Baldwin Insurance Group (BWIN)
Baldwin Insurance Group on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as insurance agents, brokers & service.
7.1M
Short interest
settlement 2026-10-15
2.9
Days to cover
+1.6 days vs prior
29.5%
Short share of volume
2026-11-02
402
Fails to deliver
settlement 2026-10-13
Thu 25 Feb
Next earnings
estimated date
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-11-02.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in BWIN is 7,072,423 shares, down 5,644,626 shares over the last month. Over the last 48 readings it ranged from 3,292,449 shares (15 November 2024) to 13,711,295 shares (15 June 2026). At the reported average volume of 2.4M shares a day that is 2.9 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/bwin" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 7,072,423 | -5.7% | 2,402,119 | 2.94 |
| 2026-09-30 | 7,503,095 | -41.0% | 5,469,805 | 1.37 |
| 2026-09-15 | 12,717,049 | +10.7% | 4,139,388 | 3.07 |
| 2026-08-31 | 11,483,385 | -6.8% | 840,557 | 13.66 |
| 2026-08-14 | 12,327,571 | +9.2% | 1,208,820 | 10.20 |
| 2026-07-31 | 11,288,142 | -2.3% | 1,299,352 | 8.69 |
| 2026-07-15 | 11,552,379 | -2.9% | 1,194,983 | 9.67 |
| 2026-06-30 | 11,891,857 | -13.3% | 2,926,538 | 4.06 |
| 2026-06-15 | 13,711,295 | +12.2% | 1,387,530 | 9.88 |
| 2026-05-29 | 12,215,716 | -3.3% | 1,486,266 | 8.22 |
| 2026-05-15 | 12,629,373 | -1.9% | 1,396,891 | 9.04 |
| 2026-04-30 | 12,875,103 | -0.8% | 1,337,983 | 9.62 |
| 2026-04-15 | 12,984,983 | +11.0% | 1,230,769 | 10.55 |
| 2026-03-31 | 11,695,410 | +23.9% | 2,270,025 | 5.15 |
| 2026-03-13 | 9,442,227 | +13.1% | 1,883,258 | 5.01 |
| 2026-02-27 | 8,348,371 | -0.6% | 1,712,856 | 4.87 |
| 2026-02-13 | 8,400,211 | +3.9% | 1,929,039 | 4.35 |
| 2026-01-30 | 8,086,171 | +8.6% | 1,213,890 | 6.66 |
| 2026-01-15 | 7,444,894 | +10.4% | 1,207,726 | 6.16 |
| 2025-12-31 | 6,740,412 | +5.8% | 1,008,119 | 6.69 |
| 2025-12-15 | 6,369,014 | -11.0% | 1,521,298 | 4.19 |
| 2025-11-28 | 7,155,628 | -3.0% | 682,891 | 10.48 |
| 2025-11-14 | 7,380,083 | +16.0% | 1,288,611 | 5.73 |
| 2025-10-31 | 6,360,299 | +2.0% | 1,024,784 | 6.21 |
| 2025-10-15 | 6,232,508 | -0.3% | 801,169 | 7.78 |
| 2025-09-30 | 6,250,820 | +7.2% | 769,799 | 8.12 |
| 2025-09-15 | 5,831,883 | +4.0% | 815,792 | 7.15 |
| 2025-08-29 | 5,607,553 | +4.6% | 652,332 | 8.60 |
| 2025-08-15 | 5,361,313 | +6.6% | 1,414,061 | 3.79 |
| 2025-07-31 | 5,029,985 | -11.6% | 613,800 | 8.19 |
| 2025-07-15 | 5,692,750 | -4.7% | 552,426 | 10.31 |
| 2025-06-30 | 5,971,186 | +27.5% | 1,110,845 | 5.38 |
| 2025-06-13 | 4,684,062 | +4.8% | 679,012 | 6.90 |
| 2025-05-30 | 4,471,045 | -6.0% | 393,712 | 11.36 |
| 2025-05-15 | 4,757,137 | -6.6% | 613,970 | 7.75 |
| 2025-04-30 | 5,093,368 | +1.8% | 428,182 | 11.90 |
| 2025-04-15 | 5,002,210 | +1.3% | 716,574 | 6.98 |
| 2025-03-31 | 4,940,026 | +3.8% | 718,336 | 6.88 |
| 2025-03-14 | 4,760,957 | +6.2% | 700,528 | 6.80 |
| 2025-02-28 | 4,482,319 | -0.7% | 516,137 | 8.68 |
| 2025-02-14 | 4,514,636 | +7.7% | 375,332 | 12.03 |
| 2025-01-31 | 4,191,658 | +9.3% | 469,363 | 8.93 |
| 2025-01-15 | 3,836,416 | -9.8% | 609,164 | 6.30 |
| 2024-12-31 | 4,251,707 | -0.9% | 478,293 | 8.89 |
| 2024-12-13 | 4,291,829 | +19.6% | 715,736 | 6.00 |
| 2024-11-29 | 3,589,877 | +9.0% | 384,435 | 9.34 |
