James Roche Biography and Net Worth

President, The Baldwin Group CEO, Underwriting, Capacity & Technology Operations of Baldwin Insurance Group


Jim Roche is President, The Baldwin Group and CEO, Underwriting, Capacity, and Technology Operations, encompassing the businesses in the Underwriting, Capacity and Technology Solutions (UCTS) segment and the Westwood operations. Jim has responsibility for the operating segment’s day-to-day P&L responsibility, operational excellence, and acceleration of best practice sharing across the organization. Most recently, Jim served as the firm’s Chief Insurance Innovation Officer. As a member of The Baldwin Group’s executive leadership team, he spearheads insurance product and technological innovations across the organization to ensure it stays competitive in a rapidly changing industry.

Jim has nearly 20 years of insurance experience across strategy, marketing, product development, and IT, with significant expertise in technology solutions and new product incubation. In 2015, Jim co-founded and served as Managing Partner of Millennial Specialty Insurance (MSI). In 2019, MSI partnered with The Baldwin Group, and under Jim’s leadership, MSI grew to become one of the largest non-carrier affiliated managing general agencies (MGAs) in the United States, offering a wide range of insurance products across commercial, personal, and specialty lines. Jim has also held senior leadership positions at QBE Insurance, Bank of America, Balboa Insurance Company, and Progressive Insurance, where his responsibilities included ownership of auto, renters, and homeowners P&Ls and the management of multiple policy administration and billing system implementations.

Jim has a bachelor’s degree in Computer Science and Electrical Engineering with a minor in Mathematics from Vanderbilt University and an MBA from the University of Virginia. Outside of work, he enjoys spending time with his family and overseeing a soccer training facility.

What is James Morgan Roche's net worth?

The estimated net worth of James Morgan Roche is at least $2.75 million as of June 12th, 2025. Mr. Roche owns 68,792 shares of Baldwin Insurance Group stock worth more than $2,745,489 as of June 22nd. This net worth evaluation does not reflect any other investments that Mr. Roche may own. Learn More about James Morgan Roche's net worth.

How do I contact James Morgan Roche?

The corporate mailing address for Mr. Roche and other Baldwin Insurance Group executives is 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607, United States. Baldwin Insurance Group can also be reached via phone at 866-279-0698 and via email at [email protected]. Learn More on James Morgan Roche's contact information.

Has James Morgan Roche been buying or selling shares of Baldwin Insurance Group?

During the last quarter, James Morgan Roche has sold $3,879,729.36 in Baldwin Insurance Group stock. Most recently, James Morgan Roche sold 26,679 shares of the business's stock in a transaction on Friday, June 13th. The shares were sold at an average price of $40.07, for a transaction totalling $1,069,027.53. Following the completion of the sale, the insider now directly owns 42,113 shares of the company's stock, valued at $1,687,467.91. Learn More on James Morgan Roche's trading history.

Who are Baldwin Insurance Group's active insiders?

Baldwin Insurance Group's insider roster includes Lowry Baldwin (Chairman), Trevor Baldwin (CEO), Seth Cohen (General Counsel), Daniel Galbraith (President, The Baldwin Group and Chief Executive Officer, Retail Brokerage Operations), Bradford Hale (CFO), and James Roche (President, The Baldwin Group CEO, Underwriting, Capacity & Technology Operations). Learn More on Baldwin Insurance Group's active insiders.

Are insiders buying or selling shares of Baldwin Insurance Group?

In the last year, insiders at the sold shares 29 times. They sold a total of 1,371,445 shares worth more than $57,454,269.98. The most recent insider tranaction occured on June, 13th when insider James Morgan Roche sold 26,679 shares worth more than $1,069,027.53. Insiders at Baldwin Insurance Group own 18.5% of the company. Learn More about insider trades at Baldwin Insurance Group.

Information on this page was last updated on 6/13/2025.

James Morgan Roche Insider Trading History at Baldwin Insurance Group

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/13/2025Sell26,679$40.07$1,069,027.5342,113View SEC Filing Icon  
6/12/2025Sell10,894$40.03$436,086.8268,792View SEC Filing Icon  
6/4/2025Sell7,142$40.08$286,251.3679,686View SEC Filing Icon  
5/16/2025Sell3,572$40.04$143,022.8886,828View SEC Filing Icon  
5/15/2025Sell14,222$40.01$569,022.2290,400View SEC Filing Icon  
5/13/2025Sell13,340$40.02$533,866.80104,622View SEC Filing Icon  
5/8/2025Sell21,035$40.05$842,451.75117,962View SEC Filing Icon  
8/19/2024Sell75,380$42.79$3,225,510.20108,846View SEC Filing Icon  
8/16/2024Sell150,000$42.17$6,325,500.00184,226View SEC Filing Icon  
8/14/2024Sell2,547$41.45$105,573.15245,817View SEC Filing Icon  
8/12/2024Sell85,222$41.50$3,536,713.00254,681View SEC Filing Icon  
8/8/2024Sell36,684$41.96$1,539,260.64396,815View SEC Filing Icon  
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James Morgan Roche Buying and Selling Activity at Baldwin Insurance Group

This chart shows James Morgan Roche's buying and selling at Baldwin Insurance Group by year and by quarter.

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Baldwin Insurance Group Company Overview

Baldwin Insurance Group logo
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
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Today's Range

Now: $39.91
Low: $39.62
High: $40.42

50 Day Range

MA: $39.90
Low: $37.66
High: $43.43

2 Week Range

Now: $39.91
Low: $32.54
High: $55.82

Volume

938,173 shs

Average Volume

578,413 shs

Market Capitalization

$4.73 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.65
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