Baldwin Insurance Group, Inc. (BWIN) Operating across the United States, The Baldwin Insurance Group, Inc. is an independent firm dedicated to providing insurance and comprehensive risk management services. The company's activities are organized into three primary segments: 1. Insurance Advisory Solutions: This division offers tailored commercial risk management, employee benefits programs, and private risk management solutions, catering to businesses, affluent individuals, and their families. 2. Underwriting, Capacity & Technology Solutions: Through its "Future" platform, this segment develops technology-enabled insurance products spanning personal, commercial, and specialty lines. It also functions as a specialty wholesale broker for professionals, individuals, and specific niche industries, alongside delivering reinsurance brokerage services. 3. Mainstreet Insurance Solutions: This segment focuses on providing fundamental personal, commercial, and life and health insurance coverage to individuals and businesses within local communities. Originally founded in 2011 as BRP Group, Inc., the company adopted its current name, The Baldwin Insurance Group, Inc., in May 2024. Its corporate headquarters are located in Tampa, Florida.
Sector: Insurance Agents, Brokers & Service
Industry: Insurance - Brokers
The Baldwin Insurance Group, Inc. NASDAQ:BWIN Financial Services · Insurance - Brokers
CLOSED · Nov 6 $31.98 CLOSED · Nov 6 Prev close $31.97 Close $31.98 0.00% AH close $31.98 VOL 926K $ Vol $29.61M RVOL 0.59x
Mkt Cap $4.5B
VOL 926K sh
$ Vol $29.61M
RVOL 0.59×
Press Release
Are BWIN, LFCR, PCRX Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, announced it is investigating Baldwin Group's $32.50-per-share cash sale to Sequence Holdings and DFO Management for potential fiduciary-duty breaches.
The release is a boilerplate solicitation bundled with similar investigations of Lifecore Biomedical (LFCR) and Pacira BioSciences (PCRX), urging shareholders to contact the firm at no cost on a contingency basis.
No lawsuit has been filed and no court action has occurred; the firm says it may seek increased consideration or additional disclosures. This is law-firm marketing, not a company disclosure.
• 5d ago AI analysis › Press Release
The Baldwin Group Q3 2026 Market Pulse: Property Softening Levels Off as Casualty Lines Diverge and Excess Pricing Holds Firm
The Baldwin Group released its Q3 2026 Market Pulse report, showing commercial property pricing down 8.0% — the sixth consecutive quarterly decline but the first in which the decrease did not deepen.
Casualty lines diverged: commercial auto rose 2.9%, general liability 3.5%, umbrella 5.6%, and cyber 2.0% (highest since early 2023), while workers' comp was flat and public D&O declined 1.8%.
Management expects continued property softening into Q4 and sees excess/casualty pricing holding firm, with the January 1 reinsurance renewals the next key signal. The report is a thought-leadership piece with indirect, not direct, financial implications for Baldwin.
• 10d ago AI analysis › Press Release ● Major ⚠ 4
The Baldwin Group Announces Preliminary Third Quarter 2026 Results
Baldwin Group released preliminary Q3 2026 results: revenue of $480.3 million, up 31% year-over-year, with 6% organic growth.
Operating momentum was strong -- Adjusted EBITDA grew 47% to $106.9 million with a 22.2% margin -- but the GAAP net loss widened to $81.6 million (17% margin) from $30.2 million a year ago, and total debt stands at $2.465 billion.
The release reiterates the pending all-cash take-private at $32.50 per share led by Sequence Holdings and DFO Management, expected to close in Q1 2027 pending shareholder and regulatory approvals, after which BWIN will delist from Nasdaq.
• 12d ago AI analysis › Press Release
Are PRTH, BWIN, CCC Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, announced it is investigating Baldwin Group's sale to Sequence Holdings and DFO Management for $32.50 per share in cash.
The firm is investigating whether insiders may receive substantial benefits not available to ordinary shareholders and whether deal terms could limit superior competing offers.
