BWIN
Baldwin Insurance Group, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 6 to May 14 3 days of insider sells: $4.6M by 2 insiders, avg $21.11
- R Sep 14 Baldwin Insurance Group (BWIN) has entered into a definitive agreeme…
- E Sep 14 Trading halt: Trading Halt: BWIN — T1 (News Pending)
- R Sep 14 Baldwin Insurance Group (BWIN) is taking itself private via a merger…
- X Sep 30 Short interest falls 41.0% to 7.50M
- A Oct 12 TD Cowen downgrades
- R Oct 15 Baldwin Insurance Group (BWIN) filed a Schedule 13E-3 going-private…
- R Oct 15 Baldwin Insurance Group (BWIN) filed a preliminary proxy statement (…
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $4.6M.
- InstitutionsMIXED
Q2 2026: 20 added (0 new), 15 trimmed or exited.
- AnalystsBULLISH
9 of 15 rate it Buy or better.
- Short sellersSTEADY
Short interest −5.7% to 7.07M shares. 2.9 days to cover, ≈5.1% of shares.
- TrendUPTREND
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | ADD | $60.5M |
| Woodline Partners LP | DOUBLED | $60.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | $55.8M |
| UBS Group AG | ADD | $43.6M |
| Boston Partners | ADD | $31.7M |
| BANK OF AMERICA CORP /DE/ | ADD | $31.5M |
| Point72 Asset Management, L.P. | DOUBLED | $27.6M |
| MetLife Investment Management, LLC | TRIM | $18.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | TD Cowen DOWNGRADE | Hold |
| Oct 2, 2026 | UBS DOWNGRADE | Neutral |
| Oct 1, 2026 | JP Morgan DOWNGRADE | Neutral |
| Sep 15, 2026 | BMO Capital MAINTAIN | Market Perform |
| Sep 14, 2026 | William Blair DOWNGRADE | Market Perform |
| Aug 3, 2026 | UBS MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 14, 2026 | Baldwin Lowry Director | INHERITED | 8,350 sh |
| Oct 1, 2026 | Muthukrishnan Sathish Director | AWARD | 824 sh |
| Oct 1, 2026 | Cohen Jay A Director | AWARD | 824 sh |
| Oct 1, 2026 | Parasuraman Sunita Director | AWARD | 824 sh |
| Oct 1, 2026 | KADOW JOSEPH JOHN Director | AWARD | 824 sh |
| Oct 1, 2026 | Williams Myron K Director | AWARD | 824 sh |
| Oct 1, 2026 | Matas Barbara Ruth Director | AWARD | 824 sh |
| Oct 1, 2026 | SULLIVAN CHRIS THOMAS Director | AWARD | 824 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026| Sep 14, 2026 | Resumption Scheduled | Resumed |
SecBot reports
13 filings · 5 bullish · 0 bearish · 3 mixed · 5 neutral- MIXED 8-KOct 27, 2026
Baldwin Insurance Group reported preliminary Q3 2026 results with total revenue of $480.3M (+31% YoY) and adjusted EBITDA of $106.9M (+47% YoY), while GAAP net loss widened to $81.6M. The release also disclosed the previously announced $32.50/share take-private merger agreement with Sequence…
🔒 Fresh report (last 24h), subscribers only
- BULLISH SC 13E-3Oct 15, 2026
Baldwin Insurance Group (BWIN) filed a Schedule 13E-3 going-private transaction statement in…
The stock should trade near the $32.50 offer price minus a small deal-risk discount until the stockholder vote. Monitor the preliminary proxy statement for any dissident stockholder opposition or…
- BULLISH PREM14AOct 15, 2026
Baldwin Insurance Group (BWIN) filed a preliminary proxy statement (PREM14A) for a special…
The deal is fully financed and has locked in ~15% of the vote. The primary risk is regulatory approval, though the HSR waiting period is scheduled to expire in early November. The key catalyst is…
- NEUTRAL SC 13G/AOct 7, 2026
FMR LLC (Fidelity) filed a Schedule 13G/A disclosing a 3.0% passive stake in Baldwin Insurance…
Monitor for any future 13D conversion or significant position changes from FMR LLC, but this filing is routine and unlikely to drive price action.
All BWIN filing & press-release reports (13)
- 8-K reportOct 27, 2026
- SC 13E-3 reportOct 15, 2026
- PREM14A reportOct 15, 2026
- SC 13G/A reportOct 7, 2026
- SC 13G reportSep 25, 2026
- 8-K reportSep 21, 2026
- DEFA14A reportSep 14, 2026
- DEFA14A reportSep 14, 2026
- 8-K reportSep 14, 2026
- 8-K reportJun 4, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 4, 2026
- 8-K reportFeb 26, 2026