WAVEMAN · COMPANY

BWIN · Baldwin Insurance Group, Inc.

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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BWIN

Name: Baldwin Insurance Group, Inc. (BWIN) insider trading and ownership data
Creator: WaveMan
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Baldwin Insurance Group, Inc.

INSURANCE · INSURANCE AGENTS, BROKERS & SERVICE · CIK 0001781755

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$4.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

111

13F, latest reported quarter

REVENUE GROWTH

+8.5%

XBRL, annual

NET MARGIN

-2.3%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$4.6M over 180 days

below 60% of Insurance

CONGRESS

no member of Congress has reported trading it

FUNDS

111 funds added or opened last quarter

below 62% of Insurance

REVENUE

+8.5% year over year

below 53% of Insurance

MARGIN

-2.3% net margin

below 85% of Insurance

BUYBACKS

$126.8M repurchased, FY to 2026-06-30

below 55% of Insurance

SHORT

33.2% of shares outstanding short · 8.7 days to cover · settled 2026-07-31

the highest in Insurance

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

111 funds added or opened positions in the latest 13F quarter, of 230 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -2.3%

-2.3%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $4.6M sold by insiders over 180 days, 111 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

GSHD DGICA PLMR ALHC CRVL HGTY KNSL TRV AFL MKL GL OSCR

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Baldwin Insurance Group, Inc. insiders sold a net $4.6M of stock across 71 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Cohen Seth Bala

General Counsel

SELL

2026-05-14

15,000.0

$300.1K

Krystyn Elizabeth

—

SELL

2026-05-07

98,278.0

$2.1M

Krystyn Elizabeth

—

SELL

2026-05-07

31,740.0

$672.3K

Krystyn Elizabeth

—

SELL

2026-05-06

53,722.0

$1.1M

Krystyn Elizabeth

—

SELL

2026-05-06

18,260.0

$387.1K

71 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 66 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

FMR LLC

14,752,216.0 sh

$392.1M

BlackRock, Inc.

7,251,950.0 sh

$192.8M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

6,732,965.0 sh

$179.0M

VANGUARD PORTFOLIO MANAGEMENT LLC

3,262,912.0 sh

$86.7M

VANGUARD CAPITAL MANAGEMENT LLC

3,166,381.0 sh

$84.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

BNY Mellon Small/Mid Cap Growth Fund

$32.8M POSITION · AS OF 2026-03-31

4.3%

FAM SMALL CAP FUND

$12.1M POSITION · AS OF 2026-03-31

4.0%

BNY Mellon Small Cap Multi-Strategy Fund

$3.6M POSITION · AS OF 2026-02-28

2.6%

BARON SMALL CAP FUND

$59.2M POSITION · AS OF 2026-03-31

2.2%

State Street(R) SPDR(R) S&P(R) Insurance ETF

$8.3M POSITION · AS OF 2026-03-31

2.0%

Fidelity Small Cap Stock Fund

$18.7M POSITION · AS OF 2026-04-30

1.5%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Trevor Baldwin,

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$5.3M

-$2.4M

$2.2M

-20%

+65%

2024

$5.7M

$11.5M

$2.6M

+29%

+80%

2023

$6.4M

$3.7M

$5.5M

-20%

+48%

2022

$4.8M

$3.8M

$2.2M

-16%

+35%

2021

$3.4M

$3.9M

$1.9M

+20%

+38%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$1.5B	$1.4B	$1.2B	$980.7M
OPERATING INCOME	$73.9M	$60.6M	$-42.6M	$-31.1M
NET INCOME	$-54.2M	$-41.1M	$-164.0M	$-76.7M
EPS (DILUTED)	-0.50	-0.39	-1.50	-0.74
OPERATING CASH FLOW	$-29.4M	$51.5M	$46.0K	$-2.5M
CASH	$123.7M	$90.0M	$116.2M	$118.1M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE