Baldwin Insurance Group Inc
BWIN24.030USD
-1.420-5.58%
Close 12/31, 16:00（ET）Quotes delayed by 15 min
1.72BMarket 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.
Baldwin Insurance Group Inc Info
Ticker SymbolBWIN
Company nameBaldwin Insurance Group Inc
IPO dateOct 24, 2019
CEORoche (James)
Number of employees4052
Security typeOrdinary Share
Fiscal year-endOct 24
Address4211 W. Boy Scout Blvd.
CityTAMPA
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code33607
Phone18662790698
Websitehttps://ir.baldwin.com/
Ticker SymbolBWIN
IPO dateOct 24, 2019
CEORoche (James)
Company Executives of Baldwin Insurance Group Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Bradford (Brad) Hale
Mr. Bradford (Brad) Hale
Chief Financial Officer
Chief Financial Officer
144.66K
+7.43%
Mr. Trevor Baldwin
Mr. Trevor Baldwin
Chief Executive Officer, Director
Chief Executive Officer, Director
39.01K
--
Mr. Joseph John Kadow, J.D.
Mr. Joseph John Kadow, J.D.
Independent Director
Independent Director
21.12K
+4.25%
Ms. Ellyn J. Shook
Ms. Ellyn J. Shook
Independent Director
Independent Director
10.96K
+8.52%
Ms. Sunita Parasuraman
Ms. Sunita Parasuraman
Independent Director
Independent Director
10.96K
+8.52%
Mr. Sathish Muthukrishnan
Mr. Sathish Muthukrishnan
Independent Director
Independent Director
6.77K
+14.57%
Mr. Daniel (Dan) Galbraith
Mr. Daniel (Dan) Galbraith
President, The Baldwin Group and Chief Executive Officer - Retail Brokerage Operations
President, The Baldwin Group and Chief Executive Officer - Retail Brokerage Operations
3.85K
-91.06%
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, The Baldwin Group and Chief Executive Officer - Underwriting, Capacity & Technology Operations
President, The Baldwin Group and Chief Executive Officer - Underwriting, Capacity & Technology Operations
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Bradford (Brad) Hale
Mr. Bradford (Brad) Hale
Chief Financial Officer
Chief Financial Officer
144.66K
+7.43%
Mr. Trevor Baldwin
Mr. Trevor Baldwin
Chief Executive Officer, Director
Chief Executive Officer, Director
39.01K
--
Mr. Joseph John Kadow, J.D.
Mr. Joseph John Kadow, J.D.
Independent Director
Independent Director
21.12K
+4.25%
Ms. Ellyn J. Shook
Ms. Ellyn J. Shook
Independent Director
Independent Director
10.96K
+8.52%
Ms. Sunita Parasuraman
Ms. Sunita Parasuraman
Independent Director
Independent Director
10.96K
+8.52%
Mr. Sathish Muthukrishnan
Mr. Sathish Muthukrishnan
Independent Director
Independent Director
6.77K
+14.57%
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
By BusinessUSD
Name
Revenue
Proportion
Commission Revenue
299.24M
79.00%
Consultingand Service Fee Revenue
27.38M
7.23%
Profit Sharing Revenue
19.96M
5.27%
Policy Feeand Installment Fee Revenue
19.68M
5.20%
Assumed Premium earned
5.49M
1.45%
Other
7.06M
1.86%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Commission Revenue
299.24M
79.00%
Consultingand Service Fee Revenue
27.38M
7.23%
Profit Sharing Revenue
19.96M
5.27%
Policy Feeand Installment Fee Revenue
19.68M
5.20%
Assumed Premium earned
5.49M
1.45%
Other
7.06M
1.86%
Shareholding Stats
Updated: Fri, Nov 14
Updated: Fri, Nov 14
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
William Blair Investment Management, LLC
10.89%
Fidelity Management & Research Company LLC
10.27%
The Vanguard Group, Inc.
9.14%
BlackRock Institutional Trust Company, N.A.
6.36%
Capital Research Global Investors
6.30%
Other
57.04%
Shareholders
Shareholders
Proportion
William Blair Investment Management, LLC
10.89%
Fidelity Management & Research Company LLC
10.27%
The Vanguard Group, Inc.
9.14%
BlackRock Institutional Trust Company, N.A.
