BWIN

Baldwin Insurance Group, Inc.

Nasdaq · Insurance Agents, Brokers & Service · Inc. DE · CIK 0001781755
$18.13 -1.84% $2.6B
Insider Selling Cluster (2 insiders)23 New Institutional Positions6 Institutional Exits
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusBuy (65%)
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity23 buys / 6 sells
Insider Activity1B / 3S
Insider Net $-$3.2M
SEC Reports4
Exchange Nasdaq·Sector Insurance Agents, Brokers & Service·Inc. DE·CIK 0001781755·Prev Close $18.47

Recent Activity

Jun 5, 2026 short_volume
Short Volume: BWIN — 79.5% short (0.5M / 0.6M)
Short: 458,300 | Exempt: 700 | TRF Vol: 576,438 | Short Ratio: 79.5% | Off-exchange volume (dark poo
Jun 4, 2026 SEC
Baldwin Insurance Group filed an 8-K reporting the appointment of Johnathan Daniel as interim Chief Accounting Officer d
8-K — Impact 2/10
May 15, 2026 SEC
Two insiders at Baldwin Insurance Group sold a combined $2.38M in stock over a week, representing just 0.085% of market
CLUSTER — Impact 3/10
May 14, 2026 Insider
Cohen Seth Bala sold 15,000 shares
General Counsel @ $20.01 ($300.1K)
May 7, 2026 Insider
Krystyn Elizabeth sold 98,278 shares
$21.20 ($2.1M)
May 6, 2026 Insider
Krystyn Elizabeth disposed of 152,000 shares
May 4, 2026 SEC
Baldwin Insurance Group reported Q1 2026 total revenue of $532.2M (+29% YoY, beating consensus of $523.8M), but organic
8-K — Impact 5/10
Inst.
FMR LLC — ADD
13,954,062 shares ($306.2M)

Price Targets

$29.00 +60.0% upside Strong Buy
Current $18.13 Low $23.00 Median $26.00 High $37.00 9 analysts
$23.00 $37.00

Analyst Ratings

Buy65% buy · 17 analysts
5Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 UBS MAINTAIN Buy → Buy
May 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 9, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.47 $0.40 — $0.49 12% YoY 9
Next Q $0.45 ▲ +0.7% $0.40 — $0.47 44% YoY 9
Current FY $2.01 $1.90 — $2.09 21% YoY 10
Next FY $2.51 $2.25 — $2.65 24% YoY 10

Latest Reports

NEUTRAL 8-K 2/10
Baldwin Insurance Group filed an 8-K reporting the appointment of Johnathan Daniel as interim Chief Accounting Officer d
Jun 4, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Baldwin Insurance Group sold a combined $2.38M in stock over a week, representing just 0.085% of market
May 15, 2026

Top Institutional Holders

FundValueMove
FMR LLC$306.2MADD
WILLIAM BLAIR INVESTMENT MANAGEMENT,$149.1MADD
BlackRock, Inc.$145.9M—
VANGUARD PORTFOLIO MANAGEMENT LLC$76.2M—
VANGUARD CAPITAL MANAGEMENT LLC$76.0M—

