Roche James Morgan

See Remarks | Member Of 10% Owner Group

1 company

Strong

Trades Analyzed

12M Win Rate

80.0%

Avg 3M Return

+1.0%

Avg 12M Return

+11.2%

Roche James Morgan is a See Remarks at Baldwin Insurance Group, Inc.. Recent SEC Form 4 filings include 0 buys and 27 sells.

Estimated insider holdings value: $850K based on current market prices.

Holdings by Company

BWINDec 15, 2025

Current Shares42.1K

Value$849.8K

Net Activity-634,837

Bought: 266.7KSold: 901.5K

Showing 10 filings

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Dec 15, 2025	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	240,000	$23.93	$5,743,136.56	-35.6%	-10.8%	-
Dec 5, 2025	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	15,000	$25.08	$376,200.00	-26.3%	-11.3%	-
Jun 13, 2025	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	37,573	$40.06	$1,505,114.35	-25.3%	-20.6%	-
Jun 4, 2025	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	7,142	$40.08	$286,251.36	-8.2%	-18.4%	-
May 16, 2025	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	17,794	$40.02	$712,045.10	-9.1%	-15.4%	-
May 13, 2025	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	34,375	$40.04	$1,376,318.55	-13.4%	-18.0%	-
Aug 19, 2024	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	336,971	$42.13	$14,196,173.22	-19.5%	+1.5%	-23.1%
Aug 14, 2024	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	94,086	$41.48	$3,903,051.91	-11.2%	+12.3%	-18.9%
Aug 9, 2024	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	93,596	$41.94	$3,925,062.89	-7.5%	+8.0%	-22.9%
May 13, 2024	BWIN Baldwin Insurance Group, Inc.	See Remarks	Sell	25,000	$30.17	$754,228.56	-3.4%	+38.0%	+28.0%