Baldwin Insurance Group, Inc. insider trading

Every open-market purchase and sale by Baldwin Insurance Group, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchases, 5 years $1M 2 trades by 1 insider 3 months later: median −12.8% (−24.2% vs S&P 500) Insider sales, 5 years $13.3M 8 trades by 3 insiders 3 months later: median −8.1% (−8.5% vs S&P 500)

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.

Baldwin Insurance Group, Inc. insider open-market trades
Date	Insider	Trade	Shares	Price	Value	1M after	3M after	6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Baldwin Insurance Group, Inc.’s insiders pay?

From September 20, 2021 to May 15, 2026, 12 insiders reported 15 open-market purchases and 48 sales not made under a pre-set plan in Baldwin Insurance Group, Inc. Twelve months after each purchase was reported, the shares were +3.2% against the S&P 500 on average (median −2.6%), over 14 purchases with a full year of prices; 29% beat the index. After sales, the shares moved −24.6% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on September 21, 2021 into $14,703 by November 2, 2026, +7.9% a year. It held shares 76% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $16,924 (+10.9% a year), and held throughout $18,652 (+13.0%).

Copying Baldwin Insurance Group, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Baldwin Insurance Group, Inc.'s insiders from September 21, 2021, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 76% of the time.

Baldwin Insurance Group, Inc.: each insider's record
Insider	Role	Purchases	12 months after their purchases	Beat the S&P 500	Sales	12 months after their sales	Latest report
Baldwin Lowry	Chairman	1	−27.7% (1)	0%	13	−26.7% (13)	June 11, 2025
Cohen Seth Bala	General Counsel	1	−12.3% (1)	0%	10	−17.3% (9)	May 15, 2026
Roche James Morgan	See Remarks	0	—	—	10	−50.5% (8)	December 15, 2025
Baldwin Trevor	Chief Executive Officer	2	−7.0% (2)	0%	3	−30.2% (3)	June 13, 2025
Galbraith Daniel	See Remarks	1	−3.0% (1)	0%	4	−16.0% (4)	May 14, 2025
Valentine John A.	Chief Partnership Officer	4	+14.5% (4)	50%	0	—	November 13, 2023
Wiebeck Kristopher Aaron	Chief Strategy Officer	2	+0.3% (2)	50%	2	−5.2% (2)	August 21, 2023
Hale Bradford	Chief Financial Officer	2	+22.2% (2)	50%	1	−37.8% (1)	August 7, 2025
Krystyn Elizabeth	Other	0	—	—	3	−60.2% (1)	May 8, 2026
Sherman Laura	Other	0	—	—	2	+56.1% (2)	September 15, 2023
Cohen Jay A	Director	1	−1.0% (1)	0%	0	—	September 20, 2021
Sparks Paul Eugene	Director	1	—	—	0	—	March 4, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Baldwin Insurance Group, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Baldwin Insurance Group, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged +26.3% against the index. After 3 selling crowds, −9.6%. One company's history is too short to judge by; the test across every company is the better guide.

Month	Crowd	3 months on, vs S&P 500	6 months	12 months
March 31, 2025	3 selling	−17.7%	−56.6%	−70.3%
May 31, 2024	4 selling	+32.0%	+30.4%	+0.6%
December 29, 2023	2 buying	+8.8%	+34.1%	+36.5%
August 31, 2023	4 selling	−35.9%	−2.7%	+49.8%
March 31, 2022	4 buying	+8.4%	+18.5%	+1.8%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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