Baldwin Insurance (NASDAQ: BWIN) director receives 1,207-share stock grant
Baldwin Insurance Group (NASDAQ: BWIN) director Ellyn Shook was granted 1,207 shares of Class A Common Stock as equity compensation. This transaction, reported on Form 4, increased Shook's direct holdings to 14,445 shares. The grant was valued at $0.0000 per share, indicating it was an award rather than an open-market purchase.
Director at Baldwin Insurance (BWIN) receives 1,207-share stock award
Joseph John Kadow, a director at Baldwin Insurance Group, Inc. (BWIN), has received a stock award of 1,207 Class A Common Stock shares at a stated price of $0.0000 per share. This compensation-related grant increased his direct holdings to 19,600 shares, with an additional 5,000 shares held indirectly through a revocable trust. The transaction was not an open-market purchase or sale.
Form 4 Baldwin Insurance Group Inc For: 2 July By Investing.com
This article announces that Baldwin Insurance Group Inc. filed a Form 4 for insider transactions on July 2nd. It was published by Investing.com, a platform that provides financial market data and news. The content primarily serves as a placeholder for the Form 4 announcement within a larger financial news portal.
Baldwin Insurance Group (BWIN) director awarded 1,207 Class A shares
Barbara Ruth Matas, a director at Baldwin Insurance Group (BWIN), was awarded 1,207 shares of Class A common stock at no cash price. This compensation-related grant increased her direct holdings to 19,600 shares. The transaction was reported in a Form 4 SEC filing on July 2, 2026.
Director at Baldwin Insurance (BWIN) receives 1,207-share stock grant
Baldwin Insurance Group director Jay A. Cohen received a grant of 1,207 shares of Class A Common Stock as a stock award, with the shares acquired at $0.00 per share, indicating compensation rather than a purchase. Following this grant, Cohen now directly holds 18,623 shares of Class A Common Stock. The transaction was reported in a Form 4 filing, highlighting an increase in his holdings without any sales.
Director at Baldwin Insurance (BWIN) granted 1,207 new shares
Baldwin Insurance Group, Inc. director Muthukrishnan Sathish was granted 1,207 shares of Class A Common Stock at $0.00 per share, a compensation-related award. This transaction increased his direct holdings to 10,254 shares of Class A Common Stock. The filing, categorized as "Neutral" in impact and sentiment by Rhea-AI, details the non-derivative securities acquired by the director.
Director at Baldwin Insurance (BWIN) awarded 1,207 Class A shares
Baldwin Insurance Group director Myron K. Williams was granted 1,207 shares of Class A Common Stock on July 1, 2026, at a price of $0.00 per share, indicating a compensation-related award. Following this transaction, Williams directly holds 14,445 shares of the company. The Form 4 filing reports this as an acquisition transaction and confirms no derivative securities.
Baldwin Insurance Group, Inc. Class A Actuals & Estimates (NASDAQ:BWIN)
This article provides an overview of Baldwin Insurance Group, Inc. (NASDAQ: BWIN) stock performance, financials, and analyst forecasts. It details stock price movements, market capitalization, earnings reports, and future revenue expectations. The article also includes frequently asked questions regarding BWIN's stock ticker, volatility, trading information, and investment advice.
Baldwin Insurance (BWIN) interim CAO reports initial share holdings
Baldwin Insurance Group, Inc.'s interim CAO Daniel Willis Johnathan has filed an initial statement of beneficial ownership for Class A Common Stock. He directly holds 35,406 shares and indirectly holds 3,147 shares through an individual retirement account. The direct shares include 25,406 from a previous transaction and 10,000 restricted shares that will vest in installments through 2030, subject to continued employment.
