Companies / Baldwin Insurance Group, Inc.

Baldwin Insurance Group, Inc.

Nasdaq: BWINCIK 1781755TAMPA, FL

Financials · FY2025

Revenue$1.50B
Net income$-54.15M
Total debt$399.00M
Cash$184.50M
Diluted EPS$-0.50
Shares outstanding139.5M

Ownership

139.5M shares outstanding · as of Jul 24, 2026
10.4%Insiders
Ownership
69.4%Class A
Share classes
Class A69.42%
Class B30.58%
Insiders10.44%14,567,108
10%+ / strategic11.79%16,453,469
Institutions58.88%82,134,176
Public float18.88%26,343,581

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 18

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Insider% of sharesShares
Baldwin LowryDirector · 10% owner
8.99%12,537,590
Bigh, LLC10% owner
8.99%12,537,590
Sparks Paul EugeneDirector
0.80%1,111,535
Roche James MorganSee Remarks
0.23%322,437
Hale BradfordChief Financial Officer
0.13%184,338
Baldwin TrevorCEOChief Executive Officer · Director
0.07%104,549
Sullivan Chris ThomasDirector
0.06%83,254
Lichon Corbyn N.Chief Accounting Officer
0.04%55,258
Galbraith DanielSee Remarks
0.03%43,486
Cohen Seth BalaGeneral Counsel
0.02%29,024

Institutional holders 208

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HolderValue% of shares
Fmr LLC$259.44M7.74%
BlackRock, Inc.$192.76M5.20%
William Blair Investment Management, LLC$181.28M5.41%
Vanguard Group Inc$164.65M4.91%
Capital International Investors$86.94M2.59%
Bank of New York Mellon Corp/The$85.96M2.81%
Capital Research Global Investors$72.50M2.16%
State Street Corporation$70.83M1.91%
Bamco Inc /Ny$59.46M1.94%
Westwood Holdings Group Inc$56.54M1.85%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 6, 2026Krystyn ElizabethSellClass A Common Stock$1.92M-91K
-100.00%
0
0.00% of shares
medium
Mar 3, 2026Baldwin Trevor
CEO
OtherClass A Common Stock$675.1K-30K
-22.14%
106,516
0.08% of shares
low
Mar 2, 2026Sparks Paul Eugene
Director
BuyClass A Common Stock$665.8K+29K
+3.04%
981,506
0.70% of shares
high
Mar 6, 2026Krystyn ElizabethSellClass A Common Stock$625.4K-29K
-100.00%
0
0.00% of shares
medium
Mar 3, 2026Sparks Paul Eugene
Director
BuyClass A Common Stock$335.9K+15K
+1.55%
996,706
0.71% of shares
medium
Mar 3, 2026Roche James Morgan
Executive
OtherClass A Common Stock$327.2K-15K
-4.35%
322,938
0.23% of shares
low
Feb 23, 2026Baldwin Trevor
CEO
OtherClass A Common Stock$284.3K-17K
-22.29%
59,832
0.04% of shares
low
Mar 3, 2026Hale Bradford
Executive
OtherClass A Common Stock$228.7K-10K
-5.25%
185,296
0.13% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Champlain Investment Partners, LLCPassive13G—3,915,879—
Champlain Investment Partners, LLCPassive13G—3,650,410—
Capital Research Global InvestorsPassive13G/A———
Capital International InvestorsPassive13G———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
BWIN——05589G102—