BWIN
Baldwin Insurance Group, Inc.Company Information
- Company Name
- Baldwin Insurance Group, Inc.
- CIK
- CIK0001781755
- Category
- Large accelerated filer
- Ticker: Exchange
- BWIN: Nasdaq
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6411
- SIC Description
- Insurance Agents, Brokers & Service
- Ticker
- BWIN
SEC filing data through
Insider Sentiment
- Last purchase
- 2026-03-03
- Last sale
- 2026-05-14
- Shares purchased (TTM)
- 25,200
- Shares sold (TTM)
- 644,819
Institutional Sentiment
- As of
- 2026-06-30
- Institutional shares owned
- 114,605,549
- Shares outstanding
- 92,761,000
- Ownership
- 123.55%
Earnings Market Reaction
- Filing date
- 2026-07-30
- Price on filing date
- —
- 1-month reaction
- 19.52%
- 3-month reaction
- …
Balance Sheet
Values in millions ($)| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Assets Current | ||||||||||||||||||
| Restricted Cash Current | - | - | - | - | - | - | 165 | 163 | 152 | 122 | 105 | 115 | ||||||
| Premiums Receivable At Carrying Value | 782 | 670 | 497 | 416 | 491 | 408 | 419 | 656 | 763 | 702 | 628 | 595 | ||||||
| Assets Of Disposal Group Including Discontinued Operation Current | - | - | - | - | - | - | 0 | 0 | 0 | 0 | 64 | - | ||||||
| Property Plant And Equipment Net | 33 | 31 | 23 | 21 | 21 | 22 | 22 | 21 | 22 | 23 | 23 | 24 | ||||||
Liabilities Current | ||||||||||||||||||
| Business Combination Contingent Consideration Liability Current | 121 | 115 | 9 | 17 | 7 | 45 | 143 | 201 | 204 | 230 | 215 | 98 | ||||||
| Liabilities Of Disposal Group Including Discontinued Operation Current | - | - | - | - | - | - | 0 | 0 | 0 | 0 | 44 | - | ||||||
| Long Term Line Of Credit | - | - | 107 | - | - | - | 0 | 0 | 0 | 334 | 341 | 324 | ||||||
| Line Of Credit | 302 | 191 | - | 66 | 112 | - | - | - | - | - | - | - | ||||||
| Secured Long Term Debt | 2,151 | 2,153 | 1,566 | 1,568 | 1,495 | 1,496 | 1,398 | 1,399 | 1,400 | 967 | 968 | 970 | ||||||
| Business Combination Contingent Consideration Liability Noncurrent | 226 | 220 | 14 | 11 | 10 | 3 | 3 | 3 | 6 | 6 | 61 | 176 | ||||||
| Deferred Income Tax Liabilities Net | 5 | 5 | - | - | - | - | - | - | - | - | - | - | ||||||
| Other Liabilities Noncurrent | 129 | 128 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||||
Mezzanine Equity | ||||||||||||||||||
| Redeemable Noncontrolling Interest Equity Carrying Amount | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||||
Stockholders Equity | ||||||||||||||||||
| Additional Paid In Capital | 1,247 | 1,235 | 844 | 837 | 831 | 816 | 794 | 786 | 773 | 763 | 747 | 743 | ||||||
| Receivable From Shareholders Or Affiliates For Issuance Of Capital Stock | - | - | - | - | - | - | - | - | - | - | 0 | 0 | ||||||
| Retained Earnings Accumulated Deficit | -368 | -275 | -245 | -219 | -201 | -197 | -211 | -191 | -183 | -165 | -187 | -152 | ||||||
| Accumulated Other Comprehensive Income Loss Net Of Tax | 5 | 3 | 0 | 1 | - | - | 0 | - | - | - | - | - | ||||||
| Stockholders Equity | 884 | 964 | 600 | 620 | 631 | 1,048 | 583 | 595 | 1,043 | 598 | 560 | 1,074 | ||||||
| Minority Interest | 537 | 587 | 484 | 508 | 419 | 428 | 425 | 441 | 452 | 473 | 458 | 483 | ||||||
| Liabilities And Stockholders Equity | 6,175 | 5,943 | 3,862 | 3,794 | 3,739 | 3,549 | 3,535 | 3,539 | 3,680 | 3,510 | 3,502 | 3,423 | ||||||
| Variable Interest Entity Primary Beneficiary | 2 | 2 | - | 4 | - | - | - | - | - | - | - | - | ||||||
| Common Class A | -1 | 97 | 0 | 0 | 1 | 70 | 0 | 1 | 1 | 65 | 0 | 1 | ||||||
| Common Class B | -2 | 45 | 0 | -0 | -1 | 48 | 0 | -1 | -1 | 52 | 0 | -1 | ||||||
| Cash And Cash Equivalents At Carrying Value | 184 | 146 | 124 | 90 | 106 | 82 | 90 | 182 | 208 | 112 | 116 | 79 | ||||||
| Prepaid Expense And Other Assets Current | 20 | 21 | 14 | 18 | 15 | 17 | 12 | 13 | 14 | 15 | 13 | 12 | ||||||
| Assets Current | 1,846 | 1,594 | 1,200 | 1,106 | 1,240 | 1,056 | 1,026 | 1,014 | 1,137 | 951 | 926 | 802 | ||||||
| Operating Lease Right Of Use Asset | 82 | 83 | 62 | 64 | 67 | 71 | 72 | 75 | 79 | 83 | 85 | 89 | ||||||
| Other Assets Noncurrent | 111 | 96 | 82 | 69 | 65 | 49 | 48 | 47 | 44 | 40 | 38 | 42 | ||||||
| Intangible Assets Net Excluding Goodwill | 1,450 | 1,485 | 978 | 1,017 | 926 | 938 | 953 | 969 | 985 | 1,000 | 1,017 | 1,045 | ||||||
