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 840.0K
Granted 500.0K · Bought 172.0K · Sold 1.82M
Sold 145.3K
Granted 473.2K · Bought 27.7K · Sold 549.2K
Granted 50.7K · Bought 12.0K · Sold 80.0K
Granted 51.0K · Bought 21.5K
Sold 745.9K
Granted 1.10M · Bought 44.2K
Granted 396.4K · Sold 901.5K
Granted 205.4K · Bought 20.0K · Sold 10.0K
Granted 13.8K
Granted 4.8K
Granted 43.5K
Granted 199.7K · Bought 5.0K · Sold 356.0K
Granted 16.5K
Granted 13.8K
Granted 13.8K
Granted 13.8K · Bought 2.8K
Granted 101.1K · Bought 2.5K · Sold 65.5K
Granted 13.2K
Granted 13.2K
Granted 13.2K
Granted 9.0K
Sold 54.7K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Baldwin Insurance Group Holdings, LLC10% owner, Member of 10% Owner Group · 9 transactions | -18.7% | 13.37Mas of Mar 2024 | — | — | 840.0K |
| Baldwin LowryDirector, 10% owner, See Remarks · 87 transactions | — | 12.54M | 500.0K | 172.0K | 1.82M |
| Bigh, LLC10% owner, Member of 10% Owner Group · 12 transactions | — | 12.54M | — | — | — |
| Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 +3 co-filersMember of 10% owner group · 4 transactions | — | 3.17Mas of Dec 2021 | — | — | — |
| Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 +2 co-filersMember of 10% owner group · 17 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 | — | — | — |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 +2 co-filersMember of 10% owner group · 6 transactions | — | 2.10Mas of Sep 2022 | — | — | — |
| Baldwin TrevorChief Executive Officer, Director, Member of 10% Owner Group · 42 transactions | — | 2.07M | 473.2K | 27.7K | 549.2K |
| 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 · 12 transactions | — | 1.88Mas of Oct 2024 | — | — | — |
| Wiebeck Kristopher AaronChief Strategy Officer, Director, Member of 10% owner group · 20 transactions | — | 1.58Mas of Aug 2023 | 50.7K | 12.0K | 80.0K |
| Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 +1 co-filerMember of 10% owner group, Chief Strategy Officer, Director · 4 transactions | — | 1.51Mas of Sep 2022 | — | — | — |
| Valentine John A.Chief Partnership Officer, Member of 10% owner group · 20 transactions | — | 1.40Mas of Nov 2023 | 51.0K | 21.5K | — |
| Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 +1 co-filerMember of 10% owner group, Chief Operating Officer · 4 transactions | — | 1.39Mas of Sep 2022 | — | — | — |
| John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 +2 co-filersMember of 10% owner group, Chief Partnership Officer · 8 transactions | — | 1.30Mas of Sep 2022 | — | — | — |
| 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 |
| Finney Joseph D.Member of 10% Owner Group · 5 transactions | — | 374.6Kas of Aug 2022 | — | — | — |
| Hale BradfordChief Financial Officer, Member of 10% owner group · 28 transactions | — | 184.5K | 205.4K | 20.0K | 10.0K |
| Sullivan Chris ThomasDirector · 22 transactions | -2.1% | 84.5K | 13.8K | — | — |
| Casey Phillip EDirector · 8 transactions | -44.2% | 76.0Kas of Apr 2023 | 4.8K | — | — |
| Lichon Corbyn N.Chief Accounting Officer · 28 transactions | — | 57.3K | 43.5K | — | — |
| Galbraith DanielSee Remarks, See Remarks · 40 transactions | +51.7% | 43.9K | 199.7K | 5.0K | 356.0K |
| Galloway Corbyn N.Chief Accounting Officer · 12 transactions | +43.4% | 33.5Kas of Oct 2023 | 16.5K | — | — |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 +9 co-filersMember of 10% owner group · 13 transactions | — | 29.0Kas of Sep 2021 | — | — | — |
| Kadow Joseph JohnDirector · 19 transactions | +143.9% | 23.4K | 13.8K | — | — |
| Matas Barbara RuthDirector · 19 transactions | +300.6% | 18.4K | 13.8K | — | — |
| Cohen Jay ADirector · 20 transactions | +2039.6% | 17.4K | 13.8K | 2.8K | — |
| Cohen Seth BalaGeneral Counsel · 41 transactions | — | 14.0K | 101.1K | 2.5K | 65.5K |
| Parasuraman SunitaDirector · 18 transactions | — | 13.2K | 13.2K | — | — |
| Shook EllynDirector · 18 transactions | — | 13.2K | 13.2K | — | — |
| Williams Myron KDirector · 18 transactions | — | 13.2K | 13.2K | — | — |
| Muthukrishnan SathishDirector · 12 transactions | — | 9.0K | 9.0K | — | — |
| Sherman LauraMember of 10% owner group · 8 transactions | — | 1.3Kas of Apr 2025 | — | — | 54.7K |
| Millennial Specialty Holdco LLCMember of 10% owner group · 1 transaction | — | 0as of Sep 2021 | — | — | — |
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 5 years: -5.26M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.