Baldwin Insurance Group Inc
BWIN34.190USD
+1.420+4.33%
Close 08/13, 16:00（ET）Quotes delayed by 15 min
2.44BMarket 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
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
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
20.26K
+3.29%
Ms. Ellyn J. Shook
Ms. Ellyn J. Shook
Independent Director
Independent Director
10.10K
+6.82%
Ms. Sunita Parasuraman
Ms. Sunita Parasuraman
Independent Director
Independent Director
10.10K
+6.82%
Mr. Sathish Muthukrishnan
Mr. Sathish Muthukrishnan
Independent Director
Independent Director
5.91K
+12.25%
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
20.26K
+3.29%
Ms. Ellyn J. Shook
Ms. Ellyn J. Shook
Independent Director
Independent Director
10.10K
+6.82%
Ms. Sunita Parasuraman
Ms. Sunita Parasuraman
Independent Director
Independent Director
10.10K
+6.82%
Mr. Sathish Muthukrishnan
Mr. Sathish Muthukrishnan
Independent Director
Independent Director
5.91K
+12.25%
Revenue Breakdown
Currency: USDUpdated: Sun, Jul 6
Currency: USDUpdated: Sun, Jul 6
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
By BusinessUSD
Name
Revenue
Proportion
Commission Revenue
338.86M
81.97%
Profit Sharing Revenue
24.34M
5.89%
Consultingand Service Fee Revenue
20.16M
4.88%
Policy Feeand Installment Fee Revenue
17.98M
4.35%
Other Insurance Product Line
4.88M
1.18%
other
7.19M
1.74%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Commission Revenue
338.86M
81.97%
Profit Sharing Revenue
24.34M
5.89%
Consultingand Service Fee Revenue
20.16M
4.88%
Policy Feeand Installment Fee Revenue
17.98M
4.35%
Other Insurance Product Line
4.88M
1.18%
other
7.19M
1.74%
Shareholding Stats
Updated: Fri, May 16
Updated: Fri, May 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
9.27%
Fidelity Management & Research Company LLC
7.90%
William Blair Investment Management, LLC
7.58%
BlackRock Institutional Trust Company, N.A.
6.39%
Capital Research Global Investors
6.33%
other
62.53%
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
9.27%
Fidelity Management & Research Company LLC
7.90%
William Blair Investment Management, LLC
7.58%
BlackRock Institutional Trust Company, N.A.
6.39%
Capital Research Global Investors
6.33%
other
62.53%
Shareholder Types
Shareholders
Proportion
Investment Advisor
66.44%
Investment Advisor/Hedge Fund
31.75%
Hedge Fund
1.92%
Research Firm
1.19%
Pension Fund
0.97%
Individual Investor
0.95%
Bank and Trust
0.56%
Family Office
0.08%
Private Equity
0.04%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
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
2023Q1
369
64.46M
103.64%
-1.37M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
6.53M
9.24%
-44.38K
-0.68%
Mar 31, 2025
Fidelity Management & Research Company LLC
5.64M
7.98%
+268.35K
+5.00%
Mar 31, 2025
William Blair Investment Management, LLC
5.56M
7.87%
+654.88K
+13.34%
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
4.49M
6.36%
-57.96K
-1.27%
Mar 31, 2025
Capital Research Global Investors
2.55M
3.6%
+286.93K
+12.70%
Mar 31, 2025
Champlain Investment Partners, LLC
2.65M
3.75%
+642.10K
+32.02%
Mar 31, 2025
T. Rowe Price Investment Management, Inc.
3.23M
4.58%
+1.24M
+62.12%
Mar 31, 2025
Capital International Investors
2.56M
3.62%
--
--
Mar 31, 2025
Baron Capital Management, Inc.
3.01M
4.26%
--
--
Mar 31, 2025
Fidelity Institutional Asset Management
3.00M
4.25%
-30.52K
-1.01%
Mar 31, 2025
View more
Related ETFs
Updated: Wed, Aug 6
Updated: Wed, Aug 6
Name
Proportion
Otter Creek Focus Strategy ETF
3.79%
SPDR S&P Insurance ETF
1.68%
Harbor Human Capital Factor US Small Cap ETF
0.9%
First Trust Small Cap Growth AlphaDEX Fund
0.42%
Nuveen ESG Small-Cap ETF
0.28%
Fidelity Fundamental Small-Mid Cap ETF
0.23%
First Trust Small Cap Core Alphadex Fund
0.23%
John Hancock Multifactor Small Cap ETF
0.22%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.2%
iShares Russell 2000 Growth ETF
0.2%
View more
Otter Creek Focus Strategy ETF
Proportion3.79%
SPDR S&P Insurance ETF
Proportion1.68%
Harbor Human Capital Factor US Small Cap ETF
Proportion0.9%
First Trust Small Cap Growth AlphaDEX Fund
Proportion0.42%
Nuveen ESG Small-Cap ETF
Proportion0.28%
Fidelity Fundamental Small-Mid Cap ETF
Proportion0.23%
First Trust Small Cap Core Alphadex Fund
Proportion0.23%
John Hancock Multifactor Small Cap ETF
Proportion0.22%
JPMorgan BetaBuilders US Small Cap Equity ETF
Proportion0.2%
iShares Russell 2000 Growth ETF
Proportion0.2%
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
