The Baldwin Insurance Group, Inc.

BWIN.US
Financial Services · Insurance Brokers
28.63
+1.23 (+4.49%)
USD · NASDAQ

Company Information

Company Name
The Baldwin Insurance Group, Inc.
Sector
Financial Services
Industry
Insurance Brokers
Exchange
NASDAQ
ISIN: US05589G1022
CIK: 0001781755
Currency: USD
Full Time Employees: 5,000
Phone: 866 279 0698
Fiscal Year End: December
IPO Date: Oct 24, 2019
Description:

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance product suite comprises personal, commercial, and professional lines. Its Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. 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.

Address:

4211 West Boy Scout Blvd., Tampa, FL, United States, 33607

People

Directors & Officers

Name Title Year Born
Mr. L. Lowry Baldwin Co-Founder & Chairman 1959
Mr. Trevor Lowry Baldwin Co-Founder, CEO & Non-Independent Director 1987
Mr. Daniel Galbraith President & CEO of Retail Brokerage Operations 1981
Mr. James Morgan Roche President, CEO of Underwriting, Capacity & Technology Operations 1978
Mr. Bradford Lenzie Hale CPA Chief Financial Officer 1981
Mr. Seth Cohen General Counsel & Corporate Secretary 1978
Ms. Elizabeth H. Krystyn Co-Founder NA
Ms. Laura Rice Sherman Co-Founder NA
Ms. Corbyn N. Lichon Chief Accounting Officer 1993
Ms. Bonnie Bishop Executive Director of Investor Relations NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 06, 2026 Elizabeth Krystyn N/A Sale 119.99K $21.25 $2.55M
Mar 03, 2026 Paul Eugene Sparks N/A Purchase 15.20K $22.10 $335.92K
Mar 02, 2026 Paul Eugene Sparks N/A Purchase 29.00K $22.96 $665.84K
Dec 15, 2025 James Morgan Roche N/A Sale 80.00K $24.03 $1.92M
Dec 12, 2025 James Morgan Roche N/A Sale 100.00K $24.20 $2.42M
Dec 11, 2025 James Morgan Roche N/A Sale 60.00K $23.34 $1.40M
Dec 05, 2025 James Morgan Roche N/A Sale 15.00K $25.08 $376.20K
Oct 03, 2025 Gilbert Ray Cisneros, Jr. N/A Sale N/A $28.80 N/A
Sep 23, 2025 Josh Gottheimer N/A Sale N/A $29.83 N/A
Aug 07, 2025 Bradford Hale N/A Purchase 10.00K $28.72 $287.20K
Jun 13, 2025 James Morgan Roche N/A Sale 26.68K $40.07 $1.07M
Jun 12, 2025 James Morgan Roche N/A Sale 10.89K $40.03 $436.09K
Jun 12, 2025 Trevor Baldwin N/A Sale 117.00K $39.83 $4.66M
Jun 11, 2025 Trevor Baldwin N/A Sale 58.00K $38.48 $2.23M
Jun 09, 2025 Lowry Baldwin N/A Sale 50.00K $38.98 $1.95M
Jun 04, 2025 James Morgan Roche N/A Sale 7.14K $40.08 $286.25K
Jun 03, 2025 Seth Bala Cohen N/A Sale 4.50K $39.58 $177.95K
May 28, 2025 Lowry Baldwin N/A Sale 62.50K $38.32 $2.40M
May 16, 2025 James Morgan Roche N/A Sale 3.57K $40.04 $143.02K
May 15, 2025 James Morgan Roche N/A Sale 14.22K $40.01 $569.02K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 13.95M Mar 31, 2026 14.31% $0.02 29.25%
Vanguard Group Inc 6.85M Dec 31, 2025 7.03% $0.00 4.38%
