Baldwin Insurance Group Inc
BWIN41.620USD
-0.470-1.12%
Close 04/30, 16:00（ET）Quotes delayed by 15 min
2.83BMarket Cap
LossP/E TTM
More Details of Baldwin Insurance Group Inc Company
The Baldwin Insurance Group, Inc. is an independent insurance distribution company. The Company’s business is divided into three operating groups: Insurance Advisory Solutions (IAS), Underwriting, Capacity & Technology Solutions (UCTS) and Mainstreet Insurance Solutions (MIS). The IAS operating group provides commercial risk management, employee benefits and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The UCTS operating group consists of two distinct businesses, its MGA platform (MSI) and its reinsurance brokerage business, Juniper Re. Through MSI, it manufactures proprietary, technology-enabled insurance products that are then distributed internally via risk advisors across its other operating groups and externally via select distribution partners. The MIS operating group offers personal insurance, commercial insurance and life and health solutions to individuals and businesses in their communities.
Company Info
Company codeBWIN
Company nameBaldwin Insurance Group Inc
IPO dateOct 24, 2019
Founded at2019
CEOMr. Trevor Baldwin
Number of employees4052
Security typeOrdinary Share
Fiscal year-endOct 24
Address4211 W. Boy Scout Blvd.
CityTAMPA
Stock exchangeNASDAQ Global Select Consolidated
CountryUnited States of America
Postal code33607
Phone18662790698
Websitehttps://ir.baldwin.com/
Company codeBWIN
IPO dateOct 24, 2019
Founded at2019
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Trevor Baldwin
Mr. Trevor Baldwin
Chief Executive Officer, Director
Chief Executive Officer, Director
2.16M
-6.02%
Mr. Bradford (Brad) Hale
Mr. Bradford (Brad) Hale
Chief Financial Officer
Chief Financial Officer
134.66K
-0.71%
Mr. Daniel (Dan) Galbraith
Mr. Daniel (Dan) Galbraith
President, BRP and Chief Executive Officer - Retail Brokerage Operations
President, BRP and Chief Executive Officer - Retail Brokerage Operations
43.06K
-2.18%
Mr. Joseph John Kadow, J.D.
Mr. Joseph John Kadow, J.D.
Independent Director
Independent Director
19.61K
+3.29%
Ms. Ellyn J. Shook
Ms. Ellyn J. Shook
Independent Director
Independent Director
9.46K
+7.06%
Ms. Sunita Parasuraman
Ms. Sunita Parasuraman
Independent Director
Independent Director
9.46K
+7.06%
Mr. Sathish Muthukrishnan
Mr. Sathish Muthukrishnan
Independent Director
Independent Director
5.27K
+13.44%
Ms. Corbyn N. Lichon
Ms. Corbyn N. Lichon
Chief Accounting Officer
Chief Accounting Officer
--
--
Mr. Chris Sullivan
Mr. Chris Sullivan
Lead Independent Director
Lead Independent Director
--
--
Mr. James (Jim) Roche
Mr. James (Jim) Roche
President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations
President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Trevor Baldwin
Mr. Trevor Baldwin
Chief Executive Officer, Director
Chief Executive Officer, Director
2.16M
-6.02%
Mr. Bradford (Brad) Hale
Mr. Bradford (Brad) Hale
Chief Financial Officer
Chief Financial Officer
134.66K
-0.71%
Mr. Daniel (Dan) Galbraith
Mr. Daniel (Dan) Galbraith
President, BRP and Chief Executive Officer - Retail Brokerage Operations
President, BRP and Chief Executive Officer - Retail Brokerage Operations
43.06K
-2.18%
Mr. Joseph John Kadow, J.D.
Mr. Joseph John Kadow, J.D.
Independent Director
Independent Director
19.61K
+3.29%
Ms. Ellyn J. Shook
Ms. Ellyn J. Shook
Independent Director
Independent Director
9.46K
+7.06%
Ms. Sunita Parasuraman
Ms. Sunita Parasuraman
Independent Director
Independent Director
9.46K
+7.06%
Revenue Breakdown
Currency: USDUpdate time: Sun, Apr 6
Currency: USDUpdate time: Sun, Apr 6
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
By BusinessUSD
Name
Revenue
Proportion
Commission Revenue
1.13B
81.34%
Profit Sharing Revenue
95.53M
6.88%
Consultingand Service Fee Revenue
78.17M
5.63%
Policy Feeand Installment Fee Revenue
60.72M
4.37%
Other Insurance Product Line
12.79M
0.92%
Investment Income
11.92M
0.86%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Commission Revenue
1.13B
81.34%
Profit Sharing Revenue
95.53M
6.88%
Consultingand Service Fee Revenue
78.17M
5.63%
Policy Feeand Installment Fee Revenue
60.72M
4.37%
Other Insurance Product Line
12.79M
0.92%
Investment Income
11.92M
0.86%
Shareholder
Update time: Sun, Feb 23
Update time: Sun, Feb 23
Shareholder Statistics
Type
Shareholder Statistics
Shareholder
Proportion
The Vanguard Group, Inc.
