XOOMAR

Baldwin Insurance Group, Inc. (BWIN)

Every FINRA and SEC series the site collects for Baldwin Insurance Group, Inc.: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on Nasdaq, classified by the SEC as insurance agents, brokers & service.

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11.5M

Short interest

settlement 2026-08-31

13.7

Days to cover

-6.8% vs prior

74.1%

Short share of volume

2026-09-11

21,780

Fails to deliver

settlement 2026-08-04

$0

Insider flow, 90 days

0 buys, 0 sells

As of 2026-09-11.

Short interest

FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSON

As of 31 August 2026, short interest in BWIN is 11,483,385 shares, up 195,243 shares over the last month. Over the last 48 readings it ranged from 3,017,957 shares (13 September 2024) to 13,711,295 shares (15 June 2026). At the reported average volume of 841K shares a day that is 13.7 days to cover, a crowded short.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-08-3111,483,385-6.8%840,55713.66
2026-08-1412,327,571+9.2%1,208,82010.20
2026-07-3111,288,142-2.3%1,299,3528.69
2026-07-1511,552,379-2.9%1,194,9839.67
2026-06-3011,891,857-13.3%2,926,5384.06
2026-06-1513,711,295+12.2%1,387,5309.88
2026-05-2912,215,716-3.3%1,486,2668.22
2026-05-1512,629,373-1.9%1,396,8919.04
2026-04-3012,875,103-0.8%1,337,9839.62
2026-04-1512,984,983+11.0%1,230,76910.55
2026-03-3111,695,410+23.9%2,270,0255.15
2026-03-139,442,227+13.1%1,883,2585.01
2026-02-278,348,371-0.6%1,712,8564.87
2026-02-138,400,211+3.9%1,929,0394.35
2026-01-308,086,171+8.6%1,213,8906.66
2026-01-157,444,894+10.4%1,207,7266.16
2025-12-316,740,412+5.8%1,008,1196.69
2025-12-156,369,014-11.0%1,521,2984.19
2025-11-287,155,628-3.0%682,89110.48
2025-11-147,380,083+16.0%1,288,6115.73
2025-10-316,360,299+2.0%1,024,7846.21
2025-10-156,232,508-0.3%801,1697.78
2025-09-306,250,820+7.2%769,7998.12
2025-09-155,831,883+4.0%815,7927.15

Daily short volume

FINRA Reg SHO, last 60 sessions. JSON

As of 11 September 2026, the short share of BWIN volume is 74.1%, up 7.2 points over the last five sessions. Over the last 52 readings it ranged from 31.6% (27 August 2026) to 88.6% (9 September 2026). The latest reading is 10.2 points above the 30-session average of 63.9%, on 343K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-09-11254K343K74.1%0
2026-09-10171K224K76.0%0
2026-09-09665K751K88.6%500
2026-09-08174K235K73.8%88
2026-09-04118K215K54.9%465
2026-09-03149K224K66.8%6,366
2026-09-02141K297K47.5%143
2026-09-01176K340K51.8%10
2026-08-31183K364K50.2%1
2026-08-28105K211K49.9%276
2026-08-2796K304K31.6%0
2026-08-2690K211K42.8%5,558
2026-08-25170K422K40.3%0
2026-08-24167K312K53.4%3,477
2026-08-2181K134K60.1%0
2026-08-20143K236K60.8%4
2026-08-19136K218K62.5%289
2026-08-18144K287K50.2%18
2026-08-17250K383K65.3%99
2026-08-14402K544K73.8%0
2026-08-13184K262K70.2%3
2026-08-12527K751K70.1%1,455
2026-08-11130K171K76.2%21
2026-08-10170K205K83.2%0
2026-08-07333K385K86.4%402
2026-08-06297K382K77.6%13
2026-08-05232K332K70.0%5
2026-08-04263K396K66.5%0
2026-08-03450K751K59.9%229
2026-07-31319K388K82.2%0

