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, Inc. officer James Morgan Roche reported equity compensation activity involving Class A common stock. He acquired 29,544 shares at $0.00 per share as settlement of performance-based restricted stock units granted in 2023, after predetermined performance goals were achieved. To cover income tax withholding on this issuance, 8,847 shares were withheld by the company at $16.57 per share, a tax-withholding disposition rather than an open-market sale. Following these transactions, he directly holds 62,810 shares of Class A common stock.
Baldwin Insurance Group, Inc. officer Daniel Galbraith reported equity compensation activity in Class A common stock. On February 23, 2026, he acquired 29,544 shares at $0.00 per share through settlement of performance-based restricted stock units granted in 2023, after predetermined performance goals were achieved.
On the same date, 7,630 shares were disposed of at $16.57 per share as shares withheld by the issuer to cover income tax withholding obligations related to this award settlement, rather than an open-market sale. Following these transactions, Galbraith directly owned 25,763 Class A shares.
Baldwin Insurance Group, Inc. Chief Executive Officer Trevor Baldwin reported equity compensation activity involving Class A common stock. On February 23, 2026, he acquired 65,655 shares at $0.00 per share as a grant/award, issued in settlement of performance-based restricted stock units granted in 2023 that settled based on predetermined performance goals.
On the same date, 17,157 shares were disposed of at $16.57 per share through a tax-withholding disposition, with shares withheld by the issuer to satisfy income tax obligations related to the PSU share issuance. Following these transactions, Baldwin directly held 59,832 Class A shares and indirectly held 27,676 Class A shares through the TLB 2020 Trust.
Capital International Investors has disclosed a significant passive stake in The Baldwin Insurance Group, Inc. As of December 31, 2025, it is deemed to beneficially own 3,618,132 shares of Baldwin’s common stock, representing 5.1% of the class based on 71,589,503 shares believed outstanding.
The firm reports sole voting and dispositive power over all 3,618,132 shares and no shared power. The filing notes that the securities were acquired and are held in the ordinary course of business and are not intended to change or influence control of Baldwin Insurance Group.
Champlain Investment Partners, LLC, a Vermont-based investment adviser, filed a Schedule 13G reporting a passive ownership stake in Baldwin Insurance Group, Inc. common stock as of 12/31/2025.
Champlain reports beneficial ownership of 3,650,410 shares, representing 3.8% of Baldwin Insurance’s common stock. It has sole voting power over 3,439,025 shares and sole dispositive power over 3,650,410 shares, with no shared voting or dispositive power.
Champlain certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Baldwin Insurance Group, nor in connection with any control-related transaction.
Champlain Investment Partners, LLC reported beneficial ownership of 3,915,879 shares of Baldwin Insurance Group, Inc. common stock, representing 5.5% of the class as of the reported date. Champlain has sole voting power over 2,916,824 shares and sole dispositive power over 3,915,879 shares, with no shared voting or dispositive power.
The firm is a Vermont-based investment adviser filing on a passive basis and certifies that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Baldwin Insurance Group.
Capital Research Global Investors filed an amended Schedule 13G reporting its beneficial ownership of The Baldwin Insurance Group, Inc. common stock. It reports beneficial ownership of 3,017,071 shares, representing 4.2% of the 71,589,503 shares believed to be outstanding as of the event date.
Capital Research Global Investors has sole voting and sole dispositive power over these 3,017,071 shares, with no shared voting or dispositive power. The filer certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
Baldwin Insurance Group, Inc. Chief Accounting Officer Corbyn N. Lichon reported a routine tax‑related share withholding. On January 1, 2026, 85 shares of Class A common stock were withheld by the issuer at $24.03 per share to cover income tax obligations tied to previously granted restricted stock. After this transaction, Lichon directly beneficially owned 46,672 shares of Class A common stock.
Baldwin Insurance Group, Inc. director Paul Eugene Sparks reported receiving Class A Common Stock through a prior transaction agreement. On January 2, 2026, a total of 982,606 shares of Class A Common Stock were acquired indirectly by the Paul Sparks Trust, 96,787 shares were acquired indirectly by The Paul Sparks Inheritor's Trust, and 18,042 shares were acquired indirectly through his individual retirement account.
According to the footnotes, these shares represent amounts Sparks was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC under a Transaction Agreement dated December 2, 2025 among Baldwin Insurance Group, CAC and other parties. The issuance was approved by the company’s Board of Directors pursuant to Rule 16b-3(d)(1), and the trusts are entities for which Sparks acts as trustee while he remains the beneficial owner of the IRA-held shares.
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.