Overview

Basic information

Litigation

Active legal matters

Material Events

8-K disclosures

SEC Filings

Key regulatory docs

Insider Transactions

Ownership changes

Overview

Basic information

Litigation

Active legal matters

Material Events

8-K disclosures

SEC Filings

Key regulatory docs

Insider Transactions

Ownership changes

Historical Insider Transactions

The table below lists insider purchases and sales reported by company officers, directors, and major shareholders during the last 12 months.

DATE

INSIDER

INSIDER TYPE SHARES PRICE

SHARES

PRICE

VALUE

Aug 13, 2025

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
2,775 $34.00

2,775

$34.00

$94,350

Aug 07, 2025

Hale Bradford

Hale Bradford
CFO
Buy
10,000 $28.72

10,000

$28.72

$287,200

Jun 13, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
26,679 $40.07

26,679

$40.07

$1,069,028

Jun 12, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
92,820 $39.79

92,820

$39.79

$3,693,308

Jun 12, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
24,180 $39.99

24,180

$39.99

$966,958

Jun 12, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
10,894 $40.03

10,894

$40.03

$436,087

Jun 11, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
58,000 $38.48

58,000

$38.48

$2,231,840

Jun 09, 2025

Baldwin Lowry

Baldwin Lowry
Sell
50,000 $38.98

50,000

$38.98

$1,949,000

Jun 04, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
7,142 $40.08

7,142

$40.08

$286,251

Jun 03, 2025

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
4,496 $39.58

4,496

$39.58

$177,952

May 28, 2025

Baldwin Lowry

Baldwin Lowry
Sell
31,250 $38.32

31,250

$38.32

$1,197,500

May 28, 2025

Baldwin Lowry

Baldwin Lowry
Sell
31,250 $38.32

31,250

$38.32

$1,197,500

May 16, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
3,572 $40.04

3,572

$40.04

$143,023

May 15, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
14,222 $40.01

14,222

$40.01

$569,022

May 13, 2025

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
39,207 $40.00

39,207

$40.00

$1,568,280

May 13, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
13,340 $40.02

13,340

$40.02

$533,867

May 12, 2025

Baldwin Lowry

Baldwin Lowry
Sell
20,304 $38.79

20,304

$38.79

$787,592

May 12, 2025

Baldwin Lowry

Baldwin Lowry
Sell
10,946 $39.38

10,946

$39.38

$431,053

May 12, 2025

Baldwin Lowry

Baldwin Lowry
Sell
20,304 $38.79

20,304

$38.79

$787,592

May 12, 2025

Baldwin Lowry

Baldwin Lowry
Sell
10,946 $39.38

10,946

$39.38

$431,053

May 08, 2025

Roche James Morgan

Roche James Morgan
See Remarks
Sell
21,035 $40.05

21,035

$40.05

$842,452

Mar 14, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
15,902 $39.33

15,902

$39.33

$625,426

Mar 13, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
39,219 $39.22

39,219

$39.22

$1,538,169

Mar 13, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
12,240 $40.03

12,240

$40.03

$489,967

Mar 12, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
65,747 $40.58

65,747

$40.58

$2,668,013

Mar 12, 2025

Baldwin Trevor

Baldwin Trevor
CEO
Sell
2,993 $41.13

2,993

$41.13

$123,102

Mar 04, 2025

Baldwin Lowry

Baldwin Lowry
Sell
43,341 $38.56

43,341

$38.56

$1,671,229

Mar 04, 2025

Baldwin Lowry

Baldwin Lowry
Sell
36,436 $39.82

36,436

$39.82

$1,450,882

Mar 04, 2025

Baldwin Lowry

Baldwin Lowry
Sell
10,322 $40.64

10,322

$40.64

$419,486

Mar 03, 2025

Baldwin Lowry

Baldwin Lowry
Sell
16,398 $39.29

16,398

$39.29

$644,277

Mar 03, 2025

Baldwin Lowry

Baldwin Lowry
Sell
18,503 $41.05

18,503

$41.05

$759,548

Feb 27, 2025

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
12,293 $41.54

12,293

$41.54

$510,651

Dec 11, 2024

Krystyn Elizabeth

Krystyn Elizabeth
Sell
88,306 $43.05

88,306

$43.05

$3,801,573

Dec 10, 2024

Krystyn Elizabeth

Krystyn Elizabeth
Sell
93,706 $43.54

93,706

$43.54

$4,079,959

Dec 10, 2024

Krystyn Elizabeth

Krystyn Elizabeth
Sell
50,558 $44.24

50,558

$44.24

$2,236,686

Dec 09, 2024

Krystyn Elizabeth

