Ownership and insider activity for The Baldwin Insurance Group, Inc. (BWIN): recent transactions by executives and directors. Track how corporate insiders are trading the stock.
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.
Price
| Price | $31.99 (closing price, November 3, 2026) |
| Market Cap | $2.6B |
| Exchange | NASDAQ |
| Country | US |
Recent Insider Transactions
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 2026-10-14 | Baldwin Lowry | W-Will | 8,350 | |
| 2026-10-01 | Williams Myron K | A-Award | 824 | |
| 2026-10-01 | KADOW JOSEPH JOHN | A-Award | 824 | |
| 2026-10-01 | Parasuraman Sunita | A-Award | 824 | |
| 2026-10-01 | Sparks Paul Eugene | A-Award | 824 | |
| 2026-10-01 | Sparks Paul Eugene | F-InKind | 244 | $8K |
| 2026-10-01 | Cohen Jay A | A-Award | 824 | |
| 2026-10-01 | Muthukrishnan Sathish | A-Award | 824 | |
| 2026-10-01 | Shook Ellyn | A-Award | 824 | |
| 2026-10-01 | SULLIVAN CHRIS THOMAS | A-Award | 824 |
Balance Sheet (10y)
| Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.1M | $8.0M | $67.7M | $108.5M | $138.3M | $118.1M | $116.2M | $148.1M | $123.7M |
| Short-term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Receivables | $4.7M | $29.5M | $58.8M | $155.5M | $342.5M | $532.0M | $627.8M | $702.1M | $839.2M |
| Inventory | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Current Assets | $52.9M | $177.5M | $132.9M | $302.0M | $578.4M | $772.4M | $925.9M | $1.03B | $1.20B |
| Property, Plant & Equipment | $1.1M | $2.1M | $3.3M | $11.0M | $99.1M | $121.9M | $108.2M | $94.3M | $84.5M |
| Goodwill | 0 | 0 | $164.5M | $651.5M | $1.23B | $1.42B | $1.41B | $1.41B | $1.52B |
| Intangible Assets | 0 | 0 | $92.5M | $554.3M | $944.5M | $1.10B | $1.02B | $953.5M | $978.4M |
| Total Assets | $524,982 | $527,005 | $398.8M | $1.53B | $2.88B | $3.46B | $3.50B | $3.53B | $3.86B |
| Accounts Payable | $3.8M | $27.2M | $58.0M | $159.8M | $351.9M | $525.2M | $619.9M | $714.4M | $771.2M |
| Short-term Debt | $524,982 | $829,000 | $2.5M | $10.1M | $105.1M | $56.8M | $226.9M | $157.0M | $21.6M |
| Total Current Liabilities | $62.8M | $189.3M | $72.8M | $217.4M | $540.7M | $699.2M | $1.03B | $1.06B | $1.03B |
| Long-term Debt | $23.8M | $72.2M | $40.4M | $381.4M | $849.6M | $1.31B | $1.31B | $1.40B | $1.67B |
| Total Liabilities | $96.8M | $270.1M | $161.5M | $759.9M | $1.69B | $2.32B | $2.48B | $2.53B | $2.78B |
| Retained Earnings | -$18.0M | -$24.3M | -$8.7M | -$24.3M | -$55.0M | -$96.8M | -$186.9M | -$211.4M | -$245.2M |
| Total Equity | $45.0M | $139.9M | $73.3M | $367.8M | $608.4M | $608.1M | $560.4M | $583.2M | $600.2M |
| Total Debt | $671,395 | $1.2M | $42.8M | $391.5M | $1.04B | $1.47B | $1.63B | $1.64B | $1.77B |
| Net Debt | -$2.5M | -$6.8M | -$24.8M | $283.0M | $900.3M | $1.36B | $1.52B | $1.49B | $1.65B |
| Working Capital | -$9.9M | -$11.8M | $60.1M | $84.6M | $37.7M | $73.2M | -$107.5M | -$29.9M | $167.0M |
Financial Health
| Debt / Equity | 3.04 |
| Current Ratio | 1.07 |
| Piotroski F-Score | 3 |
| Altman Z-Score | 0.80 |
Profitability
| Return on Equity | -10.59% |
| Return on Invested Capital | -0.96% |
| Return on Assets | -1.32% |
| Gross Margin | 9.58% |
| Operating Margin | -5.33% |
| Net Margin | -4.67% |
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Explore sector: Financial Services · Insurance - Brokers
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