Baldwin Insurance Group Inc
BWIN27.380USD
-0.420-1.51%
Close 11/14, 16:00（ET）Quotes delayed by 15 min
1.96BMarket 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
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/
Ticker SymbolBWIN
IPO dateOct 24, 2019
CEOMr. Trevor Baldwin
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%
No Data
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
Fidelity Management & Research Company LLC
10.28%
The Vanguard Group, Inc.
9.15%
William Blair Investment Management, LLC
7.13%
BlackRock Institutional Trust Company, N.A.
6.36%
Capital Research Global Investors
6.30%
Other
60.78%
Shareholders
Shareholders
Proportion
Fidelity Management & Research Company LLC
10.28%
The Vanguard Group, Inc.
9.15%
William Blair Investment Management, LLC
7.13%
BlackRock Institutional Trust Company, N.A.
6.36%
Capital Research Global Investors
6.30%
Other
60.78%
Shareholder Types
Shareholders
Proportion
Investment Advisor
74.63%
Investment Advisor/Hedge Fund
32.75%
Hedge Fund
1.79%
Pension Fund
1.22%
Research Firm
0.96%
Individual Investor
0.95%
Bank and Trust
0.55%
Family Office
0.07%
Private Equity
0.04%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
440
78.54M
109.70%
-6.09M
2025Q2
436
73.67M
103.37%
-9.41M
2025Q1
441
82.58M
117.06%
+6.05M
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
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Fidelity Management & Research Company LLC
5.75M
8.06%
+107.98K
+1.92%
Jun 30, 2025
The Vanguard Group, Inc.
6.61M
9.27%
+81.22K
+1.24%
Jun 30, 2025
William Blair Investment Management, LLC
5.40M
7.58%
-159.72K
-2.87%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
4.56M
6.39%
+66.35K
+1.48%
Jun 30, 2025
Capital Research Global Investors
4.51M
6.33%
+1.97M
+77.25%
Jun 30, 2025
Champlain Investment Partners, LLC
3.26M
4.57%
+609.17K
+23.01%
Jun 30, 2025
Fidelity Institutional Asset Management
2.41M
3.38%
-590.85K
-19.70%
Jun 30, 2025
Capital International Investors
3.15M
4.41%
+590.22K
+23.10%
Jun 30, 2025
Baron Capital Management, Inc.
3.01M
4.22%
--
--
Jun 30, 2025
T. Rowe Price Investment Management, Inc.
3.24M
4.54%
+3.74K
+0.12%
Jun 30, 2025
View more
Related ETFs
Updated: Thu, Nov 6
Updated: Thu, Nov 6
Name
Proportion
SPDR S&P Insurance ETF
1.72%
Harbor Human Capital Factor US Small Cap ETF
0.6%
Nuveen ESG Small-Cap ETF
0.17%
First Trust Small Cap Growth AlphaDEX Fund
0.15%
Fidelity Fundamental Small-Mid Cap ETF
0.14%
John Hancock Multifactor Small Cap ETF
0.14%
iShares Russell 2000 Growth ETF
0.12%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.12%
Federated Hermes MDT Small Cap Core ETF
0.11%
BNY Mellon US Small Cap Core Equity ETF
0.09%
View more
SPDR S&P Insurance ETF
Proportion1.72%
Harbor Human Capital Factor US Small Cap ETF
Proportion0.6%
Nuveen ESG Small-Cap ETF
Proportion0.17%
First Trust Small Cap Growth AlphaDEX Fund
Proportion0.15%
Fidelity Fundamental Small-Mid Cap ETF
Proportion0.14%
John Hancock Multifactor Small Cap ETF
Proportion0.14%
iShares Russell 2000 Growth ETF
Proportion0.12%
JPMorgan BetaBuilders US Small Cap Equity ETF
Proportion0.12%
Federated Hermes MDT Small Cap Core ETF
Proportion0.11%
BNY Mellon US Small Cap Core Equity ETF
Proportion0.09%
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