| 2024-11-15 | 3,292,449 | -12.2% | 1,153,548 | 2.85 |
| 2024-10-31 | 3,749,476 | +18.8% | 778,626 | 4.82 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 2 November 2026, the short share of BWIN volume is 29.5%, up 1.5 points over the last five sessions. Over the last 30 readings it ranged from 4.2% (9 October 2026) to 57.9% (5 October 2026). The latest reading is in line with the 30-session average of 27.6%, on 472K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-11-02 | 139K | 472K | 29.5% | 0 |
| 2026-10-30 | 92K | 828K | 11.1% | 534 |
| 2026-10-29 | 290K | 885K | 32.7% | 511 |
| 2026-10-28 | 87K | 261K | 33.3% | 0 |
| 2026-10-27 | 243K | 585K | 41.6% | 0 |
| 2026-10-26 | 102K | 363K | 28.0% | 0 |
| 2026-10-23 | 176K | 554K | 31.8% | 0 |
| 2026-10-22 | 111K | 398K | 28.0% | 0 |
| 2026-10-21 | 142K | 412K | 34.4% | 0 |
| 2026-10-20 | 180K | 485K | 37.2% | 1,600 |
| 2026-10-19 | 157K | 366K | 42.8% | 0 |
| 2026-10-16 | 85K | 287K | 29.6% | 128 |
| 2026-10-15 | 148K | 428K | 34.7% | 0 |
| 2026-10-14 | 81K | 322K | 25.2% | 0 |
| 2026-10-13 | 96K | 437K | 21.9% | 0 |
| 2026-10-12 | 157K | 894K | 17.6% | 0 |
| 2026-10-09 | 104K | 2.5M | 4.2% | 0 |
| 2026-10-08 | 102K | 587K | 17.4% | 0 |
| 2026-10-07 | 202K | 897K | 22.5% | 0 |
| 2026-10-06 | 206K | 741K | 27.8% | 0 |
| 2026-10-05 | 152K | 262K | 57.9% | 0 |
| 2026-10-02 | 327K | 1.4M | 24.1% | 0 |
| 2026-10-01 | 887K | 3.3M | 26.7% | 2,206 |
| 2026-09-30 | 234K | 3.2M | 7.3% | 66 |
| 2026-09-29 | 456K | 1.6M | 29.4% | 0 |
| 2026-09-28 | 202K | 1.1M | 18.7% | 277 |
| 2026-09-25 | 154K | 567K | 27.1% | 0 |
| 2026-09-24 | 446K | 2.0M | 22.1% | 0 |
| 2026-09-23 | 461K | 1.4M | 33.8% | 23 |
| 2026-09-22 | 733K | 2.5M | 29.3% | 650 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 13 October 2026, the fails-to-deliver balance in BWIN is 402 shares, down 359 shares over the last settlement date. Over the last 30 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.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-10-13 | 402 | $31.85 | $13K |
| 2026-10-08 | 761 | $31.81 | $24K |
| 2026-10-05 | 36 | $31.77 | $1K |
| 2026-09-24 | 25,534 | $31.85 | $813K |
| 2026-09-15 | 11,243 | $32.00 | $360K |
| 2026-09-11 | 2,502 | $29.39 | $74K |
| 2026-09-10 | 185 | $28.23 | $5K |
| 2026-09-02 | 1,640 | $30.26 | $50K |
| 2026-08-31 | 73 | $30.68 | $2K |
| 2026-08-28 | 6,144 | $30.16 | $185K |
| 2026-08-26 | 240 | $30.91 | $7K |
| 2026-08-17 | 3 | $31.51 | $95 |
| 2026-08-04 | 21,780 | $29.48 | $642K |
| 2026-07-23 | 1 | $25.20 | $25 |
| 2026-07-10 | 11 | $26.45 | $291 |
| 2026-07-07 | 1 | $27.09 | $27 |
| 2026-07-02 | 978 | $26.91 | $26K |
| 2026-06-30 | 191 | $26.25 | $5K |
| 2026-06-29 | 11,396 | $26.22 | $299K |
| 2026-06-25 | 236,660 | $24.87 | $5.9M |
| 2026-06-24 | 15,231 | $24.39 | $371K |
| 2026-06-23 | 128,183 | $23.52 | $3.0M |
| 2026-06-22 | 128,205 | $20.24 | $2.6M |
| 2026-06-16 | 73 | $18.16 | $1K |
| 2026-06-15 | 252 | $18.13 | $5K |
| 2026-06-11 | 298 | $19.37 | $6K |
| 2026-06-10 | 132 | $19.36 | $3K |
| 2026-06-09 | 271 | $19.24 | $5K |
| 2026-06-04 | 196 | $18.77 | $4K |
| 2026-06-01 | 4,023 | $19.42 | $78K |
Insider trades