Krystyn Elizabeth
Sell
173,159 $45.03

173,159

$45.03

$7,797,350

Dec 09, 2024

Krystyn Elizabeth

Krystyn Elizabeth
Sell
4,376 $46.22

4,376

$46.22

$202,259

Dec 09, 2024

Krystyn Elizabeth

Krystyn Elizabeth
Sell
13,772 $46.75

13,772

$46.75

$643,841

Aug 30, 2024

Baldwin Lowry

Baldwin Lowry
Sell
50,000 $46.74

50,000

$46.74

$2,337,000

Aug 29, 2024

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
75,000 $46.33

75,000

$46.33

$3,474,750

Aug 21, 2024

Baldwin Lowry

Baldwin Lowry
Sell
28,256 $43.05

28,256

$43.05

$1,216,421

Aug 20, 2024

Baldwin Lowry

Baldwin Lowry
Sell
51,144 $42.55

51,144

$42.55

$2,176,177

Aug 20, 2024

Baldwin Lowry

Baldwin Lowry
Sell
600 $43.32

600

$43.32

$25,992

Aug 19, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
49,872 $42.61

49,872

$42.61

$2,125,046

Aug 19, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
25,508 $43.13

25,508

$43.13

$1,100,160

Aug 16, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
57,166 $41.89

57,166

$41.89

$2,394,684

Aug 16, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
92,834 $42.34

92,834

$42.34

$3,930,592

Aug 15, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
95,651 $41.56

95,651

$41.56

$3,975,256

Aug 15, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
15,940 $42.06

15,940

$42.06

$670,436

Aug 15, 2024

Hale Bradford

Hale Bradford
CFO
Sell
10,000 $41.49

10,000

$41.49

$414,900

Aug 14, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
2,547 $41.45

2,547

$41.45

$105,573

Aug 13, 2024

Baldwin Lowry

Baldwin Lowry
Sell
20,000 $41.36

20,000

$41.36

$827,200

Aug 13, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
6,317 $41.28

6,317

$41.28

$260,766

Aug 12, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
85,222 $41.50

85,222

$41.50

$3,536,713

Aug 09, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
56,912 $41.92

56,912

$41.92

$2,385,751

Aug 08, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
22,917 $41.77

22,917

$41.77

$957,243

Aug 08, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
13,767 $42.28

13,767

$42.28

$582,069

Aug 08, 2024

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
3,783 $42.63

3,783

$42.63

$161,269

May 21, 2024

Baldwin Lowry

Baldwin Lowry
Sell
32,110 $33.68

32,110

$33.68

$1,081,465

May 21, 2024

Baldwin Lowry

Baldwin Lowry
Sell
92,890 $34.24

92,890

$34.24

$3,180,554

May 13, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
5,000 $30.61

5,000

$30.61

$153,050

May 10, 2024

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
80,932 $29.83

80,932

$29.83

$2,414,202

May 10, 2024

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
24,841 $30.11

24,841

$30.11

$747,963

May 09, 2024

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
70,863 $30.01

70,863

$30.01

$2,126,599

May 09, 2024

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
3,805 $30.48

3,805

$30.48

$115,976

May 09, 2024

Galbraith Daniel

Galbraith Daniel
See Remarks
Sell
1,040 $30.76

1,040

$30.76

$31,990

May 09, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
17,968 $30.00

17,968

$30.00

$539,040

May 09, 2024

Roche James Morgan

Roche James Morgan
See Remarks
Sell
2,032 $30.58

2,032

$30.58

$62,139

May 09, 2024

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
10,834 $30.03

10,834

$30.03

$325,345

Mar 15, 2024

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
1,033 $29.04

1,033

$29.04

$29,998

Mar 12, 2024

Baldwin Lowry

Baldwin Lowry
Sell
19,251 $28.55

19,251

$28.55

$549,616

Mar 12, 2024

Baldwin Lowry

Baldwin Lowry
Sell
18,120 $29.31

18,120

$29.31

$531,097

Mar 11, 2024

Baldwin Lowry

Baldwin Lowry
Sell
62,629 $28.94

62,629

$28.94

$1,812,483

Dec 01, 2023

Baldwin Lowry

Baldwin Lowry
Sell
100,000 $0.00

100,000

$0.00

$0

Dec 01, 2023

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
100,000 $0.00

100,000

$0.00

$0

Nov 29, 2023

Baldwin Lowry

Baldwin Lowry
Sell
50,000 $0.00

50,000

$0.00

$0