Fails to deliver

SEC, by settlement date. JSON

As of 4 August 2026, the fails-to-deliver balance in BWIN is 21,780 shares, up 21,779 shares over the last settlement date. Over the last 52 readings it ranged from 1 share (7 July 2026) to 236,660 shares (25 June 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-08-0421,780$29.48$642K
2026-07-231$25.20$25
2026-07-1011$26.45$291
2026-07-071$27.09$27
2026-07-02978$26.91$26K
2026-06-30191$26.25$5K
2026-06-2911,396$26.22$299K
2026-06-25236,660$24.87$5.9M
2026-06-2415,231$24.39$371K
2026-06-23128,183$23.52$3.0M
2026-06-22128,205$20.24$2.6M
2026-06-1673$18.16$1K
2026-06-15252$18.13$5K
2026-06-11298$19.37$6K
2026-06-10132$19.36$3K
2026-06-09271$19.24$5K
2026-06-04196$18.77$4K
2026-06-014,023$19.42$78K
2026-05-264,217$19.66$83K
2026-05-1990$20.88$2K
2026-05-1217$20.16$343
2026-04-2990,860$23.72$2.2M
2026-04-27920$25.13$23K
2026-04-21461$25.82$12K
2026-04-1692$22.83$2K
2026-04-1429$22.12$641
2026-04-131,516$21.39$32K
2026-04-10147$21.94$3K
2026-04-09490$22.76$11K
2026-04-022,357$21.53$51K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

No open-market insider trades were reported for BWIN in the last 90 days. The most recent filings are listed below; grants and option exercises carry a weaker signal than voluntary trades. Latest filing: Cohen Seth Bala (General Counsel) on 2026-05-14.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-05-14Cohen Seth BalaGeneral CounselSell15K$20.01$300K14K
2026-05-07Krystyn Elizabethn/aSell32K$21.18$672K0
2026-05-07Krystyn Elizabethn/aSell98K$21.20$2.1M0
2026-05-06Krystyn Elizabethn/aSell18K$21.20$387K32K
2026-05-06Krystyn Elizabethn/aConversion50K$0.00$0397K
2026-05-06Krystyn Elizabethn/aSell54K$21.19$1.1M98K
2026-05-06Krystyn Elizabethn/aConversion152K$0.00$01.2M
2026-04-01Sparks Paul Eugenen/aTax withholding784$21.53$17K1K
2026-04-01Sparks Paul Eugenen/aGrant2K$0.00$02K
2026-04-01Muthukrishnan Sathishn/aGrant1K$0.00$09K
2026-04-01Parasuraman Sunitan/aGrant1K$0.00$013K
2026-04-01Williams Myron Kn/aGrant1K$0.00$013K
2026-04-01Cohen Jay An/aGrant1K$0.00$017K
2026-04-01Lichon Corbyn N.Chief Accounting OfficerGrant2K$0.00$057K
2026-04-01Hale BradfordChief Financial OfficerTax withholding10K$21.53$212K175K
2026-04-01Matas Barbara Ruthn/aGrant1K$0.00$018K
2026-04-01Shook Ellynn/aGrant1K$0.00$013K
2026-04-01KADOW JOSEPH JOHNn/aGrant1K$0.00$018K
2026-04-01SULLIVAN CHRIS THOMASn/aGrant1K$0.00$084K
2026-03-15Cohen Seth BalaGeneral CounselTax withholding263$21.06$6K29K
2026-03-15Cohen Seth BalaGeneral CounselTax withholding283$21.06$6K29K
2026-03-15Cohen Seth BalaGeneral CounselTax withholding254$21.06$5K30K
2026-03-15Lichon Corbyn N.Chief Accounting OfficerTax withholding70$21.06$1K55K
2026-03-15Lichon Corbyn N.Chief Accounting OfficerTax withholding96$21.06$2K55K
2026-03-15Lichon Corbyn N.Chief Accounting OfficerTax withholding121$21.06$3K55K
2026-03-15Lichon Corbyn N.Chief Accounting OfficerTax withholding102$21.06$2K56K
2026-03-15Roche James MorganSee RemarksTax withholding501$21.06$11K322K
2026-03-15Baldwin TrevorChief Executive OfficerTax withholding670$21.06$14K105K
2026-03-15Baldwin TrevorChief Executive OfficerTax withholding1K$21.06$27K105K
2026-03-15Galbraith DanielSee RemarksTax withholding402$21.06$8K43K
2026-03-15Galbraith DanielSee RemarksTax withholding556$21.06$12K44K
2026-03-15Hale BradfordChief Financial OfficerTax withholding402$21.06$8K184K
2026-03-15Hale BradfordChief Financial OfficerTax withholding556$21.06$12K185K
2026-03-06Krystyn Elizabethn/aSell29K$21.25$625K0
2026-03-06Krystyn Elizabethn/aConversion29K$0.00$0447K
2026-03-06Krystyn Elizabethn/aSell91K$21.25$1.9M0
2026-03-06Krystyn Elizabethn/aConversion91K$0.00$01.4M
2026-03-03Sparks Paul Eugenen/aBuy15K$22.10$336K997K
2026-03-03Cohen Seth BalaGeneral CounselTax withholding7K$22.29$161K30K
2026-03-03Cohen Seth BalaGeneral CounselGrant19K$0.00$037K
2026-03-03Lichon Corbyn N.Chief Accounting OfficerTax withholding3K$22.29$76K56K
2026-03-03Lichon Corbyn N.Chief Accounting OfficerGrant10K$0.00$059K
2026-03-03Roche James MorganSee RemarksTax withholding15K$22.29$327K323K
2026-03-03Roche James MorganSee RemarksGrant35K$0.00$0338K
2026-03-03Baldwin TrevorChief Executive OfficerTax withholding30K$22.29$675K107K
2026-03-03Baldwin TrevorChief Executive OfficerGrant77K$0.00$0137K
2026-03-03Galbraith DanielSee RemarksTax withholding10K$22.29$228K44K
2026-03-03Galbraith DanielSee RemarksGrant29K$0.00$055K
2026-03-03Hale BradfordChief Financial OfficerTax withholding10K$22.29$229K185K
2026-03-03Hale BradfordChief Financial OfficerGrant29K$0.00$0196K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.

