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。

Baldwin Insurance Group Inc简介

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公司代码BWIN

公司名称Baldwin Insurance Group Inc

上市日期Oct 24, 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

CEOMr. Trevor Baldwin

Baldwin Insurance Group Inc公司高管

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名称

名称/职务

职务

持股

持股变动

Mr. Bradford (Brad) Hale

Chief Financial Officer

144.66K

+7.43%

Mr. Trevor Baldwin

Chief Executive Officer, Director

39.01K

--

Mr. Joseph John Kadow, J.D.

Independent Director

21.12K

+4.25%

Ms. Ellyn J. Shook

Independent Director

10.96K

+8.52%

Ms. Sunita Parasuraman

Independent Director

10.96K

+8.52%

Mr. Sathish Muthukrishnan

Independent Director

6.77K

+14.57%

Mr. Daniel (Dan) Galbraith

President, The Baldwin Group and Chief Executive Officer - Retail Brokerage Operations

3.85K

-91.06%

Ms. Corbyn N. Lichon

Chief Accounting Officer

--

Mr. Chris Sullivan

Lead Independent Director

--

Mr. James (Jim) Roche

President, The Baldwin Group and Chief Executive Officer - Underwriting, Capacity & Technology Operations

--

名称

名称/职务

职务

持股

持股变动

Mr. Bradford (Brad) Hale

Chief Financial Officer

144.66K

+7.43%

Mr. Trevor Baldwin

Chief Executive Officer, Director

39.01K

--

Mr. Joseph John Kadow, J.D.

Independent Director

21.12K

+4.25%

Ms. Ellyn J. Shook

Independent Director

10.96K

+8.52%

Ms. Sunita Parasuraman

Independent Director

10.96K

+8.52%

Mr. Sathish Muthukrishnan

Independent Director

6.77K

+14.57%

收入明细

单位: USD更新时间: 10月6日周一

FY2025Q2

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

业务USD

名称

营收

占比

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%

其他

7.06M

1.86%

暂无数据

业务

地区

业务USD

名称

营收

占比

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%

其他

7.06M

1.86%

股东统计

更新时间: 11月14日周五

持股股东

股东类型

持股股东

占比

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%

其他

60.78%

持股股东

占比

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%

其他

60.78%

股东类型

持股股东

占比

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%

机构持股

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更新时间: 10月1日周三

报告期

机构数

持股数

持股占比

持股变动

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

股东持股明细

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名称

持股数

占比

持股变动

变动比例

公告日期

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

持股ETF

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更新时间: 11月6日周四

机构名称

占比

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%

SPDR S&P Insurance ETF

占比1.72%

Harbor Human Capital Factor US Small Cap ETF

占比0.6%

Nuveen ESG Small-Cap ETF

占比0.17%

First Trust Small Cap Growth AlphaDEX Fund

占比0.15%

Fidelity Fundamental Small-Mid Cap ETF

占比0.14%

John Hancock Multifactor Small Cap ETF

占比0.14%

iShares Russell 2000 Growth ETF

占比0.12%

JPMorgan BetaBuilders US Small Cap Equity ETF

占比0.12%

Federated Hermes MDT Small Cap Core ETF

占比0.11%

BNY Mellon US Small Cap Core Equity ETF

占比0.09%

分红派息

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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

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公告日期

类型

比率

暂无数据

公告日期

类型

比率

暂无数据