Activity Companies Alerts About

Trevor L. Baldwin owns 1.49% of Baldwin Insurance Group

2,074,613 shares as of the March 15, 2026 filing, worth $66.2M at the latest close.

BWIN · $4.5B market cap · Founder-led
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The stake
1.49%
worth $66.2M at the latest close
Stake rank
#584
by dollar value of the stake
Last sale
494 days ago
Jun 12, 2025
Last buy
1,617 days ago
May 16, 2022 · $331,283

Trevor L. Baldwin owns 1.49% of Baldwin Insurance Group, Inc.: 2,074,613 of 139,498,334 shares, worth about $66.2M at the 2026-10-16 close. The stake has moved from 0.00% in 2019 to 1.49% on 2026-06-30, across 3 sales and 2 purchases that moved it since 2016. The last trade that moved it was a discretionary sale of $6.9M on 2025-06-12.

How the stake is held

each class as its filings last stated it
SHARES
OF THE STAKE
CLASS B · stated Jun 11, 2025 · Form 4 ↗
1,942,388
93.6%
HELD INDIRECTLY · By TLB 2020 Trust
1,942,388
93.6%
CLASS A · stated Mar 15, 2026 · Form 4 ↗
132,225
6.4%
HELD DIRECTLY
104,549
5.0%
HELD INDIRECTLY · By TLB 2020 Trust
27,676
1.3%
THE STAKE
2,074,613
1.49%

Ownership is held through paired Class B Common Stock shares, one per unit of the operating partnership, exchangeable into the public stock and counted here one for one; the cover page counts them too.