Baldwin Insurance Group (BWIN)

• Market cap: $2.15B
• 1 day: -3.25%
• 5 days: -6.99%
• 1 month: -8.4%
• 3 months: -22.29%
• 6 months: -25.84%
• Year to date: -19.29%
• 1 year: -38.84%
• 5 years: 10.96%
• 10 years: 83.75%
• Sector: Financials
• Industry: Insurance Brokers

About: The Baldwin Insurance Group Inc is a United States-based insurance distribution firm. Its products include Business Insurance, Benefits Consulting, Reinsurance, Specialty MGA, Embedded Insurance., Personal insurance, etc.

Employees: 4,116

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

11,000% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $42K

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

2.56% more ownership

Funds ownership: 106.52% [Q1] → 109.08% (+2.56%) [Q2]

2% more funds holding

Funds holding: 219 [Q1] → 224 (+5) [Q2]

2% more capital invested

Capital invested by funds: $3.24B [Q1] → $3.3B (+$54.3M) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $36
• Avg. target: $38
• High target: $40

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Raymond James C. Gregory Peters	$40	Outperform Downgraded	7 Aug 2025
Wells Fargo Elyse Greenspan	$36	Underweight Maintained	10 Jul 2025