The Baldwin Insurance Group, Inc. filings document an insurance distribution company with Class A common stock listed on the Nasdaq Global Select Market under BWIN. Its 8-K reports furnish quarterly and annual operating results, revenue measures, adjusted earnings metrics, liquidity, share-repurchase authorization, and material credit agreement amendments involving term loan and revolving credit facilities.
Proxy materials describe board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies The Baldwin Insurance Group Holdings, LLC as the operating company subsidiary and borrower under credit arrangements, linking regulatory disclosures to the company’s brokerage, advisory, managing general agency, captive management, and technology-enabled insurance operations.
Baldwin Insurance Group, Inc. reported that its General Counsel, Seth Bala Cohen, executed an open-market sale of Class A Common Stock. He sold 15,000 shares at a weighted average price of $20.01 per share on May 14, 2026, with individual trade prices ranging from $20.00 to $20.025. Following this transaction, he directly holds 14,024 shares of Class A Common Stock.
BWIN submitted a Rule 144 notice listing proposed sales of Class A common stock. The filing lists 15,000 shares with a 05/14/2026 reference and earlier equity grants dated 03/06/2026 (12,107 shares), 03/15/2026 (1,546 shares) and 03/19/2026 (1,347 shares).
The entries reference bonuses, RSAs and issuer-originated awards as the source of the shares. The filing is a notification of intended resale under Rule 144 rather than an executed market transaction.
The Baldwin Insurance Group, Inc. reporting an amendment to a Schedule 13G that discloses Capital International Investors as the beneficial owner of 1,643,557 shares of Common Stock, representing 1.7% of the class based on 96,721,068 shares believed outstanding.
The filing lists CII's sole voting and dispositive power over 1,643,557 shares. The statement is signed by Aaron Espin, Senior Vice President, dated 05/13/2026.
Baldwin Insurance Group, Inc. insider Elizabeth Krystyn, through family trusts, reported a sequence of conversions and sales of Class A common stock. On May 6, 2026, trusts converted a total of 202,000 LLC units and corresponding Class B common stock into 202,000 shares of Class A common stock.
On May 6–7, 2026, the trusts then executed open-market sales totaling 202,000 Class A shares at weighted average prices around $21.18–$21.20 per share, leaving the reporting person with no indirectly held Class A shares from these trusts after the reported transactions.
The Baldwin Insurance Group, Inc. reports amended beneficial ownership for a group led by L. Lowry Baldwin. The amendment shows L. Lowry Baldwin beneficially owns 19,938,909 shares of Class A common stock, equal to 17.0% based on 97,489,954 shares outstanding as of April 28, 2026. The filing explains that 12,537,590 shares included in several holders’ counts are shares issuable upon exchange of paired LLC Unit/Class B Share interests and that a Voting Agreement gives L. Lowry Baldwin voting control over certain other holders’ shares.
Baldwin Insurance Group, Inc. amendment reports that William Blair Investment Management, LLC beneficially owns 6,794,492 shares of Common Stock, representing 7.0% of the class as shown in the filing. The filing lists sole voting power for 6,190,476 shares and sole dispositive power for 6,794,492 shares.
The Schedule 13G/A is presented as Amendment No. 2 with CUSIP 05589G102; the signature is dated 05/07/2026.
Charles Schwab Corporation submitted a Form 144 notice concerning the sale of 202,000 Class A common shares, described as a "Redemption/Exchange of Class B Common and LLC Units" tied to the corporate reorganization at IPO, with an effective date of 05/06/2026.
The filing lists two trust-level dispositions in the prior three months: 90,556 Class A shares valued at $1,924,388.88 and 29,431 Class A shares valued at $625,413.33, both dated 03/06/2026.
The Baldwin Insurance Group, Inc. reported strong top-line growth but a small net loss for the quarter ended March 31, 2026. Revenue rose to $532,235k from $413,405k a year earlier, driven mainly by higher commissions and fees across its Insurance Advisory, Underwriting & Capacity, and Mainstreet segments.
The company posted an operating loss of $101,266k and total other expense of $45,662k, largely from higher interest and acquisition-related amortization. A large income tax benefit of $144,521k, primarily from releasing a prior valuation allowance, reduced the net loss to $1,896k, with $2,341k of net income attributable to Baldwin shareholders.
Baldwin completed three sizeable acquisitions (CAC Group, Obie and Capstone) with total consideration of $1,564,486k, adding $1,134,619k of goodwill and $550,983k of intangible assets. To fund expansion, term loans increased to $1,600,000k and the revolving balance to $191,000k, while cash and cash equivalents rose to $146,409k and total assets to $5,942,628k.
The Baldwin Insurance Group, Inc. reported strong top-line growth but a small net loss for the quarter ended March 31, 2026. Revenue rose to $532,235k from $413,405k a year earlier, driven mainly by higher commissions and fees across its Insurance Advisory, Underwriting & Capacity, and Mainstreet segments.
The company posted an operating loss of $101,266k and total other expense of $45,662k, largely from higher interest and acquisition-related amortization. A large income tax benefit of $144,521k, primarily from releasing a prior valuation allowance, reduced the net loss to $1,896k, with $2,341k of net income attributable to Baldwin shareholders.
Baldwin completed three sizeable acquisitions (CAC Group, Obie and Capstone) with total consideration of $1,564,486k, adding $1,134,619k of goodwill and $550,983k of intangible assets. To fund expansion, term loans increased to $1,600,000k and the revolving balance to $191,000k, while cash and cash equivalents rose to $146,409k and total assets to $5,942,628k.
The Baldwin Insurance Group, Inc. reported strong top-line growth for the first quarter of 2026, with total revenue rising 29% year-over-year to $532.2 million, driven largely by contributions from recent partnerships including CAC Group.
The company recorded a small GAAP net loss of $1.9 million, compared with a prior-year profit, while adjusted EBITDA increased 21% to $137.2 million, yielding an adjusted EBITDA margin of 25.8% versus 27.5% a year earlier. Organic revenue grew 2% year-over-year, and adjusted net income was $89.3 million, or adjusted diluted EPS of $0.63, down 3%.
Cash and cash equivalents were $146 million as of March 31, 2026, with $393 million of remaining borrowing capacity on the revolving credit facility. Net cash used in operating activities was $6.1 million, and adjusted free cash flow was essentially breakeven at $(0.2) million, reflecting integration costs and significant acquisition activity.
The Baldwin Insurance Group, Inc. reported strong top-line growth for the first quarter of 2026, with total revenue rising 29% year-over-year to $532.2 million, driven largely by contributions from recent partnerships including CAC Group.
The company recorded a small GAAP net loss of $1.9 million, compared with a prior-year profit, while adjusted EBITDA increased 21% to $137.2 million, yielding an adjusted EBITDA margin of 25.8% versus 27.5% a year earlier. Organic revenue grew 2% year-over-year, and adjusted net income was $89.3 million, or adjusted diluted EPS of $0.63, down 3%.
Cash and cash equivalents were $146 million as of March 31, 2026, with $393 million of remaining borrowing capacity on the revolving credit facility. Net cash used in operating activities was $6.1 million, and adjusted free cash flow was essentially breakeven at $(0.2) million, reflecting integration costs and significant acquisition activity.