Analysts’ Top Financial Picks: Baldwin Insurance Group (BWIN), Marketaxess Holdings (MKTX)
This article highlights bullish sentiments from financial analysts on three companies: Baldwin Insurance Group (BWIN), Marketaxess Holdings (MKTX), and Canaccord Genuity (CCORF). Adam Klauber of William Blair maintained a Buy rating for Baldwin, while Jeff Schmitt, also from William Blair, maintained a Buy for Marketaxess. Graham Ryding of TD Cowen maintained a Buy rating for Canaccord Genuity.
Baldwin Insurance Group Names Interim Chief Accounting Officer
Baldwin Insurance Group (BWIN) has appointed Johnathan Daniel as interim Chief Accounting Officer, effective mid-to-late June 2026, to cover for Corbyn Lichon's maternity leave. Daniel brings extensive experience in insurance and public-company reporting. The company also held its 2026 Annual Meeting, electing Class I directors and approving executive compensation and its independent accounting firm.
Analysts’ Top Financial Picks: Baldwin Insurance Group (BWIN), Marketaxess Holdings (MKTX)
Adam Klauber from William Blair maintained a Buy rating on Baldwin Insurance Group (BWIN), citing a 56.1% potential upside. Jeff Schmitt from William Blair also maintained a Buy rating on Marketaxess Holdings (MKTX), while Canaccord Genuity (CCORF) received a Buy rating from TD Cowen's Graham Ryding with a C$16.00 price target. The article highlights bullish sentiments from analysts across these financial sector companies.
Artisan Small Cap Fund Initiated a Position in The Baldwin Insurance Group (BWIN) During Market Dip
Artisan Small Cap Fund initiated a new "GardenSM" position in The Baldwin Insurance Group, Inc. (BWIN) during Q1 2026, capitalizing on a broad selloff in insurance brokerage stocks. The fund sees potential despite investor concerns about AI disruption, believing these risks are overstated for BWIN's middle-market focus and recent acquisition. While Artisan maintains conviction in BWIN, the article notes that 15 hedge funds held BWIN in Q1 2026, a decrease from the previous quarter, and suggests other AI stocks might offer higher returns.
Artisan Small Cap Fund Initiated a Position in The Baldwin Insurance Group (BWIN) During Market Dip
Artisan Small Cap Fund initiated a new "GardenSM" position in The Baldwin Insurance Group, Inc. (BWIN) during Q1 2026, taking advantage of a broad sell-off in insurance brokerage stocks. The fund believes concerns about AI disrupting traditional insurance models are overstated and was encouraged by Baldwin's acquisition of CAC Group. BWIN closed at $19.24 per share on June 4, 2026, with a market capitalization of $1.88 billion, though it has seen significant declines over the past year.
Baldwin Insurance (Nasdaq: BWIN) taps interim CAO and wins key 2026 shareholder votes
Baldwin Insurance Group, Inc. (Nasdaq: BWIN) has appointed Johnathan Daniel as its interim Chief Accounting Officer, effective mid-to-late June 2026, when current CAO Corbyn Lichon begins maternity leave. Daniel, currently the Executive Director of Finance, will receive a $300,000 annual base salary and a bonus of at least $300,000 for 2026, payable in fully vested Class A shares. Separately, shareholders approved the election of four Class I directors and ratified PricewaterhouseCoopers LLP as the independent auditor for fiscal year 2026, along with an advisory vote supporting executive compensation.
BWIN - Baldwin Insurance Group Inc Stock Price and Quote
This article provides a detailed stock quote and financial data for Baldwin Insurance Group Inc. (BWIN), including its current stock price, market capitalization, key financial ratios, analyst ratings, and recent news. It also includes information on insider transactions for several company officers and directors.
Analysts Conflicted on These Financial Names: Fifth Third Bancorp (FITB), Orrstown Financial Services (ORRF) and Baldwin Insurance Group (BWIN)
This article reports on analyst ratings for three financial companies: Fifth Third Bancorp (FITB), Orrstown Financial Services (ORRF), and Baldwin Insurance Group (BWIN). Fifth Third Bancorp received a "Strong Buy" consensus with a 13.6% potential upside. Orrstown Financial Services has a "Moderate Buy" consensus, while Baldwin Insurance Group also holds a "Moderate Buy" rating.
