The Baldwin Insurance Group, Inc. (BWIN)
Nasdaq: BWIN · Insurance Agents, Brokers & Service · Tampa, FL · filing with the SEC since 2019
Grade4.8
◀ Past 5.9● Present 4.6▶ Future 4.2
Who owns The Baldwin Insurance Group, Inc.
As filed with the SECHolders of 5% or more
3
L. Lowry Baldwin holds 17% of CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE, as its SCHEDULE 13G/A filed May 8, 2026 says.
Directors and officers
17
report now, of 22 people on the record since 2019. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
L. Lowry Baldwin
SCHEDULE 13G/A · filed May 8, 2026 · CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE · 22.5% in May 15, 2025
William Blair Investment Management, LLC
SCHEDULE 13G/A · filed May 7, 2026 · Common Stock · 10.9% in Dec 1, 2025
Glazer Capital, LLC
SCHEDULE 13G · filed Sep 25, 2026 · Class A Common Stock, par value $0.01 per share
Bamco Inc /ny/
SCHEDULE 13G/A · filed Nov 14, 2024 · Class A Common Stock · reported falling below 5%
Capital Research Global Investors
SCHEDULE 13G/A · filed Feb 12, 2026 · Common Stock · reported falling below 5%, from 6.4% in Aug 13, 2025
Champlain Investment Partners, LLC
SCHEDULE 13G · filed Feb 12, 2026 · Common Stock · reported falling below 5%, from 5.5% in Feb 12, 2026
Fmr LLC
SCHEDULE 13G/A · filed Oct 7, 2026 · CLASS A COMMON STOCK · reported falling below 5%, from 15% in Nov 5, 2025
Capital International Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · reported falling below 5%, from 5.1% in Feb 13, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
What BWIN reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Capstone Group
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026
Cobbs Allen Capital Holdings, LLC
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026
Creisoft, Inc
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026
87 subsidiaries in 5 countries, from the list filed with the 10-K filed Feb 26, 2026.
Insider tradesForm 4
6sales
2purchases
0sales on a scheduled plan
2people selling
$6.4Msold, in dollars
$1.0Mbought, in dollars
Open-market trades on Form 4 from Oct 16, 2025 to Oct 16, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 16, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 42 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Krystyn Elizabeth | 10% owner | 6 | $6.8M | 0 | 0 | $0 |
| Roche James Morgan | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | 5 | $6.1M | 0 | 0 | $0 |
| Cohen Seth Bala | General Counsel | 1 | $300,000 | 0 | 0 | $0 |
| Sparks Paul Eugene | director | 0 | $0 | 0 | 2 | $1.0M |