Form D · Insurance

Baldwin Insurance Group, Inc.

Tampa, FL · CIK 0001781755

Offering snapshot reported Jan 15, 2026 · SEC filing

Reported sold
$552M
Offering amount: $552M
Investors reported
267
Form D · investor count
Minimum accepted
$3.66K
Reported outside-investor minimum
First sale
Jan 2, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 15, 2026Initial$551,696,000No comparison267SEC filing
Jan 14, 2026Initial$9,430,506No comparison2SEC filing
Jan 14, 2026Initial$8,428,773No comparison1SEC filing
May 14, 2025Initial$1,019,264No comparison3SEC filing
Aug 4, 2022Initial$3,521,501No comparison1SEC filing
Jul 6, 2022Initial$2,604,752No comparison1SEC filing
Dec 30, 2021Amendment$31,783,264$772,352vs Dec 10, 20215SEC filing
Dec 21, 2021Initial$4,360,672No comparison1SEC filing
Dec 10, 2021Initial$31,010,912No comparison3SEC filing
Dec 7, 2021Initial$33,125,500No comparison1SEC filing
Oct 13, 2021Initial$61,279,465No comparison1SEC filing
Oct 12, 2021Initial$34,274,921No comparison1SEC filing
Aug 11, 2021Initial$786,751No comparisonNot reportedSEC filing
Aug 11, 2021Initial$18,131,222No comparison3SEC filing
Aug 11, 2021Initial$17,711,614No comparisonNot reportedSEC filing
Aug 11, 2021Initial$4,855,815No comparisonNot reportedSEC filing
Jul 14, 2021Initial$53,092,254No comparisonNot reportedSEC filing
May 12, 2021Initial$1,281,813No comparison1SEC filing
Apr 9, 2021Initial$504,575No comparison1SEC filing
Mar 9, 2021Initial$1,229,001No comparison1SEC filing
Feb 10, 2021Initial$2,580,117No comparison1SEC filing
Jan 12, 2021Initial$59,314,226No comparison5SEC filing
Jan 11, 2021Initial$11,510,968No comparison1SEC filing
Jan 11, 2021Initial$293,586No comparison1SEC filing
Dec 9, 2020Initial$24,185,406No comparison25SEC filing
Dec 7, 2020Initial$116,171,842No comparison1SEC filing
Aug 6, 2020Initial$444,818No comparison1SEC filing
Jun 8, 2020Initial$14,613,132No comparison1SEC filing
Jun 8, 2020Initial$30,856,083No comparison2SEC filing
May 7, 2020Initial$843,509No comparison1SEC filing
Apr 10, 2020Initial$7,535,420No comparison1SEC filing
Feb 14, 2020Initial$1,558,461No comparison1SEC filing
Jan 2, 2020Initial$4,500,000No comparison1SEC filing
Jan 2, 2020Initial$6,118,718No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-570159
Total offering amount is based on a closing per share price of $23.78 for Issuer's Class A Common Stock on Nasdaq Global Select Market on January 2, 2026.

Source: Form D, filed Jan 15, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Trevor Baldwin Director, Executive
Lowry Baldwin Director
Phillip Casey Director
Seth Cohen Executive
Jay Cohen Director
Robert Eddy Director
Daniel Galbraith Executive
Dan Galbraith Executive
Corbyn Galloway Executive
Bradford Hale Executive
Brad Hale Executive
Joseph Kadow Director
Corbyn Lichon Executive
Barbara Matas Director
Satish Muthukrishnan Director
Sathish Muthukrishnan Director
Sunita Parasuraman Director
Jim Roche Executive
Ellyn Shook Director
Paul Sparks Director
Chris Stephens Executive
Christopher Stephens Executive
Chris Sullivan Director
John Valentine Executive
Kris Wiebeck Director, Executive
Myron Williams Director

Issuer details

Industry: Insurance (See others in industry)

Address:
4211 W. Boy Scout Blvd. Suite 800
Tampa, FL, 33607
Phone: (866) 279-0698