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).
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.
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.
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 (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.
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.
Vanguard disaggregates holdings; Baldwin Insurance (BWIN) shows 0 owned by Vanguard
Vanguard Group has filed an amended Schedule 13G/A for Baldwin Insurance Group (BWIN), reporting zero shares beneficially owned and 0% of the class. This change is due to an internal realignment on January 12, 2026, where Vanguard disaggregated its holdings, with subsidiaries now reporting ownership separately. The filing is administrative and does not indicate a divestment but rather a change in reporting structure, with future filings by disaggregated Vanguard entities expected to show actual holdings.
Baldwin Insurance (BWIN) CFO reports 958-share tax withholding
Baldwin Insurance Group, Inc.'s CFO, Hale Bradford, reported a tax withholding of 958 Class A common shares valued at $21.06 per share on March 15, 2026. These shares were withheld by the issuer to satisfy income tax obligations related to the vesting of restricted stock. After this transaction, Bradford directly holds 184,338 Class A shares and indirectly holds 10,000 shares through a revocable trust.
Baldwin Insurance Group (NASDAQ:BWIN) Stock Price Up 4.4% - Here's What Happened
Baldwin Insurance Group (NASDAQ:BWIN) saw its stock price increase by 4.4% during mid-day trading on Friday, reaching $22.045 with over 1.15 million shares traded. Despite the stock price rise, analysts have mixed ratings, with a consensus "Hold" and several firms cutting their price targets recently. The company reported an EPS beat of $0.31 against estimates of $0.29, though revenue slightly missed expectations at $347.3 million.
Baldwin Insurance (BWIN) withholds shares to cover tax on vesting
Baldwin Insurance Group (BWIN) officer James Morgan Roche reported a tax-related share disposition. The company withheld 501 shares of Class A common stock at $21.06 per share to cover income tax obligations stemming from restricted stock vesting. This was a tax-withholding transaction, not an open-market sale, and Roche now directly holds 322,437 shares.
Baldwin Insurance (BWIN) CEO has 1,967 shares withheld for tax obligations
Baldwin Insurance Group, Inc.'s CEO, Trevor Baldwin, had 1,967 Class A shares withheld by the issuer on March 15, 2026, to cover income tax obligations related to the vesting of restricted stock. These "F" coded transactions are not open-market sales but rather tax payments. Following these withholdings, Baldwin directly holds 104,549 Class A shares and indirectly owns 27,676 Class A shares through the TLB 2020 Trust.
Baldwin Insurance (BWIN) officer has 958 shares withheld for tax on vesting
Baldwin Insurance Group officer Daniel Galbraith had 958 shares of Class A common stock withheld by the company on March 15, 2026, to cover income taxes upon the vesting of previously granted restricted stock. These transactions are routine tax-withholding events and do not represent open-market trading. Following these disposals, Galbraith directly holds 43,486 shares of Class A common stock, maintaining a significant equity position in BWIN.
Baldwin Insurance (BWIN) CAO has 389 shares withheld for taxes
Baldwin Insurance Group's Chief Accounting Officer, Corbyn N. Lichon, reported the withholding of 389 Class A common shares worth $21.06 each, totaling $8,190.54, to cover income tax obligations related to the vesting of restricted stock. This is a routine, tax-related transaction and not an open-market sale. Following these withholdings, Lichon directly holds 55,258 Class A shares.
[Form 4] Baldwin Insurance Group, Inc. Insider Trading Activity
Baldwin Insurance Group, Inc.'s General Counsel, Seth Bala Cohen, reported routine tax-related share dispositions of Class A common stock. On March 15, 2026, a total of 800 shares were withheld by the company at $21.06 per share to cover income tax obligations from previously vested restricted stock. These were issuer tax-withholding transactions, not open-market sales, and Cohen now directly holds 29,024 shares of Class A common stock.
Analysts Conflicted on These Financial Names: Lincoln National (LNC), Coinbase Global (COIN) and Western Alliance (WAL)
This article highlights analyst ratings for three financial sector companies: Lincoln National (LNC), Coinbase Global (COIN), and Western Alliance (WAL). Andrew Kligerman of TD Cowen maintained a Hold rating on Lincoln National with a $38.00 price target. Monness analyst Gustavo Gala issued a Sell rating for Coinbase Global at $120.00, while Truist Financial analyst David Smith-CFA reiterated a Buy rating for Western Alliance.
