Baldwin Insurance Group, Inc. BWIN
Price
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Results from SEC filings
| Revenue | $1.5B | +8% | FY ending Dec 31, 2025 |
|---|---|---|---|
| Operating income | $73.9M | +22% | FY ending Dec 31, 2025 |
| Net income | $-33.8M | -38% | FY ending Dec 31, 2025 |
| Earnings per share | $-0.50 | -28% | FY ending Dec 31, 2025 |
| Cash from operations | $-29.4M | -157% | FY ending Dec 31, 2025 |
| Capital spending | $21.4M | -3% | FY ending Dec 31, 2023 |
| Cash | $123.7M | +37% | FY ending Dec 31, 2025 |
| Long-term debt | $399.0M | FY ending Dec 31, 2020 | |
| Shareholders' equity | $600.2M | +3% | FY ending Dec 31, 2025 |
Insider trades
Last 12 months: 2 open-market buys ($1.0M) and 8 sales ($13.3M) by officers, directors and big owners. These are exact: shares times the price each insider reported. Several sales by one person on one day are combined (average price).
| Insider | Trade | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Seth Bala CohenGeneral Counsel | Sold | 15,000 | $20.01 | $300K | May 14, 2026 |
| Elizabeth Krystyn | Sold2 fills | 130,018 | $21.20 avg | $2.8M | May 7, 2026 |
| Elizabeth Krystyn | Sold2 fills | 71,982 | $21.19 avg | $1.5M | May 6, 2026 |
| Elizabeth Krystyn | Sold2 fills | 119,987 | $21.25 avg | $2.5M | Mar 6, 2026 |
| Paul Eugene SparksDirector | Bought | 15,200 | $22.10 | $336K | Mar 3, 2026 |
| Paul Eugene SparksDirector | Bought | 29,000 | $22.96 | $666K | Mar 2, 2026 |
| James Morgan RocheSee Remarks | Sold2 fills | 80,000 | $24.03 avg | $1.9M | Dec 15, 2025 |
| James Morgan RocheSee Remarks | Sold | 100,000 | $24.20 | $2.4M | Dec 12, 2025 |
| James Morgan RocheSee Remarks | Sold | 60,000 | $23.34 | $1.4M | Dec 11, 2025 |
| James Morgan RocheSee Remarks | Sold | 15,000 | $25.08 | $376K | Dec 5, 2025 |
Other insider moves (85): pay awards, option exercises, tax withholding, gifts
| Insider | Trade | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Lowry BaldwinDirector, 10% owner | Inherited | 8,350 | – | – | Oct 14, 2026 |
| Paul Eugene SparksDirector | Tax withholding | 244 | $31.77 | $7,752 | Oct 1, 2026 |
| Myron K WilliamsDirector | Award | 824 | – | – | Oct 1, 2026 |
| Joseph John KadowDirector | Award | 824 | – | – | Oct 1, 2026 |
| Sunita ParasuramanDirector | Award | 824 | – | – | Oct 1, 2026 |
| Paul Eugene SparksDirector | Award | 824 | – | – | Oct 1, 2026 |
| Jay A CohenDirector | Award | 824 | – | – | Oct 1, 2026 |
| Sathish MuthukrishnanDirector | Award | 824 | – | – | Oct 1, 2026 |
| Ellyn ShookDirector | Award | 824 | – | – | Oct 1, 2026 |
| Chris Thomas SullivanDirector | Award | 824 | – | – | Oct 1, 2026 |
| Barbara Ruth MatasDirector | Award | 824 | – | – | Oct 1, 2026 |
| Paul Eugene SparksDirector | Tax withholding | 416 | $26.91 | $11K | Jul 1, 2026 |
| Myron K WilliamsDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Chris Thomas SullivanDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Ellyn ShookDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Paul Eugene SparksDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Sunita ParasuramanDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Sathish MuthukrishnanDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Barbara Ruth MatasDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Jay A CohenDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Joseph John KadowDirector | Award | 1,207 | – | – | Jul 1, 2026 |
| Elizabeth Krystyn | Converted2 fills | 202,000 | – | – | May 6, 2026 |
| Elizabeth Krystyn | Converted2 fills | 202,000 | – | – | May 6, 2026 |
| Bradford HaleChief Financial Officer | Tax withholding | 9,837 | $21.53 | $212K | Apr 1, 2026 |
| Paul Eugene SparksDirector | Tax withholding | 784 | $21.53 | $17K | Apr 1, 2026 |
| Corbyn N. LichonChief Accounting Officer | Award | 2,033 | – | – | Apr 1, 2026 |
| Paul Eugene SparksDirector | Award | 2,275 | – | – | Apr 1, 2026 |
| Myron K WilliamsDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Chris Thomas SullivanDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Ellyn ShookDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Sunita ParasuramanDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Barbara Ruth MatasDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Sathish MuthukrishnanDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Joseph John KadowDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Jay A CohenDirector | Award | 1,221 | – | – | Apr 1, 2026 |
| Trevor BaldwinChief Executive Officer, Director | Tax withholding2 fills | 1,967 | $21.06 avg | $41K | Mar 15, 2026 |
| Daniel GalbraithSee Remarks | Tax withholding2 fills | 958 | $21.06 avg | $20K | Mar 15, 2026 |
