Sectors

BWIN
The Baldwin Insurance Group, Inc.
25.61
1 x 25.42
3 x 25.79
bid
ask
-
0.54
2.08%
09:59 AM
timesize
Ytd6.55%
1y-37.27%
25.19
day range
26.42
15.88
52 week range
41.63
Open26.15Prev Close26.15Low25.19High26.42Mkt Cap1.96B
Vol144.71KAvg Vol1.61MEPS1.67P/E15.66Forward P/E13.30
Beta1.08Short Ratio5.52Inst. Own93.97%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning07-3050-d Avg22.36200-d Avg23.201yr Est31.00
Earning
DateForEstimateReportedSurprisesurprise %
2026-07-302026-060.46N/AN/AN/A
2026-05-042026-030.640.63-0.01-1.56%
2026-02-262025-120.290.310.026.90%
2025-11-042025-090.30.310.013.33%
2025-08-052025-060.410.420.012.44%
2025-05-062025-030.650.65N/AN/A
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-09Wells FargoUpgradeEqual-WeightEqual-Weight
2026-07-08Keefe, Bruyette & WoodsUpgradeOutperformOutperform
2026-06-23BMO CapitalUpgradeMarket PerformMarket Perform
2026-06-22JP MorganUpgradeNeutralOverweight
2026-06-09UBSUpgradeBuyBuy
2026-05-05Wells FargoUpgradeEqual-WeightEqual-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
DateNameRelationQuantityDescription
2026-03-02BALDWIN TREVORChief Executive Officer134.19KStock Award(Grant)
2026-03-02GALBRAITH DANIELOfficer and Beneficial Owner of more than 10% of a Class of Security44.44KStock Award(Grant)
2026-03-02HALE BRADFORDChief Financial Officer195.30KStock Award(Grant)
2026-06-30KADOW JOSEPH JOHNDirector24.60KStock Award(Grant)
2026-03-31LICHON CORBYN N.Officer57.29KStock Award(Grant)
2026-06-30MATAS BARBARA RUTHDirector19.60KStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30FMR Inc13.95M0.0014.31%
2025-12-30Vanguard Group Inc6.85M0.007.03%
2026-03-30William Blair Investment Management, LLC6.79M0.006.97%
2026-03-30BlackRock Inc6.65M0.006.82%
2026-03-30Bank of New York Mellon Corp3.92M0.004.02%
2026-03-30Vanguard Portfolio Management, LLC3.48M0.003.56%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-05-30Strategic Advisers Fidelity US TtlStk3.70M0.003.79%
2026-03-30American Funds SMALLCAP World A3.02M0.003.10%
2026-06-29Baron Small Cap Retail2.70M0.002.77%
2026-06-29Baron Small Cap Strategy2.70M0.002.77%
2026-06-29iShares Russell 2000 ETF2.57M0.002.64%
2026-06-29Vanguard Total Stock Mkt Idx Inv2.17M0.002.23%