Large holders (13D and 13G)

One row per reporting person, newest filing first. JSON

14 holders above 5% have filed on BWIN, all on Schedule 13G (passive). The largest reported stake is L. Lowry Baldwin at 17.0% of the class (19,938,909 shares), filed 2026-05-08 for an event on 2026-03-31.

FiledFormHolderSharesOf classEvent
2026-05-1413G/Ano. 1Capital International Investorsinvestment adviser1.6M1.7%2026-03-31
2026-05-0813G/Ano. 7L. Lowry Baldwinindividual19.9M17.0%2026-03-31
2026-05-0813G/Ano. 7BIGH, LLCother entity12.5M11.4%2026-03-31
2026-05-0813G/Ano. 7Laura R. Shermanindividual, other entity2.2M2.2%2026-03-31
2026-05-0813G/Ano. 7Trevor L. Baldwinindividual, other entity2.1M2.1%2026-03-31
2026-05-0813G/Ano. 7Elizabeth H. Krystynindividual, other entity1.6M1.6%2026-03-31
2026-05-0813G/Ano. 7Daniel A. Galbraithindividual, other entity1.2M1.2%2026-03-31
2026-05-0813G/Ano. 7Bradford L. Haleindividual305K0.3%2026-03-31
2026-05-0713G/Ano. 2WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCinvestment adviser6.8M7.0%2026-03-31
2026-03-2613G/Ano. 3The Vanguard Groupinvestment adviser00.0%2026-03-13
2026-02-1313GCapital International Investorsinvestment adviser3.6M5.1%2025-12-31
2026-02-1213GChamplain Investment Partners, LLCinvestment adviser3.9M5.5%2025-09-30
2026-02-1213G/Ano. 1Capital Research Global Investorsinvestment adviser3.0M4.2%2025-12-31
2026-02-1213GChamplain Investment Partners, LLCinvestment adviser3.7M3.8%2025-12-31
2025-12-0113G/Ano. 1WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCinvestment adviser7.8M10.9%2025-11-30
2025-11-0513G/Ano. 6Abigail P. Johnsonindividual10.7M15.0%2025-09-30
2025-11-0513G/Ano. 6FMR LLCparent holding company10.7M15.0%2025-09-30

13F holders

Tracked managers holding BWIN at their latest 13F. JSON

4 of the 30 tracked managers held BWIN at their latest 13F, $31.9M in total at quarter-end prices. Point72 Asset Management is the largest at $27.6M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 1 cut.

