BWIN · Nasdaq · CIK 0001781755

Baldwin Insurance Group, Inc.

Baldwin Insurance Group, Inc.’s most recent SEC filing in our snapshot is a Form 8-K filed on Oct 27, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $1.5B and net income of -$33.8M, according to its XBRL data on EDGAR. Its EDGAR record lists 67 Form 4 insider filings from the 12 months before our last refresh.

SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.

Revenue, FY2025
$1.5B
Net income, FY2025
-$33.8M
Form 4 filings on record, past 12 months
67

Company overview

Legal name (as filed)
Baldwin Insurance Group, Inc.
Ticker
BWIN
SEC Central Index Key (CIK)
0001781755
Industry (SIC)
Insurance Agents, Brokers & Service (code 6411)
Business address
TAMPA, FL
State or country of incorporation
DE
Fiscal year ends
December 31
SEC filer category
Large accelerated filer
Position in SEC ticker list
#1411 of the 3,000 companies we track

Five-year financial highlights

Full-year figures from Baldwin Insurance Group, Inc.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.

Revenue
$567.3MFY2021$980.7MFY2022$1.2BFY2023$1.4BFY2024$1.5BFY2025
Net income
-$30.6MFY2021-$41.8MFY2022-$90.1MFY2023-$24.5MFY2024-$33.8MFY2025
BWIN annual results
ItemFY2021
ended Dec 31, 2021		FY2022
ended Dec 31, 2022		FY2023
ended Dec 31, 2023		FY2024
ended Dec 31, 2024		FY2025
ended Dec 31, 2025
Revenue$567.3M$980.7M$1.2B$1.4B$1.5B
Net income-$30.6M-$41.8M-$90.1M-$24.5M-$33.8M
Diluted EPS-$0.64-$0.74-$1.50-$0.39-$0.50
Total assets$2.9B$3.5B$3.5B$3.5B$3.9B
Cash and equivalents$138.3M$118.1M$116.2M$90.0M$123.7M

XBRL tags used: revenue = Revenues; netIncome = NetIncomeLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.

How to read these numbers

Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.

Latest key reports

The most recent filing of each major report type, even if it falls outside the 40 newest filings below.

BWIN latest annual, quarterly, current and proxy reports
FiledFormWhat it isOriginal
Feb 26, 202610-KAnnual report· period Dec 31, 2025Document · Index
Jul 30, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Oct 27, 20268-KResults of operations; Regulation FD disclosure· period Oct 27, 2026Document · Index
Apr 22, 2026DEF 14ADefinitive proxy statement· period Jun 4, 2026Document · Index

Recent SEC filings

The 40 newest documents filed by or about Baldwin Insurance Group, Inc., by form type:

4 ×218-K ×6DEFA14A ×4SCHEDULE 13G/A ×33 ×1144 ×1SC 13E3 ×1PREM14A ×1SCHEDULE 13G ×110-Q ×1
BWIN recent filings
FiledFormWhat it isOriginal
Oct 27, 20268-KResults of operations; Regulation FD disclosure· period Oct 27, 2026Document · Index
Oct 16, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 14, 2026Document · Index
Oct 15, 2026SC 13E3SC 13E3Document · Index
Oct 15, 2026PREM14APREM14A· period Oct 15, 2026Document · Index
Oct 9, 20268-KCurrent report· period Oct 9, 2026Document · Index
Oct 7, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026Document · Index
Sep 25, 2026SCHEDULE 13GPassive beneficial ownership report (over 5%)Document · Index
Sep 21, 20268-KDirector or officer change· period Sep 21, 2026Document · Index
Sep 14, 2026DEFA14AAdditional proxy soliciting materialsDocument · Index
Sep 14, 2026DEFA14AAdditional proxy soliciting materialsDocument · Index
Sep 14, 2026DEFA14AAdditional proxy soliciting materialsDocument · Index
Sep 14, 2026DEFA14AAdditional proxy soliciting materialsDocument · Index
Sep 14, 20268-KMaterial agreement; Regulation FD disclosure· period Sep 14, 2026Document · Index
Jul 30, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Jul 30, 20268-KResults of operations· period Jul 30, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jun 17, 20263Initial statement of beneficial ownership· period Jun 11, 2026Document · Index
Jun 4, 20268-KDirector or officer change; Shareholder vote results· period Jun 4, 2026Document · Index
May 15, 20264Statement of changes in beneficial ownership (insider trade)· period May 14, 2026Document · Index
May 14, 2026144Notice of proposed sale of securitiesDocument · Index
May 14, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
May 8, 20264Statement of changes in beneficial ownership (insider trade)· period May 6, 2026Document · Index
May 8, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index

Insider filing activity

67 Form 4 filings appear in Baldwin Insurance Group, Inc.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.

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Source

  • U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001781755 and XBRL company facts. Baldwin Insurance Group, Inc. on EDGAR.
  • Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.

Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.