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BWINNasdaqInsurance Agents, Brokers & ServiceFiscal year ends December 31

Baldwin Insurance Group, Inc.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$31.87−0.04 (-0.13%)

Close on Oct 19, 2026

Market cap
$2.96B
P/E (TTM)
–
Dividend yield
–

About Baldwin Insurance

Insurance Agents, Brokers & Service, SIC 6411

The Baldwin Insurance Group, Inc. is an independent insurance distribution firm that provides risk management, insurance products, and employee benefit solutions. Its business operations are structured into three groups: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions. The firm distributes commercial property and casualty coverage, personal lines policies, employee benefits, wealth management and retirement services, and Medicare coverage. It serves a diversified client base consisting of individuals, professionals, niche businesses, and specialty insurers.

The company represents more than three million clients across the United States and internationally, with operations in the United Kingdom and Bermuda. Its distribution network includes approximately 125 offices located across 24 states, supported by roughly 5,000 colleagues and more than 8,300 independent contracted agents. The provided text details these operating locations but does not identify the city or state of the corporate headquarters.

Summary of the business section of Baldwin Insurance's latest annual report, written by StockData.

Company profile

Company

Legal name
Baldwin Insurance Group, Inc.
Founded
2011
Headquarters
Tampa, FL
Address
4211 W. Boy Scout Blvd., Suite 800 33607
Phone
(866) 279-0698
Employees
5,000, Dec 31, 2025
Industry
Insurance Agents, Brokers & Service
Incorporated in
Delaware
Fiscal year ends
December 31
Auditor
PricewaterhouseCoopers LLP, Tampa, Florida

Stock & identifiers

Ticker
BWIN
Exchange
Nasdaq
IPO date
Oct 25, 2019
Shares outstanding
139M, Jul 24, 2026
Public float
$3.63B, Jun 30, 2025
Filer category
Large accelerated filer
SEC CIK
1781755
CUSIP
05589G102
ISIN
US05589G1022
EIN
61-1937225

Executives and directors

Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years

NamePositionShares owned
Trevor BaldwinChief Executive Officer, Director2,074,613
Willis Johnathan DanielInterim CAO38,553
Seth Bala CohenGeneral Counsel14,024
Bradford HaleChief Financial Officer304,672
Corbyn N. LichonChief Accounting Officer57,291
James Morgan RocheSee Remarks1,104,223
Daniel GalbraithSee Remarks1,264,880
Barbara Ruth MatasDirector19,600
Chris Thomas SullivanDirector85,682
Myron K. WilliamsDirector14,445
Joseph John KadowDirector24,600
Sunita ParasuramanDirector14,445
Sathish MuthukrishnanDirector10,254
Jay A. CohenDirector18,623
Ellyn ShookDirector14,445
Paul Eugene SparksDirector1,113,817
Lowry BaldwinDirector12,537,590

CEO pay and shareholder return

Pay versus performance table from the proxy statement

Fiscal yearCEO total payCEO pay actually paidOther executives (avg)Value of $100 investedPeer group
FY2025
Trevor Baldwin,
$5.25M-$2.41M$2.15M$80$165
FY2024
Trevor Baldwin,
$5.71M$11.53M$2.64M$129$180
FY2023
Trevor Baldwin,
$6.40M$3.75M$5.55M$80$148
FY2022
Trevor Baldwin,
$4.75M$3.80M$2.17M$84$135
FY2021
Trevor Baldwin,
$3.45M$3.91M$1.86M$120$138
FY2020
Trevor Baldwin
$1.12M$1.12M$1.20M$187$107

“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.

Employees

Headcount reported in annual reports

“We now have approximately 5,000 colleagues, including those who joined us through our January 2026 partnerships, the vast majority of whom are full-time.”

Corporate history

Events identified from SEC filings