The Baldwin Insurance Group, Inc. (BWIN)
Financials · NMS
Price as at 1 Oct 2026, 23:17 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
The Baldwin Insurance Group, Inc. trades at $31.77, which is 65% above the $11.10 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 29 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
BWIN earnings and analyst estimates
Recommendation mix, 10 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About The Baldwin Insurance Group, Inc.
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance product suite comprises personal, commercial, and professional lines. Its Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
BWIN passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
6 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Capital Research Global, Capital Research Global Investors$34.77M · 0.0% of book
- Steve Cohen, Point72 Asset Management, L.P.$27.60M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$1.97M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$1.69M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$445.2K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in BWIN
Trades in BWIN disclosed by members of Congress and executive-branch officials, latest first:
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 3 Oct 2025 · disclosed 18 Nov 2025
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
BWIN peers
The largest companies in the same industry (Insurance Brokers), then in the same sector.
- MRSH Marsh & McLennan Companies, Inc.
- WTW Willis Towers Watson Public Limited Company
- ERIE Erie Indemnity Company
- SDF.AX Steadfast Group Limited
- CRVL CorVel Corporation
- CRD-A Crawford & Company
- AIFU AIFU Inc.
- QDMI QDM International Inc.
Every financials company we cover is on the Financials hub.
Common questions
Is The Baldwin Insurance Group, Inc. (BWIN) undervalued?
Against our fair value estimate of $11.10, BWIN at $31.77 is 65% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own BWIN?
6 of the institutions we track reported a position in BWIN in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its BWIN data?
Fundamentals for BWIN come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 23:17 UTC and is delayed. Our data quality score for this company is 79/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for BWIN, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.