Baldwin Insurance Group (BWIN) Insider & Congress Trades

Smart money at a glance

Filings to Oct 27, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: $0No open-market trades
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about BWIN filings

Are insiders buying or selling The Baldwin Insurance Group, Inc. (BWIN) stock?

Neither. The Baldwin Insurance Group, Inc. (BWIN) insiders filed no open-market purchases or sales in the 90 days to Oct 27, 2026, according to SEC Form 4 filings.

Which members of Congress have traded BWIN recently?

None. No member of Congress disclosed a BWIN trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this BWIN smart-money data?

This summary uses filings available on Oct 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on BWIN

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
- Seth Bala Cohen, sold $300K, open market, filed May 15
- Elizabeth Krystyn, sold $4.3M, scheduled plan sale, filed May 8
Lean short · thin2 sales · $4.6M
1 of 2 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about BWIN filings

Are insiders buying or selling The Baldwin Insurance Group, Inc. (BWIN) stock?

Neither. The Baldwin Insurance Group, Inc. (BWIN) insiders filed no open-market purchases or sales in the 90 days to Oct 27, 2026, according to SEC Form 4 filings.

Which members of Congress have traded BWIN recently?

None. No member of Congress disclosed a BWIN trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this BWIN smart-money data?

Funds

What funds are doing

3 moves · 6 mo

Buys/Adds$23.0MSells/Trims$22.5M

Buys/Adds (2)

P7
Point72
Steven Cohen · Q2 2026 13F
$17.8M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
BO
Bank of America
Q1 2026 13F
$5.2M
added

Sells/Trims (1)

JC
JPMorgan Chase
Q1 2026 13F
$22.5M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%

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Reported Oct 27, 2026

Earnings came in 2.8% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Oct 27, 2026

Period ending

Sep 30, 2026

Earnings per share

$0.42-2.81% miss

$0.43 expected

Revenue

$480.3M

Yahoo Finance

EPS and revenue: Yahoo Finance

Next report

Estimated report: Oct 27, 2026, today

Previous reports

Period ending	Reported	EPS / estimate	EPS surprise	Revenue / income	Surprise
Sep 30, 2026	Oct 27, 2026	$0.42 / $0.43Yahoo Finance	-2.81% miss	$480.3M No estimate	Unavailable
Jun 30, 2026	Jul 30, 2026	$0.48 / $0.47Yahoo Finance	+2.09% beat	$492.9M No estimate	Unavailable
Mar 31, 2026	May 4, 2026	$0.63 / $0.63Yahoo Finance	+0.44% in line	$532.2M No estimate	Unavailable
Dec 31, 2025	Feb 26, 2026	$0.31 / $0.29Yahoo Finance	+7.28% beat	$347.3M No estimate	Unavailable
Sep 30, 2025	Nov 4, 2025	$0.31 / $0.31Alpha Vantage	+0.00% in line	$365.4M No estimate	Unavailable
Jun 30, 2025	Aug 5, 2025	$0.42 / $0.42Alpha Vantage	+0.00% in line	$374.3M No estimate	Unavailable
Mar 31, 2025	May 6, 2025	$0.65 / $0.65Alpha Vantage	+0.00% in line	$408.5M No estimate	Unavailable
Dec 31, 2024	Feb 25, 2025	-$0.31 / $0.26Alpha Vantage	-$0.57 miss	$323.4M No estimate	Unavailable

EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.

Open: $31.91
52-wk high: $32.70
High: $31.99
52-wk low: $15.88
Low: $31.90
Prev close: $31.96
Mkt cap: $4.50B
ROE: -10.7%
Fwd P/E: 13.2x
Beta: 1.00
P/S: 2.6x
P/B: 5.1x
Profit margin: -4.7%
Op margin: -5.3%

Sep 2025 to Jun 2026

What it sold, what it cost, what was left.

RevenueProfit

Sep 2025Dec 2025Mar 2026Jun 2026

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$365.4M	$347.3M	$532.2M	$492.9M
Cost of what it soldCost of revenue	$272.1M	$333.5M	$464.4M	$501.3M
Gross profit	$93.2M	$13.7M	$67.8M	-$8.3M
What it spent
Other operating costsOperating costs not itemised in the filing's summary	$90.0M	$12.0M	$157.1M	$6.9M
Total operating expenses	$90.0M	$12.0M	$157.1M	$6.9M
What was left
Operating profitOperating income	$3.2M	$1.8M	-$89.3M	-$8.3M
Interest on debtInterest expense	$31.1M	$29.0M	$38.9M	$45.7M
Profit before tax	-$30.2M	-$42.6M	-$146.4M	-$56.6M
TaxIncome tax expense	—	$1.0M	-$144.5M	-$580.0K
Net profitNet income	-$18.7M	-$25.9M	$2.3M	-$39.0M
EBITDAEarnings before interest, tax, depreciation, amortisation	$37.2M	$27.0M	-$50.4M	$47.9M

