 2025-02-25
Annual 2023-12-31 -1.5 -102.7% USD/shares 10-K 2026-02-26
Annual 2024-12-31 -0.39 +74.0% USD/shares 10-K 2026-02-26
Annual 2025-12-31 -0.5 -28.2% USD/shares 10-K 2026-02-26

8-K Material Event Details

54 filings · 121 item records

This 8-K section tracks corporate event disclosures, not insider buy/sell sentiment. Insider trading direction is shown in the insider section below.

Event Type Distribution

Count per 8-K item

Insider Transaction History

318 transaction records

Net Insider Flow

Monthly open-market buy value minus open-market sell value

Monthly Insider Activity Mix

Share volume split between open-market trades, grants, and exercises

Transaction Value Timeline

Each circle = one priced transaction; size ∝ value

All Transactions

Date Insider Title Type Security Shares Price Total Value Post-Tx Shares
2026-04-01 Lichon Corbyn N. Chief Accounting Officer Equity grant / award
A
Class A Common Stock 2,033 $0.00 $0 57,291
2026-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 70 $21.06 $1,474 55,258
2026-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 96 $21.06 $2,022 55,328
2026-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 121 $21.06 $2,548 55,424
2026-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 102 $21.06 $2,148 55,545
2026-03-06 Krystyn Elizabeth Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 29,431 $0.00 $0 446,912
2026-03-06 Krystyn Elizabeth Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 90,556 $0.00 $0 1,350,100
2026-03-06 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 29,431 $21.25 $625,409 0
2026-03-06 Krystyn Elizabeth Exercise / conversion
C
Class A Common Stock 29,431 $0.00 $0 29,431
2026-03-06 Krystyn Elizabeth Exercise / conversion
C
Class B Common Stock 29,431 $0.00 $0 446,912
2026-03-06 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 90,556 $21.25 $1,924,315 0
2026-03-06 Krystyn Elizabeth Exercise / conversion
C
Class A Common Stock 90,556 $0.00 $0 90,556
2026-03-06 Krystyn Elizabeth Exercise / conversion
C
Class B Common Stock 90,556 $0.00 $0 1,350,100
2026-03-03 Sparks Paul Eugene Dir Open-market buy
P
Class A Common Stock 15,200 $22.10 $335,920 996,706
2026-03-03 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 3,395 $22.29 $75,675 55,647
2026-03-03 Lichon Corbyn N. Chief Accounting Officer Equity grant / award
A
Class A Common Stock 9,506 $0.00 $0 59,042
2026-03-02 Sparks Paul Eugene Dir Open-market buy
P
Class A Common Stock 29,000 $22.96 $665,840 981,506
2026-03-02 Sparks Paul Eugene Dir Equity grant / award
G
Class A Common Stock 30,100 $0.00 $0 952,506
2026-02-26 Roche James Morgan See Remarks Equity grant / award
A
Class A Common Stock 240,000 $0.00 $0 302,810
2026-02-23 Hale Bradford Chief Financial Officer Other disposed transaction
F
Class A Common Stock 7,633 $16.57 $126,479 166,570
2026-02-23 Hale Bradford Chief Financial Officer Equity grant / award
A
Class A Common Stock 29,544 $0.00 $0 174,203
2026-01-02 Sparks Paul Eugene Dir Equity grant / award
A
Class A Common Stock 18,042 18,042
2026-01-02 Sparks Paul Eugene Dir Equity grant / award
A
Class A Common Stock 96,787 96,787
2026-01-02 Sparks Paul Eugene Dir Equity grant / award
A
Class A Common Stock 982,606 982,606
2026-01-01 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 85 $24.03 $2,043 46,672
2025-12-15 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 6,023 $24.70 $148,768 42,113
2025-12-15 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 73,977 $23.98 $1,773,968 48,136
2025-12-12 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 100,000 $24.20 $2,420,000 122,113
2025-12-11 Roche James Morgan See Remarks Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 240,000 $0.00 $0 781,786
2025-12-11 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 60,000 $23.34 $1,400,400 222,113
2025-12-11 Roche James Morgan See Remarks Exercise / conversion
C
Class A Common Stock 240,000 $0.00 $0 282,113
2025-12-11 Roche James Morgan See Remarks Exercise / conversion
C
Class B Common Stock 240,000 $0.00 $0 781,786
2025-12-05 Roche James Morgan See Remarks Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 15,000 $0.00 $0 1,021,786
2025-12-05 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 15,000 $25.08 $376,200 42,113
2025-12-05 Roche James Morgan See Remarks Exercise / conversion
C
Class A Common Stock 15,000 $0.00 $0 57,113