Analysts Conflicted on These Financial Names: Lincoln National (LNC), Coinbase Global (COIN) and Western Alliance (WAL)
This article summarizes analyst ratings for three financial companies: Lincoln National (LNC), Coinbase Global (COIN), and Western Alliance (WAL). Andrew Kligerman of TD Cowen maintained a Hold rating on Lincoln National, while Gustavo Gala of Monness issued a Sell rating for Coinbase Global. Truist Financial's David Smith -CFA maintained a Buy rating on Western Alliance, highlighting varied expert opinions across the financial sector.
Analysts Conflicted on These Financial Names: Lincoln National (LNC), Coinbase Global (COIN) and Western Alliance (WAL)
Analysts have provided new ratings for Lincoln National (LNC), Coinbase Global (COIN), and Western Alliance (WAL), showing varied opinions on their financial prospects. Lincoln National received a "Hold" rating from TD Cowen, while Coinbase Global was given a "Sell" rating by Monness analyst Gustavo Gala. Western Alliance maintained a "Buy" rating from Truist Financial analyst David Smith, with a strong buy consensus among analysts.
Baldwin Insurance Group: Krystyn sells $2.55 million in stock
Elizabeth Krystyn, a 10% owner at Baldwin Insurance Group (NASDAQ:BWIN), sold 120,000 shares of Class A Common Stock for $2.55 million on March 6, 2026. This sale occurred despite the stock's significant decline over the past year and six months, though InvestingPro analysis suggests it is undervalued. The company recently reported better-than-expected Q4 2025 EPS and received an upgrade to Strong Buy from Raymond James.
Baldwin Insurance (BWIN) CAO awarded shares; some withheld for taxes
Baldwin Insurance Group's Chief Accounting Officer, Corbyn N. Lichon, received a bonus of 9,506 Class A common shares for the fiscal year ended December 31, 2025. To cover income tax obligations related to this award, 3,395 shares were withheld by the company at a price of $22.29 per share. After these transactions, Lichon directly owns 55,647 Class A common shares of the company.
Trusts linked to Krystyn sell 119,987 Baldwin (BWIN) Class A shares
Trusts associated with Elizabeth Krystyn conducted transactions involving Baldwin Insurance Group, Inc. (BWIN) Class A shares. On March 6, 2026, these trusts converted LLC interests and Class B common stock into 119,987 Class A shares at a $0.00 conversion price, and subsequently sold all these Class A shares at $21.25 each. These indirect holdings were managed through the Elizabeth H. Krystyn 2017 Revocable Trust and the Elizabeth H. Krystyn 2019 Irrevocable Trust.
Is Baldwin (BWIN) Quietly Redefining Its Capital Strategy With Buybacks, ESOP Moves And New Leadership?
Baldwin Insurance Group (BWIN) is undergoing significant strategic changes, including a leadership transition, strong 2025 revenue performance despite net losses, and new capital deployment strategies like a US$250 million share repurchase program and an ESOP shelf registration. These initiatives, coupled with a new home insurance partnership, aim to scale distribution, enhance technology platforms, and align employee incentives with the company's long-term performance. While analysts project substantial revenue and earnings growth by 2028, risks related to pricing pressure and high leverage persist, influencing its fair value estimates.
Baldwin Insurance Group (BWIN) GC granted stock; shares withheld
Baldwin Insurance Group's General Counsel, Seth Bala Cohen, received 19,324 shares of Class A common stock as an annual bonus for the fiscal year ended December 31, 2025. To cover income tax withholding, 7,217 shares were withheld by the issuer. Following these transactions, Cohen directly beneficially owned 29,824 shares of Class A common stock.
