Baldwin Insurance Group, Inc. (BWIN) — SEC Filings
Baldwin Insurance Group, Inc. (BWIN) — 32 SEC filings. Latest: DEFA14A (Apr 22, 2026). Includes 10 8-K, 9 SC 13G/A, 6 10-Q.
View Baldwin Insurance Group, Inc. on SEC EDGAR
Overview
Baldwin Insurance Group, Inc. (BWIN) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 2, 2025: Baldwin Insurance Group, Inc. filed an 8-K on December 2, 2025, reporting on a material definitive agreement, unregistered sales of equity securities, and Regulation FD disclosures. The filing also includes financial statements and exhibits. The company was formerly known as BRP Group, Inc. until a
Sentiment Summary
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 30 neutral. The dominant filing sentiment for Baldwin Insurance Group, Inc. is neutral.
Filing Type Overview
Baldwin Insurance Group, Inc. (BWIN) has filed 1 DEFA14A, 10 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 9 SC 13G/A, 2 SC 13G with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (32)
Risk Profile
Risk Assessment: Of BWIN's 20 recent filings, 1 were flagged as high-risk, 11 as medium-risk, and 8 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1.157B |
| Net Income | ($10.480M) |
| EPS | N/A |
| Debt-to-Equity | 2.36 |
| Cash Position | $89.723M |
| Operating Margin | N/A |
| Total Assets | $3.794B |
| Total Debt | $1.633B |
Key Executives
- Abigail P. Johnson
Industry Context
The insurance industry is characterized by intense competition, regulatory oversight, and sensitivity to economic conditions and catastrophic events. Baldwin Insurance Group operates within this environment, facing pressures from both established players and emerging InsurTech companies. Trends include a focus on digital transformation, personalized products, and efficient claims processing.
Top Tags
material-agreement (4) · corporate-governance (4) · 10-Q (4) · insurance (4) · disclosure (3) · Insurance Brokerage (3) · financial-obligation (3) · financials (3) · Financial Performance (2) · shareholder-vote (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Loss (Q3 2025) | $30.237M | Increased from $14.475M in Q3 2024, indicating worsening profitability. |
| Total Revenues (9M 2025) | $1.157B | Increased from $1.059B in 9M 2024, showing top-line growth. |
| Long-term Debt (Sep 2025) | $1.567B | Increased from $1.398B in Dec 2024, reflecting higher leverage. |
| Net Cash from Operations (9M 2025) | ($39.687M) | Turned negative from $53.754M provided in 9M 2024, a significant decline in operational cash generation. |
| Contingent Earnout Liabilities (Sep 2025) | $11.330M | Increased from $2.610M in Dec 2024, indicating potential future acquisition payouts. |
| Colleague Compensation & Benefits (Q3 2025) | $193.031M | Increased from $172.645M in Q3 2024, contributing to higher operating expenses. |
| Depreciation and Amortization (9M 2025) | $87.160M | Increased from $80.953M in 9M 2024, impacting net loss. |
| Share-based Compensation Expense (9M 2025) | $51.772M | Increased from $46.764M in 9M 2024, contributing to higher expenses. |
| Revenue (6 months ended 6/30/2025) | $450.5M | Increased 18.5% from $380.2M in the prior year period. |
| Net Income (6 months ended 6/30/2025) | $68.5M | Increased 23.9% from $55.3M in the prior year period. |
| Net Income (Q2 2025) | $35.2M | Increased 25.3% from $28.1M in Q2 2024. |
| Business Combinations | 3 | Completed during the six months ended June 30, 2025, driving growth. |
| Revenue Growth | 18.5% | Year-over-year increase for the six months ended June 30, 2025. |
| SEC File Number | 001-39095 | Identifies the company's registration with the SEC. |
| EIN | 61-1937225 | Employer Identification Number for tax purposes. |
Forward-Looking Statements
- {"claim":"FMR LLC will maintain a significant ownership stake in BRP Group, Inc. for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Baldwin Insurance Group, Inc. (BWIN)?
Baldwin Insurance Group, Inc. has 32 recent SEC filings from Jan 2024 to Apr 2026, including 10 8-K, 9 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of BWIN filings?
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 30 neutral. The dominant sentiment is neutral.
Where can I find Baldwin Insurance Group, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Baldwin Insurance Group, Inc. (BWIN) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Baldwin Insurance Group, Inc.?
Key financial highlights from Baldwin Insurance Group, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for BWIN?
The investment thesis for BWIN includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Baldwin Insurance Group, Inc.?
Key executives identified across Baldwin Insurance Group, Inc.'s filings include Abigail P. Johnson.
What are the main risk factors for Baldwin Insurance Group, Inc. stock?
Of BWIN's 20 assessed filings, 1 were flagged high-risk, 11 medium-risk, and 8 low-risk.
What are recent predictions and forward guidance from Baldwin Insurance Group, Inc.?
Recent forward-looking statements from Baldwin Insurance Group, Inc. include guidance on {"claim":"FMR LLC will maintain a significant ownership stake in BRP Group, Inc. for the foreseeable future.","entity":".