Nov 29, 2023

Baldwin Lowry

Baldwin Lowry
Sell
50,000 $0.00

50,000

$0.00

$0

Nov 29, 2023

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
50,000 $0.00

50,000

$0.00

$0

Nov 29, 2023

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
50,000 $0.00

50,000

$0.00

$0

Sep 14, 2023

Sherman Laura

Sherman Laura
Sell
24,695 $26.37

24,695

$26.37

$651,094

Sep 13, 2023

Sherman Laura

Sherman Laura
Sell
30,000 $26.14

30,000

$26.14

$784,332

Sep 12, 2023

Baldwin Lowry

Baldwin Lowry
Sell
120,000 $25.98

120,000

$25.98

$3,117,276

Sep 11, 2023

Sherman Laura

Sherman Laura
Sell
22,305 $26.24

22,305

$26.24

$585,301

Sep 08, 2023

Sherman Laura

Sherman Laura
Sell
65,900 $26.39

65,900

$26.39

$1,739,015

Sep 07, 2023

Sherman Laura

Sherman Laura
Sell
57,100 $26.86

57,100

$26.86

$1,533,860

Sep 06, 2023

Baldwin Lowry

Baldwin Lowry
Sell
172,000 $0.00

172,000

$0.00

$0

Aug 29, 2023

Galbraith Daniel

Galbraith Daniel
COO
Sell
60,316 $25.89

60,316

$25.89

$1,561,816

Aug 24, 2023

Baldwin Trevor

Baldwin Trevor
CEO
Sell
238,147 $25.35

238,147

$25.35

$6,037,550

Aug 17, 2023

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Sell
55,000 $25.11

55,000

$25.11

$1,381,204

Aug 17, 2023

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
171,799 $25.72

171,799

$25.72

$4,418,894

Aug 17, 2023

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
16,753 $25.72

16,753

$25.72

$430,959

Aug 16, 2023

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
9,858 $25.15

9,858

$25.15

$247,975

May 11, 2023

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
2,000 $22.47

2,000

$22.47

$44,940

Dec 02, 2022

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
70,000 $0.00

70,000

$0.00

$0

Dec 02, 2022

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
70,000 $0.00

70,000

$0.00

$0

Nov 29, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Sell
15,000 $29.34

15,000

$29.34

$440,100

Nov 29, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Sell
10,000 $29.33

10,000

$29.33

$293,300

Nov 21, 2022

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Sell
3,463 $28.25

3,463

$28.25

$97,830

Sep 20, 2022

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
172,000 $28.87

172,000

$28.87

$4,965,640

Sep 20, 2022

Baldwin Lowry

Baldwin Lowry
Chairman
Buy
172,000 $28.87

172,000

$28.87

$4,965,640

May 16, 2022

Baldwin Trevor

Baldwin Trevor
CEO
Buy
12,000 $22.86

12,000

$22.86

$274,320

May 13, 2022

Baldwin Trevor

Baldwin Trevor
CEO
Buy
2,559 $22.26

2,559

$22.26

$56,963

May 13, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer
Buy
10,000 $21.10

10,000

$21.10

$211,000

May 13, 2022

Cohen Seth Bala

Cohen Seth Bala
General Counsel
Buy
2,500 $21.50

2,500

$21.50

$53,750

Mar 14, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer
Buy
4,000 $24.56

4,000

$24.56

$98,240

Mar 14, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer
Buy
1,000 $25.17

1,000

$25.17

$25,170

Mar 11, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Buy
10,000 $24.87

10,000

$24.87

$248,700

Mar 09, 2022

Baldwin Trevor

Baldwin Trevor
CEO
Buy
4,503 $25.08

4,503

$25.08

$112,935

Mar 09, 2022

Baldwin Trevor

Baldwin Trevor
CEO
Buy
8,614 $25.59

8,614

$25.59

$220,432

Mar 07, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer,
Buy
250 $24.34

250

$24.34

$6,085

Mar 07, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer,
Buy
250 $24.00

250

$24.00

$6,000

Mar 04, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Buy
500 $27.15

500

$27.15

$13,575

Mar 04, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Buy
500 $26.16

500

$26.16

$13,080

Mar 04, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Buy
500 $27.17

500

$27.17

$13,585

Mar 04, 2022

Wiebeck Kristopher Aaron

Wiebeck Kristopher Aaron
Chief Strategy Officer
Buy
500 $26.11

500

$26.11

$13,055

Mar 04, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer,
Buy
500 $27.34

500

$27.34

$13,670

Mar 04, 2022

Valentine John A.