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Cohen SethSELL$300.1K
May 7, 2026Krystyn ElizabethSELL$2.1M
May 6, 2026Krystyn ElizabethC$0.00
May 6, 2026Krystyn ElizabethSELL$1.1M
May 6, 2026Krystyn ElizabethC$0.00
50 institutional holders with $1.3B total value (61,264,159 shares) as of 2026-Q1. Top holders: FMR, WILLIAM, BlackRock,. Net buying activity: 23 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC13,954,062$306.2M22.8%ADD +29.2%
2WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6,794,492$149.1M11.1%ADD +47.8%
3BlackRock, Inc.6,651,300$145.9M10.9%—
4VANGUARD PORTFOLIO MANAGEMENT LLC3,475,131$76.2M5.7%—
5VANGUARD CAPITAL MANAGEMENT LLC3,464,919$76.0M5.7%—
6BAMCO INC /NY/2,710,068$59.5M4.4%—
7STATE STREET CORP2,473,254$54.3M4.0%—
8NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,979,883$43.4M3.2%—
9MORGAN STANLEY1,803,207$39.6M2.9%DOUBLED +244.8%
10Capital International Investors1,643,557$36.1M2.7%TRIM -54.6%
11NOMURA HOLDINGS INC1,543,018$33.9M2.5%NEW
12Capital Research Global Investors1,542,849$33.9M2.5%TRIM -48.9%
13DIMENSIONAL FUND ADVISORS LP1,333,871$29.3M2.2%—
14Artisan Partners Limited Partnership1,217,970$26.7M2.0%NEW
15FRONTIER CAPITAL MANAGEMENT CO LLC1,102,452$24.2M1.8%DOUBLED +329.1%
16MetLife Investment Management, LLC937,693$20.6M1.5%ADD +51.4%
17JANUS HENDERSON GROUP PLC881,885$19.3M1.4%—
18BANK OF AMERICA CORP /DE/848,407$18.6M1.4%ADD +51.9%
19ROYAL BANK OF CANADA778,281$17.1M1.3%—
20GOLDMAN SACHS GROUP INC682,472$15.0M1.1%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD10,796,35113,954,062+29.2%$306.2M2026-Q1
MORGAN STANLEYDOUBLED522,9581,803,207+244.8%$39.6M2026-Q1
Capital International InvestorsTRIM3,618,1321,643,557-54.6%$36.1M2026-Q1
NOMURA HOLDINGS INCNEW—1,543,018—$33.9M2026-Q1
Capital Research Global InvestorsTRIM3,017,0711,542,849-48.9%$33.9M2026-Q1
Artisan Partners Limited PartnershipNEW—1,217,970—$26.7M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCDOUBLED256,9011,102,452+329.1%$24.2M2026-Q1
MetLife Investment Management, LLCADD619,292937,693+51.4%$20.6M2026-Q1
BANK OF AMERICA CORP /DE/ADD558,528848,407+51.9%$18.6M2026-Q1
Woodline Partners LPTRIM1,458,314489,940-66.4%$10.7M2026-Q1
SEI INVESTMENTS COADD344,534456,174+32.4%$10.0M2026-Q1
Point72 Asset Management, L.P.DOUBLED109,353446,978+308.7%$9.8M2026-Q1
CWM, LLCDOUBLED738114,948+15475.6%$2.5M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM138,61583,508-39.8%$1.9M2026-Q1
BROWN BROTHERS HARRIMAN & CODOUBLED16580,665+48787.9%$1.8M2026-Q1
DEUTSCHE BANK AG\ADD59,95379,759+33.0%$1.7M2026-Q1
Russell Investments Group, Ltd.TRIM99,03059,269-40.2%$1.3M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD43,08359,046+37.1%$1.3M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD33,13844,908+35.5%$985.3K2026-Q1
Mariner, LLCADD32,73642,303+29.2%$928.1K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD31,69740,864+28.9%$896.6K2026-Q1
Orion Porfolio Solutions, LLCADD17,43624,098+38.2%$528.7K2026-Q1
Holocene Advisors, LPTRIM63,24216,446-74.0%$360.8K2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD12,74315,981+25.4%$350.6K2026-Q1
AMERIPRISE FINANCIAL INCADD8,89011,990+34.9%$263.1K2026-Q1
17 unique insiders with 43 transactions. Net insider value: -$3.2M ($335.9K bought, $3.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Cohen Seth BalaGeneral CounselSELL15,000$20.01$300.1K
