Baldwin Insurance's top three insider shareholders as of May 23, 2026 are Lowry Baldwin (Chairman, 16.38Mn shares), Lowry Baldwin (Chairman, 13.27Mn shares), Lowry Baldwin (Director, 12.54Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Chris Thomas Sullivan | - | 84,475 | 0 | 03 Apr, 2026 |
| Joseph John Kadow | - | 18,393 | 0 | 03 Apr, 2026 |
| Phillip E Casey | - | 0 | 65,000 | 22 Sep, 2021 |
| Ellyn Shook | - | 13,238 | 0 | 03 Apr, 2026 |
| Barbara Ruth Matas | - | 18,393 | 0 | 03 Apr, 2026 |
| Bradford Hale | Chief Financial Officer | 174,501 | 0 | 03 Apr, 2026 |
| Laura Sherman | - | 0 | 2,236,218 | 07 Oct, 2024 |
| Llc Bigh, | - | 12,537,590 | 0 | 04 Mar, 2026 |
| Lowry Baldwin | Chairman | 0 | 16,381,478 | 07 Dec, 2021 |
| Daniel Galbraith | Chief Operating Officer | 0 | 1,134,644 | 30 Aug, 2024 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 0 | 1,113,367 | 01 Dec, 2022 |
| John A. Valentine | Chief Partnership Officer | 0 | 913,709 | 15 May, 2023 |
| Trevor Baldwin | Chief Executive Officer | 0 | 1,942,388 | 13 Jun, 2025 |
| Elizabeth Krystyn | - | 0 | 446,912 | 06 Mar, 2026 |
| James Morgan Roche | - | 781,786 | 0 | 15 Dec, 2025 |
| H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Elizabeth | - | 15,742 | 0 | 08 Dec, 2021 |
| A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 Daniel | - | 71,090 | 206,748 | 08 Dec, 2021 |
| Corbyn N. Lichon | Chief Accounting Officer | 57,291 | 0 | 03 Apr, 2026 |
| Jay A Cohen | - | 17,416 | 0 | 03 Apr, 2026 |
| Myron K Williams | - | 13,238 | 0 | 03 Apr, 2026 |
| Sunita Parasuraman | - | 13,238 | 0 | 03 Apr, 2026 |
| Seth Bala Cohen | General Counsel | 29,024 | 0 | 17 Mar, 2026 |
| Sathish Muthukrishnan | - | 9,047 | 0 | 03 Apr, 2026 |
| Paul Eugene Sparks | - | 0 | 1,111,535 | 04 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Myron K Williams | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Bradford Hale | Class A Common Stock | D | 9,837 | $21.53 | 174,501 | D | F |
| 01 Apr, 2026 | Barbara Ruth Matas | Class A Common Stock | A | 1,221 | $0.00 | 18,393 | D | A |
| 01 Apr, 2026 | Chris Thomas Sullivan | Class A Common Stock | A | 1,221 | $0.00 | 84,475 | D | A |
| 01 Apr, 2026 | Sunita Parasuraman | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Paul Eugene Sparks | Class A Common Stock | A | 2,275 | $0.00 | 2,275 | D | A |
| 01 Apr, 2026 | Joseph John Kadow | Class A Common Stock | A | 1,221 | $0.00 | 18,393 | D | A |
| 01 Apr, 2026 | Jay A Cohen | Class A Common Stock | A | 1,221 | $0.00 | 17,416 | D | A |
| 01 Apr, 2026 | Jay A Cohen | Class A Common Stock | A | 1,221 | $0.00 | 17,416 | D | A |
| 01 Apr, 2026 | Sathish Muthukrishnan | Class A Common Stock | A | 1,221 | $0.00 | 9,047 | D | A |
| 01 Apr, 2026 | Bradford Hale | Class A Common Stock | D | 9,837 | $21.53 | 174,501 | D | F |
| 01 Apr, 2026 | Paul Eugene Sparks | Class A Common Stock | A | 2,275 | $0.00 | 2,275 | D | A |
| 01 Apr, 2026 | Sunita Parasuraman | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Sathish Muthukrishnan | Class A Common Stock | A | 1,221 | $0.00 | 9,047 | D | A |
| 01 Apr, 2026 | Myron K Williams | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Chris Thomas Sullivan | Class A Common Stock | A | 1,221 | $0.00 | 84,475 | D | A |
| 01 Apr, 2026 | Corbyn N. Lichon | Class A Common Stock | A | 2,033 | $0.00 | 57,291 | D | A |
| 01 Apr, 2026 | Corbyn N. Lichon | Class A Common Stock | A | 2,033 | $0.00 | 57,291 | D | A |
| 01 Apr, 2026 | Ellyn Shook | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Ellyn Shook | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |