Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Baldwin Insurance Group, Inc. in our court records and SEC 8-K records (as of 2026-10-18).
- Leadership changes: the latest reported is Johnathan Daniel, Chief Accounting Officer (Form 8-K filed 2026-09-21). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Glazer Capital, LLC (filed 2026-09-25).
Who is behind it
Baldwin Insurance Group, Inc.: incorporated in Delaware; business address in Tampa, Florida; industry Insurance Agents, Brokers & Service (Schedule 13G/A, 2026-10-07).
Officers and directors, each with the role and the filing that names them:
- TREVOR BALDWIN: Executive Officer, Director (Form D, 2026-01-15)
- BRADFORD HALE: Executive Officer (Form D, 2026-01-15)
- DANIEL GALBRAITH: Executive Officer (Form D, 2026-01-15)
- CORBYN LICHON: Executive Officer (Form D, 2026-01-15)
- JIM ROCHE: Executive Officer (Form D, 2026-01-15)
- SETH COHEN: Executive Officer (Form D, 2026-01-15)
- LOWRY BALDWIN: Director (Form D, 2026-01-15)
- JAY COHEN: Director (Form D, 2026-01-15)
- JOSEPH KADOW: Director (Form D, 2026-01-15)
- BARBARA MATAS: Director (Form D, 2026-01-15)
- SATHISH MUTHUKRISHNAN: Director (Form D, 2026-01-15)
- CHRIS SULLIVAN: Director (Form D, 2026-01-15)
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-10-07 | Fmr LLC | 3% |
| Schedule 13G, 2026-09-25 | Glazer Capital, LLC | 5.35% |
| Schedule 13G/A, 2026-05-14 | Capital International Investors | 1.7% |
| Schedule 13G/A, 2026-05-08 | L. Lowry Baldwin | 17% |
| Schedule 13G/A, 2026-05-07 | William Blair Investment Management, LLC | 7% |
| Schedule 13G/A, 2026-03-26 | The Vanguard Group | 0% |
| Schedule 13G, 2026-02-13 | Capital International Investors | 5.1% |
| Schedule 13G, 2026-02-12 | Champlain Investment Partners, LLC | 3.8% |
| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-09-21 | Johnathan Daniel | Chief Accounting Officer | departed | 2026-09-21 |
| Form 8-K, 2026-06-04 | Johnathan Daniel | Chief Accounting Officer | appointed |
Money raised
| Filed | Sold | Offered |
|---|---|---|
| Form D, 2026-01-15 | $551.70M | $551.70M |
| Form D, 2026-01-14 | $9.43M | $9.43M |
| Form D, 2026-01-14 | $8.43M | $8.43M |
| Form D, 2025-05-14 | $1.02M | $1.02M |
Acquisitions reported on Form 8-K, Item 2.01: completed an acquisition (2026-01-02).
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
Not for employment, credit, insurance or tenancy decisions.
Cite this page
Permanent URL:
https://mentionfox.com/who-owns/baldwin-insuranceLast updated 2026-10-18
Primary record: Schedule 13G, 2026-09-25 · Form D, 2026-01-15 · Form 8-K, 2026-09-21 · Form 8-K, 2026-06-04
Who owns Baldwin Insurance Group, Inc.? Owners, funding and legal record. MentionFox, 2026-10-18. https://mentionfox.com/who-owns/baldwin-insurance