2025-12-05 Roche James Morgan See Remarks Exercise / conversion
C
Class B Common Stock 15,000 $0.00 $0 1,021,786
2025-10-01 Matas Barbara Ruth Dir Equity grant / award
A
Class A Common Stock 861 $0.00 $0 16,118
2025-08-13 Cohen Seth Bala General Counsel Open-market sell
S
Class A Common Stock 2,775 $34.00 $94,350 10,465
2025-08-07 Hale Bradford Chief Financial Officer Open-market buy
P
Class A Common Stock 10,000 $28.72 $287,200 144,659
2025-07-01 Cohen Jay A Dir Equity grant / award
A
Class A Common Stock 645 $0.00 $0 14,280
2025-06-13 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 26,679 $40.07 $1,069,028 42,113
2025-06-12 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 24,180 $39.99 $966,958 27,676
2025-06-12 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 92,820 $39.79 $3,693,308 51,856
2025-06-12 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 10,894 $40.03 $436,087 68,792
2025-06-11 Baldwin Trevor Chief Executive Officer Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 175,000 $0.00 $0 1,942,388
2025-06-11 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 58,000 $38.48 $2,231,840 144,676
2025-06-11 Baldwin Trevor Chief Executive Officer Exercise / conversion
C
Class A Common Stock 175,000 $0.00 $0 202,676
2025-06-11 Baldwin Trevor Chief Executive Officer Exercise / conversion
C
Class B Common Stock 175,000 $0.00 $0 1,942,388
2025-06-09 Baldwin Lowry Dir Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 50,000 $0.00 $0 0
2025-06-09 Baldwin Lowry Dir Other acquired transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 50,000 $0.00 $0 50,000
2025-06-09 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 50,000 $38.98 $1,949,000 0
2025-06-09 Baldwin Lowry Dir Exercise / conversion
C
Class A Common Stock 50,000 $0.00 $0 50,000
2025-06-09 Baldwin Lowry Dir Exercise / conversion
C
Class B Common Stock 50,000 $0.00 $0 0
2025-06-09 Baldwin Lowry Dir Other acquired transaction
J
Class B Common Stock 50,000 $0.00 $0 50,000
2025-06-04 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 7,142 $40.08 $286,251 79,686
2025-06-03 Cohen Seth Bala General Counsel Open-market sell
S
Class A Common Stock 4,496 $39.58 $177,952 13,240
2025-05-28 Baldwin Lowry Dir Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 31,250 $0.00 $0 0
2025-05-28 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 31,250 $38.32 $1,197,500 0
2025-05-28 Baldwin Lowry Dir Exercise / conversion
C
Class A Common Stock 31,250 $0.00 $0 31,250
2025-05-28 Baldwin Lowry Dir Exercise / conversion
C
Class B Common Stock 31,250 $0.00 $0 0
2025-05-16 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 3,572 $40.04 $143,023 86,828
2025-05-15 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 14,222 $40.01 $569,022 90,400
2025-05-13 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 13,340 $40.02 $533,867 104,622
2025-05-13 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 39,207 $40.00 $1,568,280 3,849
2025-05-12 Baldwin Lowry Dir Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 31,250 $0.00 $0 31,250
2025-05-12 Baldwin Lowry Dir Other acquired transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 62,500 $0.00 $0 62,500
2025-05-12 Baldwin Lowry Dir Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 30,000 $0.00 $0 12,747,590
2025-05-12 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 10,946 $39.38 $431,053 0
2025-05-12 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 20,304 $38.79 $787,592 10,946
2025-05-12 Baldwin Lowry Dir Exercise / conversion
C
Class A Common Stock 31,250 $0.00 $0 31,250
2025-05-12 Baldwin Lowry Dir Exercise / conversion
C
Class B Common Stock 31,250 $0.00 $0 31,250
2025-05-12 Baldwin Lowry Dir Other acquired transaction
J
Class B Common Stock 62,500 $0.00 $0 62,500
2025-05-12 Baldwin Lowry Dir Other disposed transaction
J
Class B Common Stock 30,000 $0.00 $0 12,747,590
2025-05-08 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 21,035 $40.05 $842,452 117,962
2025-04-01 Sherman Laura Other disposed transaction
J
Class A Common Stock 186 $43.93 $8,171 1,326
2025-03-17 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 70 $39.97 $2,798 47,615
2025-03-17 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 97 $39.97 $3,877 47,685
2025-03-17 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 121 $39.97 $4,836 47,782