William Blair Investment Management, LLC 6.79M Mar 31, 2026 6.97% $0.49 -9.93%
BlackRock Inc 6.65M Mar 31, 2026 6.82% $0.00 25.00%
Bank of New York Mellon Corp 3.92M Mar 31, 2026 4.02% $0.02 36.33%
Vanguard Portfolio Management, LLC 3.48M Mar 31, 2026 3.56% $0.00 0.00%
Vanguard Capital Management, LLC 3.46M Mar 31, 2026 3.55% $0.00 0.00%
BAMCO Inc 2.71M Mar 31, 2026 2.78% $0.18 -9.98%
Westwood Holdings Group Inc 2.58M Mar 31, 2026 2.64% $0.41 -9.62%
State Street Corp 2.47M Mar 31, 2026 2.54% $0.00 16.03%
Geode Capital Management, LLC 2.15M Mar 31, 2026 2.21% $0.00 23.76%
Delaware Management Holdings Inc 1.98M Mar 31, 2026 2.03% $0.07 6.29%
Morgan Stanley - Brokerage Accounts 1.80M Mar 31, 2026 1.85% $0.00 244.81%
Annis Gardner Whiting Capital Advisors LLC 1.72M Mar 31, 2026 1.76% $6.03 11,089.90%
Capital Research & Mgmt Co - Division 3 1.64M Mar 31, 2026 1.69% $0.01 -54.57%
T. Rowe Price Investment Management,Inc. 1.57M Mar 31, 2026 1.61% $0.02 -2.18%
Nomura Holdings Inc 1.54M Mar 31, 2026 1.58% $0.09 0.00%
Capital Research Global Investors 1.54M Mar 31, 2026 1.58% $0.01 -48.86%
Dimensional Fund Advisors, Inc. 1.33M Mar 31, 2026 1.37% $0.01 16.76%
UBS Group AG 1.27M Mar 31, 2026 1.30% $0.00 84.58%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Strategic Advisers Fidelity US TtlStk 3.70M 3.79% ▲ 0.00% May 31, 2026
2 American Funds SMALLCAP World A 2.92M 2.99% ▼ 3.41% Jun 30, 2026
3 Baron Small Cap Retail 2.70M 2.77% ▲ 0.00% Jun 30, 2026
4 Baron Small Cap Strategy 2.70M 2.77% ▲ 0.00% Jun 30, 2026
5 iShares Russell 2000 ETF 2.57M 2.64% ▲ 0.60% Jun 30, 2026
6 Vanguard Total Stock Mkt Idx Inv 2.17M 2.23% ▼ 12.47% Jun 30, 2026
7 Fidelity Balanced 2.03M 2.08% ▼ 5.43% Apr 30, 2026
8 Vanguard Small Cap Index 1.56M 1.60% ▼ 12.49% Jun 30, 2026
9 Nomura US Small Cap Core Equity 1.55M 1.59% ▼ 3.17% Jun 30, 2026
10 Nomura Small Cap Core I 1.55M 1.59% ▼ 0.82% May 31, 2026

Financial Highlights

Market Cap: $2.79B
EBITDA: $85.51M
Book Value: $9.97
Earnings/Share: $-0.72
Profit Margin: -2.80%
Operating Margin: -17.47%
ROA (TTM): -0.95%
ROE (TTM): -6.23%
Revenue (TTM): $1.62B
Revenue/Share (TTM): $21.69
Earnings Growth (YOY): -90.00%
Revenue Growth (YOY): 28.70%

Valuation Metrics

Enterprise Value: $5.10B
Trailing P/E: 0.00
Forward P/E: 13.37

Shares Statistics

Shares Outstanding: 97.49M
Shares Float: 75.80M
% Insiders: 245.10%
% Institutions: 9,384.40%
Short % Float: 13.63%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$1.50B
Cost of Goods Sold
adjust
$-1.31B
Gross Profit
subtotal
$191.98M
Other Operating Expense
adjust
$-82.63M
Operating Income
subtotal
$109.35M
Other / Non-Operating Items
adjust
$-143.17M
Net Income
subtotal
$-33.81M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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