9.36%
Fidelity Management & Research Company LLC
7.64%
William Blair Investment Management, LLC
6.99%
BlackRock Institutional Trust Company, N.A.
6.48%
Fidelity Institutional Asset Management
4.31%
Other
65.22%
Shareholder Statistics
Shareholder
Proportion
The Vanguard Group, Inc.
9.36%
Fidelity Management & Research Company LLC
7.64%
William Blair Investment Management, LLC
6.99%
BlackRock Institutional Trust Company, N.A.
6.48%
Fidelity Institutional Asset Management
4.31%
Other
65.22%
Type
Shareholder
Proportion
Investment Advisor
53.96%
Investment Advisor/Hedge Fund
39.32%
Individual Investor
4.01%
Hedge Fund
2.53%
Research Firm
1.22%
Pension Fund
1.01%
Bank and Trust
0.47%
Family Office
0.08%
Private Equity
0.04%
Institutional Shareholding
Update time: Mon, Feb 24
Update time: Mon, Feb 24
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q1
417
71.69M
105.19%
-2.98M
2024Q4
425
71.55M
105.03%
-1.33M
2024Q3
415
71.56M
105.98%
+418.88K
2024Q2
392
66.82M
100.43%
-3.15M
2024Q1
377
64.96M
99.61%
-6.06M
2023Q4
377
63.02M
98.34%
-6.82M
2023Q3
371
67.72M
106.06%
-1.45M
2023Q2
368
65.69M
103.71%
-1.72M
2023Q1
369
64.46M
103.64%
-1.37M
2022Q4
374
63.94M
104.48%
-3.99M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
6.57M
9.64%
+175.38K
+2.74%
Dec 31, 2024
Fidelity Management & Research Company LLC
5.37M
7.88%
-1.79M
-24.98%
Dec 31, 2024
William Blair Investment Management, LLC
4.91M
7.2%
+2.20M
+81.10%
Dec 31, 2024
BlackRock Institutional Trust Company, N.A.
4.55M
6.68%
+144.86K
+3.29%
Dec 31, 2024
Fidelity Institutional Asset Management
3.03M
4.45%
+269.41K
+9.76%
Dec 31, 2024
Baron Capital Management, Inc.
3.01M
4.42%
--
--
Dec 31, 2024
Capital International Investors
2.56M
3.75%
+210.72K
+8.99%
Dec 31, 2024
Macquarie Investment Management
2.45M
3.59%
-130.74K
-5.07%
Dec 31, 2024
Capital Research Global Investors
2.26M
3.32%
-85.15K
-3.63%
Dec 31, 2024
Baldwin (Trevor)
2.16M
3.16%
-138.07K
-6.02%
Mar 17, 2025
View more
Related ETFs
Update time: Sun, Apr 6
Update time: Sun, Apr 6
Name
Proportion
Otter Creek Focus Strategy ETF
3.93%
SPDR S&P Insurance ETF
2.08%
Principal U.S. Small-Cap ETF
0.32%
Nuveen ESG Small-Cap ETF
0.28%
First Trust Small Cap Growth AlphaDEX Fund
0.26%
John Hancock Multifactor Small Cap ETF
0.26%
Fidelity Fundamental Small-Mid Cap ETF
0.23%
iShares Russell 2000 Growth ETF
0.2%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.18%
BNY Mellon US Small Cap Core Equity ETF
0.14%
View more
Otter Creek Focus Strategy ETF
Proportion3.93%
SPDR S&P Insurance ETF
Proportion2.08%
Principal U.S. Small-Cap ETF
Proportion0.32%
Nuveen ESG Small-Cap ETF
Proportion0.28%
First Trust Small Cap Growth AlphaDEX Fund
Proportion0.26%
John Hancock Multifactor Small Cap ETF
Proportion0.26%
Fidelity Fundamental Small-Mid Cap ETF
Proportion0.23%
iShares Russell 2000 Growth ETF
Proportion0.2%
JPMorgan BetaBuilders US Small Cap Equity ETF
Proportion0.18%
BNY Mellon US Small Cap Core Equity ETF
Proportion0.14%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data