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The Baldwin Insurance Group, Inc. Stock AnalysisComprehensive stock analysis for The Baldwin Insurance Group, Inc. (BWIN) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisBWIN
BWIN
The Baldwin Insurance Group, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BWIN
Home🔹Stocks🔹The Baldwin Insurance Group, Inc.

The Baldwin Insurance Group, Inc.

🇺🇸BWIN•NASDAQ

The Baldwin Insurance Group, Inc.

🇺🇸BWIN•NASDAQ
Market cap
$2.40B
Sentiment

Your view on BWIN

Mkt Cap
$2.40B
Sentiment
Your view
BWIN
The Baldwin Insurance Group, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BWIN
Company Overview

Overview

What the company does, where it operates, and who runs it.

About The Baldwin Insurance Group, Inc.

Industry
Insurance - Brokers
Sector
Financial Services
CEO
Trevor Lowry Baldwin
Headquarters
US
Industry
Insurance - Brokers
Sector
Financial Services
CEO
Trevor Lowry Baldwin
Headquarters
US
Description

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.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for The Baldwin Insurance Group, Inc., and the rating behind it. BWIN last traded at $29.65; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for The Baldwin Insurance Group, Inc.. Starting points for The Baldwin Insurance Group, Inc.: EPS -$1.18, beta 1.03 — an Insurance - Brokers name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for The Baldwin Insurance Group, Inc.. The Baldwin Insurance Group, Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for The Baldwin Insurance Group, Inc.. Trailing twelve-month EPS for The Baldwin Insurance Group, Inc. stands at -$1.18. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for The Baldwin Insurance Group, Inc.. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

The Baldwin Insurance Group, Inc. valued side by side against its closest peers. The Baldwin Insurance Group, Inc. is measured against Insurance - Brokers peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold The Baldwin Insurance Group, Inc., and how their positions are changing. At a $2.40B market value, institutional positions materially move The Baldwin Insurance Group, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by The Baldwin Insurance Group, Inc. executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming The Baldwin Insurance Group, Inc.. The Baldwin Insurance Group, Inc. is a $2.40B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming The Baldwin Insurance Group, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for The Baldwin Insurance Group, Inc.. Coverage tracks The Baldwin Insurance Group, Inc. within Insurance - Brokers (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • BLX — Banco Latinoamericano de Comercio Exterior, S. A.
  • CCB — Coastal Financial Corporation
  • CLBK — Columbia Financial, Inc.
  • FCF — First Commonwealth Financial Corporation
  • FINV — FinVolution Group
  • FRME — First Merchants Corporation
  • GABC — German American Bancorp, Inc.
  • PWP — Perella Weinberg Partners

More Insurance - Brokers companies

  • AIFU — AIFU Inc.
  • AJG — Arthur J. Gallagher & Co.
  • AON — Aon plc
  • AUB.AX — AUB Group Limited
  • BRO — Brown & Brown, Inc.
  • CRD-A — Crawford & Company
  • CRD-B — Crawford & Company
  • CRVL — CorVel Corporation
  • CUII — China United Insurance Service, Inc.
  • DMCD — Detwiler Fenton Group, Inc.
  • EHTH — eHealth, Inc.
  • EZRA — Reliance Global Group, Inc.

ETFs holding The Baldwin Insurance Group, Inc.

  • KIE — State Street SPDR S&P Insurance ETF (2.67%)
  • FDFF — FIDELITY DISRUPTIVE FINANCE ETF (2.23%)
  • BCFN — Baron Financials ETF (0.54%)
  • HAPS — Harbor Human Capital Factor US Small Cap ETF (HAPS) (0.44%)
  • ACSG — American Century Small Cap Growth Insights ETFAmerican Century Small Cap Growth Insights ETFAmerican Century Small Cap Growth Insights ETF (0.25%)

News

Latest Market News