Updated: May 19, 2026

James Morgan Roche

BWINBaldwin Insurance Group, Inc.SEC CIK: 0001789496
Estimated Net Worth
$52.9 Million42.5%vs Last Year
Last Updated: May 19, 2026 11:48 PM EST

Transaction Summary

Total Transactions22
Buy-Sell Ratio0.10
Buy Transactions1
Sell Transactions10

Transaction Volume

Total Volume-$29.04M
Net Volume$36.51M
Buy Volume$3.73M
Sell Volume-$32.78M

Trade Analysis

AVG Trade Size-$1.41M
Largest Trade$3.73M
Most Active MonthFeb
Most Active Year2025

Trading Sentiment

OverallBullish
Recent TradeNeutral
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

James Morgan Roche has an estimated net worth of $52.9 Million. This is based on reported shares in Baldwin Insurance Group, Inc..



2025 was James Morgan Roche's most active year for acquiring shares with 4 total transactions. James Morgan Roche's most active month to acquire stocks was the month of January. 2024 was James Morgan Roche's most active year for disposing of shares, totalling 21 transactions. James Morgan Roche's most active month to dispose stocks was the month of July. 2019 saw James Morgan Roche paying a total of $3,733,800.00 for 266,700 shares, this is the most they've acquired in one year. In 2024 James Morgan Roche cashed out on 1,366,327 shares for a total of $23,255,038.99, their largest year based on trade value.

Holdings & Transactions

BWINbaldwin insurance group, inc.
See Remarks Officer
Updated: Mar 17, 2026VIEW QUOTE
Form TypeSEC Filing
-0.00501.00$21.06-$10.55K322.44KMar 15View
0.0720.13K$22.29-$327.19K322.94KMar 03View
3.82240.00K302.81KFeb 26View
0.4920.70K$16.57-$146.59K62.81KFeb 23View
-0.23480.00K$23.93-$5.74M1.61MDec 11 - 15View
-0.0130.00K$25.08-$376.20K2.09MDec 05View
-0.4737.57K$40.06-$1.51M42.11KJun 12 - 13View
-0.087.14K$40.08-$286.25K79.69KJun 04View
-0.1717.79K$40.02-$712.05K86.83KMay 15 - 16View
-0.2534.38K$40.04-$1.38M104.62KMay 08 - 13View
-0.00501.00$39.97-$20.02K139.00KMar 17View
0.1215.12K$41.14-$478.75K139.50KFeb 28View
0.1415.53K$40.85-$465.57K124.38KFeb 19View
-0.76336.97K$42.13-$14.20M108.85KAug 15 - 19View
-0.10294.09K$41.48-$3.90M2.52MAug 12 - 14View
-0.09293.60K$41.94-$3.93M2.81MAug 08 - 09View
-0.1025.00K$30.17-$754.23K233.50KMay 09 - 13View
0.0922.23K$28.55-$460.65K258.50KApr 01View
-0.00539.00$29.44-$15.87K236.27KMar 15View
1.67MView
266.70K$14.00$3.73M266.70KOct 28View
8.57MView