Baldwin Insurance Group general counsel Seth Cohen sells $300,150 stock By Investing.com
Seth Cohen, General Counsel for Baldwin Insurance Group (NASDAQ:BWIN), sold 15,000 shares of Class A Common Stock for a total of $300,150 on May 14, 2026. This transaction occurred as the company's shares have declined 50% over the past year, though InvestingPro analysis indicates the stock is undervalued. The sale follows Baldwin Group's Q1 2026 earnings report, where the company met EPS expectations and exceeded revenue forecasts with $532.2 million.
Baldwin Insurance Group general counsel Seth Cohen sells $300,150 stock
Seth Cohen, General Counsel of Baldwin Insurance Group, Inc. (NASDAQ:BWIN), sold 15,000 shares of Class A Common Stock for a total of $300,150 on May 14, 2026, leaving him with 14,024 shares. This insider sale follows a 50% decline in BWIN shares over the past year, although analysis suggests the stock is undervalued. The company recently reported strong Q1 2026 earnings, meeting EPS expectations and exceeding revenue forecasts.
Baldwin Insurance (BWIN) General Counsel sells 15,000 shares in open-market trade
Baldwin Insurance Group's General Counsel, Seth Bala Cohen, sold 15,000 shares of Class A Common Stock on May 14, 2026, at a weighted average price of $20.01 per share. Following this open-market transaction, he directly holds 14,024 shares. This insider selling activity was reported in a Form 4 SEC filing, indicating a moderate filing impact and negative sentiment.
BWIN (NASDAQ: BWIN) files Rule 144 notice listing 15,000 Class A shares for resale
BWIN (NASDAQ: BWIN) has filed a Rule 144 notice for the proposed resale of 15,000 Class A common shares. This filing is a notification of intent to resell securities, not an executed transaction, and details the source of these shares from various equity grants in March 2026. The notice highlights that further steps, such as a Form 4 filing, would be required to show actual transactions.
Capital International Investors holds 1.64M BWIN shares (BWIN)
Capital International Investors has filed an amended Schedule 13G/A, disclosing beneficial ownership of 1,643,557 shares of The Baldwin Insurance Group, Inc. (BWIN). This represents 1.7% of the company's common stock, classifying it as a passive investment of 5% or less. The filing indicates Capital International Investors holds sole voting and dispositive power over these shares.
Baldwin Insurance Group (BWIN) founders show 17% Class A stake led by L. Lowry Baldwin
An amended Schedule 13G/A filing for Baldwin Insurance Group (BWIN) reveals that L. Lowry Baldwin, one of the founders, beneficially owns 19,938,909 shares of Class A common stock, representing a 17.0% stake. This ownership includes shares issuable upon the exchange of paired LLC Unit/Class B Share interests, and L. Lowry Baldwin also holds shared voting power over an additional 7,401,319 shares through a Voting Agreement. The filing details multiple reporting persons, including BIGH, LLC and other individual founders and their trusts, all of whom are subject to the Voting Agreement led by L. Lowry Baldwin.
Krystyn Elizabeth sells $4.28 million of Baldwin Insurance Group stock
Krystyn Elizabeth, identified as a Member of a 10% Owner Group, sold approximately $4.28 million worth of Baldwin Insurance Group (NASDAQ:BWIN) Class A Common Stock through two trusts on May 6 and May 7, 2026. These sales followed the conversion of LLC Units into Class A Common Stock. Separately, Baldwin Group recently announced strong Q1 2026 financial results, with EPS matching expectations and revenue exceeding forecasts.