2025-03-17 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 102 $39.97 $4,077 47,903
2025-03-14 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 15,902 $39.33 $625,426 13,302
2025-03-13 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 12,240 $40.03 $489,967 29,204
2025-03-13 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 39,219 $39.22 $1,538,169 41,444
2025-03-12 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 2,993 $41.13 $123,102 80,663
2025-03-12 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 65,747 $40.58 $2,668,013 83,656
2025-03-03 BIGH, LLC 10% Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 125,000 $0.00 $0 12,777,590
2025-03-03 BIGH, LLC 10% Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 25,000 $0.00 $0 12,902,590
2025-03-03 BIGH, LLC 10% Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 50,000 $0.00 $0 12,927,590
2025-03-03 BIGH, LLC 10% Other disposed transaction
J
Class B Common Stock 125,000 $0.00 $0 12,777,590
2025-03-03 BIGH, LLC 10% Other disposed transaction
J
Class B Common Stock 25,000 $0.00 $0 12,902,590
2025-03-03 BIGH, LLC 10% Other disposed transaction
J
Class B Common Stock 50,000 $0.00 $0 12,927,590
2025-02-28 Lichon Corbyn N. Chief Accounting Officer Equity grant / award
A
Class A Common Stock 1,072 $0.00 $0 48,005
2025-02-28 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 2,752 $41.14 $113,217 46,933
2025-02-28 Lichon Corbyn N. Chief Accounting Officer Equity grant / award
A
Class A Common Stock 8,014 $0.00 $0 49,685
2025-02-27 Cohen Seth Bala General Counsel Open-market sell
S
Class A Common Stock 12,293 $41.54 $510,651 8,813
2025-02-19 Hale Bradford Chief Financial Officer Other disposed transaction
F
Class A Common Stock 11,929 $40.85 $487,300 119,174
2025-02-19 Hale Bradford Chief Financial Officer Equity grant / award
A
Class A Common Stock 32,972 $0.00 $0 131,103
2025-01-01 KADOW JOSEPH JOHN Dir Equity grant / award
A
Class A Common Stock 614 $0.00 $0 13,988
2024-12-11 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 88,306 $43.05 $3,801,573 0
2024-12-10 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 50,558 $44.24 $2,236,686 88,306
2024-12-10 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 93,706 $43.54 $4,079,959 138,864
2024-12-09 Krystyn Elizabeth Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 423,877 $0.00 $0 1,440,656
2024-12-09 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 13,772 $46.75 $643,841 232,570
2024-12-09 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 4,376 $46.22 $202,259 246,342
2024-12-09 Krystyn Elizabeth Open-market sell
S
Class A Common Stock 173,159 $45.03 $7,797,350 250,718
2024-12-09 Krystyn Elizabeth Exercise / conversion
C
Class A Common Stock 423,877 $0.00 $0 423,877
2024-12-09 Krystyn Elizabeth Exercise / conversion
C
Class B Common Stock 423,877 $0.00 $0 1,440,656
2024-10-04 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 12,124 $0.00 $0 1,864,533
2024-10-04 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 12,124 $0.00 $0 1,864,533
2024-10-03 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 231,932 $0.00 $0 476,343
2024-10-03 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 12,124 $0.00 $0 12,124
2024-10-03 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 231,932 $0.00 $0 476,343
2024-10-03 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 12,124 $0.00 $0 12,124
2024-10-01 KADOW JOSEPH JOHN Dir Equity grant / award
A
Class A Common Stock 387 $0.00 $0 13,374
2024-08-30 BIGH, LLC 10% Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 50,000 $0.00 $0 12,977,590
2024-08-30 BIGH, LLC 10% Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 21,500 $0.00 $0 13,027,590
2024-08-30 BIGH, LLC 10% Other disposed transaction
J
Class B Common Stock 50,000 $0.00 $0 12,977,590
2024-08-30 BIGH, LLC 10% Other disposed transaction
J
Class B Common Stock 21,500 $0.00 $0 13,027,590
2024-08-29 SULLIVAN CHRIS THOMAS Dir Equity grant / award
G
Class A Common Stock 10,000 $0.00 $0 83,319
2024-08-29 Galbraith Daniel See Remarks Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 75,000 $0.00 $0 1,134,644
2024-08-29 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 75,000 $46.33 $3,474,750 0
2024-08-29 Galbraith Daniel See Remarks Exercise / conversion
C
Class A Common Stock 75,000 $0.00 $0 75,000
2024-08-29 Galbraith Daniel See Remarks Exercise / conversion
C
