BRP Insider Trading
Baldwin Insurance Group, Inc. | Insurance Agents, Brokers & Service
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Baldwin Insurance Group, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Insurance Agents, Brokers & Service sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2024-05-14 03:51 | 2024-05-09 | Galbraith Daniel | Officer, Other - See Remarks | SELL | $29.96 | 181,481 | $5,436,735 | 6,285 | -96.7% |
| 2024-05-14 03:49 | 2024-05-09 | Roche James Morgan | Officer - See Remarks | SELL | $30.17 | 25,000 | $754,228 | 233,499 | -9.7% |
| 2024-05-14 03:47 | 2024-05-09 | Cohen Seth Bala | Officer - General Counsel | SELL | $30.03 | 10,834 | $325,345 | 13,813 | -44.0% |
| 2024-03-16 03:58 | 2024-03-15 | Cohen Seth Bala | Officer - General Counsel | SELL | $29.04 | 1,033 | $29,998 | 10,657 | -8.8% |
| 2024-03-14 03:09 | 2024-03-11 | Baldwin Lowry | Director, 10% owner, Other | SELL | $28.93 | 100,000 | $2,893,200 | 0 | -100.0% |
| 2023-12-02 03:30 | 2023-11-29 | Baldwin Lowry | Director, 10% owner, Other | SELL | $0.00 | 200,000 | $0 | 15,491,478 | -1.3% |
| 2023-12-02 03:30 | 2023-11-29 | Baldwin Insurance Group Holdings, LLC | 10% owner, Other | SELL | $0.00 | 200,000 | $0 | 15,491,478 | -1.3% |
| 2023-11-14 00:15 | 2023-11-09 | Valentine John A. | Officer, Other - Chief Partnership Officer | BUY | $19.98 | 5,000 | $99,895 | 93,222 | +5.7% |
| 2023-11-14 00:15 | 2023-11-09 | Hale Bradford | Officer, Other - Chief Financial Officer | BUY | $19.97 | 10,000 | $199,655 | 10,000 | +100.0% |
| 2023-09-16 00:47 | 2023-09-13 | Sherman Laura | Other | SELL | $26.24 | 54,695 | $1,435,427 | 0 | -100.0% |
| 2023-09-13 23:23 | 2023-09-12 | Baldwin Lowry | Director, 10% owner, Other | SELL | $25.98 | 120,000 | $3,117,276 | 0 | -100.0% |
| 2023-09-12 02:44 | 2023-09-07 | Sherman Laura | Other | SELL | $26.55 | 145,305 | $3,858,182 | 54,695 | -72.7% |
| 2023-09-09 02:00 | 2023-09-06 | Baldwin Lowry | Director, 10% owner, Other | SELL | $0.00 | 172,000 | $0 | 0 | -100.0% |
| 2023-09-06 23:24 | 2023-08-29 | Galbraith Daniel | Officer, Other - Chief Operating Officer | SELL | $25.89 | 60,316 | $1,561,816 | 8,721 | -87.4% |
| 2023-08-26 03:52 | 2023-08-24 | Baldwin Trevor | Director, Officer, Other - Chief Executive Officer | SELL | $25.35 | 238,147 | $6,037,550 | 32,864 | -87.9% |
| 2023-08-22 01:35 | 2023-08-17 | Wiebeck Kristopher Aaron | Director, Officer, Other - Chief Strategy Officer | SELL | $25.11 | 55,000 | $1,381,204 | 20,035 | -73.3% |
| 2023-08-22 01:34 | 2023-08-17 | Baldwin Lowry | Director, Officer, 10% owner, Other - Chairman | SELL | $25.72 | 188,552 | $4,849,859 | 0 | -100.0% |
| 2023-08-18 23:10 | 2023-08-16 | Cohen Seth Bala | Officer - General Counsel | SELL | $25.15 | 9,858 | $247,975 | 12,124 | -44.8% |
| 2023-05-12 23:05 | 2023-05-11 | Cohen Seth Bala | Officer - General Counsel | SELL | $22.47 | 2,000 | $44,940 | 21,982 | -8.3% |
| 2022-12-06 00:30 | 2022-12-02 | Baldwin Lowry | Director, Officer, 10% owner, Other - Chairman | SELL | $0.00 | 70,000 | $0 | 15,811,478 | -0.4% |
| 2022-12-06 00:30 | 2022-12-02 | Baldwin Insurance Group Holdings, LLC | 10% owner, Other | SELL | $0.00 | 70,000 | $0 | 15,811,478 | -0.4% |
| 2022-12-02 00:30 | 2022-11-29 | Wiebeck Kristopher Aaron | Director, Officer, Other - Chief Strategy Officer | SELL | $29.34 | 25,000 | $733,400 | 0 | -100.0% |
| 2022-11-22 00:17 | 2022-11-21 | Cohen Seth Bala | Officer - General Counsel | SELL | $28.25 | 3,463 | $97,830 | 9,282 | -27.2% |
| 2022-09-23 00:20 | 2022-09-20 | Baldwin Lowry | Director, Officer, 10% owner, Other - Chairman | BUY | $28.87 | 172,000 | $4,965,640 | 172,000 | +100.0% |
| 2022-09-23 00:20 | 2022-09-20 | Baldwin Lowry | Director, Officer, 10% owner, Other - Chairman | SELL | $28.87 | 172,000 | $4,965,640 | 171,799 | -50.0% |
