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The Baldwin Insurance Group, Inc. generated total revenues of $492.9 million in Q2 2026, up from $378.8 million a year earlier, and $1.03 billion for the first half of 2026. Growth reflects higher commissions, profit‑sharing, fees and assumed premiums, including contributions from recent acquisitions.
The company recorded a net loss attributable to Baldwin of $39.0 million for Q2 and $36.7 million for the first half, compared with prior‑year profits, as operating expenses reached $1.13 billion for the six‑month period and net interest expense was $84.6 million. Results also include $111.1 million of amortization, $14.3 million of increases in contingent earnout liabilities and $130.0 million of initial Tax Receivable Agreement expense, partially offset by a $144.4 million income tax benefit driven by a valuation allowance release.
Total assets increased to $6.17 billion at June 30, 2026, including $2.65 billion of goodwill and $1.45 billion of intangible assets, following three business combinations with total consideration of $1.56 billion. Long‑term debt rose to $2.15 billion and Revolving Facility borrowings to $302.0 million after adding $600.0 million of incremental term loans. Operating cash flow improved to $39.5 million for the first half, while cash and fiduciary cash together reached $610.7 million.
The Baldwin Insurance Group, Inc. reported strong top-line expansion for the quarter ended June 30, 2026, with total revenue increasing 30% year-over-year to $492.9 million. Despite this growth, the company recorded a GAAP net loss of $56.0 million, or $0.42 per diluted share, reflecting an 11% net loss margin.
Profitability on a non-GAAP basis improved, as adjusted EBITDA grew 37% to $116.7 million and adjusted EBITDA margin widened to 23.7% from 22.6% a year earlier. Adjusted net income was $68.5 million, and adjusted diluted EPS rose 14% year-over-year to $0.48. Net cash provided by operating activities reached $45.6 million, while adjusted free cash flow increased 437% to $46.4 million.
For the first six months of 2026, revenue increased 29% to $1.0 billion and adjusted EBITDA grew 27% to $254.0 million, though GAAP net loss totaled $57.9 million. As of June 30, 2026, cash and cash equivalents were $184.5 million, and the company had $259.4 million of borrowing capacity under its revolving credit facility.
Baldwin Insurance Group director Myron K. Williams received a stock grant of Class A Common Stock. On July 1, 2026, he was awarded 1,207 shares at a price of $0.00 per share, indicating a compensation-related award rather than an open-market purchase.
Following this grant, Williams directly holds 14,445 shares of Baldwin Insurance Group, Inc. Class A Common Stock. The filing reports no derivative securities and shows this as an acquisition transaction categorized as a “grant, award, or other acquisition.”
Baldwin Insurance Group, Inc. director Chris Thomas Sullivan reported receiving an equity award of 1,207 shares of Class A Common Stock. The shares were acquired as a grant at a stated price of $0.00 per share, indicating compensation rather than an open-market purchase. Following this award, Sullivan directly holds 85,682 shares of Class A Common Stock.
Shook Ellyn reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. director Ellyn Shook received a grant of Class A Common Stock as equity compensation. The award totaled 1,207 shares at a reported transaction price of $0.0000 per share, reflecting a stock grant rather than an open-market purchase. Following this grant, Shook now directly holds 14,445 shares of Baldwin Insurance Group Class A Common Stock.
Baldwin Insurance Group director Paul Eugene Sparks reported a grant of 1,207 shares of restricted Class A common stock on July 1, 2026. To satisfy income tax withholding obligations, 416 shares were withheld by the issuer at $26.91 per share. After these transactions, he directly holds 2,282 shares and reports indirect holdings of 996,706, 96,787 and 18,042 shares through an LLC, a trust and an IRA, respectively.
Parasuraman Sunita reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group director Sunita Parasuraman received a grant of 1,207 shares of Class A Common Stock, with no cash paid per share. This award increases her direct holdings to 14,445 shares in total, reflecting routine equity-based compensation rather than an open-market purchase.
Baldwin Insurance Group, Inc. director Muthukrishnan Sathish reported receiving an award of 1,207 shares of Class A Common Stock. The shares were acquired at a stated price of $0.00 per share, reflecting a compensation-related grant rather than an open-market purchase. Following this grant, his direct holdings total 10,254 shares of Class A Common Stock.
Matas Barbara Ruth reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group director Barbara Ruth Matas received a grant of 1,207 shares of Class A common stock, recorded at no cash price per share. This award increased her direct holdings to 19,600 shares after the transaction. The filing reflects a compensation-related stock award rather than an open-market trade.
Baldwin Insurance Group, Inc. director Jay A. Cohen received a grant of 1,207 shares of Class A Common Stock as a stock award. The shares were acquired at a stated price of $0.00 per share, indicating a compensation-related grant rather than an open-market purchase. Following this award, Cohen directly holds 18,623 shares of Class A Common Stock.