Krystyn family trusts trim Baldwin Insurance (BWIN) stake after 202K-share sale
Elizabeth Krystyn, through family trusts, converted and sold 202,000 shares of Baldwin Insurance Group (BWIN) Class A common stock between May 6-7, 2026. The shares were sold in open-market transactions at weighted average prices ranging from $21.18 to $21.20 per share, amounting to over $4.28 million. Following these transactions, the trusts no longer indirectly hold Class A shares from the reported activities, though other indirect holdings like LLC units and Class B common stock remain.
Baldwin Insurance Group (BWIN) Losses Widen And Test Profitability Turnaround Narrative
Baldwin Insurance Group (BWIN) reported widening losses in Q1 2026, with a basic EPS loss of US$0.50 and a trailing 12-month net loss of US$33.8 million. This challenges the consensus analyst narrative of an impending profitability turnaround, especially as revenue has plateaued and losses have grown over the past five years. While bulls point to growth catalysts and an optimistic valuation, bears caution against the company's unprofitability and shareholder dilution, suggesting current pricing may be too high given the ongoing losses.
William Blair owns 6.79M Baldwin Insurance (NASDAQ: BWIN) — 7.0% stake
William Blair Investment Management, LLC has reported a 7.0% beneficial ownership stake in Baldwin Insurance Group, Inc. (NASDAQ: BWIN), amounting to 6,794,492 shares. This disclosure, made via an amended Schedule 13G/A filing, indicates that William Blair holds sole voting power over 6,190,476 shares and sole dispositive power over all 6,794,492 shares. The filing underscores William Blair's significant passive investment in Baldwin Insurance.
Charles Schwab (NYSE: BWIN) Form 144: 202,000 Class A shares listed
Charles Schwab (NYSE: BWIN) has filed a Form 144 for the proposed sale of 202,000 Class A common shares. This transaction is described as a "Redemption/Exchange of Class B Common and LLC Units" and is tied to a corporate reorganization during the company's IPO, with an effective date of May 6, 2026. The filing also details two trust-level dispositions of Class A shares that occurred on March 6, 2026, totaling over 120,000 shares.
Baldwin Group (NASDAQ: BWIN) Q1 2026 revenue jumps 29% on deals
The Baldwin Group reported robust financial results for Q1 2026, with total revenue increasing by 29% to $532.2 million, largely due to contributions from recent partnerships, especially CAC Group. Despite a GAAP net loss of $1.9 million, adjusted EBITDA rose 21% to $137.2 million. The company is actively integrating acquisitions and advancing its "3B/30 Catalyst transformation program" to further drive organic growth and efficiency.
What's Driving Baldwin Insurance Stock Lower Before Earnings Report?
Baldwin Insurance Group's shares declined after announcing an expanded AI partnership with Anthropic, but also due to rising short interest and bearish technical indicators. The company is set to report earnings, with analysts expecting 59 cents EPS and $524 million in revenue, while the stock carries a "Buy" rating with an average $30.43 price target.
THE BALDWIN INSURANCE GROUP ($BWIN) Releases Q1 2026 Earnings
THE BALDWIN INSURANCE GROUP ($BWIN) announced its Q1 2026 earnings, reporting $0.63 per share, missing estimates of $0.65, and revenue of $532,240,000, which also fell short of expectations. The article also details recent insider trading activity, institutional investor moves, and current analyst ratings and price targets for the company's stock.
The Baldwin Group Announces First Quarter 2026 Results
The Baldwin Group reported robust first-quarter 2026 results, with total revenue increasing 29% year-over-year to $532.2 million and adjusted EBITDA growing 21% to $137.2 million. The company noted significant contributions from new partnerships, particularly CAC Group, whose integration is ahead of schedule with 80% of expense synergies actioned. Despite a GAAP net loss of $1.9 million, adjusted diluted EPS was $0.63, reflecting strong underlying performance and expectations for accelerating organic growth through the year.
