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BWIN · NASDAQ · Insurance - Brokers

Baldwin (BWIN)

Insurance brokerage platform spanning advisory, MGA products, and embedded distribution.

$31.89
vs last close−0.06 (−0.17%)

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13F · 13D/G · Form 4

Insiders20.10%28.04M shares
18 holders · as of Jul 2, 2026
Strategic holders11.05%15.41M shares
2 holders · as of Mar 4, 2026
Other68.85%96.04M shares
remainder

139.50M company shares as of Sep 23, 2026 · holders as of their latest filing

Two share counts disagree (139.50M in the company's Sep 23, 2026 report, 81.06M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Lowry Baldwin1,2Insiderdirector, 10 percent owner, other: See Remarks
14.29%19.94M Afiled May 8, 2026
Bigh, LLCStrategic10 percent owner, other: Member of 10% Owner Group
8.99%12.54M Bfiled Mar 4, 2026
William Blair Investment Management, LLCInstitution
4.87%6.79Mfiled May 7, 2026
BlackRock, Inc.Strategic
2.06%2.88Mfiled Feb 2, 2021
T. Rowe Price Associates, Inc.Institution
1.73%2.41Mfiled Feb 16, 2021
Laura ShermanInsiderother: Member of 10% owner group
1.65%1,326 A · 2.29M Bfiled Apr 3, 2025
Trevor BaldwinInsiderdirector, officer, other: Chief Executive Officer
1.47%104,549 A · 1.94M Bfiled Mar 17, 2026
Daniel GalbraithInsiderofficer, other: See Remarks
0.84%43,486 A · 1.13M Bfiled Mar 17, 2026
James Morgan RocheInsiderofficer: See Remarks
0.79%322,437 A · 781,786 Bfiled Mar 17, 2026
Paul Eugene SparksInsiderdirector
0.72%998,988 Afiled Jul 2, 2026
Bradford HaleInsiderofficer, other: Chief Financial Officer
0.13%174,501 Afiled Apr 3, 2026
Chris Thomas SullivanInsiderdirector
0.06%85,682 Afiled Jul 2, 2026
Corbyn N. LichonInsiderofficer: Chief Accounting Officer
0.04%57,291 Afiled Apr 3, 2026
Willis Johnathan DanielInsiderofficer: Interim CAO
0.03%38,553 Afiled Jun 17, 2026
Joseph John KadowInsiderdirector
0.01%19,600 Afiled Jul 2, 2026
Barbara Ruth MatasInsiderdirector
0.01%19,600 Afiled Jul 2, 2026
Jay A. CohenInsiderdirector
0.01%18,623 Afiled Jul 2, 2026
Sunita ParasuramanInsiderdirector
0.01%14,445 Afiled Jul 2, 2026
Ellyn ShookInsiderdirector
0.01%14,445 Afiled Jul 2, 2026
Myron K. WilliamsInsiderdirector
0.01%14,445 Afiled Jul 2, 2026
Seth Bala CohenInsiderofficer: General Counsel
0.01%14,024 Afiled May 15, 2026
Sathish MuthukrishnanInsiderdirector
0.01%10,254 Afiled Jul 2, 2026
Champlain Investment Partners, LLCInstitution
—5.50% of class, as filed—filed Feb 12, 2026
FMR LLCStrategic
—15.00% of class, as filed—filed Nov 5, 2025
IHC Holdings, Inc.Strategic
—10.21% of class, as filed—filed Dec 10, 2020
  1. Lowry Baldwin's transaction reports restate only vehicles that traded; the 2026 ownership statement (19.94M) is used instead.
  2. Lowry Baldwin reports a block also reported by Bigh, LLC; it is counted once, under Bigh, LLC.

13F

No 13F holders on record.

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
L. Lowry Baldwin17.00%19.94M13GMay 8, 2026
FMR LLC15.00%10.70M13GNov 5, 2025
William Blair Investment Management, LLC7.00%6.79M13GMay 7, 2026
Champlain Investment Partners, LLC5.50%3.92M13GFeb 12, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 14, 2026
Seth Bala Cohenofficer: General Counsel
Sale15,000$20.0114,024
May 7, 2026
Elizabeth Krystynother: Member of 10% Owner Group
Sale · 2 lots130,018$21.200
May 6, 2026
Elizabeth Krystynother: Member of 10% Owner Group
Sale · 2 lots71,982$21.1931,740
Mar 6, 2026
Elizabeth Krystynother: Member of 10% Owner Group
Sale29,431$21.250
Mar 2, 2026
Paul Eugene Sparksdirector
Purchase29,000$22.96981,506
Mar 3, 2026
Paul Eugene Sparksdirector
Purchase15,200$22.10996,706
Dec 15, 2025
James Morgan Rocheofficer: See Remarks
Sale · 2 lots80,000$24.0342,113
Dec 12, 2025
James Morgan Rocheofficer: See Remarks
Sale100,000$24.20122,113
Dec 11, 2025
James Morgan Rocheofficer: See Remarks
Sale60,000$23.34222,113
Dec 5, 2025
James Morgan Rocheofficer: See Remarks
Sale15,000$25.0842,113

House and Senate disclosures

Not reported.