Welcome to our dedicated page for Baldwin Insurance Group SEC filings (Ticker: BWIN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Baldwin Insurance Group officer James Roche reported multiple equity transactions in December 2025. He reported transactions involving 240,000 shares of Class B common stock, 240,000 LLC units in The Baldwin Insurance Group Holdings, LLC and 240,000 shares of Class A common stock, each shown with a stated price of $0 per share.
Roche then sold Class A common stock in several transactions: 60,000 shares at a weighted average price of $23.34, 100,000 shares at $24.2, 73,977 shares at $23.98 and 6,023 shares at $24.7, with each price reflecting multiple trades within disclosed ranges. After these transactions, he beneficially owned 42,113 shares of Class A common stock and 781,786 LLC units and Class B shares, which the footnotes state may be exchanged one-for-one into Class A stock at any time.
The Baldwin Insurance Group, Inc. (Nasdaq: BWIN) filed its Q3 2025 10‑Q, showing higher sales but a wider loss. Total revenue was $365.4 million, up from $338.9 million a year ago, driven mainly by commissions and fees. Operating income fell to $3.2 million from $15.4 million as compensation, outside commissions, and amortization rose. After interest and refinancing costs, the company reported a net loss attributable to Baldwin of $18.7 million versus $8.4 million last year, or $0.27 per basic and diluted Class A share.
For the first nine months, revenue reached $1.16 billion and the net loss attributable to Baldwin was $8.0 million. Cash from operations was $(39.7) million, reflecting earnout and working capital movements, while financing inflows were $182.4 million amid debt activity. The balance sheet shows $3.79 billion in assets, with goodwill and intangibles increasing after acquisitions, and debt consisting of a $66.0 million revolver draw and $1.57 billion long‑term debt. During the quarter, Baldwin closed two deals—MultiStrat and Hippo’s homebuilder distribution network—with $129.1 million in total consideration; these contributed $12.2 million revenue and $2.7 million net income in Q3. Class A shares outstanding were 71.4 million and Class B were 47.2 million as of September 30, 2025.
The Baldwin Insurance Group (BWIN) furnished an 8‑K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
The company states the information in this report, including Exhibit 99.1, is being furnished and not deemed “filed” under the Exchange Act. The filing lists BWIN’s Class A common stock on the Nasdaq Global Select Market and includes an Inline XBRL cover page as Exhibit 104.
Baldwin Insurance Group (BWIN)October 1, 2025, director Barbara Ruth Matas acquired 861 shares of Class A common stock at $0. After this award, she directly holds 16,118 shares.
Jay A. Cohen, a director of Baldwin Insurance Group, Inc. (BWIN), reported a non‑derivative transaction dated 10/01/2025 in which 861 shares of Class A common stock were acquired under code V. The filing shows 15,141 shares beneficially owned by Mr. Cohen after the transaction. The Form 4 was signed by Seth Cohen as attorney‑in‑fact on 10/03/2025.
Baldwin Insurance Group (BWIN) director Joseph John Kadow reported acquiring 861 shares of Class A common stock on 10/01/2025 at a reported price of $0. Following the transaction, he beneficially owned 16,118 shares directly and 5,000 shares indirectly through the Joseph J. Kadow Revocable Trust of 2008.
The report was filed on Form 4 by one reporting person and reflects changes in the director’s ownership of Baldwin Insurance Group, Inc. Class A common stock.
Sathish Muthukrishnan, a director of Baldwin Insurance Group, Inc. (BWIN), reported an open-market acquisition of 861 shares of Class A common stock on 10/01/2025. Following that transaction, he beneficially owned 6,772 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025. The filing does not disclose a purchase price beyond a price of $0 listed in the non-derivative table (often used when price is not reported on the form). No derivative securities or other transactions are reported.
Sunita Parasuraman, a director of Baldwin Insurance Group, Inc. (BWIN), reported a non-derivative acquisition of 861 shares of Class A Common Stock on 10/01/2025. The reported transaction code is V and the reported price is $0, leaving the reporting person with 10,963 shares beneficially owned following the transaction. The filing was signed by an attorney-in-fact on 10/03/2025.
Ellyn Shook, a director of Baldwin Insurance Group, Inc. (BWIN), reported acquiring 861 Class A common shares on 10/01/2025. The transaction is reported as an acquisition with a reported price of $0, and following the transaction Ms. Shook beneficially owned 10,963 shares. The filing records no derivative transactions and was signed by Seth Cohen as attorney-in-fact on 10/03/2025. This Form 4 discloses a straightforward insider purchase/grant by a director and contains no other compensatory or derivative details.
Chris Thomas Sullivan, a director of Baldwin Insurance Group, Inc. (BWIN), reported an acquisition of 861 shares of Class A common stock on 10/01/2025 at a reported price of $0. After the transaction the reporting person beneficially owned 82,200 shares. The Form 4 was signed on behalf of Mr. Sullivan by an attorney-in-fact on 10/03/2025. The filing shows no derivative transactions and contains no additional remarks.
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