Baldwin Insurance Group Inc- 详细介绍、公司背景、业务范围、财务数据以及市场表现

关于 Baldwin Insurance Group Inc 公司

Baldwin Insurance Group, Inc. 是一家独立的保险分销公司。该公司的业务分为三个运营集团：保险咨询解决方案 (IAS)、承保、能力和技术解决方案 (UCTS) 和 Mainstreet 保险解决方案 (MIS)。IAS 运营集团为企业和高净值个人及其家庭提供商业风险管理、员工福利和私人风险管理解决方案。UCTS 运营集团由两个不同的业务组成，即 MGA 平台 (MSI) 和再保险经纪业务 Juniper Re。通过 MSI，该公司生产专有的、技术支持的保险产品，然后通过风险顾问在其其他运营集团内部分销，并通过精选分销合作伙伴在外部分销。MIS 运营集团为社区中的个人和企业提供人身保险、商业保险以及人寿和健康解决方案。

公司简介

公司代码BWIN

公司名称Baldwin Insurance Group Inc

上市日期Oct 24, 2019

成立日期2019

CEOMr. Trevor Baldwin

员工数量4052

证券类型Ordinary Share

年结日Oct 24

公司地址4211 W. Boy Scout Blvd.

城市TAMPA

上市交易所NASDAQ Global Select Consolidated

国家United States of America

邮编33607

电话18662790698

网址https://ir.baldwin.com/

公司代码BWIN

上市日期Oct 24, 2019

成立日期2019

公司高管

名称

名称/职务

职务

持股

持股变动

Mr. Trevor Baldwin

Chief Executive Officer, Director

2.16M

-6.02%

Mr. Bradford (Brad) Hale

Chief Financial Officer

134.66K

-0.71%

Mr. Daniel (Dan) Galbraith

President, BRP and Chief Executive Officer - Retail Brokerage Operations

43.06K

-2.18%

Mr. Joseph John Kadow, J.D.

Independent Director

19.61K

+3.29%

Ms. Ellyn J. Shook

Independent Director

9.46K

+7.06%

Ms. Sunita Parasuraman

Independent Director

9.46K

+7.06%

Mr. Sathish Muthukrishnan

Independent Director

5.27K

+13.44%

Ms. Corbyn N. Lichon

Chief Accounting Officer

--

Mr. Chris Sullivan

Lead Independent Director

--

Mr. James (Jim) Roche

President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations

--

名称

名称/职务

职务

持股

持股变动

Mr. Trevor Baldwin

Chief Executive Officer, Director

2.16M

-6.02%

Mr. Bradford (Brad) Hale

Chief Financial Officer

134.66K

-0.71%

Mr. Daniel (Dan) Galbraith

President, BRP and Chief Executive Officer - Retail Brokerage Operations

43.06K

-2.18%

Mr. Joseph John Kadow, J.D.

Independent Director

19.61K

+3.29%

Ms. Ellyn J. Shook

Independent Director

9.46K

+7.06%

Ms. Sunita Parasuraman

Independent Director

9.46K

+7.06%

收入明细

单位: USD更新时间: 4月6日周日

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

业务USD

名称

营收

占比

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%

暂无数据

业务

地区

业务USD

名称

营收

占比

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%

股东统计

更新时间: 2月23日周日

持股股东

股东类型

持股股东

股东统计

占比

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%

持股股东

股东统计

占比

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%

股东类型

股东统计

占比

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%

机构持股

更新时间: 2月24日周一

报告期

机构数

持股数

持股占比

持股变动

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

股东持股明细

名称

持股数

占比

持股变动

变动比例

公告日期

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

持股ETF

更新时间: 4月6日周日

机构名称

占比

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%

Otter Creek Focus Strategy ETF

占比3.93%

SPDR S&P Insurance ETF

占比2.08%

Principal U.S. Small-Cap ETF

占比0.32%

Nuveen ESG Small-Cap ETF

占比0.28%

First Trust Small Cap Growth AlphaDEX Fund

占比0.26%

John Hancock Multifactor Small Cap ETF

占比0.26%

Fidelity Fundamental Small-Mid Cap ETF

占比0.23%

iShares Russell 2000 Growth ETF

占比0.2%

JPMorgan BetaBuilders US Small Cap Equity ETF

占比0.18%

BNY Mellon US Small Cap Core Equity ETF

占比0.14%

分红派息

近5年累计派现 0.00 美元

公告日期

分红计划

股权登记日

现金发放日

除权除息日

暂无数据

拆合股

公告日期

类型

比率

暂无数据

公告日期

类型

比率

暂无数据

Baldwin Insurance Group Inc

41.620USD

Baldwin Insurance Group Inc

41.620

概览

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