SEC Form 4, newest first. JSONNo open-market insider trades were reported for BWIN in the last 90 days. The most recent filings are listed below. Latest filing: Baldwin Lowry (Director, 10% owner, See Remarks) on 2026-10-14.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-10-14 | Baldwin Lowry | Director, 10% owner, See Remarks | Inheritance | 8K | $0.00 | $0 | 8K |
| 2026-10-01 | Matas Barbara Ruth | Director | Grant | 824 | $0.00 | $0 | 20K |
| 2026-10-01 | SULLIVAN CHRIS THOMAS | Director | Grant | 824 | $0.00 | $0 | 87K |
| 2026-10-01 | Shook Ellyn | Director | Grant | 824 | $0.00 | $0 | 15K |
| 2026-10-01 | Muthukrishnan Sathish | Director | Grant | 824 | $0.00 | $0 | 11K |
| 2026-10-01 | Cohen Jay A | Director | Grant | 824 | $0.00 | $0 | 19K |
| 2026-10-01 | Sparks Paul Eugene | Director | Tax withholding | 244 | $31.77 | $8K | 3K |
| 2026-10-01 | Sparks Paul Eugene | Director | Grant | 824 | $0.00 | $0 | 3K |
| 2026-10-01 | Parasuraman Sunita | Director | Grant | 824 | $0.00 | $0 | 15K |
| 2026-10-01 | KADOW JOSEPH JOHN | Director | Grant | 824 | $0.00 | $0 | 20K |
| 2026-10-01 | Williams Myron K | Director | Grant | 824 | $0.00 | $0 | 15K |
| 2026-07-01 | Sparks Paul Eugene | Director | Tax withholding | 416 | $26.91 | $11K | 2K |
| 2026-07-01 | Sparks Paul Eugene | Director | Grant | 1K | $0.00 | $0 | 3K |
| 2026-07-01 | Muthukrishnan Sathish | Director | Grant | 1K | $0.00 | $0 | 10K |
| 2026-07-01 | Parasuraman Sunita | Director | Grant | 1K | $0.00 | $0 | 14K |
| 2026-07-01 | Williams Myron K | Director | Grant | 1K | $0.00 | $0 | 14K |
| 2026-07-01 | Cohen Jay A | Director | Grant | 1K | $0.00 | $0 | 19K |
| 2026-07-01 | Matas Barbara Ruth | Director | Grant | 1K | $0.00 | $0 | 20K |
| 2026-07-01 | Shook Ellyn | Director | Grant | 1K | $0.00 | $0 | 14K |
| 2026-07-01 | KADOW JOSEPH JOHN | Director | Grant | 1K | $0.00 | $0 | 20K |
| 2026-07-01 | SULLIVAN CHRIS THOMAS | Director | Grant | 1K | $0.00 | $0 | 86K |
| 2026-05-14 | Cohen Seth Bala | General Counsel | Sell | 15K | $20.01 | $300K | 14K |
| 2026-05-07 | Krystyn Elizabeth | Member of 10% Owner Group | Sell | 32K | $21.18 | $672K | 0 |
| 2026-05-07 | Krystyn Elizabeth | Member of 10% Owner Group | Sell | 98K | $21.20 | $2.1M | 0 |
| 2026-05-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 50K | $0.00 | $0 | 50K |
| 2026-05-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 152K | $0.00 | $0 | 152K |
| 2026-05-06 | Krystyn Elizabeth | Member of 10% Owner Group | Sell | 18K | $21.20 | $387K | 32K |
| 2026-05-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 50K | $0.00 | $0 | 397K |
| 2026-05-06 | Krystyn Elizabeth | Member of 10% Owner Group | Sell | 54K | $21.19 | $1.1M | 98K |
| 2026-05-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 152K | $0.00 | $0 | 1.2M |
| 2026-04-01 | Sparks Paul Eugene | Director | Tax withholding | 784 | $21.53 | $17K | 1K |
| 2026-04-01 | Sparks Paul Eugene | Director | Grant | 2K | $0.00 | $0 | 2K |
| 2026-04-01 | Muthukrishnan Sathish | Director | Grant | 1K | $0.00 | $0 | 9K |
| 2026-04-01 | Parasuraman Sunita | Director | Grant | 1K | $0.00 | $0 | 13K |
| 2026-04-01 | Williams Myron K | Director | Grant | 1K | $0.00 | $0 | 13K |
| 2026-04-01 | Cohen Jay A | Director | Grant | 1K | $0.00 | $0 | 17K |
| 2026-04-01 | Lichon Corbyn N. | Chief Accounting Officer | Grant | 2K | $0.00 | $0 | 57K |
| 2026-04-01 | Hale Bradford | Chief Financial Officer | Tax withholding | 10K | $21.53 | $212K | 175K |