The Baldwin Group Announces First Quarter 2026 Results
The Baldwin Group announced its first quarter 2026 results. Quantisnow Plus members received an alert about this press release shortly after its publication. Quantisnow provides real-time market data to retail investors, including SEC filings, FDA approvals, analyst ratings, insider trading, and press releases.
Baldwin Insurance Group, Inc. ($BWIN) CEO 2025 Pay Revealed
Baldwin Insurance Group, Inc.'s CEO, Trevor Baldwin, is estimated to have received $5,253,032 in compensation in 2025, an 8.65% decrease from 2024. The article also details recent insider trading activity, hedge fund movements, analyst ratings, and price targets for BWIN stock.
Assessing Baldwin Insurance Group (BWIN) Valuation As Azimuth Re Captive Launch Targets Construction Clients
Baldwin Insurance Group (BWIN) has launched Azimuth Re Ltd., a captive insurance program for construction clients, amidst mixed stock performance. While recent share price momentum is positive, the long-term returns show a significant decline. Analysts suggest BWIN is undervalued with a fair value of $29.33 per share, but this relies on successful growth assumptions and faces competition risks.
Is Baldwin Insurance Group (BWIN) Using Azimuth Re to Sharpen Its Construction Risk-Mitigated Growth Strategy?
Baldwin Insurance Group (BWIN) recently launched Azimuth Re Ltd., a group captive designed to deepen relationships with safety-focused construction clients, particularly those paying substantial annual premiums for workers’ compensation, general liability, and auto insurance. This initiative aims to address risk mitigation and deepen client ties, though its immediate impact on Baldwin's significant issues like elevated leverage and competitive pressures is expected to be limited. The company is balancing investment in client relationships with capital return, as evidenced by a recent share repurchase authorization, all while forecasting significant revenue growth despite current losses.
BofA Securities Adjusts Baldwin Insurance Group Price Target to $36 From $38, Maintains Buy Rating
BofA Securities has revised its price target for Baldwin Insurance Group (BWIN) to $36, down from $38, while reaffirming a Buy rating on the stock. The adjustment was published on April 14, 2026, at 11:03 am EDT. Baldwin Insurance Group is an independent insurance distribution company with three operating groups: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions.
A Look At Baldwin Insurance Group (BWIN) Valuation As Azimuth Re Expands Its Construction Risk Offering
Baldwin Insurance Group (BWIN) is expanding its specialized risk solutions with Azimuth Re, a member-owned captive for construction firms. Despite this, the stock has seen declines recently, with a 1-year total shareholder return loss of 49.62%. Analysts view the company as 32.1% undervalued, with a fair value estimate of $31.50 against a last close of $21.39, although pressure points like pricing compression and elevated leverage remain.
The Baldwin Group Launches Azimuth Re, Ltd., a Member-Owned Group Captive for Construction Leaders
The Baldwin Group, in partnership with Innovative Captive Strategies, has launched Azimuth Re, Ltd., a new member-owned group captive designed for construction leaders. This captive is tailored for high-performing contractors who pay $250,000 or more annually in workers' compensation, general liability, and auto premiums, offering them greater control, stability, and the opportunity to share in underwriting profits. The initiative aims to provide a more disciplined approach to risk management and transform it into a competitive advantage for its members.
Director at Baldwin Insurance (BWIN) gets 1,221-share stock grant
Baldwin Insurance Group (BWIN) director Joseph John Kadow received a grant of 1,221 Class A Common Stock shares on April 1, 2026. This stock-based award, valued at $0.00 per share, increased his direct holdings to 18,393 Class A shares. Additionally, Kadow holds 5,000 Class A shares indirectly through the Joseph J. Kadow Revocable Trust of 2008.
Director Jay A. Cohen awarded 1,221 Baldwin Insurance (BWIN) shares
Baldwin Insurance Group director Jay A. Cohen was awarded 1,221 shares of Class A Common Stock on April 1, 2026, as a grant or award with no stated price. This transaction increased his direct holdings to 17,416 shares. The Form 4 filing indicates this was a compensation-related acquisition rather than a market purchase, with no insider sales reported.
