Baldwin Insurance Group, Inc.(BWIN)— Stock Profile, AI Score & Financials

Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Baldwin Insurance Group, Inc. (BWIN) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores BWIN at 44.8/100 on a 32-signal composite quality model, placing it at rank #1,899 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (22.0) and profitability (23.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Baldwin Insurance Group, Inc. reports quarterly revenue of $492.9M, net income of $-39.0M, an operating margin of -1.7%. Top institutional holders of BWIN by reported 13-F value include FMR, BlackRock, WILLIAM BLAIR INVESTMENT MANAGEMENT, based on the most recent SEC filings. BWIN trades on the Nasdaq exchange and files with the SEC under CIK 1781755. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BWIN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Baldwin Insurance Group, Inc. directly from SEC EDGAR.

AI Quality Score

44.8/100

AI Rank

#1,899

Revenue

$492.9M

Net Income

$-39.0M

Free Cash Flow

$30.4M

Operating Margin

-1.7%

BWIN key financials by period

Baldwin Insurance Group, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$1.5B$-33.8M4.9%
FY 202410-K$1.4B$-24.5M4.4%
FY 202310-K$1.2B$-90.1M-3.5%
FY 202210-K$980.7M$-41.8M-3.2%
FY 202110-K$567.3M$-30.6M-5.6%

Institutions holding BWIN

Institutional investors reporting a position in Baldwin Insurance Group, Inc. on SEC Form 13F.
InstitutionSharesValueReported
FMR14,752,216$392.1M2026-06-30
BlackRock7,251,950$192.8M2026-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT6,732,965$179.0M2026-06-30
VANGUARD PORTFOLIO MANAGEMENT3,262,912$86.7M2026-06-30
VANGUARD CAPITAL MANAGEMENT3,166,381$84.2M2026-06-30
Bank of New York Mellon3,077,351$81.8M2026-06-30
BAMCO2,712,386$72.1M2026-06-30
STATE STREET2,665,874$70.8M2026-06-30
GEODE CAPITAL MANAGEMENT2,339,453$62.2M2026-06-30
MORGAN STANLEY2,277,033$60.5M2026-06-30
BWIN

Baldwin Insurance Group, Inc.

BWIN
NasdaqMid CapFinancials

13F Pro Quality Score

44.8/100

Rank #1,899 of 2,962 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

70.4/100

Profitability

23.2/100

Balance Sheet

29.5/100

Earnings Quality

40.0/100

Free Cash Flow

34.1/100

Institutional Flow

22.0/100

Revenue Scale

60.5/100

Dilution Risk

25.7/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$492.94M

Net Income

Q2 2026
EDGAR

$-38.99M

EPS (Diluted)

Q2 2026
EDGAR

$-0.42

Operating Margin

Q2 2026
EDGAR

-1.7%

ROIC

Q2 2026
EDGAR

-3.7%

Free Cash Flow

Q2 2026
EDGAR

$30.38M

Top Institutional Holders

as of Q2 2026
$2.39B total

Financial Trends

Revenue & Net Income

Earnings Per Share

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