Baldwin (BWIN) executive awarded 28,913 shares; 10,232 withheld for taxes
Daniel Galbraith, an executive at Baldwin Insurance Group, Inc. (BWIN), reported receiving 28,913 Class A common shares as an annual bonus for the fiscal year ending December 31, 2025. To cover tax withholding obligations, 10,232 of these shares were withheld by the company at $22.29 per share. Following these transactions, Galbraith's direct ownership in the company stands at 44,444 Class A common shares.
Baldwin Insurance Group director buys BWIN stock worth $1m By Investing.com
A director at Baldwin Insurance Group (NASDAQ:BWIN), Paul Eugene Sparks, recently purchased over $1 million worth of Class A Common Stock across two transactions on March 2 and March 3, 2026. These buys come after BWIN saw a 30% surge in the past week but remains down significantly over the last year. Despite the company not being profitable in the past twelve months, analysts predict profitability this year, and Raymond James has upgraded its stock rating to Strong Buy.
Internal BIGH, LLC transfer reshapes Baldwin Insurance (BWIN) ownership blocks
Baldwin Insurance Group, Inc. director and 10% owner Baldwin Lowry reported an internal reallocation of interests within BIGH, LLC, involving the distribution of 35,000 LLC Units and Class B common stock shares to one of its members. This transaction, coded as "J" for other acquisitions/dispositions, reduces the member's specific ownership in BIGH, LLC without being an open-market sale or purchase. Lowry disclaims beneficial ownership beyond his pecuniary interest, with 12,537,590 units and corresponding Class B shares remaining indirectly held through BIGH, LLC, each exchangeable into Class A common stock.
Director Paul Sparks’ entities trade Baldwin Insurance (BWIN) stock
Baldwin Insurance Group director Paul Sparks, through Sparks 5280VC, LLC, reported significant indirect transactions in BWIN Class A common stock. These transactions included purchases of 44,200 shares on March 2nd and 3rd at prices of $22.96 and $22.10, and a gift transfer of 30,100 shares. Following these activities, Sparks 5280VC, LLC indirectly holds 996,706 shares, with additional holdings in a trust and an individual retirement account.
[Form 4] Baldwin Insurance Group, Inc. Insider Trading Activity
Baldwin Insurance Group, Inc.'s Chief Financial Officer, Hale Bradford, reported insider trading activity. On February 23, 2026, he acquired 29,544 shares of Class A common stock through the settlement of performance-based restricted stock units and concurrently disposed of 7,633 shares to cover tax withholding obligations. After these transactions, Bradford directly owned 166,570 shares, with an additional 10,000 shares held indirectly.
The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
The Baldwin Group (NASDAQ: BWIN) announced strong fourth quarter and full-year 2025 financial results, including total revenue growth of 8% to $1.5 billion and organic revenue growth of 7% for the full year. Despite a GAAP net loss, the company reported adjusted diluted EPS of $1.67, an 11% increase year-over-year. Additionally, the Board of Directors authorized a new $250 million share repurchase program over the next twelve months, signaling confidence in the company's financial future.
Baldwin Insurance Group (BWIN) Q4 Loss Worsens Profitability Narratives Despite Revenue Scale
Baldwin Insurance Group (BWIN) reported a Q4 basic EPS loss of US$0.37 and a full-year loss of US$0.50, bringing its total net loss to US$33.8 million for FY 2025 despite quarterly revenue growth. While analysts forecast future profitability and revenue growth, the company's current losses, fluctuating quarterly results, and a P/S ratio above the industry average raise concerns about its path to sustained earnings. Investors are left to weigh the potential for a turnaround against ongoing financial volatility and execution risks.
Baldwin Insurance (BWIN) CEO gets share grant and withholds stock for taxes
Baldwin Insurance Group, Inc. CEO Trevor Baldwin reported equity compensation activity, including the acquisition of 65,655 Class A shares through a grant/award on February 23, 2026, stemming from settled performance-based restricted stock units. On the same date, 17,157 shares were disposed of to cover tax withholding obligations related to this 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.
