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。

公司簡介

公司代碼BWIN

公司名稱Baldwin Insurance Group Inc

上市日期Oct 24, 2019

成立日期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

成立日期2019

公司高階主管

名稱

名稱/職務

職務

持股

持股變動

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

--

名稱

名稱/職務

職務

持股

持股變動

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%

收入明細

單位: USD更新時間: 4月6日週日

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

業務USD

名稱

營收

佔比

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%

暫無數據

業務

地區

業務USD

名稱

營收

佔比

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%

股東統計

更新時間: 2月23日週日

持股股東

股東類型

持股股東

股東統計

佔比

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%

持股股東

股東統計

佔比

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%

股東類型

股東統計

佔比

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%

機構持股

更新時間: 2月24日週一

報告期間

機構數

持股數

持股佔比

持股變動

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

股東持股明細

名稱

持股數

佔比

持股變動

變動比例

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

更新時間: 4月6日週日

機構名稱

佔比

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

佔比3.93%

SPDR S&P Insurance ETF

佔比2.08%

Principal U.S. Small-Cap ETF

佔比0.32%

Nuveen ESG Small-Cap ETF

佔比0.28%

First Trust Small Cap Growth AlphaDEX Fund

佔比0.26%

John Hancock Multifactor Small Cap ETF

佔比0.26%

Fidelity Fundamental Small-Mid Cap ETF

佔比0.23%

iShares Russell 2000 Growth ETF

佔比0.2%

JPMorgan BetaBuilders US Small Cap Equity ETF

佔比0.18%

BNY Mellon US Small Cap Core Equity ETF

佔比0.14%

分紅派息

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

公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

Baldwin Insurance Group Inc

41.620USD

Baldwin Insurance Group Inc

41.620

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公司