Class B Common Stock 75,000 $0.00 $0 1,134,644
2024-08-27 SULLIVAN CHRIS THOMAS Dir Equity grant / award
G
Class A Common Stock 1,352 $0.00 $0 93,319
2024-08-21 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 28,256 $43.05 $1,216,421 0
2024-08-20 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 600 $43.32 $25,992 28,256
2024-08-20 Baldwin Lowry Dir Open-market sell
S
Class A Common Stock 51,144 $42.55 $2,176,177 28,856
2024-08-15 Hale Bradford Chief Financial Officer Open-market sell
S
Class A Common Stock 10,000 $41.49 $414,900 98,131
2024-08-12 BIGH, LLC 10% Other disposed transaction
J · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 100,000 $0.00 $0 13,049,090
2024-08-12 BIGH, LLC 10% Other disposed transaction
J
Class B Common Stock 100,000 $0.00 $0 13,049,090
2024-08-09 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 56,912 $41.92 $2,385,751 339,903
2024-08-08 Roche James Morgan See Remarks Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 200,000 $0.00 $0 1,236,786
2024-08-08 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 13,767 $42.28 $582,069 396,815
2024-08-08 Roche James Morgan See Remarks Open-market sell
S
Class A Common Stock 22,917 $41.77 $957,243 410,582
2024-08-08 Roche James Morgan See Remarks Exercise / conversion
C
Class A Common Stock 200,000 $0.00 $0 433,499
2024-08-08 Roche James Morgan See Remarks Exercise / conversion
C
Class B Common Stock 200,000 $0.00 $0 1,236,786
2024-08-01 Cohen Seth Bala General Counsel Other disposed transaction
F
Class A Common Stock 1,217 $43.21 $52,587 12,596
2024-07-01 SULLIVAN CHRIS THOMAS Equity grant / award
A
Class A Common Stock 547 $0.00 $0 94,671
2024-05-21 BIGH, LLC Other disposed transaction
J · derivative
LLC Units in Baldwin Risk Partners, LLC 125,000 $0.00 $0 13,149,090
2024-05-21 BIGH, LLC Other disposed transaction
J
Class B Common Stock 125,000 $0.00 $0 13,149,090
2024-05-10 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 24,841 $30.11 $747,963 6,285
2024-05-10 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 80,932 $29.83 $2,414,202 0
2024-05-09 Galbraith Daniel See Remarks Exercise / conversion
C · derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC 155,600 $0.00 $0 1,209,644
2024-05-09 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 1,040 $30.76 $31,990 31,126
2024-05-09 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 3,805 $30.48 $115,976 80,932
2024-05-09 Galbraith Daniel See Remarks Open-market sell
S
Class A Common Stock 70,863 $30.01 $2,126,599 84,737
2024-05-09 Galbraith Daniel See Remarks Exercise / conversion
C
Class A Common Stock 155,600 $0.00 $0 155,600
2024-05-09 Galbraith Daniel See Remarks Exercise / conversion
C
Class B Common Stock 155,600 $0.00 $0 1,209,644
2024-04-01 Williams Myron K Equity grant / award
A
Class A Common Stock 639 $0.00 $0 7,285
2024-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 81 $29.44 $2,385 33,204
2024-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 112 $29.44 $3,297 33,285
2024-03-15 Lichon Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 140 $29.44 $4,122 33,397
2024-03-11 Baldwin Insurance Group Holdings, LLC Other disposed transaction
J · derivative
LLC Units in Baldwin Risk Partners, LLC 100,000 $0.00 $0 13,274,090
2024-03-11 Baldwin Insurance Group Holdings, LLC Other disposed transaction
J · derivative
LLC Units in Baldwin Risk Partners, LLC 2,117,388 $0.00 $0 13,374,090
2024-03-11 Baldwin Insurance Group Holdings, LLC Other disposed transaction
J
Class B Common Stock 100,000 $0.00 $0 13,274,090
2024-03-11 Baldwin Insurance Group Holdings, LLC Other disposed transaction
J
Class B Common Stock 2,117,388 $0.00 $0 13,374,090
2024-01-01 Parasuraman Sunita Equity grant / award
A
Class A Common Stock 890 $0.00 $0 6,646
2023-12-01 Baldwin Lowry Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 100,000 $0.00 $0 15,491,478
2023-12-01 Baldwin Lowry Open-market sell
S
Class B Common Stock 100,000 $0.00 $0 15,491,478
2023-11-29 Baldwin Lowry Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 50,000 $0.00 $0 15,591,478
2023-11-29 Baldwin Lowry Open-market sell
S
Class B Common Stock 50,000 $0.00 $0 15,591,478
2023-11-17 Sherman Laura Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 15,478 $0.00 $0 2,233,182
2023-11-17 Sherman Laura Equity grant / award
G
Class B Common Stock 15,478 $0.00 $0 2,233,182
