Baldwin Insurance Group Inc- 詳細介紹、公司背景、業務範圍、財務數據以及市場表現

關於 Baldwin Insurance Group Inc 公司

Baldwin Insurance Group, Inc. 是一家獨立的保險分銷公司。該公司的業務分爲三個運營集團：保險諮詢解決方案 (IAS)、承保、能力和技術解決方案 (UCTS) 和 Mainstreet 保險解決方案 (MIS)。IAS 運營集團爲企業和高淨值個人及其家庭提供商業風險管理、員工福利和私人風險管理解決方案。UCTS 運營集團由兩個不同的業務組成，即 MGA 平臺 (MSI) 和再保險經紀業務 Juniper Re。通過 MSI，該公司生產專有的、技術支持的保險產品，然後通過風險顧問在其其他運營集團內部分銷，並通過精選分銷合作伙伴在外部分銷。MIS 運營集團爲社區中的個人和企業提供人身保險、商業保險以及人壽和健康解決方案。

Baldwin Insurance Group Inc簡介

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公司代碼BWIN

公司名稱Baldwin Insurance Group Inc

上市日期Oct 24, 2019

CEOMr. Trevor Baldwin

員工數量4052

證券類型Ordinary Share

年結日Oct 24

公司地址4211 W. Boy Scout Blvd.

城市TAMPA

上市交易所NASDAQ Global Select Consolidated

國家United States of America

郵編33607

電話18662790698

網址https://ir.baldwin.com/

公司代碼BWIN

上市日期Oct 24, 2019

CEOMr. Trevor Baldwin

Baldwin Insurance Group Inc公司高管

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名稱

名稱/職務

職務

持股

持股變動

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

--

名稱

名稱/職務

職務

持股

持股變動

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%

收入明細

單位: USD更新時間: 10月6日週一

FY2025Q2

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

業務USD

名稱

營收

佔比

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%

暫無數據

業務

地區

業務USD

名稱

營收

佔比

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%

股東統計

更新時間: 11月14日週五

持股股東

股東類型

持股股東

佔比

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%

持股股東

佔比

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%

股東類型

持股股東

佔比

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%

機構持股

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更新時間: 10月1日週三

報告期間

機構數

持股數

持股佔比

持股變動

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

股東持股明細

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名稱

持股數

佔比

持股變動

變動比例

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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更新時間: 11月6日週四

機構名稱

佔比

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

佔比1.72%

Harbor Human Capital Factor US Small Cap ETF

佔比0.6%

Nuveen ESG Small-Cap ETF

佔比0.17%

First Trust Small Cap Growth AlphaDEX Fund

佔比0.15%

Fidelity Fundamental Small-Mid Cap ETF

佔比0.14%

John Hancock Multifactor Small Cap ETF

佔比0.14%

iShares Russell 2000 Growth ETF

佔比0.12%

JPMorgan BetaBuilders US Small Cap Equity ETF

佔比0.12%

Federated Hermes MDT Small Cap Core ETF

佔比0.11%

BNY Mellon US Small Cap Core Equity ETF

佔比0.09%

分紅派息

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近5年累計派現 0.00 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

暫無數據

拆合股

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公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據