| 2026-04-01 | Matas Barbara Ruth | Director | Grant | 1K | $0.00 | $0 | 18K |
| 2026-04-01 | Shook Ellyn | Director | Grant | 1K | $0.00 | $0 | 13K |
| 2026-04-01 | KADOW JOSEPH JOHN | Director | Grant | 1K | $0.00 | $0 | 18K |
| 2026-04-01 | SULLIVAN CHRIS THOMAS | Director | Grant | 1K | $0.00 | $0 | 84K |
| 2026-03-15 | Cohen Seth Bala | General Counsel | Tax withholding | 263 | $21.06 | $6K | 29K |
| 2026-03-15 | Cohen Seth Bala | General Counsel | Tax withholding | 283 | $21.06 | $6K | 29K |
| 2026-03-15 | Cohen Seth Bala | General Counsel | Tax withholding | 254 | $21.06 | $5K | 30K |
| 2026-03-15 | Lichon Corbyn N. | Chief Accounting Officer | Tax withholding | 70 | $21.06 | $1K | 55K |
| 2026-03-15 | Lichon Corbyn N. | Chief Accounting Officer | Tax withholding | 96 | $21.06 | $2K | 55K |
| 2026-03-15 | Lichon Corbyn N. | Chief Accounting Officer | Tax withholding | 121 | $21.06 | $3K | 55K |
| 2026-03-15 | Lichon Corbyn N. | Chief Accounting Officer | Tax withholding | 102 | $21.06 | $2K | 56K |
| 2026-03-15 | Roche James Morgan | See Remarks | Tax withholding | 501 | $21.06 | $11K | 322K |
| 2026-03-15 | Baldwin Trevor | Chief Executive Officer | Tax withholding | 670 | $21.06 | $14K | 105K |
| 2026-03-15 | Baldwin Trevor | Chief Executive Officer | Tax withholding | 1K | $21.06 | $27K | 105K |
| 2026-03-15 | Galbraith Daniel | See Remarks | Tax withholding | 402 | $21.06 | $8K | 43K |
| 2026-03-15 | Galbraith Daniel | See Remarks | Tax withholding | 556 | $21.06 | $12K | 44K |
| 2026-03-15 | Hale Bradford | Chief Financial Officer | Tax withholding | 402 | $21.06 | $8K | 184K |
| 2026-03-15 | Hale Bradford | Chief Financial Officer | Tax withholding | 556 | $21.06 | $12K | 185K |
| 2026-03-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 29K | $0.00 | $0 | 29K |
| 2026-03-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 91K | $0.00 | $0 | 91K |
| 2026-03-06 | Krystyn Elizabeth | Member of 10% Owner Group | Sell | 29K | $21.25 | $625K | 0 |
| 2026-03-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 29K | $0.00 | $0 | 447K |
| 2026-03-06 | Krystyn Elizabeth | Member of 10% Owner Group | Sell | 91K | $21.25 | $1.9M | 0 |
| 2026-03-06 | Krystyn Elizabeth | Member of 10% Owner Group | Conversion | 91K | $0.00 | $0 | 1.4M |
| 2026-03-03 | Sparks Paul Eugene | Director | Buy | 15K | $22.10 | $336K | 997K |
| 2026-03-03 | Cohen Seth Bala | General Counsel | Tax withholding | 7K | $22.29 | $161K | 30K |
| 2026-03-03 | Cohen Seth Bala | General Counsel | Grant | 19K | $0.00 | $0 | 37K |
| 2026-03-03 | Lichon Corbyn N. | Chief Accounting Officer | Tax withholding | 3K | $22.29 | $76K | 56K |
| 2026-03-03 | Lichon Corbyn N. | Chief Accounting Officer | Grant | 10K | $0.00 | $0 | 59K |
| 2026-03-03 | Roche James Morgan | See Remarks | Tax withholding | 15K | $22.29 | $327K | 323K |
| 2026-03-03 | Roche James Morgan | See Remarks | Grant | 35K | $0.00 | $0 | 338K |
| 2026-03-03 | Baldwin Trevor | Chief Executive Officer | Tax withholding | 30K | $22.29 | $675K | 107K |
| 2026-03-03 | Baldwin Trevor | Chief Executive Officer | Grant | 77K | $0.00 | $0 | 137K |
| 2026-03-03 | Galbraith Daniel | See Remarks | Tax withholding | 10K | $22.29 | $228K | 44K |
| 2026-03-03 | Galbraith Daniel | See Remarks | Grant | 29K | $0.00 | $0 | 55K |