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

69balanced

20D volatility

2%annualized

52-week range

$31.99

$15.88$32.70

20D support

$31.75recent floor

20D resistance

$32.03recent ceiling

Returns

5D +0.4%20D +0.5%60D +15.3%

Price vs moving averages

SMA20 +0.4%SMA50 +1.9%SMA200 +28.1%

Volume pace

0.46xvs prior 20D

Period ending

Reported

EPS / estimate

EPS surprise

Revenue / income

Surprise

Sep 30, 2026

Oct 27, 2026

$0.42 / $0.43Yahoo Finance

-2.81% miss

$480.3M No estimate

Unavailable

Jun 30, 2026

Jul 30, 2026

$0.48 / $0.47Yahoo Finance

+2.09% beat

$492.9M No estimate

Unavailable

Mar 31, 2026

May 4, 2026

$0.63 / $0.63Yahoo Finance

+0.44% in line

$532.2M No estimate

Unavailable

Dec 31, 2025

Feb 26, 2026

$0.31 / $0.29Yahoo Finance

+7.28% beat

$347.3M No estimate

Unavailable

Sep 30, 2025

Nov 4, 2025

$0.31 / $0.31Alpha Vantage

+0.00% in line

$365.4M No estimate

Unavailable

Jun 30, 2025

Aug 5, 2025

$0.42 / $0.42Alpha Vantage

+0.00% in line

$374.3M No estimate

Unavailable

Mar 31, 2025

May 6, 2025

$0.65 / $0.65Alpha Vantage

+0.00% in line

$408.5M No estimate

Unavailable

Dec 31, 2024

Feb 25, 2025

-$0.31 / $0.26Alpha Vantage

-$0.57 miss

$323.4M No estimate

Unavailable

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$365.4M	$347.3M	$532.2M	$492.9M
Cost of what it soldCost of revenue	$272.1M	$333.5M	$464.4M	$501.3M
Gross profit	$93.2M	$13.7M	$67.8M	-$8.3M
What it spent
Other operating costsOperating costs not itemised in the filing's summary	$90.0M	$12.0M	$157.1M	$6.9M
Total operating expenses	$90.0M	$12.0M	$157.1M	$6.9M
What was left
Operating profitOperating income	$3.2M	$1.8M	-$89.3M	-$8.3M
Interest on debtInterest expense	$31.1M	$29.0M	$38.9M	$45.7M
Profit before tax	-$30.2M	-$42.6M	-$146.4M	-$56.6M
TaxIncome tax expense	—	$1.0M	-$144.5M	-$580.0K
Net profitNet income	-$18.7M	-$25.9M	$2.3M	-$39.0M
EBITDAEarnings before interest, tax, depreciation, amortisation	$37.2M	$27.0M	-$50.4M	$47.9M

USD

Sep 2025

Dec 2025

Mar 2026

Jun 2026

What came in

RevenueTotal revenue

$365.4M

$347.3M

$532.2M

$492.9M

Cost of what it soldCost of revenue

$272.1M

$333.5M

$464.4M

$501.3M

Gross profit

$93.2M

$13.7M

$67.8M

-$8.3M

What it spent

Other operating costsOperating costs not itemised in the filing's summary

$90.0M

$12.0M

$157.1M

$6.9M

Total operating expenses

$90.0M

$12.0M

$157.1M

$6.9M

What was left

Operating profitOperating income

$3.2M

$1.8M

-$89.3M

-$8.3M

Interest on debtInterest expense

$31.1M

$29.0M

$38.9M

$45.7M

Profit before tax

-$30.2M

-$42.6M

-$146.4M

-$56.6M

TaxIncome tax expense

—

$1.0M

-$144.5M

-$580.0K

Net profitNet income

-$18.7M

-$25.9M

$2.3M

-$39.0M

EBITDAEarnings before interest, tax, depreciation, amortisation

$37.2M

$27.0M

-$50.4M

$47.9M

The Baldwin Insurance Group, Inc.

Smart money at a glance

What do analysts expect?

Questions about BWIN filings

Smart money on BWIN

Questions about BWIN filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 2.8% below what analysts expected.

Estimated report: Oct 27, 2026, today

Previous reports

What it sold, what it cost, what was left.

Price structure

The Baldwin Insurance Group, Inc.

Smart money at a glance

What do analysts expect?

Questions about BWIN filings

Smart money on BWIN

Questions about BWIN filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 2.8% below what analysts expected.

Estimated report: Oct 27, 2026, today

Previous reports

What it sold, what it cost, what was left.

Price structure

The Baldwin Insurance Group, Inc.

Overview

Questions about BWIN filings

Smart money

Unlock everything for $29/month

Earnings

Financials

Technicals

The Baldwin Insurance Group, Inc.

Overview

Questions about BWIN filings

Smart money

Unlock everything for $29/month

Earnings

Financials

Technicals