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.
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.
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.
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.
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 $532,240,000, which also fell short of expectations. The article also details recent insider trading activity, institutional investor moves, and current analyst ratings and price targets for the company's stock.
Baldwin Insurance Group, Inc. ($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.
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.