| Bradford HaleChief Financial Officer | Tax withholding2 fills | 958 | $21.06 avg | $20K | Mar 15, 2026 |
| Seth Bala CohenGeneral Counsel | Tax withholding3 fills | 800 | $21.06 avg | $17K | Mar 15, 2026 |
| James Morgan RocheSee Remarks | Tax withholding | 501 | $21.06 | $11K | Mar 15, 2026 |
| Corbyn N. LichonChief Accounting Officer | Tax withholding4 fills | 389 | $21.06 avg | $8,192 | Mar 15, 2026 |
| Elizabeth Krystyn | Converted2 fills | 119,987 | – | – | Mar 6, 2026 |
| Elizabeth Krystyn | Converted2 fills | 119,987 | – | – | Mar 6, 2026 |
| Trevor BaldwinChief Executive Officer, Director | Tax withholding | 30,288 | $22.29 | $675K | Mar 3, 2026 |
| James Morgan RocheSee Remarks | Tax withholding | 14,679 | $22.29 | $327K | Mar 3, 2026 |
| Bradford HaleChief Financial Officer | Tax withholding | 10,260 | $22.29 | $229K | Mar 3, 2026 |
| Daniel GalbraithSee Remarks | Tax withholding | 10,232 | $22.29 | $228K | Mar 3, 2026 |
| Seth Bala CohenGeneral Counsel | Tax withholding | 7,217 | $22.29 | $161K | Mar 3, 2026 |
| Corbyn N. LichonChief Accounting Officer | Tax withholding | 3,395 | $22.29 | $76K | Mar 3, 2026 |
| Corbyn N. LichonChief Accounting Officer | Award | 9,506 | – | – | Mar 3, 2026 |
| Seth Bala CohenGeneral Counsel | Award | 19,324 | – | – | Mar 3, 2026 |
| James Morgan RocheSee Remarks | Award | 34,807 | – | – | Mar 3, 2026 |
| Daniel GalbraithSee Remarks | Award | 28,913 | – | – | Mar 3, 2026 |
| Bradford HaleChief Financial Officer | Award | 28,986 | – | – | Mar 3, 2026 |
| Trevor BaldwinChief Executive Officer, Director | Award | 76,972 | – | – | Mar 3, 2026 |
| Paul Eugene SparksDirector | Gift | 30,100 | – | – | Mar 2, 2026 |
| Lowry BaldwinDirector, 10% owner | Other | 35,000 | – | – | Mar 2, 2026 |
| Bigh, Llc10% owner | Other | 35,000 | – | – | Mar 2, 2026 |
| James Morgan RocheSee Remarks | Award | 240,000 | – | – | Feb 26, 2026 |
| Trevor BaldwinChief Executive Officer, Director | Tax withholding | 17,157 | $16.57 | $284K | Feb 23, 2026 |
Trades by members of Congress
3 members reported 0 buys and 5 sales since Feb 6, 2025. Amounts are legal ranges, not exact figures.
| Member | Trade | Amount | Traded | Reported | Owner |
|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. D | Sold | $1,001–$15K | Oct 3, 2025 | Nov 18, 202546 days later | Self |
| Josh Gottheimer D | Sold | $1,001–$15K | Sep 23, 2025 | Oct 15, 2025 | Joint |
| Scott Franklin R | Sold some | $500K–$1.0M | Apr 10, 2025 | Apr 17, 2025 | Joint |
| Scott Franklin R | Sold some | $1.0M–$5.0M | Feb 7, 2025 | Feb 23, 2025 | Joint |
| Scott Franklin R | Sold some | $15K–$50K | Feb 6, 2025 | Feb 23, 2025 | Joint |
Latest SEC filings
- News filing: Quarterly results, Public announcement (Reg FD) 8-K · Oct 27, 2026
- News filing 8-K · Oct 9, 2026
- News filing: Executive or board change 8-K · Sep 21, 2026
- News filing: Signed a major agreement, Public announcement (Reg FD) 8-K · Sep 14, 2026
- Quarterly report 10-Q · Jul 30, 2026
- News filing: Quarterly results 8-K · Jul 30, 2026
- News filing: Executive or board change, Shareholder vote results 8-K · Jun 4, 2026
- Insider plans to sell 144 · May 14, 2026
- Insider plans to sell 144 · May 6, 2026
- Quarterly report 10-Q · May 4, 2026
- News filing: Quarterly results 8-K · May 4, 2026
- Shareholder meeting proxy DEF 14A · Apr 22, 2026
- Insider plans to sell 144 · Mar 6, 2026
- Annual report 10-K · Feb 26, 2026
- News filing: Quarterly results 8-K · Feb 26, 2026
- News filing 8-K · Jan 2, 2026
- News filing: Signed a major agreement, Bought or sold a business or assets, Took on new debt, Sold unregistered shares, Executive or board change 8-K · Jan 2, 2026
- Insider plans to sell 144 · Dec 15, 2025
- Insider plans to sell 144 · Dec 12, 2025
- Insider plans to sell 144 · Dec 11, 2025
- Insider plans to sell 144 · Dec 5, 2025
- News filing: Signed a major agreement, Sold unregistered shares, Public announcement (Reg FD) 8-K · Dec 2, 2025
- Quarterly report 10-Q · Nov 4, 2025
- News filing: Quarterly results 8-K · Nov 4, 2025
- News filing: Signed a major agreement, Took on new debt 8-K · Sep 18, 2025
About Baldwin Insurance Group, Inc.
Business description
- Industry
- Insurance Agents, Brokers & Service
- Sector
- Finance
- Headquarters
- Tampa, FL
- Incorporated in
- DE
- Fiscal year ends
- December 31
- Exchange
- Nasdaq
- Filer size
- Large accelerated filer
- Formerly
- BRP Group, Inc.
- SEC company number (CIK)
- 1781755
Company figures and insider trades: U.S. Securities and Exchange Commission (EDGAR). Congress trades: Clerk of the U.S. House of Representatives. Nebula is not affiliated with either and this page is not investment advice.