Baldwin Insurance Group, Inc. - BWIN

Include option trades

Include indirect trades

Latest data: 6/13/2025 10:04:30 PM

EDGAR CIK

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $0

No buy transactions for this time period.

Sell Breakdown

Total $26,353,632

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
06/13/2025	06/13/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-26,679 @ $40.07	($1,069,027.53)	42,113	(-38.78%)	Direct
06/12/2025	06/13/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-10,894 @ $40.03	($436,086.82)	68,792	(-13.67%)	Direct
06/04/2025	06/06/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-7,142 @ $40.08	($286,251.36)	79,686	(-8.23%)	Direct
06/03/2025	06/05/2025	Cohen Seth Bala General Counsel Officer	Sell	-4,496 @ $39.58	($177,951.68)	13,240	(-25.35%)	Direct
05/16/2025	05/19/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-3,572 @ $40.04	($143,022.88)	86,828	(-3.95%)	Direct
05/15/2025	05/19/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-14,222 @ $40.01	($569,022.22)	90,400	(-13.59%)	Direct
05/13/2025	05/14/2025	Galbraith Daniel President, The Baldwin Group and CEO, Retail Broke CEO Other owner	Sell	-39,207 @ $40.00	($1,568,280.00)	3,849	(-91.06%)	Direct
05/13/2025	05/14/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-13,340 @ $40.02	($533,866.80)	104,622	(-11.31%)	Direct
05/08/2025	05/14/2025	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-21,035 @ $40.05	($842,451.75)	117,962	(-15.13%)	Direct
03/14/2025	03/14/2025	Baldwin Trevor Chief Executive Officer CEO Director Other owner	Sell	-15,902 @ $39.33	($625,425.66)	13,302	(-54.45%)	Direct
03/13/2025	03/14/2025	Baldwin Trevor Chief Executive Officer CEO Director Other owner	Sell	-51,459 @ $39.41	($2,028,136.38)	29,204	(-63.80%)	Direct
03/12/2025	03/14/2025	Baldwin Trevor Chief Executive Officer CEO Director Other owner	Sell	-68,740 @ $40.60	($2,791,115.35)	80,663	(-46.01%)	Direct
02/27/2025	02/28/2025	Cohen Seth Bala General Counsel Officer	Sell	-12,293 @ $41.54	($510,651.22)	8,813	(-58.24%)	Direct
08/19/2024	08/19/2024	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-75,380 @ $42.79	($3,225,205.96)	108,846	(-40.92%)	Direct
08/16/2024	08/19/2024	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-150,000 @ $42.17	($6,325,275.30)	184,226	(-44.88%)	Direct
08/15/2024	08/19/2024	Hale Bradford Chief Financial Officer CFO Other owner	Sell	-10,000 @ $41.49	($414,900.00)	98,131	(-9.25%)	Direct
08/15/2024	08/19/2024	Roche James Morgan President, The Baldwin Group and CEO, Underwriting CEO	Sell	-111,591 @ $41.63	($4,645,691.96)	334,226	(-25.03%)	Direct
08/08/2024	08/09/2024	Cohen Seth Bala General Counsel Officer	Sell	-3,783 @ $42.63	($161,269.29)	8,813	(-30.03%)	Direct