This is law-firm solicitation, not an issuer disclosure; no court action or settlement has been announced, and the deal itself was previously disclosed.
• 17d ago AI analysis › Press Release
MSI Expands Proptech Network with Moved Collaboration
MSI, an indirect subsidiary of Baldwin Insurance Group (NASDAQ: BWIN), announced a collaboration embedding its renters insurance into the Moved proptech platform, with compliance tracked via MSI's LeaseTrack technology.
Moved serves more than 4,000 properties and over 1 million units nationwide, giving MSI an embedded distribution channel at the point of lease signing with no separate app or login for residents.
No financial terms were disclosed; the deal is an incremental distribution win for Baldwin rather than a materially quantifiable event.
• 17d ago AI analysis › Press Release
Founder Shield Rebrands as The Baldwin Group
Founder Shield will complete its rebrand to The Baldwin Group and become the firm's Innovation Practice, unifying with the parent brand of NASDAQ-listed Baldwin (BWIN).
Founder Shield, acquired in 2021, is a risk-management platform for high-growth companies that has served more than 20,000 clients across Life Sciences, Tech and Media, Financial, and Small Business sectors.
Client resources and portals will remain available through foundershield.com and baldwin.com; the change is a brand transition with no financial terms disclosed.
• 26d ago AI analysis › Press Release
Are BWIN, PTC, FULC, PRTH Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, a plaintiff investor-rights law firm, announced it is investigating Baldwin Group's $32.50-per-share cash sale to Sequence Holdings and DFO Management for potential fiduciary-duty breaches.
The release is a shareholder solicitation, not an issuer disclosure — no new facts about the Baldwin transaction are revealed, and the firm invites shareholders to contact it on a contingency basis.
The same release also solicits shareholders of PTC ($205.00/share sale to Schneider Electric), FULC (merger with Slate Medicines), and PRTH ($8.05/share going-private led by its own CEO). Treat as low-signal noise.
• 27d ago AI analysis › Press Release
MSI Brings Embedded Insurance and Compliance to Manufactured Housing Communities
MSI, the insurance MGA subsidiary of Baldwin Group (NASDAQ: BWIN), launched an embedded insurance offering for manufactured housing communities, pairing coverage options with automated compliance tracking through its LeaseTrack platform.
The offering is available nationwide and targets a segment with nearly eight million manufactured homes and more than 16 million residents that has historically lacked purpose-built insurance and compliance tools.
The product extends MSI's existing embedded model, which has brought renters insurance to more than a million residents via proptech platforms, and represents an incremental distribution channel for Baldwin, though no financial contribution was disclosed.
• 1mo ago AI analysis › Press Release
Kanguro Insurance Partners with MSI to Automate Insurance Compliance for Multifamily Communities
Kanguro Insurance announced a partnership integrating its bilingual embedded renters insurance platform with MSI's LeaseTrack technology to automate insurance compliance tracking for multifamily communities.
MSI is a subsidiary of The Baldwin Insurance Group (NASDAQ: BWIN), one of the largest independent MGAs in the U.S. with over 1.5 million customers, giving Baldwin's LeaseTrack distribution an embedded insurance layer.
No financial terms were disclosed; the deal modestly expands Baldwin's renters insurance distribution but is a routine commercial integration rather than a material financial event.
• 1mo ago AI analysis › Press Release
Juniper Re Licenses KatRisk Severe Convective Storm and Wildfire Models
KatRisk announced that Juniper Re, the reinsurance broking arm of The Baldwin Group (NASDAQ: BWIN), has licensed its severe convective storm and wildfire catastrophe models.
The agreement expands an existing relationship built on KatRisk's flood model, giving Juniper Re additional independent views of risk across two perils the company says remain difficult to model.
No financial terms were disclosed, and the release is primarily an analytics-capability announcement with no direct quantified impact on Baldwin's financials.
• 1mo ago AI analysis › Press Release ⚠ 1
Are FULC, WEAV, BWIN Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, announced it is investigating Baldwin Group's (BWIN) proposed sale to Sequence Holdings and DFO Management for $32.50 in cash per share for potential breaches of fiduciary duties to shareholders.