6.36%
Capital Research Global Investors
6.30%
Other
57.04%
Shareholder Types
Shareholders
Proportion
Investment Advisor
74.80%
Investment Advisor/Hedge Fund
36.85%
Hedge Fund
1.85%
Pension Fund
1.28%
Individual Investor
0.95%
Research Firm
0.92%
Bank and Trust
0.55%
Private Equity
0.14%
Family Office
0.07%
Institutional Shareholding
Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
443
83.56M
116.65%
+360.95K
2025Q3
455
80.80M
117.47%
+2.21M
2025Q2
440
78.26M
118.14%
-680.97K
2025Q1
421
78.94M
111.82%
+833.78K
2024Q4
406
73.37M
105.84%
+4.37M
2024Q3
396
68.85M
103.59%
+2.60M
2024Q2
373
65.71M
103.77%
+1.38M
2024Q1
357
64.15M
102.79%
-2.87M
2023Q4
357
62.06M
102.50%
+1.48M
2023Q3
347
60.61M
100.96%
+2.00M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
William Blair Investment Management, LLC
7.80M
10.89%
+2.69M
+52.77%
Nov 30, 2025
Fidelity Management & Research Company LLC
7.36M
10.27%
+1.61M
+28.06%
Sep 30, 2025
The Vanguard Group, Inc.
6.55M
9.14%
-61.15K
-0.93%
Sep 30, 2025
BlackRock Institutional Trust Company, N.A.
4.56M
6.36%
-2.61K
-0.06%
Sep 30, 2025
Capital Research Global Investors
4.51M
6.3%
--
--
Sep 30, 2025
Champlain Investment Partners, LLC
3.92M
5.47%
+659.43K
+20.25%
Sep 30, 2025
Fidelity Institutional Asset Management
3.40M
4.74%
+989.65K
+41.09%
Sep 30, 2025
Capital International Investors
3.15M
4.39%
--
--
Sep 30, 2025
Baron Capital Management, Inc.
3.01M
4.2%
+203.00
+0.01%
Sep 30, 2025
T. Rowe Price Investment Management, Inc.
3.00M
4.19%
-235.25K
-7.27%
Sep 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
SPDR S&P Insurance ETF
1.28%
Harbor Human Capital Factor US Small Cap ETF
0.47%
Nuveen ESG Small-Cap ETF
0.14%
Fidelity Fundamental Small-Mid Cap ETF
0.11%
John Hancock Multifactor Small Cap ETF
0.1%
iShares Russell 2000 Growth ETF
0.09%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.09%
Strive Small-Cap ETF
0.09%
ProShares Hedge Replication ETF
0.08%
ProShares UltraPro Russell2000
0.07%
View more
SPDR S&P Insurance ETF
Proportion1.28%
Harbor Human Capital Factor US Small Cap ETF
Proportion0.47%
Nuveen ESG Small-Cap ETF
Proportion0.14%
Fidelity Fundamental Small-Mid Cap ETF
Proportion0.11%
John Hancock Multifactor Small Cap ETF
Proportion0.1%
iShares Russell 2000 Growth ETF
Proportion0.09%
JPMorgan BetaBuilders US Small Cap Equity ETF
Proportion0.09%
Strive Small-Cap ETF
Proportion0.09%
ProShares Hedge Replication ETF
Proportion0.08%
ProShares UltraPro Russell2000
Proportion0.07%
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
FAQs
Who are the top five shareholders of Baldwin Insurance Group Inc?
The top five shareholders of Baldwin Insurance Group Inc are:
William Blair Investment Management, LLC holds 7.80M shares, accounting for 10.89% of the total shares.
Fidelity Management & Research Company LLC holds 7.36M shares, accounting for 10.27% of the total shares.
The Vanguard Group, Inc. holds 6.55M shares, accounting for 9.14% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 4.56M shares, accounting for 6.36% of the total shares.
Capital Research Global Investors holds 4.51M shares, accounting for 6.30% of the total shares.
William Blair Investment Management, LLC holds 7.80M shares, accounting for 10.89% of the total shares.
Fidelity Management & Research Company LLC holds 7.36M shares, accounting for 10.27% of the total shares.
The Vanguard Group, Inc. holds 6.55M shares, accounting for 9.14% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 4.56M shares, accounting for 6.36% of the total shares.
Capital Research Global Investors holds 4.51M shares, accounting for 6.30% of the total shares.
What are the top three shareholder types of Baldwin Insurance Group Inc?
The top three shareholder types of Baldwin Insurance Group Inc are:
William Blair Investment Management, LLC
Fidelity Management & Research Company LLC
The Vanguard Group, Inc.
William Blair Investment Management, LLC
Fidelity Management & Research Company LLC
The Vanguard Group, Inc.
How many institutions hold shares of Baldwin Insurance Group Inc (BWIN)?
As of 2025Q4, 443 institutions hold shares of Baldwin Insurance Group Inc, with a combined market value of approximately 83.56M, accounting for 116.65% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.82%.
What is the biggest source of revenue for Baldwin Insurance Group Inc?
In FY2025Q2, the Commission Revenue business generated the highest revenue for Baldwin Insurance Group Inc, amounting to 299.24M and accounting for 79.00% of total revenue.
