Roche James Morgan, an insider at Baldwin Insurance Group Inc (BWIN), sold 48,136 shares of the company's stock on December 14, 2025, at a price of $23.98 per share, resulting in a total transaction value of $1.15 million. Following this sale, Morgan retains 48,136 shares in the company.
Baldwin Insurance Group, headquartered in Tampa, Florida, operates within the insurance industry and employs approximately 4,052 full-time employees. The company, which went public on October 24, 2019, provides a range of insurance services through its three operating groups: Insurance Advisory Solutions (IAS), Underwriting, Capacity & Technology Solutions (UCTS), and Mainstreet Insurance Solutions (MIS). The IAS unit focuses on commercial risk management and employee benefits, while UCTS includes its managing general agent (MGA) platform and reinsurance brokerage business. MIS offers personal and commercial insurance solutions to individuals and businesses.
This insider transaction highlights the importance of monitoring insider activity, which is required to be reported to the SEC. While such sales can occur for a variety of reasons—including diversification or personal financial needs—investors are advised to consider these actions within a broader context. Isolated transactions should not dictate investment decisions; rather, patterns of insider activity across multiple insiders and time periods may provide more valuable insights.
As of December 11, 2025, Baldwin Insurance Group has a market capitalization of $2.6 billion and a trailing twelve-month earnings per share (EPS) of -0.44. The company is scheduled to report its upcoming earnings on May 4, 2026, with an EPS estimate of $0.72 and revenue expectations of $488.1 million.