Baldwin Insurance Group, Inc. (BWIN)
NASDAQ · Insurance · Insurance Agents, Brokers & Service
- Price
- $31.84
- Day
- -0.03%
- Market cap
- $2.95B
Close 2026-09-24.
The company
The Company The Baldwin Insurance Group, Inc. is a holding company and sole managing member of The Baldwin Insurance Group Holdings, LLC (“Baldwin Holdings”) and its sole material asset is its ownership interest in Baldwin Holdings, through which all of our business is conducted. In this Annual Report on Form 10-K, unless the context otherwise requires, the words “Baldwin,” the “Company,” “we,” “us” and “our” refer to The Baldwin Insurance Group, Inc., together with its consolidated subsidiaries, including Baldwin Holdings and its consolidated subsidiaries and affiliates. Baldwin is an independent insurance distribution firm providing indispensable expertise and insights that strive to give our clients the confidence to pursue their purpose, passion and dreams. As a team of dedicated entrepreneurs and insurance professionals, we have come together to help protect the possible for our clients. We do this by delivering bespoke client solutions, services, and innovation through our comprehensive and tailored approach to risk management, insurance, and employee benefits. We support our clients, colleagues, insurance company partners and communities through the deployment of vanguard resources and capital to drive our organic and inorganic growth. When we consistently execute for these key stakeholders, we believe that the outcome is an increase in value for our stockholders. We are innovating the industry by taking a holistic and tailored approach to risk management, insurance and employee benefits.
From Item 1: The Company.
By product & service
- Commission Revenue — 79%
- Consulting and Service Fee Revenue — 6%
- Profit Sharing Revenue — 6%
- Policy Fee and Installment Fee Revenue — 5%
- Earned Premium — 2%
- Other Insurance Product Line — 1%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- FMR LLC — $251.33M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC — $178.96M
- FMR LLC — $115.21M
- BlackRock, Inc. — $99.33M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $86.73M
- VANGUARD CAPITAL MANAGEMENT LLC — $84.16M
- BAMCO INC /NY/ — $72.1M
- STATE STREET CORP — $70.83M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Cohen Seth Bala (General Counsel) sold 15,000 shares at $20.01 on 2026-05-14
- Krystyn Elizabeth (Other) sold 98,278 shares at $21.20 on 2026-05-07
- Krystyn Elizabeth (Other) sold 31,740 shares at $21.18 on 2026-05-07
- Krystyn Elizabeth (Other) sold 53,722 shares at $21.19 on 2026-05-06
- Krystyn Elizabeth (Other) sold 18,260 shares at $21.20 on 2026-05-06
- Krystyn Elizabeth (Other) sold 90,556 shares at $21.25 on 2026-03-06
Recent filings
- 8-K — 2026-09-21
- 8-K — 2026-09-14
- DEFA14A — 2026-09-14
- DEFA14A — 2026-09-14
- DEFA14A — 2026-09-14
- DEFA14A — 2026-09-14
- 10-Q — 2026-07-30
- 8-K — 2026-07-30
- 4 — 2026-07-02
- 4 — 2026-07-02