The same release covers pending deals at Fulcrum Therapeutics (merger with Slate Medicines, with Fulcrum holders expected to own 5.0% of the combined company) and Weave Communications ($7.40 per share cash sale to Francisco Partners).
The firm claims insiders may receive substantial benefits not available to ordinary shareholders and says it may seek increased consideration or additional disclosures; no lawsuit, certified class, or settlement is announced.
This is a plaintiff-firm solicitation on contingency-fee terms, not an issuer disclosure, and should be treated as low-signal noise for BWIN.
• 1mo ago AI analysis › Press Release ⚠ 2
Are BWIN, ACVA, SWMR Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, announced it is investigating ACV (NYSE: ACVA) for potential violations of federal securities laws and/or breaches of fiduciary duties relating to its pending sale to Copart, Inc. for $10.50 per share in cash.
The same release also targets Baldwin Group's $32.50-per-share cash sale to Sequence Holdings and DFO Management, and Swarmer's merger with Ratel Robotics valued at up to $224 million in cash and stock.
The firm says it may seek increased consideration, additional disclosures, or other relief, and is soliciting shareholders on a contingency-fee basis; this is law-firm marketing tied to already-announced mergers, not a new disclosure from ACV.
• 1mo ago AI analysis › Press Release ● Critical ⚠ 6
The Baldwin Group to Go Private Through Majority Investment by Sequence Holdings and Dell Family Office
Baldwin Group (BWIN) agreed to go private through a majority investment from Sequence Holdings and DFO Management, the Dell family office, in an all-cash transaction valued at approximately $7.7 billion.
Shareholders will receive $32.50 per share in cash, an approximately 88% premium to the unaffected closing price on June 17, 2026, the day before media reports of a potential take-private surfaced.
The deal implies roughly $4.6 billion of equity value plus $3.1 billion of assumed or refinanced net debt — about 20x Baldwin's trailing-twelve-month Adjusted EBITDA of approximately $396 million — with closing expected in Q1 2027 subject to shareholder and regulatory approvals.
Upon completion BWIN shares will be delisted from Nasdaq, while eligible Baldwin colleagues can roll a portion of their equity into the private company, retaining a significant minority stake alongside the new owners.
• 1mo ago AI analysis › Press Release
Obie and RentSpree Work Together to Help Landlords Protect Their Investment Properties
Obie, a subsidiary of The Baldwin Group (BWIN), announced a partnership with rental software platform RentSpree to embed landlord insurance directly into the rental leasing workflow.
RentSpree users can now receive real-time quotes and bind Obie’s coverage within the platform, streamlining the process for landlords and reducing administrative friction.
The integration supports Obie’s strategy to deliver embedded insurance solutions and expands BWIN’s distribution reach within the real estate technology sector.
• 2mo ago AI analysis › Press Release ● Major ⚠ 2
The Baldwin Group Announces Second Quarter 2026 Results
The Baldwin Group reported Q2 2026 revenue of $492.9 million, up 30% year-over-year, driven by strong contributions from recent partnerships and market share gains.
Adjusted EBITDA grew 37% to $116.7 million and adjusted free cash flow surged 437% to $46.4 million, though GAAP net loss was $56.0 million due to acquisition-related amortization.
Liquidity remains solid with $184.5 million in cash and $259.4 million available on its credit facility as the company lapped prior headwinds.
• 3mo ago AI analysis › Press Release
The Baldwin Group Q2 2026 Market Pulse: Property Pricing Relief Creates New Flexibility as Casualty Risks Persist
The Baldwin Group released its Q2 2026 Market Pulse Report, noting a fifth consecutive quarter of commercial property pricing declines at 8.1% which offers renewed flexibility for insurance buyers.
Conversely, casualty lines including auto, general liability, and umbrella saw moderated price increases of 4.5% to 5.0%, as structural risks like social inflation and nuclear verdicts persist.
