The Baldwin Insurance Group, Inc.
A large independent insurance brokerage and consulting firm, The Baldwin Insurance Group helps businesses and individuals find and manage commercial, personal, and employee-benefits coverage through a network of advisors and partner agencies. It grew out of Baldwin Risk Partners, founded in 2012 by a team of insurance veterans, and later rebranded to its current name. The company's name honors the Baldwin family, whose roots in the insurance business stretch back generations.
Sold 200.0K
Sold 1.17M
Sold 145.3K
Granted 347.8K · Sold 311.1K
Bought 5.0K
Sold 745.9K
Granted 1.10M · Bought 44.2K
Granted 396.4K · Sold 901.5K
Granted 156.9K · Bought 20.0K · Sold 10.0K
Granted 8.3K
Granted 43.5K
Granted 156.6K · Sold 356.0K
Granted 8.3K
Granted 8.3K
Granted 8.3K
Granted 77.9K · Sold 50.2K
Granted 8.3K
Granted 8.3K
Granted 8.3K
Granted 8.3K
Sold 54.7K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Baldwin Insurance Group Holdings, LLC10% owner, Member of 10% Owner Group · 6 transactions | -15.4% | 13.37Mas of Mar 2024 | — | — | 200.0K |
| Baldwin LowryDirector, 10% owner, See Remarks · 73 transactions | — | 12.54M | — | — | 1.17M |
| Bigh, LLC10% owner, Member of 10% Owner Group · 12 transactions | — | 12.54M | — | — | — |
| Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 +2 co-filersMember of 10% owner group · 11 transactions | — | 2.30Mas of Nov 2023 | — | — | 145.3K |
| Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 +1 co-filerMember of 10% owner group · 5 transactions | — | 2.24Mas of Oct 2024 | — | — | — |
| Baldwin TrevorChief Executive Officer, Director, Member of 10% Owner Group · 27 transactions | — | 2.07M | 347.8K | — | 311.1K |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 +1 co-filerMember of 10% owner group, Member of 10% Owner Group · 10 transactions | — | 1.88Mas of Oct 2024 | — | — | — |
| Valentine John A.Chief Partnership Officer, Member of 10% owner group · 1 transaction | -0.4% | 1.40Mas of Nov 2023 | — | 5.0K | — |
| Krystyn ElizabethMember of 10% Owner Group · 22 transactions | — | 1.20M | — | — | 745.9K |
| Sparks Paul EugeneDirector · 8 transactions | — | 1.11M | 1.10M | 44.2K | — |
| Roche James MorganSee Remarks · 49 transactions | — | 1.10M | 396.4K | — | 901.5K |
| Hale BradfordChief Financial Officer, Member of 10% owner group · 20 transactions | — | 184.5K | 156.9K | 20.0K | 10.0K |
| Sullivan Chris ThomasDirector · 14 transactions | -8% | 84.5K | 8.3K | — | — |
| Lichon Corbyn N.Chief Accounting Officer · 28 transactions | — | 57.3K | 43.5K | — | — |
| Galbraith DanielSee Remarks, See Remarks · 28 transactions | -45.3% | 43.9K | 156.6K | — | 356.0K |
| Galloway Corbyn N.Chief Accounting Officer · 1 transaction | +1.4% | 33.5Kas of Oct 2023 | — | — | — |
| Kadow Joseph JohnDirector · 11 transactions | +54.9% | 23.4K | 8.3K | — | — |
| Matas Barbara RuthDirector · 11 transactions | +82.1% | 18.4K | 8.3K | — | — |
| Cohen Jay ADirector · 11 transactions | +90.8% | 17.4K | 8.3K | — | — |
| Cohen Seth BalaGeneral Counsel · 29 transactions | +15.7% | 14.0K | 77.9K | — | 50.2K |
| Parasuraman SunitaDirector · 11 transactions | +167.5% | 13.2K | 8.3K | — | — |
| Shook EllynDirector · 11 transactions | +167.5% | 13.2K | 8.3K | — | — |
| Williams Myron KDirector · 11 transactions | +167.5% | 13.2K | 8.3K | — | — |
| Muthukrishnan SathishDirector · 11 transactions | +1095.1% | 9.0K | 8.3K | — | — |
| Sherman LauraMember of 10% owner group · 4 transactions | -21.9% | 1.3Kas of Apr 2025 | — | — | 54.7K |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: -3.87M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.