| 2026-03-03 | Hale Bradford | Chief Financial Officer | Tax withholding | 10K | $22.29 | $229K | 185K |
| 2026-03-03 | Hale Bradford | Chief Financial Officer | Grant | 29K | $0.00 | $0 | 196K |
| 2026-03-02 | Sparks Paul Eugene | Director | Buy | 29K | $22.96 | $666K | 982K |
| 2026-03-02 | Sparks Paul Eugene | Director | Gift | 30K | $0.00 | $0 | 953K |
| 2026-03-02 | Baldwin Lowry | Director, 10% owner, See Remarks | Other transaction | 35K | $0.00 | $0 | 12.5M |
| 2026-03-02 | BIGH, LLC | 10% owner, Member of 10% Owner Group | Other transaction | 35K | $0.00 | $0 | 12.5M |
| 2026-02-26 | Roche James Morgan | See Remarks | Grant | 240K | $0.00 | $0 | 303K |
| 2026-02-23 | Cohen Seth Bala | General Counsel | Tax withholding | 3K | $16.57 | $48K | 18K |
| 2026-02-23 | Cohen Seth Bala | General Counsel | Grant | 10K | $0.00 | $0 | 21K |
| 2026-02-23 | Lichon Corbyn N. | Chief Accounting Officer | Tax withholding | 2K | $16.57 | $31K | 50K |
| 2026-02-23 | Lichon Corbyn N. | Chief Accounting Officer | Grant | 5K | $0.00 | $0 | 51K |
| 2026-02-23 | Roche James Morgan | See Remarks | Tax withholding | 9K | $16.57 | $147K | 63K |
| 2026-02-23 | Roche James Morgan | See Remarks | Grant | 30K | $0.00 | $0 | 72K |
| 2026-02-23 | Baldwin Trevor | Chief Executive Officer | Tax withholding | 17K | $16.57 | $284K | 60K |
| 2026-02-23 | Baldwin Trevor | Chief Executive Officer | Grant | 66K | $0.00 | $0 | 77K |
| 2026-02-23 | Galbraith Daniel | See Remarks | Tax withholding | 8K | $16.57 | $126K | 26K |
| 2026-02-23 | Galbraith Daniel | See Remarks | Grant | 30K | $0.00 | $0 | 33K |
| 2026-02-23 | Hale Bradford | Chief Financial Officer | Tax withholding | 8K | $16.57 | $126K | 167K |
| 2026-02-23 | Hale Bradford | Chief Financial Officer | Grant | 30K | $0.00 | $0 | 174K |
| 2026-01-02 | Sparks Paul Eugene | Director | Grant | 983K | price not stated in the filing | not stated | 983K |
| 2026-01-02 | Sparks Paul Eugene | Director | Grant | 97K | price not stated in the filing | not stated | 97K |
| 2026-01-02 | Sparks Paul Eugene | Director | Grant | 18K | price not stated in the filing | not stated | 18K |
| 2026-01-01 | Muthukrishnan Sathish | Director | Grant | 1K | $0.00 | $0 | 8K |
| 2026-01-01 | Parasuraman Sunita | Director | Grant | 1K | $0.00 | $0 | 12K |
| 2026-01-01 | Williams Myron K | Director | Grant | 1K | $0.00 | $0 | 12K |
| 2026-01-01 | Cohen Jay A | Director | Grant | 1K | $0.00 | $0 | 16K |
| 2026-01-01 | Matas Barbara Ruth | Director | Grant | 1K | $0.00 | $0 | 17K |
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 rarer.
Planned sales (Form 144)
Newest first. JSON8 Form 144 notices on file for BWIN worth $15.8M at the prices reported; 0 in the last 90 days worth $0. Latest: Cohen Seth Bala filed on 2026-05-14 to sell 15,000 shares ($297K) from 2026-05-14.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-05-14 | Cohen Seth BalaOfficer | 15K | $297K | 0.015% | 2026-05-14 | Wells Fargo Clearing Services |
| 2026-05-06 | Krystyn ElizabethOfficer | 202K | $4.4M | 0.207% | 2026-05-06 | Charles Schwab Corporation |
| 2026-03-06 | Krystyn ElizabethOfficer | 120K | $2.6M | 0.124% | 2026-03-06 | Charles Schwab Corporation |
| 2025-12-15 | Roche James MorganOfficer | 80K | $1.9M | 0.112% | 2025-12-15 | Raymond James & Associates |
