Data spanning the past 90 days through January 14, 2026 reveals that Baldwin Insurance's three principal insider shareholders consist of TenPercentOwner Llc Bigh, (12.57Mn shares), Other Laura Sherman (2.24Mn shares), Other A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 Daniel (2.21Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Llc Bigh, | 12,572,590 | 11 Jun, 2025 | |
| Laura Sherman | 2,237,544 | 03 Apr, 2025 | |
| A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 Daniel | 2,207,811 | 08 Dec, 2021 | |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 1,133,402 | 21 Aug, 2023 |
| John A. Valentine | Chief Partnership Officer | 1,006,931 | 13 Nov, 2023 |
| Bradford Hale | Chief Financial Officer | 144,659 | 07 Aug, 2025 |
| Chris Thomas Sullivan | 83,254 | 05 Jan, 2026 | |
| Phillip E Casey | 76,030 | 04 Apr, 2023 | |
| Corbyn N. Lichon | Chief Accounting Officer | 46,757 | 03 Apr, 2025 |
| James Morgan Roche | Nan | 42,113 | 15 Dec, 2025 |
| Trevor Baldwin | Chief Executive Officer | 39,010 | 18 Mar, 2025 |
| Paul Eugene Sparks | 18,042 | 06 Jan, 2026 | |
| Barbara Ruth Matas | 17,172 | 05 Jan, 2026 | |
| Joseph John Kadow | 17,172 | 05 Jan, 2026 | |
| Jay A Cohen | 16,195 | 05 Jan, 2026 | |
| H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Elizabeth | 15,742 | 08 Dec, 2021 | |
| Christopher John Stephens | General Counsel | 12,360 | 05 May, 2021 |
| Sunita Parasuraman | 12,017 | 05 Jan, 2026 | |
| Myron K Williams | 12,017 | 05 Jan, 2026 | |
| Ellyn Shook | 12,017 | 05 Jan, 2026 | |
| Seth Bala Cohen | General Counsel | 10,465 | 15 Aug, 2025 |
| Sathish Muthukrishnan | 7,826 | 05 Jan, 2026 | |
| Robert D. Eddy | 7,571 | 05 Apr, 2021 | |
| Daniel Galbraith | Nan | 3,849 | 14 May, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Jan, 2026 | Paul Eugene Sparks | Class A Common Stock | A | 96,787 | - | 96,787 | I | A |
| 02 Jan, 2026 | Paul Eugene Sparks | Class A Common Stock | A | 982,606 | - | 982,606 | I | A |
| 02 Jan, 2026 | Paul Eugene Sparks | Class A Common Stock | A | 18,042 | - | 18,042 | I | A |
| 01 Jan, 2026 | Chris Thomas Sullivan | Class A Common Stock | A | 1,054 | $0.00 | 83,254 | D | A |
| 01 Jan, 2026 | Joseph John Kadow | Class A Common Stock | A | 1,054 | $0.00 | 17,172 | D | A |
| 01 Jan, 2026 | Ellyn Shook | Class A Common Stock | A | 1,054 | $0.00 | 12,017 | D | A |
| 01 Jan, 2026 | Barbara Ruth Matas | Class A Common Stock | A | 1,054 | $0.00 | 17,172 | D | A |
| 01 Jan, 2026 | Jay A Cohen | Class A Common Stock | A | 1,054 | $0.00 | 16,195 | D | A |
| 01 Jan, 2026 | Myron K Williams | Class A Common Stock | A | 1,054 | $0.00 | 12,017 | D | A |
| 01 Jan, 2026 | Sunita Parasuraman | Class A Common Stock | A | 1,054 | $0.00 | 12,017 | D | A |
| 01 Jan, 2026 | Sathish Muthukrishnan | Class A Common Stock | A | 1,054 | $0.00 | 7,826 | D | A |
| 15 Dec, 2025 | James Morgan Roche | Class A Common Stock | D | 73,977 | $23.98 | 48,136 | D | S |
| 15 Dec, 2025 | James Morgan Roche | - | - | 42,113 | D | |||
| 15 Dec, 2025 | James Morgan Roche | - | - | 48,136 | D | |||
| 15 Dec, 2025 | James Morgan Roche | Class A Common Stock | D | 6,023 | $24.70 | 42,113 | D | S |
| 12 Dec, 2025 | James Morgan Roche | Class A Common Stock | D | 100,000 | $24.20 | 122,113 | D | S |
| 12 Dec, 2025 | James Morgan Roche | - | - | 122,113 | D | |||
| 11 Dec, 2025 | James Morgan Roche | Class B Common Stock | D | 240,000 | $0.00 | 781,786 | D | C |
| 11 Dec, 2025 | James Morgan Roche | - | - | 282,113 | D | |||
| 11 Dec, 2025 | James Morgan Roche | - | - | 222,113 | D |