2023-11-16 Sherman Laura Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 9,106 $0.00 $0 15,478
2023-11-16 Sherman Laura Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 6,372 $0.00 $0 6,372
2023-11-16 Sherman Laura Equity grant / award
G
Class B Common Stock 9,106 $0.00 $0 15,478
2023-11-16 Sherman Laura Equity grant / award
G
Class B Common Stock 6,372 $0.00 $0 6,372
2023-11-09 Valentine John A. Chief Partnership Officer Open-market buy
P
Class A Common Stock 5,000 $19.98 $99,895 93,222
2023-10-24 Galloway Corbyn N. Chief Accounting Officer Other disposed transaction
F
Class A Common Stock 695 $21.24 $14,762 33,537
2023-10-01 Cohen Jay A Equity grant / award
A
Class A Common Stock 808 $0.00 $0 9,934
2023-09-14 Sherman Laura Open-market sell
S
Class A Common Stock 24,695 $26.37 $651,094 0
2023-09-13 Sherman Laura Open-market sell
S
Class A Common Stock 30,000 $26.14 $784,332 24,695
2023-09-12 Baldwin Lowry Open-market sell
S
Class A Common Stock 120,000 $25.98 $3,117,276 0
2023-09-12 Baldwin Lowry Exercise / conversion
C
Class A Common Stock 120,000 $0.00 $0 120,000
2023-09-12 Baldwin Lowry Exercise / conversion
C
Class B Common Stock 120,000 $0.00 $0 0
2023-09-11 Sherman Laura Open-market sell
S
Class A Common Stock 22,305 $26.24 $585,301 54,695
2023-09-11 Baldwin Lowry Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 120,000 $0.00 $0 0
2023-09-08 Sherman Laura Open-market sell
S
Class A Common Stock 65,900 $26.39 $1,739,015 77,000
2023-09-07 Sherman Laura Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 200,000 $0.00 $0 2,217,704
2023-09-07 Sherman Laura Open-market sell
S
Class A Common Stock 57,100 $26.86 $1,533,860 142,900
2023-09-07 Sherman Laura Exercise / conversion
C
Class A Common Stock 200,000 $0.00 $0 200,000
2023-09-07 Sherman Laura Exercise / conversion
C
Class B Common Stock 200,000 $0.00 $0 2,217,704
2023-09-06 Baldwin Insurance Group Holdings, LLC Other disposed transaction
J · derivative
LLC Units in Baldwin Risk Partners, LLC 120,000 $0.00 $0 15,691,478
2023-09-06 Baldwin Insurance Group Holdings, LLC Other disposed transaction
J
Class B Common Stock 120,000 $0.00 $0 15,691,478
2023-08-29 Galbraith Daniel Chief Operating Officer Open-market sell
S
Class A Common Stock 60,316 $25.89 $1,561,816 8,721
2023-08-24 Baldwin Trevor Chief Executive Officer Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 120,172 $0.00 $0 0
2023-08-24 Baldwin Trevor Chief Executive Officer Open-market sell
S
Class A Common Stock 238,147 $25.35 $6,037,550 32,864
2023-08-24 Baldwin Trevor Chief Executive Officer Exercise / conversion
C
Class A Common Stock 120,172 $0.00 $0 271,011
2023-08-24 Baldwin Trevor Chief Executive Officer Exercise / conversion
C
Class B Common Stock 120,172 $0.00 $0 0
2023-08-17 Wiebeck Kristopher Aaron Chief Strategy Officer Open-market sell
S
Class A Common Stock 55,000 $25.11 $1,381,204 20,035
2023-08-16 Cohen Seth Bala General Counsel Open-market sell
S
Class A Common Stock 9,858 $25.15 $247,975 12,124
2023-07-01 Matas Barbara Ruth Equity grant / award
A
Class A Common Stock 757 $0.00 $0 10,103
2023-05-11 Valentine John A. Chief Partnership Officer Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 913,709 $0.00 $0 913,709
2023-05-11 Valentine John A. Chief Partnership Officer Equity grant / award
G
Class B Common Stock 913,709 $0.00 $0 913,709
2023-04-01 Sherman Laura Other disposed transaction
F
Class A Common Stock 186 $25.46 $4,736 1,698
2023-03-15 Hale Bradford Chief Financial Officer Other disposed transaction
F
Class A Common Stock 406 $22.52 $9,143 63,964
2023-03-15 Hale Bradford Chief Financial Officer Other disposed transaction
F
Class A Common Stock 560 $22.52 $12,611 64,370
2023-01-01 SULLIVAN CHRIS THOMAS Equity grant / award
A
Class A Common Stock 746 $0.00 $0 90,293
2022-12-15 Sherman Laura Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 2,417,704 $0.00 $0 2,417,704
2022-12-15 Sherman Laura Equity grant / award
G
Class B Common Stock 2,417,704 $0.00 $0 2,417,704
2022-12-08 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 1,826,963 $0.00 $0 1,826,963
2022-12-08 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 1,826,963 $0.00 $0 1,826,963
2022-12-02 Baldwin Lowry Chairman Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 70,000 $0.00 $0 15,811,478
2022-12-02 Baldwin Lowry Chairman Open-market sell
S
Class B Common Stock 70,000 $0.00 $0 15,811,478
