Baldwin Insurance Group, INC

Market Movers (8-K)

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NASDAQ
The Baldwin Insurance Group, Inc. has filed its Form 8-K detailing the completion of its acquisition of Cobbs Allen Capital Holdings, LLC, alongside updated pro forma financial information.
Capital raise
Worse than expected
NASDAQ
The Baldwin Insurance Group, Inc. announced the return of Corbyn Lichon to her role as Chief Accounting Officer, concluding Johnathan Daniel's interim appointment.
NASDAQ
The Baldwin Group, Inc. has agreed to be acquired by an entity formed by Sequence Holdings and DFO Management in an all-cash transaction valued at approximately $7.7 billion.
NASDAQ
The Baldwin Insurance Group announced Q2 2026 results with a 30% revenue increase to $492.9 million, a net loss of $56.0 million, and adjusted EBITDA growth of 37% to $116.7 million.
NASDAQ
The Baldwin Insurance Group appoints an interim Chief Accounting Officer and reports results from its 2026 Annual Meeting.
NASDAQ
The Baldwin Insurance Group announced its first quarter 2026 financial results, reporting a 29% increase in total revenue to $532.2 million, alongside a net loss of $1.9 million.

Quarterly Earnings (10-Q)

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NASDAQ
The Baldwin Insurance Group, Inc. reported a net loss for Q2 2026, impacted by significant acquisition expenses and increased interest costs, despite a substantial rise in total revenues.
Worse than expected
NASDAQ
The Baldwin Insurance Group, Inc. reported a 29% increase in total revenues for the first quarter of 2026, driven by significant partnership activity and organic growth, despite a net loss.
Worse than expected
NASDAQ
The Baldwin Insurance Group, Inc. reported an increased net loss for Q3 2025 despite revenue growth driven by strategic partnerships and organic expansion.
Capital raise
Worse than expected
NASDAQ
The Baldwin Insurance Group, Inc. reported significant improvements in revenue and profitability for the second quarter and first half of 2025, driven by organic growth and strategic acquisitions.
Capital raise
Better than expected
NASDAQ
Baldwin Insurance Group's Q1 2025 shows revenue growth driven by organic expansion and new ventures, despite a net income decrease due to divestiture impacts and increased operating expenses.
Worse than expected
NASDAQ
The Baldwin Insurance Group, Inc. reported a 10% increase in revenue for the third quarter of 2024, alongside a strategic debt refinancing and the implementation of a new executive severance plan.
Worse than expected

Annual Reports (10-K)

NASDAQ
The Baldwin Insurance Group reported an 8% increase in total revenues to $1.5 billion for 2025, alongside strategic acquisitions and a new share repurchase program, despite a net loss of $54.2 million.
Capital raise
Worse than expected
NASDAQ
Baldwin Insurance Group's FY2024 results show a 14% revenue increase driven by organic growth, despite a strategic shift away from partnerships in the near term.
Worse than expected
NASDAQ
BRP Group's 10-K filing outlines its capital structure, voting rights, and corporate governance policies, including details on Class A and Class B common stock.
Capital raise

Insider Trading (Form 4)

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NASDAQ
Myron K Williams, a Director of Baldwin Insurance Group, Inc., received 824 shares of common stock on October 1, 2026.
NASDAQ
Joseph John Kadow, a Director of Baldwin Insurance Group, Inc., received 824 shares of common stock on October 1, 2026.
NASDAQ
Sunita Parasuraman, a Director of Baldwin Insurance Group, Inc., received 824 shares of common stock on October 1, 2026.
NASDAQ
Paul Eugene Sparks, a Director of Baldwin Insurance Group, Inc., reported multiple transactions in common stock on October 1, 2026.
NASDAQ
Jay A Cohen, a Director of Baldwin Insurance Group, Inc., received 824 shares of common stock on October 1, 2026.
NASDAQ
Sathish Muthukrishnan, a Director of Baldwin Insurance Group, Inc., received 824 shares of common stock on October 1, 2026.

Proxy Statements (Def-14A)

NASDAQ
The Baldwin Group's 2026 proxy statement outlines strategic AI integration, executive compensation adjustments, and board elections following a year of 8% revenue growth.
NASDAQ
Baldwin Insurance Group has filed a definitive proxy statement with the SEC, indicating upcoming shareholder actions.
NASDAQ
The Baldwin Insurance Group outlines its strategic goals and executive compensation in its 2025 proxy statement, emphasizing growth, technology, and shareholder value.
Better than expected
NASDAQ
BRP Group, Inc. announces its 2024 Annual Meeting of Shareholders to be held on June 5, 2024, with voting open until June 4, 2024.
NASDAQ
BRP Group's 2024 proxy statement highlights a year of strategic transition, marked by significant revenue growth, integration investments, and a focus on colleague experience.

Schedule 13G - Passive Investments

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NASDAQ
Glazer Capital, LLC and Paul J. Glazer have reported beneficial ownership of 5,179,906 shares, representing 5.35% of The Baldwin Insurance Group, Inc.'s Class A Common Stock.
NASDAQ
Capital International Investors has filed a Schedule 13G, reporting beneficial ownership of 1,643,557 shares, representing 1.7% of The Baldwin Insurance Group, Inc.'s outstanding common stock.
NASDAQ
L. Lowry Baldwin and associated parties filed an updated Schedule 13G disclosing beneficial ownership of The Baldwin Insurance Group, Inc. Class A common stock.
NASDAQ
William Blair Investment Management, LLC has reported a 7.0% beneficial ownership stake in Baldwin Insurance Group, Inc. as of March 31, 2026.
NASDAQ
The Vanguard Group has amended its Schedule 13G filing for Baldwin Insurance Group, reporting 0% beneficial ownership following an internal realignment and disaggregated reporting.
NASDAQ
Capital International Investors has reported a 5.1% beneficial ownership stake in The Baldwin Insurance Group, Inc., holding 3,618,132 shares of common stock as of December 31, 2025.