Analysts’ Opinions Are Mixed on These Financial Stocks: TeraWulf Inc (WULF) and Baldwin Insurance Group (BWIN)
Analysts have issued mixed opinions on TeraWulf Inc (WULF) and Baldwin Insurance Group (BWIN). TeraWulf Inc received a Strong Buy consensus, with Rosenblatt Securities analyst Chris Brendler reiterating a Buy rating and ATB Cormark Capital Markets also maintaining a Buy rating. Baldwin Insurance Group received a Moderate Buy consensus, with Wells Fargo's Elyse Greenspan maintaining a Hold rating and TipRanks – OpenAI also reiterating a Hold rating.
240K-share restricted stock award to Baldwin Insurance (BWIN) officer Roche
Baldwin Insurance Group (BWIN) officer James Morgan Roche was granted 240,000 restricted shares of Class A common stock at no cost. These shares will vest in four equal installments annually from January 1, 2027, to January 1, 2030, as per his restricted stock award and employment agreements. After this award, Roche directly holds a total of 302,810 Class A common shares.
Is Baldwin Insurance Group’s (BWIN) Fairway Tie-Up a Turning Point for Its Embedded Distribution Strategy?
Baldwin Insurance Group (BWIN) has partnered with Fairway Independent Mortgage Corporation to launch Fairway Home Insurance Agency, aiming to provide streamlined insurance solutions to mortgage clients. This collaboration is seen as a key step in Baldwin's embedded distribution strategy, leveraging its technology and carrier relationships. While the partnership reinforces long-term growth prospects, investors are cautioned that Baldwin remains loss-making, with significant losses projected for 2025, making profitability and leverage management crucial short-term factors.
The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
The Baldwin Group announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting an 8% increase in total revenue to $1.5 billion for the full year and a 7% organic revenue growth. The company also disclosed a GAAP net loss of $54.2 million for the full year but an adjusted diluted EPS of $1.67, alongside authorizing a $250 million share repurchase program. CEO Trevor Baldwin highlighted 2025 as a year of significant progress, emphasizing strong fundamentals and strategic positioning for future growth, particularly with the integration of CAC Group and the launch of the "$3B/30 Catalyst" program.
Baldwin Group posts $54M loss, still earmarks $250M to buy stock
The Baldwin Group (NASDAQ: BWIN) announced its fourth quarter and full year 2025 results, reporting an 8% increase in full year revenue to $1.5 billion, but a GAAP net loss of $54.2 million. Despite the loss, the company's Board of Directors authorized a $250 million share repurchase program for the next twelve months. CEO Trevor Baldwin highlighted the company's sixth consecutive year of top-of-industry organic growth and expanded margins, emphasizing strong fundamentals and strategic positioning.
Baldwin Insurance (BWIN) officer granted shares, some withheld for taxes
James Morgan Roche, an officer at Baldwin Insurance Group (BWIN), received 29,544 Class A common shares as settlement for performance-based restricted stock units. The company withheld 8,847 shares at $16.57 each to cover income tax obligations, rather than an open-market sale. Following these transactions, Roche directly holds 62,810 shares.
[Form 4] Baldwin Insurance Group, Inc. Insider Trading Activity
Baldwin Insurance Group's General Counsel, Seth Bala Cohen, reported receiving 10,167 Class A common shares from the vesting of performance-based restricted stock units granted in 2023. Concurrently, 2,915 shares were withheld by the company at $16.57 per share to cover income tax withholding obligations. Following these transactions, Cohen directly holds 17,717 shares of Baldwin Insurance Group Class A common stock.
BWIN - Baldwin Insurance Group Latest Stock News & Market Updates
This page provides the latest news and analysis for Baldwin Insurance Group (BWIN), an independent insurance distribution firm. It covers company announcements, mergers and acquisitions, financial results, leadership changes, and market insights. Recent updates include participation in investor conferences, Millennial Specialty Insurance achieving $1 billion in written premium, and Q2 2024 financial results showing revenue growth.
Baldwin Insurance Group (NASDAQ:BWIN) Upgraded to "Hold" at Wall Street Zen
Baldwin Insurance Group (NASDAQ:BWIN) was upgraded from "sell" to "hold" by Wall Street Zen, maintaining a consensus "Hold" rating among analysts with an average target price of $33.83. The stock opened at $19.57, near its one-year low, and the company has a market cap of $2.32 billion with recent revenue growth but a negative net margin. Insider selling has occurred, with insiders owning 18.51% of the stock.