2022-12-01 Wiebeck Kristopher Aaron Chief Strategy Officer Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 1,113,367 $0.00 $0 1,113,367
2022-12-01 Wiebeck Kristopher Aaron Chief Strategy Officer Equity grant / award
G
Class B Common Stock 1,113,367 $0.00 $0 1,113,367
2022-11-29 Wiebeck Kristopher Aaron Chief Strategy Officer Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 10,000 $0.00 $0 385,965
2022-11-29 Wiebeck Kristopher Aaron Chief Strategy Officer Open-market sell
S
Class A Common Stock 10,000 $29.33 $293,300 0
2022-11-29 Wiebeck Kristopher Aaron Chief Strategy Officer Exercise / conversion
C
Class A Common Stock 10,000 $0.00 $0 10,000
2022-11-29 Wiebeck Kristopher Aaron Chief Strategy Officer Exercise / conversion
C
Class B Common Stock 10,000 $0.00 $0 385,965
2022-11-29 Wiebeck Kristopher Aaron Chief Strategy Officer Open-market sell
S
Class A Common Stock 15,000 $29.34 $440,100 51,126
2022-11-21 Cohen Seth Bala General Counsel Open-market sell
S
Class A Common Stock 3,463 $28.25 $97,830 9,282
2022-10-01 Williams Myron K Equity grant / award
A
Class A Common Stock 712 $0.00 $0 2,708
2022-09-30 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 4,635 $0.00 $0 244,411
2022-09-30 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 24,407 $0.00 $0 1,826,963
2022-09-30 Krystyn Elizabeth Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 15,058 $0.00 $0 1,802,556
2022-09-30 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 4,635 $0.00 $0 244,411
2022-09-30 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 24,407 $0.00 $0 1,826,963
2022-09-30 Krystyn Elizabeth Equity grant / award
G
Class B Common Stock 15,058 $0.00 $0 1,802,556
2022-09-20 Baldwin Lowry Chairman Open-market buy
P
Class A Common Stock 172,000 $28.87 $4,965,640 172,000
2022-09-20 Baldwin Lowry Chairman Open-market sell
S
Class A Common Stock 172,000 $28.87 $4,965,640 171,799
2022-08-05 Finney Joseph D. Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 337,852 $0.00 $0 337,852
2022-08-05 Finney Joseph D. Equity grant / award
G
Class B Common Stock 337,852 $0.00 $0 337,852
2022-07-01 Williams Myron K Equity grant / award
A
Class A Common Stock 777 $0.00 $0 1,996
2022-06-13 Sherman Laura Other acquired transaction
J
Class A Common Stock 1,884 $0.00 $0 1,884
2022-05-16 Baldwin Trevor Chief Executive Officer Open-market buy
P
Class A Common Stock 12,000 $22.86 $274,320 100,297
2022-05-13 Baldwin Trevor Chief Executive Officer Open-market buy
P
Class A Common Stock 2,559 $22.26 $56,963 88,297
2022-04-01 Finney Joseph D. Other disposed transaction
F
Class A Common Stock 54 $27.77 $1,500 869
2022-04-01 Galbraith Daniel Chief Operating Officer Other acquired transaction
F
Class A Common Stock 7,065 $0.00 $0 48,642
2022-04-01 Galbraith Daniel Chief Operating Officer Other disposed transaction
F
Class A Common Stock 2,551 $27.77 $70,841 41,577
2022-04-01 Galbraith Daniel Chief Operating Officer Equity grant / award
A
Class A Common Stock 10,480 $0.00 $0 44,128
2022-03-15 Wiebeck Kristopher Aaron Chief Strategy Officer Other disposed transaction
F
Class A Common Stock 194 $25.11 $4,871 50,702
2022-03-14 Valentine John A. Chief Partnership Officer Open-market buy
P
Class A Common Stock 1,000 $25.17 $25,170 43,311
2022-03-14 Valentine John A. Chief Partnership Officer Open-market buy
P
Class A Common Stock 4,000 $24.56 $98,240 42,311
2022-03-11 Wiebeck Kristopher Aaron Chief Strategy Officer Open-market buy
P
Class A Common Stock 10,000 $24.87 $248,700 50,896
2022-03-09 Baldwin Trevor Chief Executive Officer Open-market buy
P
Class A Common Stock 8,614 $25.59 $220,432 13,117
2022-03-09 Baldwin Trevor Chief Executive Officer Open-market buy
P
Class A Common Stock 4,503 $25.08 $112,935 4,503
2022-03-08 Galbraith Daniel Chief Operating Officer Open-market buy
P
Class A Common Stock 1,000 $22.62 $22,620 33,928
2022-03-08 Galbraith Daniel Chief Operating Officer Open-market buy
P
Class A Common Stock 4,000 $22.78 $91,120 32,928
2022-03-07 Valentine John A. Chief Partnership Officer, Open-market buy
P
Class A Common Stock 250 $24.00 $6,000 38,311
2022-03-04 Valentine John A. Chief Partnership Officer, Open-market buy
P
Class A Common Stock 500 $27.34 $13,670 37,811
2022-01-01 Williams Myron K Dir Equity grant / award
A
Class A Common Stock 520 $0.00 $0 520
2021-12-07 Valentine John A. Chief Partnership Officer Equity grant / award
