The Baldwin Insurance Group, Inc. reports developments as an independent insurance distribution, brokerage, and advisory firm serving personal and commercial clients. Company news commonly covers operating results, organic revenue trends, borrowing capacity, and capital actions, along with commercial insurance market commentary through Baldwin’s Market Pulse reports.
Updates also include product and distribution activity across its Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions businesses. Recurring topics include MSI managing general agency products, Westwood embedded homeowners insurance relationships, group captive and construction risk-management solutions, employee benefits, commercial risk management, and technology initiatives for insurance workflows.
The Baldwin Group (NASDAQ: BWIN) reported Q1 2026 total revenue of $532.2 million, up 29% year‑over‑year, with organic revenue growth of 2%. GAAP net loss was $1.9 million and GAAP diluted EPS was $0.02. Adjusted EBITDA rose 21% to $137.2 million and adjusted diluted EPS was $0.63. Adjusted EBITDA margin was 25.8%. Cash and cash equivalents totaled $146 million with $393 million undrawn revolving capacity as of March 31, 2026.
The Baldwin Group (NASDAQ: BWIN) announced an expanded enterprise relationship with Anthropic to deploy the Claude AI assistant firm-wide across segments and functions.
The rollout follows targeted deployments that delivered measurable improvements in client insights, productivity, and workflow efficiency and will integrate Claude with Baldwin’s technology ecosystem while emphasizing governance and responsible AI.
MSI (BWIN) launched a nationwide, standalone canine liability insurance product for residential landlords and property managers on April 21, 2026. The policy offers $100,000 per-occurrence dog bite liability coverage, breed-inclusive underwriting, no deductible, API integration, and pricing starting at $4 per unit/month.
The product aims to expand pet-friendly housing, integrate with property management systems, and complement MSI's embedded renters insurance offering.
The Baldwin Group (NASDAQ: BWIN) will report first quarter 2026 financial results after market close on Monday, May 4, 2026. Management will host a conference call at 5:00 pm ET the same day with a live webcast and a one-year replay on the company investor site.
Dial-in numbers are provided for U.S. and international participants and attendees are asked to call 10 minutes early.
The Baldwin Group (NASDAQ: BWIN) launched Azimuth Re, Ltd., a member-owned group captive for construction clients on April 8, 2026.
Azimuth targets contractors with >= $250,000 annual premiums, uses a $350,000 captive retention, and pools best-in-class members to share risk, gain scale, and potentially receive underwriting profits.
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.