Baldwin Insurance Group, Inc.
BWINFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Baldwin Insurance Group, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 8 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 15, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Baldwin Insurance Group, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-07 · Krystyn Elizabeth: Larger than 39 of the 40 other insider sales of Class A Common Stock on file. SEC filing
- 2026-03-06 · Krystyn Elizabeth: Larger than 36 of the 40 other insider sales of Class A Common Stock on file. SEC filing
- 2025-12-12 · Roche James Morgan: Larger than all 40 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-12 · Baldwin Trevor: Larger than 37 of the 40 other insider sales of Class A Common Stock on file. SEC filing
- 2024-12-10 · Krystyn Elizabeth: Larger than 38 of the 40 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-14 | Cohen Seth Bala · General Counsel | Class A Common Stock | S — Open market or private sale | −15,000 | 20.01 | SEC filing |
| 2026-05-07 | Krystyn Elizabeth · Other | Class A Common Stock | S — Open market or private sale | −98,278 | 21.20 | SEC filing |
| 2026-05-07 | Krystyn Elizabeth · Other | Class A Common Stock | S — Open market or private sale | −31,740 | 21.18 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | Class A Common Stock | S — Open market or private sale | −18,260 | 21.20 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | Class A Common Stock | S — Open market or private sale | −53,722 | 21.19 | SEC filing |
| 2026-03-06 | Krystyn Elizabeth · Other | Class A Common Stock | S — Open market or private sale | −29,431 | 21.25 | SEC filing |
| 2026-03-06 | Krystyn Elizabeth · Other | Class A Common Stock | S — Open market or private sale | −90,556 | 21.25 | SEC filing |
| 2026-03-03 | Sparks Paul Eugene · Director | Class A Common Stock | P — Open market or private purchase | +15,200 | 22.10 | SEC filing |
Showing 8 of 13 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-06 | Krystyn Elizabeth · Other | Class B Common Stock | C — Conversion of derivative security | −152,000 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | C — Conversion of derivative security | −152,000 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | Class B Common Stock | C — Conversion of derivative security | −50,000 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | Class A Common Stock | C — Conversion of derivative security | +50,000 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | C — Conversion of derivative security | −50,000 | SEC filing |
| 2026-05-06 | Krystyn Elizabeth · Other | Class A Common Stock | C — Conversion of derivative security | +152,000 | SEC filing |
| 2026-04-01 | Sparks Paul Eugene · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,275 | SEC filing |
| 2026-04-01 | Muthukrishnan Sathish · Director | Class A Common Stock | A — Grant, award, or other acquisition | +1,221 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-02 | BIGH, LLC · 10% owner, other | LLC Units in The Baldwin Insurance Group Holdings, LLC | J — Other acquisition or disposition | −35,000 | SEC filing |
| 2026-03-02 | Baldwin Lowry · Director, 10% owner, other | Class B Common Stock | J — Other acquisition or disposition | −35,000 | SEC filing |
| 2026-03-02 | Baldwin Lowry · Director, 10% owner, other | LLC Units in The Baldwin Insurance Group Holdings, LLC | J — Other acquisition or disposition | −35,000 | SEC filing |
| 2026-03-02 | BIGH, LLC · 10% owner, other | Class B Common Stock | J — Other acquisition or disposition | −35,000 | SEC filing |
| 2025-06-09 | BIGH, LLC · 10% owner, other | Class B Common Stock | J — Other acquisition or disposition | −50,000 | SEC filing |
| 2025-06-09 | Baldwin Lowry · Director, 10% owner, other | LLC Units in The Baldwin Insurance Group Holdings, LLC | J — Other acquisition or disposition | −50,000 | SEC filing |
| 2025-06-09 | BIGH, LLC · 10% owner, other | LLC Units in The Baldwin Insurance Group Holdings, LLC | J — Other acquisition or disposition | −50,000 | SEC filing |
| 2025-06-09 | Baldwin Lowry · Director, 10% owner, other | Class B Common Stock | J — Other acquisition or disposition | +50,000 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.