Valentine John A.
Chief Partnership Officer,
Buy
500 $27.34

500

$27.34

$13,670

Dec 06, 2021

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
35,799 $36.35

35,799

$36.35

$1,301,294

Dec 06, 2021

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
114,201 $36.35

114,201

$36.35

$4,151,206

Dec 03, 2021

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
70,000 $0.00

70,000

$0.00

$0

Dec 03, 2021

Baldwin Lowry

Baldwin Lowry
Chairman
Sell
6,201 $37.37

6,201

$37.37

$231,731

Dec 03, 2021

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
500,000 $0.00

500,000

$0.00

$0

Dec 03, 2021

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
70,000 $0.00

70,000

$0.00

$0

Sep 17, 2021

Cohen Jay A

Cohen Jay A
Buy
2,800 $30.50

2,800

$30.50

$85,400

Dec 18, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
216,667 $0.00

216,667

$0.00

$0

Dec 18, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
250,000 $0.00

250,000

$0.00

$0

Dec 18, 2020

Krystyn Elizabeth

Krystyn Elizabeth
Sell
200,000 $0.00

200,000

$0.00

$0

Dec 18, 2020

Sherman Laura

Sherman Laura
Sell
300,000 $0.00

300,000

$0.00

$0

Dec 18, 2020

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019
Sell
20,000 $0.00

20,000

$0.00

$0

Dec 11, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
100,000 $0.00

100,000

$0.00

$0

Dec 11, 2020

Krystyn Elizabeth

Krystyn Elizabeth
Sell
100,000 $0.00

100,000

$0.00

$0

Dec 11, 2020

Sherman Laura

Sherman Laura
Sell
100,000 $0.00

100,000

$0.00

$0

Jun 29, 2020

Krystyn Elizabeth

Krystyn Elizabeth
Sell
450,000 $0.00

450,000

$0.00

$0

Jun 29, 2020

Sherman Laura

Sherman Laura
Sell
150,000 $0.00

150,000

$0.00

$0

Jun 26, 2020

Loper Enterprises, LLC

Loper Enterprises, LLC
Sell
1,875,000 $0.00

1,875,000

$0.00

$0

Jun 26, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
1,875,000 $0.00

1,875,000

$0.00

$0

Jun 05, 2020

Baldwin Lowry

Baldwin Lowry
Chairman;
Sell
35,987 $14.75

35,987

$14.75

$530,819

Jun 05, 2020

Loper Enterprises, LLC

Loper Enterprises, LLC
Sell
35,987 $14.75

35,987

$14.75

$530,819

Jun 05, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
35,987 $0.00

35,987

$0.00

$0

Jun 04, 2020

Baldwin Lowry

Baldwin Lowry
Chairman;
Sell
4,675 $14.53

4,675

$14.53

$67,913

Jun 04, 2020

Loper Enterprises, LLC

Loper Enterprises, LLC
Sell
4,675 $14.53

4,675

$14.53

$67,913

Jun 04, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
4,675 $0.00

4,675

$0.00

$0

Jun 03, 2020

Baldwin Lowry

Baldwin Lowry
Chairman;
Sell
100 $14.51

100

$14.51

$1,451

Jun 03, 2020

Loper Enterprises, LLC

Loper Enterprises, LLC
Sell
100 $14.51

100

$14.51

$1,451

Jun 03, 2020

Baldwin Insurance Group Holdings, LLC

Baldwin Insurance Group Holdings, LLC
Sell
100 $0.00

100

$0.00

$0

Oct 28, 2019

Eddy Robert D.

Eddy Robert D.
Buy
2,000 $14.00

2,000

$14.00

$28,000

Oct 28, 2019

CASEY PHILLIP E

CASEY PHILLIP E
Buy
130,000 $14.00

130,000

$14.00

$1,820,000

Oct 28, 2019

SULLIVAN CHRIS THOMAS

SULLIVAN CHRIS THOMAS
Buy
80,000 $14.00

80,000

$14.00

$1,120,000

Oct 28, 2019

Roche James Morgan

Roche James Morgan
Buy
266,700 $14.00

266,700

$14.00

$3,733,800

Oct 28, 2019

Finney Joseph D.

Finney Joseph D.
Buy
35,000 $14.00

35,000

$14.00

$490,000

Oct 28, 2019

Hale Bradford

Hale Bradford
CAO
Buy
7,000 $14.00

7,000

$14.00

$98,000

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