G · derivative
LLC Units to Baldwin Risk Partners, LLC 240,000 $0.00 $0 416,883
2021-12-07 Valentine John A. Chief Partnership Officer Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 240,000 $0.00 $0 892,286
2021-12-07 Valentine John A. Chief Partnership Officer Equity grant / award
G
Class B Common Stock 240,000 $0.00 $0 416,883
2021-12-06 Finney Joseph D. Equity grant / award
G
Class A Common Stock 35,000 $0.00 $0 35,000
2021-12-03 Baldwin Insurance Group Holdings, LLC 10% Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 70,000 $0.00 $0 15,881,478
2021-12-03 Baldwin Insurance Group Holdings, LLC 10% Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 500,000 $0.00 $0 15,951,478
2021-12-03 Baldwin Insurance Group Holdings, LLC 10% Open-market sell
S
Class B Common Stock 70,000 $0.00 $0 15,881,478
2021-12-03 Baldwin Insurance Group Holdings, LLC 10% Open-market sell
S
Class B Common Stock 500,000 $0.00 $0 15,951,478
2021-10-01 Cohen Jay A Dir Equity grant / award
A
Class A Common Stock 564 $0.00 $0 4,178
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 119,871 $0.00 $0 206,748
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 391,341 $0.00 $0 420,313
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 239,776 $0.00 $0 553,378
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 37,488 $0.00 $0 71,090
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G
Class B Common Stock 119,871 $0.00 $0 206,748
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G
Class B Common Stock 391,341 $0.00 $0 420,313
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G
Class B Common Stock 239,776 $0.00 $0 553,378
2021-09-30 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Equity grant / award
G
Class B Common Stock 37,488 $0.00 $0 71,090
2021-09-21 CASEY PHILLIP E Dir Equity grant / award
G
Class A Common Stock 65,000 $0.00 $0 65,000
2021-09-17 Cohen Jay A Dir Open-market buy
P
Class A Common Stock 2,800 $30.50 $85,400 3,614
2021-09-10 Millennial Specialty Holdco LLC Other disposed transaction
J · derivative
LLC Units in Baldwin Risk Partners, LLC 4,285,714 $0.00 $0 0
2021-09-10 Millennial Specialty Holdco LLC Other disposed transaction
J
Class B Common Stock 4,285,714 $0.00 $0 0
2021-07-01 SULLIVAN CHRIS THOMAS Dir Equity grant / award
A
Class A Common Stock 704 $0.00 $0 86,275
2021-05-03 Stephens Christopher John General Counsel Equity grant / award
A
Class A Common Stock 3,198 $0.00 $0 12,360
2021-04-01 Finney Joseph D. Other acquired transaction
J
Class A Common Stock 923 $0.00 $0 35,923
2021-01-01 Eddy Robert D. Dir Equity grant / award
A
Class A Common Stock 626 $0.00 $0 6,882
2020-12-18 Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 20,000 $28.25 $564,926 431,427
2020-12-18 Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 Open-market sell
S
Class B Common Stock 20,000 $0.00 $0 431,427
2020-12-11 Wiebeck Kristopher Aaron Chief Financial Officer Other disposed transaction
D · derivative
LLC Units in Baldwin Risk Partners, LLC 100,000 $28.25 $2,824,630 1,077,904
2020-12-11 Wiebeck Kristopher Aaron Chief Financial Officer Other disposed transaction
D
Class B Common Stock 100,000 $0.00 $0 1,077,904
2020-11-30 IHC Holdings, Inc./NV 10% Other acquired transaction
J · derivative
LLC units in Baldwin Risk Partners, LLC 3,857,622 $0.00 $0 3,857,622
2020-11-30 IHC Holdings, Inc./NV 10% Other acquired transaction
J
Class B Common Stock 3,857,622 $0.00 $0 3,857,622
2020-10-01 CASEY PHILLIP E Dir Equity grant / award
A
Class A Common Stock 467 $0.00 $0 134,256
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 2,612 $0.00 $0 73,501
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 16,973 $0.00 $0 135,247
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 44,250 $0.00 $0 451,427
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 10,744 $0.00 $0 179,582
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 10,430 $0.00 $0 294,009
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G · derivative
LLC Units in Baldwin Risk Partners, LLC 33,928 $0.00 $0 270,511
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G
Class B Common Stock 2,612 $0.00 $0 73,501
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G
Class B Common Stock 16,973 $0.00 $0 135,247
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G
Class B Common Stock 44,250 $0.00 $0 451,427
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G
