Company · Ownership research

Baldwin Insurance Group, Inc. BWIN

CIK 0001781755

Form 4 transactions dated Nov 1, 2023 to Nov 11, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 117 rows; the complete set is available through the API.

Insider filings on file run through Oct 16, 2026.

Some filings are submitted jointly by several insiders. The SEC form does not apportion the reported figures between them, so results include every joint filer.

Insider purchases & sales

Purchased: $1.59M
Sold: $108.67M

Nov 1, 2023 – Oct 16, 2026
Available records · partial months are marked ·

Insiders in this window

202410 of 29 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Dec 11, 2024	Krystyn Elizabeth Member of 10% Owner Group	Sale	$3.80M 88,306 shares sold	100.00% sold Trust holding	▾
Dec 10, 2024	Krystyn Elizabeth Member of 10% Owner Group	Sale	$6.32M 144,264 shares sold	62.03% sold Trust holding	▾
Dec 9, 2024	Krystyn Elizabeth Member of 10% Owner Group	Sale	$8.64M 191,307 shares sold	45.13% sold Trust holding	▾
Aug 30, 2024	Baldwin Lowry Director · 10% owner · See Remarks	Sale	$2.34M 50,000 shares sold	100.00% sold Trust holding	▾
Aug 29, 2024	Galbraith Daniel See Remarks	Sale	$3.47M 75,000 shares sold	100.00% sold Trust holding	▾
Aug 21, 2024	Baldwin Lowry Director · 10% owner · See Remarks	Sale	$1.22M 28,256 shares sold	100.00% sold Trust holding	▾
Aug 20, 2024	Baldwin Lowry Director · 10% owner · See Remarks	Sale	$2.20M 51,744 shares sold	64.68% sold Trust holding	▾
Aug 19, 2024	Roche James Morgan See Remarks	Sale	$3.23M 75,380 shares sold	40.92% sold Direct holding	▾
Aug 16, 2024	Roche James Morgan See Remarks	Sale	$6.33M 150,000 shares sold	44.88% sold Direct holding	▾
Aug 15, 2024	Hale Bradford Chief Financial Officer · Member of 10% owner group	Sale	$414.90K 10,000 shares sold	9.25% sold Direct holding	▾

Showing 29 / 29 record groups in 2024. The complete set is available through the API.

Baldwin Insurance Group, Inc. · BWIN

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 29 of 29 purchase / sale groups and 30 of 117 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"BWIN","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.