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Insider Cluster (2 insiders) ·Filed May 15, 2026

BWIN

Baldwin Insurance Group, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago
Insider cluster: 2 insiders, $2.4M total
Actionable Insight • Neutral

Insider sales are negligible in size and likely for liquidity or tax purposes. The lack of C-suite buying suggests no strong conviction in near-term upside. Monitor upcoming quarters for organic growth acceleration.

DirectionNeutral
Confidencemedium
Horizondays
Final — all horizons settled through T+60d
BWIN ▲ +48.52% at T+60d
NEUTRAL call +48.52% · α vs SPY +43.66% · entry $20.88 → $31.01
Entry = T+0 close
May 15, 2026
via day close
T+1d
-4.89%
call -4.89% · α -4.24%
$19.86
settled 5mo ago
T+5d
-8.96%
call -8.96% · α -10.57%
$19.01
settled 5mo ago
T+20d
-10.49%
call -10.49% · α -12.07%
$18.69
settled 4mo ago
T+60d
+48.52%
call +48.52% · α +43.66%
$31.01
settled 3mo ago

Price Chart

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Executive Summary

Two insiders at Baldwin Insurance Group sold a combined $2.38M in stock over a week, representing just 0.085% of market cap. The sales follow a mixed Q1 earnings report with strong total revenue growth but weak organic trends.

Key Financial Metrics

Direction
selling
Total Value
$2.4M
Insiders
2

Key Facts

  • Insider Krystyn Elizabeth sold 98,300 shares ($2.08M) on May 7, 2026.
  • General Counsel Seth Bala Cohen sold 15,000 shares ($300K) on May 14, 2026.
  • Total insider sales of $2.38M are trivial relative to BWIN's $2.8B market cap.
  • Recent Q1 earnings showed total revenue +29% YoY to $532.2M but organic growth slowed to 2%.

Financial Impact

$2.38M in insider sales, less than 0.1% of market cap

insider selling

Risk Factors

  • Insider selling could increase if organic growth fails to improve.
  • Acquisition integration charges may continue to pressure GAAP earnings.

Market Snapshot

Exchange
Nasdaq
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
69% bullish (16 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BWIN-1778876753556
13 reports for BWIN
Performance horizon
20% Hit rate @ T+1 1 of 5 directional calls Went positive at some point 1 of 5 best @ T+1▲ +1.53%Sep 14, 2026
Filters
Rows
Reports for BWIN — sortable, filterable
TypeNow
Oct 27, 2026
today
8-K
MIXED ★ 7/10
$31.91awaiting T+1—$31.91 (−0.02%)
Oct 15, 2026
12d ago
SC 13E-3
BULLISH ★ 7/10
$31.93 $31.91▼ −0.06%▲ +1.04%$31.91 (−0.08%)
Oct 15, 2026
12d ago
PREM14A
BULLISH ★ 7/10
$31.93 $31.91▼ −0.06%▲ +1.04%$31.91 (−0.08%)
Oct 7, 2026
20d ago
SC 13G/A
NEUTRAL ★ 3/10
$31.81 $31.85▲ +0.13%▲ +0.55%$31.91 (+0.30%)
Sep 25, 2026
4w ago
SC 13G
NEUTRAL ★ 4/10
$31.82 $31.78▼ −0.13%▲ +0.06%$31.91 (+0.27%)
Sep 21, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$31.89 $31.95▲ +0.19%▲ +0.20%$31.91 (+0.05%)
Sep 14, 2026
6w ago
DEFA14A
BULLISH ★ 8/10
$32.49 $32.04▼ −1.39%▼ −0.94%$31.91 (−1.80%)
Sep 14, 2026
6w ago
DEFA14A
BULLISH ★ 7/10
$32.49 $32.04▼ −1.39%▼ −0.94%$31.91 (−1.80%)
Sep 14, 2026
6w ago
8-K
BULLISH ★ 8/10
$32.00 $32.49▲ +1.53%▲ +1.99%$31.91 (−0.30%)
Jun 4, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$19.88 $19.24▼ −3.22%▼ −3.45%$31.91 (+60.49%)
Showing 10 of 13

US Market Status

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Report published May 15, 2026