May 7, 2026Krystyn ElizabethSELL98,278$21.20$2.1M
May 6, 2026Krystyn ElizabethCONVERT152,000——
May 6, 2026Krystyn ElizabethSELL53,722$21.19$1.1M
May 6, 2026Krystyn ElizabethCONVERT152,000——
May 6, 2026Krystyn ElizabethCONVERT152,000——
Apr 1, 2026Cohen Jay ADirectorAWARD1,221——
Apr 1, 2026Shook EllynDirectorAWARD1,221——
Apr 1, 2026Lichon Corbyn N.Chief Accounting OfficerAWARD2,033——
Apr 1, 2026Hale BradfordChief Financial OfficerTAX W/H9,837$21.53$211.8K
Apr 1, 2026Sparks Paul EugeneDirectorAWARD2,275——
Apr 1, 2026Sparks Paul EugeneDirectorTAX W/H784$21.53$16.9K
Apr 1, 2026Williams Myron KDirectorAWARD1,221——
Apr 1, 2026SULLIVAN CHRIS THOMASDirectorAWARD1,221——
Apr 1, 2026Parasuraman SunitaDirectorAWARD1,221——
Apr 1, 2026Matas Barbara RuthDirectorAWARD1,221——
Apr 1, 2026Muthukrishnan SathishDirectorAWARD1,221——
Apr 1, 2026KADOW JOSEPH JOHNDirectorAWARD1,221——
Mar 15, 2026Galbraith DanielSee RemarksTAX W/H556$21.06$11.7K
Mar 15, 2026Cohen Seth BalaGeneral CounselTAX W/H254$21.06$5.3K
Mar 15, 2026Lichon Corbyn N.Chief Accounting OfficerTAX W/H102$21.06$2.1K
Mar 15, 2026Roche James MorganSee RemarksTAX W/H501$21.06$10.6K
Mar 15, 2026Baldwin TrevorChief Executive OfficerTAX W/H1,297$21.06$27.3K
Mar 15, 2026Hale BradfordChief Financial OfficerTAX W/H556$21.06$11.7K
Mar 6, 2026Krystyn ElizabethCONVERT90,556——
Mar 6, 2026Krystyn ElizabethCONVERT90,556——
Mar 3, 2026Lichon Corbyn N.Chief Accounting OfficerAWARD9,506——
Mar 3, 2026Galbraith DanielSee RemarksAWARD28,913——
Mar 3, 2026Roche James MorganSee RemarksAWARD34,807——
Mar 3, 2026Baldwin TrevorChief Executive OfficerAWARD76,972——
Mar 3, 2026Cohen Seth BalaGeneral CounselAWARD19,324——
Mar 3, 2026Sparks Paul EugeneDirectorBUY15,200$22.10$335.9K
Mar 3, 2026Hale BradfordChief Financial OfficerAWARD28,986——
Mar 2, 2026Sparks Paul EugeneDirectorGIFT30,100——
Mar 2, 2026Baldwin LowryDirectorJ35,000——
Mar 2, 2026Baldwin LowryDirectorJ35,000——
Feb 26, 2026Roche James MorganSee RemarksAWARD240,000——
Feb 23, 2026Roche James MorganSee RemarksAWARD29,544——
Feb 23, 2026Baldwin TrevorChief Executive OfficerAWARD65,655——
Feb 23, 2026Galbraith DanielSee RemarksAWARD29,544——
Feb 23, 2026Cohen Seth BalaGeneral CounselAWARD10,167——
Feb 23, 2026Lichon Corbyn N.Chief Accounting OfficerAWARD4,744——
Feb 23, 2026Hale BradfordChief Financial OfficerAWARD29,544——
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 2 neutral. Avg impact: 4.0/10.
NEUTRAL 8-K 2/10
Baldwin Insurance Group filed an 8-K reporting the appointment of Johnathan Daniel as interim Chief
Jun 4, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Baldwin Insurance Group sold a combined $2.38M in stock over a week, representing ju
May 15, 2026
MIXED 8-K 5/10
Baldwin Insurance Group reported Q1 2026 total revenue of $532.2M (+29% YoY, beating consensus of $5
May 4, 2026
MIXED 8-K 6/10
Baldwin Insurance Group reported full-year 2025 revenue growth of 8% to $1.5 billion with organic re
Feb 26, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (65% buy). Based on 17 analysts: 5 strong buy, 6 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$29.00 mean target +60.0% upside Strong Buy (1.90)
$23.00 Low $37.00 High
MetricValue
Current Price$18.13