The firm advises clients to leverage favorable property conditions to address broader program vulnerabilities while remaining disciplined on liability risks.
• 3mo ago AI analysis › Press Release
Altes Capital and Zero Intensity Announce Data Center Underwriting Collaboration
Altes Capital and Zero Intensity announced a strategic collaboration to integrate Zero Intensity’s environmental verification protocol into Altes’ data center underwriting process.
The partnership aims to standardize asset-level environmental data to improve risk evaluation for data center infrastructure projects.
The Baldwin Group (BWIN) is only mentioned in the boilerplate as the parent company of CAC, an insurance broker that provided a supporting quote. The deal does not involve BWIN directly.
• 4mo ago AI analysis › Press Release
The Baldwin Group to Report Second Quarter 2026 Results on Thursday, July 30, 2026
The Baldwin Group announced it will report its second quarter 2026 financial results after the market closes on Thursday, July 30, 2026.
Management will host a live audio webcast at 5:00 pm Eastern Time to review the quarter's performance and discuss business perspectives.
A replay of the webcast will be accessible on the company's investor relations website at ir.baldwin.com for approximately one year.
• 4mo ago AI analysis › Press Release
The Baldwin Group to Participate in the 46th Annual William Blair Growth Stock Conference
The Baldwin Group (BWIN) announced that CEO Trevor Baldwin and CFO Brad Hale will present at the 46th Annual William Blair Growth Stock Conference.
The presentation is scheduled for Wednesday, June 3, 2026, at 3:40 pm Eastern Time.
A live webcast and replay will be available on the company's investor relations website.
• 5mo ago AI analysis › Press Release
The Baldwin Group Q1 2026 Market Pulse: Insurance Market Fragments as Property Softens and Casualty Pressures Persist
The Baldwin Group released its Q1 2026 Market Pulse Report, highlighting a sharp divergence between property and casualty pricing trends.
Commercial property pricing declined 7.1%, while key casualty lines like Umbrella (+8.2%) and General Liability (+6.1%) saw increases.
The report indicates a shift toward a line-specific environment driven by loss trends and litigation dynamics.
• 6mo ago AI analysis › Press Release ● Major ⚠ 3
The Baldwin Group Announces First Quarter 2026 Results
The Baldwin Group reported Q1 2026 total revenue of $532.2 million, up 29% year-over-year, driven primarily by inorganic growth from recent partnerships including CAC Group.
Adjusted EBITDA increased 21% to $137.2 million, while organic revenue growth slowed to 2% and the company recorded a GAAP net loss of $1.9 million.
Management affirmed expectations to exit 2026 on a double-digit organic growth run rate and noted that integration of CAC Group is ahead of plan with 80% of targeted synergies already actioned.
• 6mo ago AI analysis › Press Release
The Baldwin Group Announces Expanded Enterprise Relationship with Anthropic to Accelerate Scaled Deployment of Advanced AI Across Insurance Operations
The Baldwin Group expanded its enterprise relationship with Anthropic to deploy the Claude AI assistant firm-wide, aiming to enhance colleague productivity and streamline complex workflows.
The rollout follows several months of successful deployment in targeted areas, which delivered measurable improvements in client insights and workflow efficiency.
Leadership emphasized that the AI platform is designed to augment, not replace, the expertise of Baldwin's professionals, enabling better risk analysis and tailored insurance solutions.
• 6mo ago AI analysis › Press Release
MSI Launches Standalone Canine Liability Insurance for Landlords and Property Managers
MSI, an indirect subsidiary of The Baldwin Insurance Group, launched a standalone canine liability insurance product designed for residential landlords and property managers to mitigate dog bite risks.
The breed-inclusive product provides up to $100,000 in coverage per occurrence with no deductible and is priced starting at $4 per unit per month.
This launch extends MSI's suite of property management solutions, aiming to help landlords reduce vacancies while providing more housing options for pet-owning tenants.
• 6mo ago AI analysis › 
