Baldwin Insurance Group, Inc. (BWIN) research
Baldwin Insurance Group, Inc.- Sector
- Financial Services
- Industry
- Insurance Brokers
- Last price
- $31.95
- As of
Baldwin Insurance Group, Inc. (BWIN): 3 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-21.
As of . Source: SEC EDGAR filings for BWIN. Method and limitations.
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- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +132% to BWIN (2026Q2)
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 77% of BWIN (2026Q2)
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 78% of BWIN (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +102% to BWIN (2026Q2)
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +132% to BWIN (2026Q2)
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Every signal on BWIN, as it fires
You are seeing 5 of 14 signals recorded on BWIN since 2026-05-31.
The five above all landed on 2026-09-06. The other 9 were recorded on 2 other days. 13 of the 14 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in BWIN (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| Point72 Asset Management, L.P.CUSIP 05589G102 · 2026Q2 | $27.6M | 0.03% | , |
| CITADEL ADVISORS LLCCUSIP 05589G102 · 2026Q2 | $2M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 05589G102 · 2026Q2 | $257K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, BWIN
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
BWIN against its peers
BWIN's operating margin of 4.9% ranks in the 44th percentile of 16 Insurance Brokers sub-industry peers, fiscal periods ending between 2025-06-30 and 2026-06-30.
| Metric | BWIN | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.5B USD | 375M USD | 64 | 20 |
| Revenue YoY | n/a | 24.9% | n/a | 5 |
| Operating margin | 4.9% | 13.4% | 44 | 16 |
| Net margin | -2.3% | 7.2% | 28 | 19 |
| Return on equity | -5.6% | 7.6% | 26 | 16 |
| P / E | n/a | 25.1x | n/a | 8 |
Peers (20): LIFE, NP, GSHD, ERIE, CRD-A, BRO, WTW, TWFG, XHG, AJG, AON, MRSH, SLQT, QDMI, AIFU, EHTH, HUIZ, GOCO, ZBAO, EZRA. Left out: TIRXF (period gap). Fiscal periods ending between 2025-06-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (BWIN: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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