Baldwin Insurance Group, Inc.
The Baldwin Insurance Group, Inc. (Nasdaq: BWIN) is an independent insurance distribution firm providing risk management, insurance and employee benefits solutions to individuals, businesses and specialty insurers. Its offerings include commercial and personal property and casualty insurance, employee benefits, wealth… From the company’s description.
In fiscal 2025, Baldwin Insurance Group, Inc. reported revenue of $1.50B, up 8.3% from fiscal 2024, and a net loss of $54.15M. Its operating margin was 4.9%, and operations used $29.42M in cash. Over the twelve months to Jun 30, 2026, revenue was $1.74B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Baldwin Insurance Group, Inc. does
In the company’s own words
The Baldwin Insurance Group, Inc. (Nasdaq: BWIN) is an independent insurance distribution firm providing risk management, insurance and employee benefits solutions to individuals, businesses and specialty insurers. Its offerings include commercial and personal property and casualty insurance, employee benefits, wealth management and retirement services, and Medicare; it also develops proprietary, technology-enabled insurance products for its own advisors and external distribution partners. The company operates through three groups: Insurance Advisory Solutions, serving businesses and high-net-worth individuals; Underwriting, Capacity & Technology Solutions, which includes its managing general agency platform, reinsurance brokerage, reinsurance underwriting and captive management businesses; and Mainstreet Insurance Solutions, focused on individuals and local businesses, including distribution through homebuilders and mortgage and real estate channels. Baldwin represents more than three million clients and had approximately 5,000 colleagues, including those joining through January 2026 partnerships. Its main corporate website is baldwin.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Insurance
- Headquarters
- TAMPA, FL
- Fiscal year end
- December
- CIK
- 1781755
- SIC
- 6411
Financial performance, year by year
Fiscal 2019–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Baldwin Insurance Group, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Baldwin Insurance Group, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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