| 2025-12-12 | Roche James MorganOfficer | 100K | $2.4M | 0.140% | 2025-12-12 | Raymond James & Associates |
| 2025-12-12 | Roche James MorganOfficer | 100K | $2.4M | 0.140% | 2025-12-12 | Raymond James & Associates |
| 2025-12-11 | Roche James MorganOfficer | 60K | $1.4M | 0.084% | 2025-12-11 | Raymond James & Associates |
| 2025-12-05 | Roche James MorganOfficer | 15K | $376K | 0.021% | 2025-12-05 | Raymond James & Associates |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON5 holders report 5% or more of BWIN in their latest filing, 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.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-10-07 | 13G/Ano. 7 | FMR LLCparent holding company | 2.9M | 3.0% | 2026-09-30 |
| 2026-10-07 | 13G/Ano. 7 | Abigail P. Johnsonindividual | 2.9M | 3.0% | 2026-09-30 |
| 2026-09-25 | 13G | Glazer Capital, LLCinvestment adviser, other entity | 5.2M | 5.3% | 2026-09-18 |
| 2026-09-25 | 13G | Paul J. Glazerindividual | 5.2M | 5.3% | 2026-09-18 |
| 2026-05-14 | 13G/Ano. 1 | Capital International Investorsinvestment adviser | 1.6M | 1.7% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | L. Lowry Baldwinindividual | 19.9M | 17.0% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | BIGH, LLCother entity | 12.5M | 11.4% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | Laura R. Shermanindividual, other entity | 2.2M | 2.2% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | Trevor L. Baldwinindividual, other entity | 2.1M | 2.1% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | Elizabeth H. Krystynindividual, other entity | 1.6M | 1.6% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | Daniel A. Galbraithindividual, other entity | 1.2M | 1.2% | 2026-03-31 |
| 2026-05-08 | 13G/Ano. 7 | Bradford L. Haleindividual | 305K | 0.3% | 2026-03-31 |
| 2026-05-07 | 13G/Ano. 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCinvestment adviser | 6.8M | 7.0% | 2026-03-31 |
| 2026-03-26 | 13G/Ano. 3 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-12 | 13G/Ano. 1 | Capital Research Global Investorsinvestment adviser | 3.0M | 4.2% | 2025-12-31 |
| 2026-02-12 | 13G | Champlain Investment Partners, LLCinvestment adviser | 3.7M | 3.8% | 2025-12-31 |
13F holders
Tracked managers holding BWIN at their latest 13F. JSON4 of the 30 tracked managers held BWIN at their latest 13F, $31.5M 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 3 added shares and 1 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Point72 Asset Management | 2026-06-30 | 1.0M | $27.6M | 0.03% | +591K |
| Citadel Advisors | 2026-06-30 | 74K | $2.0M | 0.00% | new |
| AQR Capital Management | 2026-06-30 | 64K | $1.7M | 0.00% | -37K |
| Millennium Management | 2026-06-30 | 10K | $257K | 0.00% | new |
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. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Baldwin Insurance Group 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
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $488.8M | -$39.0M | -8.0% | -0.42 |
| Q1 FY 2026 | 2026-03-31 | $528.9M | $2.3M | 0.4% | 0.02 |
| Q4 FY 2025derived | 2025-12-31 | $344.6M | -$25.9M | -7.5% | n/a |
| Q3 FY 2025 | 2025-09-30 | $362.3M | -$18.7M | -5.2% | -0.27 |
| Q2 FY 2025 | 2025-06-30 | $376.2M | -$3.2M | -0.8% | -0.05 |
