Baldwin Insurance Group Enters Material Agreement

Ticker: BWIN · Form: 8-K · Filed: Sep 18, 2025 · CIK: 1781755

Baldwin Insurance Group, Inc. 8-K Filing Summary
FieldDetail
CompanyBaldwin Insurance Group, Inc. (BWIN)
Form Type8-K
Filed DateSep 18, 2025
Risk Levelmedium
Pages3
Reading Time3 min
Key Dollar Amounts$0.01, $931.1 million, $75 million, $1,006 million
Sentimentneutral

Sentiment: neutral

Topics: material-agreement, financial-obligation

TL;DR

Baldwin Insurance Group just signed a big deal, creating a new financial obligation.

AI Summary

On September 18, 2025, Baldwin Insurance Group, Inc. entered into a material definitive agreement. This agreement also created a direct financial obligation for the registrant. The filing includes financial statements and exhibits related to these events.

Why It Matters

This filing indicates a significant new financial commitment or partnership for Baldwin Insurance Group, which could impact its future financial performance and strategic direction.

Risk Assessment

Risk Level: medium — Entering into material definitive agreements and creating financial obligations can introduce new risks related to the terms of the agreement and the company's ability to meet its obligations.

Key Players & Entities

  • Baldwin Insurance Group, Inc. (company) — Registrant
  • September 18, 2025 (date) — Date of earliest event reported

FAQ

What type of material definitive agreement did Baldwin Insurance Group, Inc. enter into?

The filing states that Baldwin Insurance Group, Inc. entered into a material definitive agreement on September 18, 2025, but the specific details of the agreement are not provided in this excerpt.

What is the nature of the direct financial obligation created?

The filing indicates the creation of a direct financial obligation for the registrant as a result of the material definitive agreement, but the specific details of this obligation are not elaborated upon in this excerpt.

What is the Commission File Number for Baldwin Insurance Group, Inc.?

The Commission File Number for Baldwin Insurance Group, Inc. is 001-39095.

What is the I.R.S. Employer Identification Number for Baldwin Insurance Group, Inc.?

The I.R.S. Employer Identification Number for Baldwin Insurance Group, Inc. is 61-1937225.

What is the business address of Baldwin Insurance Group, Inc.?

The business address of Baldwin Insurance Group, Inc. is 4211 W. Boy Scout Blvd., Suite 800, Tampa, Florida 33607.

Filing Stats: 838 words · 3 min read · ~3 pages · Grade level 10.6 · Accepted 2025-09-18 16:05:19

Key Financial Figures

  • $0.01 — stered Class A Common Stock, par value $0.01 per share BWIN Nasdaq Global Select
  • $931.1 million — other things, (i) reprice its existing $931.1 million senior secured first lien term loan fac
  • $75 million — Existing Term Loans"), (ii) provide for $75 million of incremental term B loans (the "New T
  • $1,006 million — al amount of the Existing Term Loans to $1,006 million and (iii) reduce the applicable margin

Filing Documents

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. The Baldwin Insurance Group, Inc. Date: September 18, 2025 By: /s/ Bradford L. Hale Name: Bradford L. Hale Title: Chief Financial Officer

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