Target Low$23.00
Target Mean$29.00
Target Median$26.00
Target High$37.00
# Analysts9
RecommendationStrong Buy (1.90)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.47 $0.40 $0.49 11.7% +0.1% 0↑ 5↓ $0.5B 29.6% 9
Next Q
2026-09-30
 $0.45 $0.40 $0.47 43.6% +0.7% 4↑ 1↓ $0.5B 35.3% 9
Current FY
2026-12-31
 $2.01 $1.90 $2.09 20.6% +0.3% 3↑ 3↓ $2.0B 33.5% 10
Next FY
2027-12-31
 $2.51 $2.25 $2.65 24.4% -0.2% 5↑ 2↓ $2.2B 10.0% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.469
7d ago$0.469
30d ago$0.469+0.000
60d ago$0.487-0.018
90d ago$0.479-0.010
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 UBS MAINTAIN Buy Buy
May 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy Buy
Apr 9, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Mar 9, 2026 UBS MAINTAIN Buy Buy
Feb 27, 2026 Raymond James UPGRADE Outperform Strong Buy
Feb 27, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 7, 2026 JP Morgan MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265660065%
May 1, 20265650069%
Apr 1, 20265650069%
Mar 1, 20265650069%
Feb 1, 20264650067%
Jan 1, 20264650067%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 5, 2026
short_volume
Short Volume: BWIN — 79.5% short (0.5M / 0.6M)
Short: 458,300 | Exempt: 700 | TRF Vol: 576,438 | Short Ratio: 79.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BWIN — 76.7% short (0.4M / 0.6M)
Short: 448,263 | Exempt: 26,097 | TRF Vol: 584,233 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: BWIN — 88.3% short (0.5M / 0.6M)
Short: 504,115 | Exempt: 21,799 | TRF Vol: 571,099 | Short Ratio: 88.3% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: BWIN — 86.0% short (0.7M / 0.8M)
Short: 688,170 | Exempt: 0 | TRF Vol: 799,922 | Short Ratio: 86.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
BWIN Q1 2026 Earnings After Market Close — 2026-05-04
Apr 29, 2026
short_interest
FTD: BWIN — 90,860 shares ($2.2M) failed to deliver
Settlement: 20260429, Price: $23.72, FTD Value: $2,155,199.2, THE BALDWIN INSURANCE GROUP, I
Apr 17, 2026
short_volume
Short Volume: BWIN — 73.4% short (0.5M / 0.7M)
Short: 502,635 | Exempt: 152 | TRF Vol: 684,740 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_volume
Short Volume: BWIN — 88.0% short (0.5M / 0.5M)
Short: 462,854 | Exempt: 5,426 | TRF Vol: 525,986 | Short Ratio: 88.0% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_volume
Short Volume: BWIN — 73.2% short (0.5M / 0.6M)
Short: 458,978 | Exempt: 6,372 | TRF Vol: 627,000 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Mar 19, 2026
short_interest
FTD: BWIN — 27,534 shares ($0.6M) failed to deliver
Settlement: 20260319, Price: $21.13, FTD Value: $581,793.42, THE BALDWIN INSURANCE GROUP, I
Mar 18, 2026
short_interest
FTD: BWIN — 29,937 shares ($0.6M) failed to deliver
Settlement: 20260318, Price: $21.42, FTD Value: $641,250.54, THE BALDWIN INSURANCE GROUP, I
Mar 10, 2026
short_interest
FTD: BWIN — 42,736 shares ($0.9M) failed to deliver
Settlement: 20260310, Price: $20.01, FTD Value: $855,147.36, THE BALDWIN INSURANCE GROUP, I
Mar 9, 2026
short_interest
FTD: BWIN — 45,756 shares ($1.0M) failed to deliver
Settlement: 20260309, Price: $21.03, FTD Value: $962,248.68, THE BALDWIN INSURANCE GROUP, I
Feb 26, 2026
earnings_calendar
BWIN Q4 2025 Earnings After Market Close — 2026-02-26