Baldwin Insurance Group, Inc.

BWIN

Form 4 • Statement of Changes in Beneficial Ownership

SEC Accession Number: 0001787626-26-000001
Filing date: Mar 4, 2026
Earliest execution date: Mar 2, 2026
Reporting Owners: Baldwin Lowry (Director)

Summary

Type

Neutral

Net shares

-35,000

% of shares

-0.28%

Amount (USD)

$0

Insider confidence score

45.0 out of 100

Positive

  • Minimal sell amount (<$10K)

Negative

  • Moderate discretionary sell (≥0.2% of shares)

Stock transactions

Transaction 1

Security

Class B Common Stock

Action

Sell

Date

2026-03-02

Code

J

Net shares

-35,000.0

Acquired/Disposed

Disposed

Shares Owned Before

12,572,590.0

Shares Owned After

12,537,590.0

Derivative Transactions

Transaction 1

Security

LLC Units in The Baldwin Insurance Group Holdings, LLC

Action

Sell

Date

2026-03-02

Code

J

Net shares

-35,000.0

Acquired/Disposed

Disposed

Shares Owned Before

12,572,590.0

Shares Owned After

12,537,590.0

Filing's footnotes

1. These securities were distributed to a member of BIGH, LLC (&quot;BIGH&quot;) in exchange for a corresponding reduction in such member's ownership of BIGH.

2. The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.

3. Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

This page is for informational purposes only. While we strive for accuracy, the summary may contain inaccuracies or omissions. Please refer to the official SEC filing for authoritative information. Open the SEC filing.