BWIN
The Baldwin Insurance Group, Inc.
21.39
6 x 21.35
8 x 21.44
bid
ask
-
0.55
2.51%
7 @ 04:00 PM
21.39 +0.00 (0.00%)
Ytd -10.99%
1y -48.73%
20.78
day range
22.10
16.50
52 week range
44.54
Open 21.68 Prev Close 21.94 Low 20.78 High 22.10 Mkt Cap 2.07B
Vol 1.34M Avg Vol 1.75M EPS -0.50 P/E N/A Forward P/E 8.63
Beta 1.30 Short Ratio 5.22 Inst. Own 85.00% Dividend N/A Div Yield N/A
Ex Div Date N/A Earning 05-05 50-d Avg 20.32 200-d Avg 27.59 1yr Est 29.33
Earning
Date For Estimate Reported Surprise surprise %
2026-05-05 2026-03 0.64 N/A N/A N/A
2026-02-26 2025-12 0.29 0.31 0.02 6.90%
2025-11-04 2025-09 0.3 0.31 0.01 3.33%
2025-11-04 2025-09 0.3 N/A N/A N/A
2025-08-05 2025-06 0.41 N/A N/A N/A
2025-08-05 2025-06 0.41 0.42 0.01 2.44%
Upgrade / Downgrade
Date Firm Action From To
2026-04-09 JP Morgan Upgrade Neutral Neutral
2026-04-09 Wells Fargo Upgrade Equal-Weight Equal-Weight
2026-04-07 Keefe, Bruyette & Woods Upgrade Outperform Outperform
2026-03-09 UBS Upgrade Buy Buy
2026-02-27 Raymond James Upgrade Outperform Strong Buy
2026-02-27 Wells Fargo Upgrade Equal-Weight Equal-Weight
Profile
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.
Insider Holder
Date Name Relation Quantity Description
2026-03-02 BALDWIN TREVOR Chief Executive Officer 134.19K Stock Award(Grant)
2026-03-02 COHEN SETH BALA General Counsel 29.82K Stock Award(Grant)
2026-03-02 GALBRAITH DANIEL Officer and Beneficial Owner of more than 10% of a Class of Security 44.44K Stock Award(Grant)
2026-03-02 HALE BRADFORD Chief Financial Officer 195.30K Stock Award(Grant)
2026-03-31 KADOW JOSEPH JOHN Director 23.39K Stock Award(Grant)
2026-03-31 LICHON CORBYN N. Officer 57.29K Stock Award(Grant)
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 FMR, LLC 10.80M 230.93M 11.16%
2025-12-30 William Blair Investment Management, LLC 7.54M 161.36M 7.80%
2025-12-30 Vanguard Group Inc 6.85M 146.56M 7.08%
2025-12-30 Blackrock Inc. 5.32M 113.82M 5.50%
2025-12-30 Champlain Investment Partners, LLC 3.65M 78.08M 3.77%
2025-12-30 Capital International Investors 3.62M 77.39M 3.74%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 SmallCap World Fund Inc 6.45M 138.06M 6.67%
2026-02-27 Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 3.37M 72.11M 3.49%
2025-12-30 BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. 3.00M 64.17M 3.10%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 2.35M 50.28M 2.43%
2026-02-27 Fidelity Puritan Trust-Fidelity Balanced Fund 2.11M 45.17M 2.18%
2026-01-30 Fidelity Securities Fund-Fidelity Small Cap Value Fund 1.73M 37.05M 1.79%