Baldwin Insurance Group, Inc. (BWIN) Insider Ownership

Historic Insider Ownership Trends

BWIN's three largest insider shareholders as of March 23, 2026 are Lowry Baldwin (Director, 12.54Mn shares), Llc Bigh, (TenPercentOwner, 12.54Mn shares), Laura Sherman (Other, 2.24Mn shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Insurance Group Holdings, Llc Baldwin 13,274,090 0 13 Mar, 2024
Lowry Baldwin 0 12,537,590 04 Mar, 2026
Laura Sherman 0 2,236,218 07 Oct, 2024
Kristopher Aaron Wiebeck Chief Strategy Officer 0 1,113,367 01 Dec, 2022
Paul Eugene Sparks 0 996,706 04 Mar, 2026
John A. Valentine Chief Partnership Officer 0 913,709 15 May, 2023
James Morgan Roche See Remarks 322,437 0 17 Mar, 2026
A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 Daniel 71,090 206,748 08 Dec, 2021
Bradford Hale Chief Financial Officer 184,338 0 17 Mar, 2026
Trevor Baldwin Chief Executive Officer 104,549 0 17 Mar, 2026
John A. Valentine Chief Partnership Officer 93,222 0 13 Nov, 2023
Chris Thomas Sullivan 83,254 0 05 Jan, 2026
Phillip E Casey 0 65,000 22 Sep, 2021
Corbyn N. Lichon Chief Accounting Officer 55,258 0 17 Mar, 2026
Daniel Galbraith See Remarks 43,486 0 17 Mar, 2026
Seth Bala Cohen General Counsel 29,024 0 17 Mar, 2026
Trevor Baldwin Chief Executive Officer 0 27,676 13 Jun, 2025
Kristopher Aaron Wiebeck Chief Strategy Officer 20,035 0 21 Aug, 2023
Joseph John Kadow 17,172 0 05 Jan, 2026
Barbara Ruth Matas 17,172 0 05 Jan, 2026
Jay A Cohen 16,195 0 05 Jan, 2026
H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Elizabeth 15,742 0 08 Dec, 2021
Christopher John Stephens General Counsel 12,360 0 05 May, 2021
Ellyn Shook 12,017 0 05 Jan, 2026
Myron K Williams 12,017 0 05 Jan, 2026
Sunita Parasuraman 12,017 0 05 Jan, 2026
Phillip E Casey 11,030 0 04 Apr, 2023
Bradford Hale Chief Financial Officer 0 10,000 13 Nov, 2023
Sathish Muthukrishnan 7,826 0 05 Jan, 2026
Robert D. Eddy 7,571 0 05 Apr, 2021
Laura Sherman 1,326 0 03 Apr, 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
15 Mar, 2026 Corbyn N. Lichon Class A Common Stock D 102 $21.06 55,545 D F
15 Mar, 2026 Bradford Hale Class A Common Stock D 556 $21.06 184,740 D F
15 Mar, 2026 Daniel Galbraith Class A Common Stock D 556 $21.06 43,888 D F
15 Mar, 2026 Seth Bala Cohen Class A Common Stock D 254 $21.06 29,570 D F
15 Mar, 2026 James Morgan Roche Class A Common Stock D 501 $21.06 322,437 D F
15 Mar, 2026 Trevor Baldwin Class A Common Stock D 1,297 $21.06 105,219 D F
15 Mar, 2026 Daniel Galbraith Class A Common Stock D 402 $21.06 43,486 D F
15 Mar, 2026 Corbyn N. Lichon Class A Common Stock D 121 $21.06 55,424 D F
15 Mar, 2026 Seth Bala Cohen Class A Common Stock D 283 $21.06 29,287 D F
15 Mar, 2026 Trevor Baldwin Class A Common Stock D 670 $21.06 104,549 D F
15 Mar, 2026 Bradford Hale Class A Common Stock D 402 $21.06 184,338 D F
15 Mar, 2026 Corbyn N. Lichon Class A Common Stock D 96 $21.06 55,328 D F
15 Mar, 2026 Seth Bala Cohen Class A Common Stock D 263 $21.06 29,024 D F
15 Mar, 2026 Corbyn N. Lichon Class A Common Stock D 70 $21.06 55,258 D F
06 Mar, 2026 Elizabeth Krystyn Class B Common Stock D 90,556 $0.00 1,350,100 I C
06 Mar, 2026 Elizabeth Krystyn Class A Common Stock A 90,556 $0.00 90,556 I C
06 Mar, 2026 Elizabeth Krystyn Class A Common Stock D 90,556 $21.25 0 I S
06 Mar, 2026 Elizabeth Krystyn Class B Common Stock D 29,431 $0.00 446,912 I C
06 Mar, 2026 Elizabeth Krystyn Class A Common Stock A 29,431 $0.00 29,431 I C
06 Mar, 2026 Elizabeth Krystyn Class A Common Stock D 29,431 $21.25 0 I S