A Look At Baldwin Insurance Group (BWIN) Valuation After Mixed Share Performance And 32.6% Undervaluation Narrative
Baldwin Insurance Group (BWIN) has experienced mixed share performance, with a 45% decline over the past year despite recent stabilization. Many analysts believe the stock is undervalued by 32.6%, suggesting a fair value of $33.88 compared to its current price of $22.83, driven by anticipated growth in Medicare Advantage funding. However, the company's P/S ratio and high leverage raise some concerns, suggesting investors should conduct their own thorough research.
The Baldwin Insurance Group (NASDAQ:BRP) Shares Down 4.6% - Should You Sell?
The Baldwin Insurance Group (NASDAQ:BRP) saw its shares drop by 4.6% on Monday, with a significant increase in trading volume. The company's key fundamentals include a market capitalization of approximately $2.95 billion, a debt-to-equity ratio of 1.21, and a negative P/E ratio, indicating unprofitability. Despite the decline, analysts currently have a "Hold" rating on BRP, but suggest other stocks might be better buys.
Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Given Consensus Rating of "Hold" by Analysts
Baldwin Insurance Group, Inc. (NASDAQ:BWIN) has received a consensus "Hold" rating from eight analysts, with an average one-year price target of $33.83. The company's shares opened at $25.84, below its 200-day simple moving average, and it reported a negative P/E ratio despite positive quarterly EPS and revenue growth. Recent insider selling, totaling 255,000 shares, has also been noted.
Emerald Mutual Fund Advisers Trust Sells 420,231 Shares of Baldwin Insurance Group, Inc. $BWIN
Emerald Mutual Fund Advisers Trust significantly reduced its stake in Baldwin Insurance Group, Inc. by selling 420,231 shares, cutting its holdings by 89.0%. Concurrently, insider James Morgan Roche also sold 80,000 shares, reflecting a broader trend of insider selling totaling $6.12 million in the past three months, although insiders still retain 18.51% ownership. Baldwin Insurance Group (NASDAQ: BWIN) currently holds a consensus "Hold" rating from analysts with an average price target of $33.83.
Baldwin files Form D tied to $551.7 million equity issuance
The Baldwin Group has filed a Form D with the SEC, disclosing a $551.7 million equity issuance under a Regulation D Rule 506(b) exemption. The offering involved Class A common stock priced at $23.78 per share, with the first sale on January 2, 2026, and a total of 267 investors participating. The filing confirms that all securities were subscribed to and no proceeds were allocated to executive officers or directors.
Baldwin Insurance Group Acquires Obie, Stock Gains 4.3% - News and Statistics
Baldwin Insurance Group (NASDAQ: BWIN) saw its stock rise by 4.3% following the announcement of its acquisition of Obie, an insurance platform for landlords and real estate investors. This strategic move aims to expand Baldwin's presence in the real estate investor market and enhance its embedded insurance distribution capabilities. Wells Fargo & Company analysts increased their price target on BWIN shares from $25.00 to $27.00, reinforcing positive sentiment despite maintaining an equal weight rating.
Fast-growing landlord insurance platform Obie joins Baldwin Group
The Baldwin Group (NASDAQ: BWIN) has acquired Obie, an embedded insurance distribution business specializing in solutions for landlords and real estate investors. This acquisition enhances Baldwin’s property distribution network and expands its insurance offerings in the real estate sector. Obie, which has seen over 2,100% revenue growth since 2021, integrates insurance into modern real estate transactions through embedded technology, a seamless quoting experience, and a nationwide agent network.
The Baldwin Group Completes Acquisition of Obie, a Leading Investment Property Insurance Platform
The Baldwin Group (NASDAQ: BWIN) has acquired Obie, a Chicago-based embedded insurance distribution business specializing in insurance solutions for landlords and real estate investors. This acquisition strengthens Baldwin’s property distribution network, expands its insurance solutions within the real estate ecosystem, and integrates Obie's technology and nationwide reach with Baldwin's scale and underwriting capabilities. Obie has seen over 2,100% revenue growth since 2021.