| Goodwill | 2,652 | 2,652 | 1,517 | 1,516 | 1,421 | 1,412 | 1,412 | 1,412 | 1,412 | 1,412 | 1,412 | 1,422 | ||||||
| Assets | 6,175 | 5,943 | 3,862 | 3,794 | 3,739 | 3,549 | 3,535 | 3,539 | 3,680 | 3,510 | 3,502 | 3,423 | ||||||
| Accrued Sales Commission Current | 97 | 93 | 51 | 69 | 72 | 87 | 73 | 71 | 74 | 86 | 64 | 66 | ||||||
| Accounts Payable And Accrued Liabilities Current | 294 | 286 | 253 | 222 | 158 | 157 | 161 | 164 | 132 | 132 | 145 | 131 | ||||||
| Notes Payable Current | - | - | 0 | 0 | 0 | 0 | 6 | 6 | 6 | 6 | 2 | 2 | ||||||
| Accrued Bonuses Current And Noncurrent | - | - | 0 | 0 | 1 | 18 | 33 | - | - | - | 8 | - | ||||||
| Liabilities Current | 1,721 | 1,474 | 1,033 | 960 | 1,007 | 933 | 1,056 | 1,032 | 1,156 | 1,053 | 1,033 | 798 | ||||||
| Operating Lease Liability Noncurrent | 75 | 75 | 58 | 61 | 64 | 68 | 69 | 69 | 74 | 78 | 79 | 82 | ||||||
| Liabilities | 4,753 | 4,391 | 2,778 | 2,666 | 2,689 | 2,500 | 2,526 | 2,502 | 2,637 | 2,438 | 2,483 | 2,350 | ||||||
Select a line item above to chart it.
Recent filings
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
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Start 7-day free trialBaldwin Insurance Group, Inc. (BWIN) — SEC Financial Statements & Analysis
Baldwin Insurance Group, Inc. (BWIN) is a insurance agents, brokers & service company, incorporated in DE. Baldwin Insurance Group, Inc. trades on Nasdaq as: BWIN. Baldwin Insurance Group, Inc. (BWIN)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-07-30. Based on that filing, Baldwin Insurance Group, Inc. carries a market cap of $2.47B, a P/E ratio of -28.84x, a P/B ratio of 2.79x, a P/S ratio of 1.42x, an enterprise value of $4.01B, and an EV/EBITDA multiple of -35.91x. On profitability, it posts a gross margin of 46.33%, an operating margin of -6.89%, a net margin of -4.92%, a Return on Equity (ROE) of -11.28%, a Return on Assets (ROA) of -1.72%, and a Return on Invested Capital (ROIC) of -2.71%. Per share, it reports EPS of $-0.92, diluted EPS of $-0.92, free cash flow per share of $0.47, and a dividend per share of $0.00. Over the trailing year, it posted revenue growth of 19.09% year-over-year, net income growth of 381.19% year-over-year, and EPS growth of 252.80% year-over-year. On the balance sheet, it maintains a current ratio of 1.07x, a quick ratio of 1.06x, working capital of $125.53M, a debt-to-equity ratio of 5.37x, a debt ratio of 0.77, an interest coverage ratio of -0.83x, free cash flow of $43.71M (TTM), and net debt of $1.54B. Figures sourced from SEC EDGAR.
- Market Cap
- $2.47B
- P/E TTM
- -28.84x
- EPS TTM
- $-0.92
- P/B TTM
- 2.79x
- ROE TTM
- -11.28%
- ROA TTM
- -1.72%
- Debt To Equity
- 5.37x
- Free Cash Flow TTM
- $43.71M
- Net Revenue TTM Growth 1Y
- 19.09%
Data as of 2026-06-30 · Source: SEC EDGAR
Frequently Asked Questions
What industry is Baldwin Insurance Group, Inc. in?
Baldwin Insurance Group, Inc. (BWIN) operates in the Insurance Agents, Brokers & Service industry.
What exchange does BWIN trade on?
Baldwin Insurance Group, Inc. (BWIN) trades on the Nasdaq.
Where is Baldwin Insurance Group, Inc. incorporated?
Baldwin Insurance Group, Inc. is incorporated in DE.
When was Baldwin Insurance Group, Inc. (BWIN)'s most recent SEC filing?
Baldwin Insurance Group, Inc. (BWIN)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-07-30.
What is BWIN's market cap?
Baldwin Insurance Group, Inc. (BWIN) has a market capitalization of $2.47B as of 2026-06-30.
What is BWIN's EPS (earnings per share)?
Baldwin Insurance Group, Inc. (BWIN)'s trailing twelve month EPS is $-0.92 as of 2026-06-30.
What is BWIN's ROE (return on equity)?
Baldwin Insurance Group, Inc. (BWIN)'s trailing twelve month Return on Equity (ROE) is -11.28% as of 2026-06-30.
What is BWIN's ROA (return on assets)?
Baldwin Insurance Group, Inc. (BWIN)'s trailing twelve month Return on Assets (ROA) is -1.72% as of 2026-06-30.
What is BWIN's ROIC (return on invested capital)?
Baldwin Insurance Group, Inc. (BWIN)'s trailing twelve month Return on Invested Capital (ROIC) is -2.71% as of 2026-06-30.
What is BWIN's EV/EBITDA?
Baldwin Insurance Group, Inc. (BWIN)'s trailing twelve month EV/EBITDA is -35.91x as of 2026-06-30.