Class B Common Stock 10,744 $0.00 $0 179,582
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G
Class B Common Stock 10,430 $0.00 $0 294,009
2020-09-30 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Equity grant / award
G
Class B Common Stock 33,928 $0.00 $0 270,511
2020-07-01 Eddy Robert D. Dir Equity grant / award
A
Class A Common Stock 753 $0.00 $0 5,789
2020-06-29 Baldwin Lowry Chairman; Other disposed transaction
D · derivative
LLC Units in Baldwin Risk Partners, LLC 1,875,000 $12.65 $23,718,750 0
2020-06-29 Baldwin Lowry Chairman; Other disposed transaction
D
Class B Common Stock 1,875,000 $0.00 $0 0
2020-06-26 Baldwin Insurance Group Holdings, LLC 10% Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 1,875,000 $0.00 $0 17,018,145
2020-06-26 Baldwin Insurance Group Holdings, LLC 10% Open-market sell
S
Class B Common Stock 1,875,000 $0.00 $0 17,018,145
2020-06-05 Baldwin Lowry Chairman; Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 35,987 $0.00 $0 18,893,145
2020-06-05 Baldwin Lowry Chairman; Open-market sell
S
Class A Common Stock 35,987 $14.75 $530,819 0
2020-06-05 Baldwin Lowry Chairman; Exercise / conversion
C
Class A Common Stock 35,987 $0.00 $0 35,987
2020-06-05 Baldwin Lowry Chairman; Exercise / conversion
C
Class B Common Stock 35,987 $0.00 $0 18,893,145
2020-06-04 Baldwin Lowry Chairman; Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 4,675 $0.00 $0 18,929,132
2020-06-04 Baldwin Lowry Chairman; Open-market sell
S
Class A Common Stock 4,675 $14.53 $67,913 0
2020-06-04 Baldwin Lowry Chairman; Exercise / conversion
C
Class A Common Stock 4,675 $0.00 $0 4,675
2020-06-04 Baldwin Lowry Chairman; Exercise / conversion
C
Class B Common Stock 4,675 $0.00 $0 18,929,132
2020-06-03 Baldwin Lowry Chairman; Exercise / conversion
C · derivative
LLC Units in Baldwin Risk Partners, LLC 100 $0.00 $0 18,933,807
2020-06-03 Baldwin Lowry Chairman; Open-market sell
S
Class A Common Stock 100 $14.51 $1,451 0
2020-06-03 Baldwin Lowry Chairman; Exercise / conversion
C
Class A Common Stock 100 $0.00 $0 100
2020-06-03 Baldwin Lowry Chairman; Exercise / conversion
C
Class B Common Stock 100 $0.00 $0 18,933,807
2020-04-01 CASEY PHILLIP E Dir Equity grant / award
A
Class A Common Stock 1,352 $0.00 $0 133,036
2020-01-01 CASEY PHILLIP E Dir Equity grant / award
A
Class A Common Stock 766 $0.00 $0 131,684
2019-12-27 Stephens Christopher John General Counsel Equity grant / award
A · derivative
LLC Units in Baldwin Risk Partners, LLC 69,503 $0.00 $0 71,430
2019-12-27 Stephens Christopher John General Counsel Equity grant / award
A
Class B Common Stock 69,503 $0.00 $0 71,430
2019-12-05 Eddy Robert D. Dir Equity grant / award
A
Class A Common Stock 918 $0.00 $0 2,918
2019-10-28 Parr Jennifer L. 10% Open-market sell
S · derivative
LLC Units in Baldwin Risk Partners, LLC 600,000 $13.05 $7,833,000 2,477,559
2019-10-28 Parr Jennifer L. 10% Other disposed transaction
J
Class B Common Stock 600,000 $0.00 $0 2,477,559
2019-10-28 Baldwin Lowry Chairman Other disposed transaction
D · derivative
LLC Units in Baldwin Risk Partners, LLC 1,800,000 $13.05 $23,499,000 0
2019-10-28 Baldwin Lowry Chairman Equity grant / award
A · derivative
LLC Units in Baldwin Risk Partners, LLC 18,933,907 $0.00 $0 18,933,907
2019-10-28 Baldwin Lowry Chairman Equity grant / award
A · derivative
LLC Units in Baldwin Risk Partners, LLC 1,799,999 $0.00 $0 1,800,000
2019-10-28 Baldwin Lowry Chairman Other disposed transaction
D
Class B Common Stock 1,800,000 $0.00 $0 0
2019-10-28 Baldwin Lowry Chairman Equity grant / award
A
Class B Common Stock 18,933,907 $0.00 $1,893 18,933,907
2019-10-28 Baldwin Lowry Chairman Equity grant / award
A
Class B Common Stock 1,799,999 $0.00 $180 1,800,000
2019-10-28 Baldwin Lowry Chairman Equity grant / award
A
Class A Common Stock 16,753 $0.00 $0 16,753
2019-10-24 Baldwin Lowry Chairman Equity grant / award
A · derivative
LLC Units in Baldwin Risk Partners, LLC 1 $0.00 $0 1
2019-10-24 Baldwin Lowry Chairman Equity grant / award
A
Class B Common Stock 1 $0.00 $0 1

Regulatory Activity

Last 12 months to 2025-04-29
Insider Filings (Forms 3/4/5) — 12 months
26
Material Event Filings (8-K) — 12 months
9

8-K Material Event Filing Activity

Monthly count

Insider Trading Activity (Forms 3/4/5)

Monthly count
For informational purposes only — not guaranteed to be accurate or complete.