Welcome to our dedicated page for The Baldwin Group news (Ticker: BWIN), a resource for investors and traders seeking the latest updates and insights on The Baldwin Group stock.
The Baldwin Insurance Group, Inc. (The Baldwin Group) (NASDAQ: BWIN) generates frequent news as an independent insurance distribution firm and insurance brokerage and advisory business. Company announcements often highlight its tailored insurance solutions for personal and commercial clients, developments in its Insurance Advisory Solutions (IAS) segment, and activity across retail, specialty, reinsurance, and managing general agency platforms.
News about The Baldwin Group regularly covers mergers and acquisitions, such as the completed merger with CAC Group, the acquisition of Capstone Group, and the acquisition of Obie, an embedded insurance distribution platform focused on landlords and real estate investors. These updates provide insight into how Baldwin expands its specialty capabilities, regional presence, and embedded, technology-enabled distribution channels.
Investors and industry observers can also expect leadership and governance updates, including board appointments and executive leadership changes within the IAS segment and other business units. These announcements shed light on how Baldwin organizes its specialty and middle market operations and how it aligns leadership with its broader growth strategy.
Another key category of news involves financial results and capital structure. Baldwin issues quarterly earnings releases, often furnished via Form 8-K, detailing revenue trends, organic revenue growth, adjusted EBITDA, and adjusted free cash flow. The company also reports on financing activities, such as term loan amendments and incremental term loan facilities used to support acquisitions and capital allocation priorities.
In addition, The Baldwin Group publishes market insights, such as its Market Pulse reports, which analyze pricing trends and dynamics across commercial insurance lines. For users following BWIN, this news page offers a centralized view of corporate transactions, earnings, leadership moves, and market commentary related to The Baldwin Group’s insurance brokerage and advisory platform.
Westwood Insurance Agency (BWIN) announced a new builder relationship with CBH Homes on March 10, 2026, expanding embedded insurance solutions for homebuyers.
The collaboration integrates insurance earlier in the purchase process, offers personalized home insurance quotes within 24 hours of contract signing, and aims to simplify closings and improve buyer experience.
The Baldwin Group (NASDAQ: BWIN) announced a planned leadership transition in its Underwriting, Capacity & Technology Solutions (UCTS) segment, effective January 1, 2027. Amy Carlisle will become CEO, succeeding Jim Roche, who will serve as Executive Chairman of UCTS for three years.
Ms. Carlisle will oversee MGA and wholesale businesses, capacity, finance and accounting, report to CEO Trevor Baldwin, and join the executive leadership team. According to the company, Ms. Carlisle helped scale the MSI MGA platform, doubling its size over four years; Mr. Roche will advise on strategy, technology, AI adoption, and reciprocal exchange planning.
The Baldwin Group (NASDAQ: BWIN) reported full year 2025 revenue of $1.5 billion (up 8% YoY) and organic growth of 7%. GAAP net loss was $54.2 million with diluted loss per share of $0.50. Adjusted diluted EPS rose to $1.67. The Board authorized a $250 million share repurchase program over the next 12 months.
Fourth-quarter revenue was $347.3 million, adjusted EBITDA margin expanded to 20.1%, and adjusted free cash flow for 2025 was $87.2 million.
The Baldwin Group (NASDAQ: BWIN) announced a strategic partnership with Fairway Independent Mortgage Corporation to launch Fairway Home Insurance Agency, an affiliated agency delivering streamlined homeowner insurance nationwide. The embedded partnership is expected to commence in Q2 2026 and will use Baldwin's technology, carrier relationships and expertise.
Fairway reported more than 67,000 loans originated in 2024; the collaboration aims to offer insurance at mortgage origination and home sale to improve customer access and convenience.
The Baldwin Group (NASDAQ: BWIN) will present at the Raymond James Institutional Investor Conference on March 2, 2026 at 8:40 AM ET.
CEO Trevor Baldwin and CFO Brad Hale will present; a live webcast will be available via the company investor relations site at ir.baldwin.com, with a replay available after the conference.
The Baldwin Group (NASDAQ: BWIN) will report fourth quarter 2025 financial results after market close on Thursday, February 26, 2026. The company will host a conference call to discuss results at 5:00 pm ET the same day. Participants should dial in 10 minutes early using toll-free (877) 451-6152 or international (201) 389-0879. A live webcast will be available at ir.baldwin.com, and a webcast replay will remain available on that site for one year following the call.
The Baldwin Group (NASDAQ: BWIN) completed the acquisition of Creisoft, Inc. and its subsidiaries ("Obie") on January 13, 2026, adding an embedded insurance distribution platform for landlords and real estate investors.
Obie offers direct-to-investor digital experiences, integrated partner platforms, and a nationwide independent agent network. Since 2021 Obie reports revenue growth of over 2,100% and a fully reserved loss ratio below 50%. The deal expands Baldwin’s property distribution network, integrates Obie with MSI (Baldwin’s MGA), and aims to scale embedded insurance solutions across the real estate investor market.
The Baldwin Group (NASDAQ: BWIN) appointed Paul Sparks, Executive Chairman of CAC Group, to its Board of Directors effective January 1, 2026. The appointment accompanies the recently announced merger between Baldwin and CAC, which the company says has created one of the largest independent insurance advisory and distribution platforms in the U.S. Mr. Sparks brings nearly 40 years of underwriting and broking experience and led CAC since 2019, during which CAC delivered organic revenue growing at nearly 30% compound annual rate. The board addition is presented as supportive of Baldwin’s growth, margin, and free cash flow expansion objectives and its ‘Broker of the Future’ strategy.
The Baldwin Group (NASDAQ: BWIN) completed the acquisition of Capstone Group on January 8, 2026, expanding Baldwin’s national platform and regional presence in the Philadelphia area.
Capstone is a full-service, multi-line independent insurance brokerage founded in 2013 that specializes in risk management, group health & ancillary benefits, and property & casualty solutions and has delivered double‑digit organic growth since inception. Baldwin says the deal preserves Capstone’s high‑touch service while providing access to Baldwin’s broader resources and scalable infrastructure, aiming to create synergies that enhance client offerings and support long‑term growth.
The Baldwin Group (NASDAQ: BWIN) announced leadership appointments in its Insurance Advisory Solutions (IAS) segment following its recently closed merger with CAC Group on January 5, 2026. Erin Lynch was named President of Specialty Insurance, responsible for sector-specific offerings and complex risk clients. Jeff Hughes was named President of Middle Market Insurance, responsible for the middle market platform and regional growth. Joe Valerio remains Chief Operating Officer of IAS overseeing client experience, broking, placement, and national operations. All three report to Dan Galbraith, President and CEO of Retail Brokerage Operations.