Director at Baldwin Insurance (BWIN) receives 1,221-share stock grant
Baldwin Insurance Group director Sunita Parasuraman was granted 1,221 shares of Class A Common Stock as equity compensation on April 1, 2026. This non-cash award, valued at $0.0000 per share, increased her direct holdings to 13,238 shares. The transaction, reported in a Form 4 filing, signifies routine director compensation and was not an open-market purchase or sale.
Director at Baldwin Insurance (BWIN) receives 1,221-share stock grant
Baldwin Insurance Group director Muthukrishnan Sathish was granted 1,221 shares of Class A Common Stock on April 1, 2026, as equity compensation with a stated price of $0.00 per share. Following this transaction, Sathish directly holds 9,047 shares of BWIN. The filing was a Form 4, classified as an acquisition (code A).
Baldwin Insurance (BWIN) director gets stock grant, shares withheld for tax
Baldwin Insurance Group, Inc. director Paul Eugene Sparks received a grant of 2,275 shares of Class A common stock at a price of $0.00 per share. Of these shares, 784 were withheld by the issuer at $21.53 per share to cover income tax withholding obligations. After these transactions, Sparks directly holds 1,491 shares and reports significant indirect holdings through various entities.
Baldwin Insurance (BWIN) CAO awarded 2,033 restricted shares vesting 2027–2031
Baldwin Insurance Group's Chief Accounting Officer, Corbyn N. Lichon, was granted 2,033 restricted shares of Class A common stock as part of her compensation. These shares were awarded at $0.00 per share and will vest in five equal installments annually from January 1, 2027, to January 1, 2031, contingent on her continued employment. Following this transaction, Ms. Lichon directly holds 57,291 shares of Class A common stock in the company.
Director at Baldwin Insurance (BWIN) receives 1,221-share stock award
Baldwin Insurance Group director Barbara Ruth Matas was granted 1,221 shares of Class A Common Stock on April 1, 2026, as reported in a Form 4 filing. This compensation-related award, at $0.00 per share, increases her direct holdings to 18,393 shares. The transaction was a grant, not an open-market purchase, and no sales were reported.
Director Ellyn Shook granted 1,221 Baldwin (BWIN) shares
Baldwin Insurance Group director Ellyn Shook was granted 1,221 shares of Class A Common Stock on April 1, 2026, at no cost. This transaction, detailed in a Form 4 filing, increased her direct holdings in the company to 13,238 shares. The grant is considered an acquisition as stock-based compensation rather than an open-market purchase.
Baldwin Insurance Group (BWIN) director granted 1,221 shares
Baldwin Insurance Group (BWIN) director Williams Myron K was granted 1,221 shares of Class A Common Stock at a price of $0.00 per share, increasing his direct holdings to 13,238 shares. This transaction was an award, not an open-market purchase or sale, and is reflected in a Form 4 filing. The grant indicates non-cash equity compensation for the director.
Baldwin Insurance Group (BWIN) director granted 1,221-share stock award
Baldwin Insurance Group director Chris Thomas Sullivan received a stock award of 1,221 shares of Class A Common Stock on April 1, 2026, as compensation. The grant was priced at $0.00 per share, not an open-market purchase. Following this award, Sullivan directly owns 84,475 shares of BWIN.
Share Buyback and Analyst Upgrade Could Be A Game Changer For Baldwin Insurance Group (BWIN)
Baldwin Insurance Group (BWIN) recently received a "Strong Buy" upgrade from Raymond James following its impressive organic growth and margin expansion. This was accompanied by the authorization of a US$250 million share repurchase program, signaling management's confidence. These developments, along with a new partnership with Fairway Independent Mortgage, aim to strengthen Baldwin's investment narrative and address profitability challenges, despite existing concerns about leverage and pricing pressures.
