Welcome to our dedicated page for The Baldwin Group SEC filings (Ticker: BWIN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Baldwin Insurance Group, Inc. (The Baldwin Group) files a range of documents with the U.S. Securities and Exchange Commission (SEC) in connection with its listing on the Nasdaq Global Select Market under the ticker symbol BWIN. These filings provide detailed information about the company’s financial performance, capital structure, material agreements, and corporate developments as an independent insurance distribution firm and insurance brokerage and advisory business.
Among the most important filings for Baldwin are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which present audited or reviewed financial statements, management’s discussion and analysis, and disclosures about its insurance distribution operations, including the Insurance Advisory Solutions segment and related platforms. These reports help users understand revenue composition, expenses, debt arrangements, and acquisition activity across the firm’s insurance brokerage and advisory businesses.
The company also submits current reports on Form 8-K to disclose material events. Examples include earnings releases furnished under Item 2.02, such as the November 4, 2025 Form 8-K announcing results for the quarter ended September 30, 2025, and filings describing amendments to its Amended and Restated Credit Agreement and incremental term loan facilities. These 8-Ks outline key financing steps, including repricing of term loans, incremental term B loans, and changes to revolving credit margins.
On this SEC filings page, users can review Baldwin’s historical and recent filings, including 10-Ks, 10-Qs, 8-Ks, and proxy-related documents when available. Stock Titan’s platform adds AI-powered summaries that explain complex sections of lengthy filings, highlight significant changes in debt, acquisitions, or segment performance, and surface notable risk factor or disclosure updates. The page also provides streamlined access to insider transaction reports on Form 4, when filed, giving additional transparency into equity transactions by directors and officers.
By combining real-time EDGAR updates with AI-generated insights, this page helps investors, analysts, and researchers quickly interpret The Baldwin Group’s regulatory disclosures and understand how its insurance distribution, brokerage, and advisory activities are reflected in official SEC documents.
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.
The Baldwin Insurance Group, Inc. calls its 2026 Annual Meeting for June 4, 2026, asking shareholders to elect four Class I directors, approve executive pay on an advisory basis, and ratify PricewaterhouseCoopers LLP as auditor.
The proxy highlights 2025 results: total revenue rose 8% to $1.5 billion, with a GAAP net loss of $54.2 million, a 4% net loss margin, and GAAP diluted loss per share of $0.50. Non‑GAAP metrics show an adjusted EBITDA margin of 23%, adjusted net income of $198 million (up 12%), adjusted diluted EPS of $1.67 (up 11%), and 7% organic revenue growth.
Shareholders previously gave 97% support on say‑on‑pay, and the company stresses strong governance: eight of 11 directors are independent, there is a lead independent director, fully independent key committees, stock ownership guidelines, and a Nasdaq‑compliant clawback policy.
Lichon Corbyn N. reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. reported that Chief Accounting Officer Corbyn N. Lichon received a grant of 2,033 shares of Class A common stock as a stock award. The shares were granted at $0.00 per share, reflecting compensation rather than an open-market purchase.
Following this award, Ms. Lichon directly holds 57,291 shares of Class A common stock. The granted shares are restricted and will vest in five equal installments on January 1 of 2027, 2028, 2029, 2030 and 2031, subject to her continued employment through each vesting date.