| 2022-05-18 02:39 | 2022-05-13 | Baldwin Trevor | Director, Officer, Other - Chief Executive Officer | BUY | $22.75 | 14,559 | $331,283 | 100,297 | +17.0% |
| 2022-05-18 02:37 | 2022-05-13 | Valentine John A. | Officer, Other - Chief Partnership Officer | BUY | $21.10 | 10,000 | $211,000 | 66,351 | +17.7% |
| 2022-05-18 02:36 | 2022-05-13 | Cohen Seth Bala | Officer - General Counsel | BUY | $21.50 | 2,500 | $53,750 | 12,745 | +24.4% |
| 2022-03-17 03:14 | 2022-03-14 | Valentine John A. | Officer, Other - Chief Partnership Officer | BUY | $24.68 | 5,000 | $123,410 | 43,311 | +13.1% |
| 2022-03-15 23:41 | 2022-03-11 | Wiebeck Kristopher Aaron | Director, Officer, Other - Chief Strategy Officer | BUY | $24.87 | 10,000 | $248,700 | 50,896 | +24.5% |
| 2022-03-12 00:39 | 2022-03-09 | Baldwin Trevor | Director, Officer, Other - Chief Executive Officer | BUY | $25.41 | 13,117 | $333,367 | 13,117 | +100.0% |
| 2022-03-10 00:13 | 2022-03-08 | Galbraith Daniel | Officer, Other - Chief Operating Officer | BUY | $22.75 | 5,000 | $113,740 | 33,928 | +17.3% |
| 2022-03-09 03:17 | 2022-03-04 | Valentine John A. | Officer, Other - Chief Partnership Officer, | BUY | $26.28 | 1,500 | $39,425 | 38,311 | +4.1% |
| 2022-03-09 03:16 | 2022-03-04 | Wiebeck Kristopher Aaron | Director, Officer, Other - Chief Strategy Officer | BUY | $26.65 | 2,000 | $53,295 | 1,000 | +100.0% |
| 2021-12-08 05:21 | 2021-12-03 | Baldwin Insurance Group Holdings, LLC | 10% owner, Other | SELL | $0.00 | 570,000 | $0 | 15,881,478 | -3.5% |
| 2021-12-08 05:16 | 2021-12-03 | Baldwin Lowry | Director, Officer, 10% owner, Other - Chairman | SELL | $25.13 | 226,201 | $5,684,228 | 343,799 | -39.7% |
| 2021-09-20 23:37 | 2021-09-17 | Cohen Jay A | Director | BUY | $30.50 | 2,800 | $85,400 | 3,614 | +344.0% |
| 2020-12-23 01:07 | 2020-12-18 | Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | Other | SELL | $0.00 | 20,000 | $0 | 431,427 | -4.4% |
| 2020-12-23 01:03 | 2020-12-18 | Krystyn Elizabeth | Other | SELL | $0.00 | 200,000 | $0 | 1,731,998 | -10.4% |
| 2020-12-23 01:02 | 2020-12-18 | Sherman Laura | Other | SELL | $0.00 | 300,000 | $0 | 2,312,221 | -11.5% |
| 2020-12-23 00:59 | 2020-12-18 | Baldwin Insurance Group Holdings, LLC | 10% owner, Other | SELL | $0.00 | 466,667 | $0 | 16,451,478 | -2.8% |
| 2020-12-16 02:04 | 2020-12-11 | Krystyn Elizabeth | Other | SELL | $0.00 | 100,000 | $0 | 1,931,998 | -4.9% |
| 2020-12-16 02:02 | 2020-12-11 | Sherman Laura | Other | SELL | $0.00 | 100,000 | $0 | 2,612,221 | -3.7% |
| 2020-12-16 01:55 | 2020-12-11 | Baldwin Insurance Group Holdings, LLC | 10% owner, Other | SELL | $0.00 | 100,000 | $0 | 16,918,145 | -0.6% |
| 2020-07-01 04:26 | 2020-06-29 | Krystyn Elizabeth | 10% owner, Other | SELL | $0.00 | 450,000 | $0 | 2,031,998 | -18.1% |
| 2020-07-01 04:26 | 2020-06-29 | Sherman Laura | 10% owner, Other | SELL | $0.00 | 150,000 | $0 | 2,712,542 | -5.2% |
| 2020-07-01 04:25 | 2020-06-26 | Baldwin Insurance Group Holdings, LLC | 10% owner, Other | SELL | $0.00 | 1,875,000 | $0 | 17,018,145 | -9.9% |
| 2020-07-01 04:24 | 2020-06-26 | Loper Enterprises, LLC | 10% owner | SELL | $0.00 | 1,875,000 | $0 | 0 | -100.0% |
| 2020-06-06 02:44 | 2020-06-03 | Baldwin Lowry | Director, Officer, 10% owner, Other - Chairman; | SELL | $14.72 | 40,762 | $600,184 | 0 | -100.0% |
| 2020-06-06 02:43 | 2020-06-03 | Loper Enterprises, LLC | 10% owner | SELL | $14.72 | 40,762 | $600,184 | 0 | -100.0% |
How to Interpret $BRP Trades
Not every insider transaction in Baldwin Insurance Group, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $BRP shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for BRP
Insider activity data for Baldwin Insurance Group, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $BRP, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.