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%
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $1.5B | $-33.8M | 4.9% |
| FY 2024 | 10-K | $1.4B | $-24.5M | 4.4% |
| FY 2023 | 10-K | $1.2B | $-90.1M | -3.5% |
| FY 2022 | 10-K | $980.7M | $-41.8M | -3.2% |
| FY 2021 | 10-K | $567.3M | $-30.6M | -5.6% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| FMR | 14,752,216 | $392.1M | 2026-06-30 |
| BlackRock | 7,251,950 | $192.8M | 2026-06-30 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 6,732,965 | $179.0M | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT | 3,262,912 | $86.7M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 3,166,381 | $84.2M | 2026-06-30 |
| Bank of New York Mellon | 3,077,351 | $81.8M | 2026-06-30 |
| BAMCO | 2,712,386 | $72.1M | 2026-06-30 |
| STATE STREET | 2,665,874 | $70.8M | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 2,339,453 | $62.2M | 2026-06-30 |
| MORGAN STANLEY | 2,277,033 | $60.5M | 2026-06-30 |
13F Pro Quality Score
Rank #1,899 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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Institutional Flow
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