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The company

The Baldwin Insurance Group, Inc.

BWIN · Nasdaq

FinancialsInsuranceLeading

BWIN stood above a rising 150-day average in 13 of the last 52 weekly readings, including each of the last 13 weeks. It is 23.8% above that average now. Insurance: 48% of its 118 stocks in an uptrend (−13 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Leading
Weeks in an uptrend: 13 in a row
Industry in uptrend: 48% -13 in 4 wk
Insider buys, 12 months: $2.0M
Insider sales, 12 months: $20.4M
Officials’ trades on record: 6
Institutions holding: 214 (+12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 13 of 52 weeks.

17 Apr – 16 Oct

Insurance: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

6 disclosed lines: House 6, Senate 0, executive 0; 3 people.

Who	Did	Amount	Traded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31	sold	$1k–$15k	3 Oct 2025filed 18 Nov 2025
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	23 Sep 2025filed 15 Oct 2025
Scott Franklin House: U.S. House ClerkFL18	soldjoint	$500k–$1M	10 Apr 2025filed 17 Apr 2025
Scott Franklin House: U.S. House ClerkFL18	soldjoint	$1M–$5M	7 Feb 2025filed 23 Feb 2025
Scott Franklin House: U.S. House ClerkFL18	soldjoint	$15k–$50k	6 Feb 2025filed 23 Feb 2025
Josh Gottheimer House: U.S. House ClerkNJ05	boughtjoint	$1k–$15k	29 May 2024filed 8 Jun 2024

Insiders

Buy orders, 12 months2

Sale orders, 12 months8

Buyers · sellers1 · 3

Who	Did	Shares	Traded
Seth Bala CohenGeneral Counsel	sold	15,000at $20.01	14 May 2026filed 15 May 2026
Elizabeth KrystynOther	sold	98,278at $21.20	7 May 2026filed 8 May 2026
Elizabeth KrystynOther	sold	31,740at $21.18	7 May 2026filed 8 May 2026
Elizabeth KrystynOther	sold	53,722at $21.19	6 May 2026filed 8 May 2026
Elizabeth KrystynOther	sold	18,260at $21.20	6 May 2026filed 8 May 2026
Elizabeth KrystynOther	sold	90,556at $21.25	6 Mar 2026filed 6 Mar 2026
Elizabeth KrystynOther	sold	29,431at $21.25	6 Mar 2026filed 6 Mar 2026
Paul Eugene SparksDirector	bought	15,200at $22.10	3 Mar 2026filed 4 Mar 2026
Paul Eugene SparksDirector	bought	29,000at $22.96	2 Mar 2026filed 4 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders214+12 on the quarter

New · exited41 · 28

Reported value$2.3B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
FMR LLCadded · filed 13 Aug 2026	14,752,216$392.1M	+798,154+5.7%
BlackRock, Inc.added · filed 7 Aug 2026	7,251,950$192.8M	+600,650+9.0%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCreduced · filed 12 Aug 2026	6,732,965$179.0M	-61,527−0.9%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026	3,262,912$86.7M	-212,219−6.1%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	3,166,381$84.2M	-298,538−8.6%
Bank of New York Mellon Corpreduced · filed 6 Aug 2026	3,077,351$81.8M	-840,736−21.5%
BAMCO INCadded · filed 14 Aug 2026	2,712,386$72.1M	+2,318+0.1%
STATE STREET CORPadded · filed 7 Aug 2026	2,665,874$70.8M	+192,620+7.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	2,339,453$62.2M	+188,420+8.8%
MORGAN STANLEYadded · filed 13 Aug 2026	2,277,033$60.5M	+473,826+26.3%