| Q1 FY 2025 | 2025-03-31 | $410.5M | $13.9M | 3.4% | 0.20 |
| Q4 FY 2024derived | 2024-12-31 | $326.7M | -$20.2M | -6.2% | n/a |
| Q3 FY 2024 | 2024-09-30 | $335.2M | -$8.4M | -2.5% | -0.13 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $1.49B | -$33.8M | -$29.4M | $39.5M | n/a | n/a |
| FY 2024 | 2024-12-31 | $1.38B | -$24.5M | $51.5M | $41.0M | n/a | n/a |
| FY 2023 | 2023-12-31 | $1.21B | -$90.1M | $46K | $21.4M | n/a | n/a |
| FY 2022 | 2022-12-31 | $980.7M | -$41.8M | -$2.5M | $22.0M | n/a | n/a |
| FY 2021 | 2021-12-31 | $567.3M | -$30.6M | $40.1M | $5.3M | n/a | n/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 the cash the company paid to repurchase its common stock in the year, not the amount authorized. 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 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 puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, 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 one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Baldwin Insurance Group (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 updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-11-02.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-10-13.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-05-14.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-10-07.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-10-27.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-10-14.JSON and CSV
- Company record
- EDGAR filing index for CIK 1781755Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
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 large short position are rare and stand out; insider sells next to one 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.
Other companies the SEC classifies as insurance agents, brokers & service
Other company pages
Datasets
Frequently Asked Questions
How much of BWIN is sold short?
7,072,423 shares were held short at the 2026-10-15 settlement, 2.9 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 2026-11-02, 139,211 of the 472,430 BWIN shares reported to FINRA were sold short, 29.5% 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 402 BWIN shares failed to deliver at settlement 2026-10-13. 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. Latest filing: Baldwin Lowry (Director, 10% owner, See Remarks) on 2026-10-14.
Have BWIN insiders filed to sell?
8 Form 144 notices on file for BWIN worth $15.8M at the prices reported; 0 in the last 90 days worth $0. Latest: Cohen Seth Bala filed on 2026-05-14 to sell 15,000 shares ($297K) from 2026-05-14.
Who owns 5% or more of BWIN?
5 holders report 5% or more of BWIN in their latest filing, 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 FY 2026 (quarter ended 2026-06-30) Baldwin Insurance Group 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 tracked 13F managers own BWIN?
4 of the 30 tracked 13F managers held BWIN shares at their latest filing, $31.5M in all. The largest: Steve Cohen's Point72 Asset Management (1.0M shares, $27.6M), Ken Griffin's Citadel Advisors (74K shares, $2.0M), Cliff Asness's AQR Capital Management (64K shares, $1.7M), Izzy Englander's Millennium Management (10K shares, $257K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.