FundQuarterSharesValueOf portfolioChange in shares
Point72 Asset Management2026-06-301.0M$27.6M0.03%+591K
Citadel Advisors2026-06-3090K$2.4M0.00%+79K
AQR Capital Management2026-06-3064K$1.7M0.00%-37K
Millennium Management2026-06-3010K$257K0.00%new or n/a

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 2026 (quarter ended 2026-06-30) Baldwin Insurance Group, Inc. reported revenue of $488.8M, up 29.9% from the same quarter a year earlier, and net loss of $39.0M (-0.42 diluted EPS). In FY 2025 it generated -$29.4M of operating cash flow.

Cash
$184.5M
Equity
$884.4M
Total assets
$6.17B
Shares outstanding
33,988,164

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 20262026-06-30$488.8M-$39.0M-8.0%-0.42
Q1 20262026-03-31$528.9M$2.3M0.4%0.02
Q4 2025derived2025-12-31$344.6Mn/an/an/a
Q3 20252025-09-30$362.3M-$18.7M-5.2%-0.27
Q2 20252025-06-30$376.2M-$3.2M-0.8%-0.05
Q1 20252025-03-31$410.5M$13.9M3.4%0.20
Q4 2024derived2024-12-31$326.7Mn/an/an/a
Q3 20242024-09-30$335.2M-$8.4M-2.5%-0.13

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$1.49Bn/a-$29.4Mn/an/an/a
FY 20242024-12-31$1.38Bn/a$51.5Mn/an/an/a
FY 20232023-12-31$1.21Bn/a$46K$21.4Mn/an/a
FY 20222022-12-31$980.7Mn/a-$2.5M$22.0Mn/an/a
FY 20212021-12-31$567.3Mn/a$40.1M$5.3Mn/an/a

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2020-11-06 from the cover page.

What this page is

Baldwin Insurance Group, Inc. in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.

This page follows Baldwin Insurance Group, Inc. (BWIN), SEC CIK 1781755, listed on Nasdaq, classified by the SEC as insurance agents, brokers & service. The cross-market tables live on the short interest and insider transactions hubs.

Source and method

Short interest
FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-31.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-08-04.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GEDGAR read every 30 minutes; 13D within five business days of crossing 5%, 13G on the passive schedule. Latest 2026-05-14.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Insider trades
SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-05-14.JSON and CSV
Company record
EDGAR filing index for CIK 1781755Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
30 requests a minute without a key, 120 a minute with a key from a free account.

Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 14 Sep 14:38 UTC.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Datasets

Frequently Asked Questions

How much of BWIN is sold short?
11,483,385 shares were held short at the 2026-08-31 settlement, 13.7 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is BWIN's daily short volume?
On 2026-09-11, 254,005 of the 342,962 BWIN shares reported to FINRA were sold short, 74.1% of the day's reported volume. Short volume is a flow for one day, not a position.
Does BWIN have fails to deliver?
The SEC's latest file shows 21,780 BWIN shares failed to deliver at settlement 2026-08-04. Fails are reported per settlement date and published twice a month with a lag.
Are BWIN insiders buying or selling?
No open-market insider trades were reported for BWIN in the last 90 days. The most recent filings are listed below; grants and option exercises carry a weaker signal than voluntary trades. Latest filing: Cohen Seth Bala (General Counsel) on 2026-05-14.
Who owns more than 5% of BWIN?
14 holders above 5% have filed on BWIN, all on Schedule 13G (passive). The largest reported stake is L. Lowry Baldwin at 17.0% of the class (19,938,909 shares), filed 2026-05-08 for an event on 2026-03-31.
What did BWIN report last quarter?
In Q2 2026 (quarter ended 2026-06-30) Baldwin Insurance Group, Inc. reported revenue of $488.8M, up 29.9% from the same quarter a year earlier, and net loss of $39.0M (-0.42 diluted EPS). In FY 2025 it generated -$29.4M of operating cash flow.
Which funds hold BWIN?
4 of the 30 tracked managers held BWIN at their latest 13F, $31.9M in total at quarter-end prices. Point72 Asset Management is the largest at $27.6M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 1 cut.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.