Baldwin Insurance Group, Inc.(BWIN)Stock Analysis
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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.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in BWIN
Events flagged as statistical outliers against BWIN's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-02
BWIN quality score dropped 8 points (52→43) on a new filing
View source filing →
BWIN Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Baldwin Insurance Group, Inc. (BWIN), 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. Baldwin Insurance Group, Inc.'s 13F Pro composite quality score has ranged between 33 and 51 since 2024, currently 44.8 — an improving long-term trajectory across 54 quarterly and live scoring snapshots.
Revenue
Q2 2026
$492.9M
Net Income
Q2 2026
$-39.0M
Free Cash Flow
Q2 2026
$30.4M
Operating Margin
Q2 2026
-1.7%
ROIC
Q2 2026
-3.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+8.3% YoYNet Income
-37.9% YoYOperating Income
+21.9% YoYEPS (Diluted)
-28.2% YoYTotal Assets
+9.3% YoYTotal Debt
+49.7% YoYOp. Cash Flow
-157.2% YoYFree Cash Flow
-762.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.50B +8.3% | $1.39B +14.0% | $1.22B +24.3% | $980.7M +72.9% | $567.3M | — |
| Net Income | $-33.8M -37.9% | $-24.5M +72.8% | $-90.1M -115.8% | $-41.8M -36.3% | $-30.6M -95.2% | $-15.7M |
| Operating Income | $73.9M +21.9% | $60.6M +242.5% | $-42.6M -36.8% | $-31.1M +1.7% | $-31.6M -44.2% | $-21.9M |
| EPS (Diluted) | $-0.50 -28.2% | $-0.39 +74.0% | $-1.50 -102.7% | $-0.74 -15.6% | $-0.64 -10.3% | $-0.58 |
| Total Assets | $3.86B +9.3% | $3.53B +0.9% | $3.50B +1.1% | $3.46B +20.4% | $2.88B +81.4% | $1.59B |
| Total Debt | $12.6M +49.7% | $8.4M -18.0% | $10.2M +20.4% | $8.5M -0.1% | $8.5M -97.9% | $403.0M |
| Operating Cash Flow | $-29.4M -157.2% | $51.5M +111754.3% | $46.0K +101.9% | $-2.5M -106.1% | $40.1M +9.0% | $36.8M |
| Free Cash Flow | $-68.9M -762.7% | $10.4M +148.8% | $-21.3M +12.7% | $-24.4M -170.2% | $34.8M +11.0% | $31.3M |
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Available Research
13F Pro tracks comprehensive data for Baldwin Insurance Group, Inc. including:
Top Institutional Holders of BWIN
FMR LLC
$392.1M14,752,216 shBlackRock, Inc.
$192.8M7,251,950 shWILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$179.0M6,732,965 shVANGUARD PORTFOLIO MANAGEMENT LLC
$86.7M3,262,912 shVANGUARD CAPITAL MANAGEMENT LLC
$84.2M3,166,381 shBank of New York Mellon Corp
$81.8M3,077,351 shBAMCO INC /NY/
$72.1M2,712,386 shSTATE STREET CORP
$70.8M2,665,874 shGEODE CAPITAL MANAGEMENT, LLC
$62.2M2,339,453 shMORGAN STANLEY
$60.5M2,277,033 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $392.1M | 14,752,216 |
| BlackRock, Inc. | $192.8M | 7,251,950 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $179.0M | 6,732,965 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86.7M | 3,262,912 |
| VANGUARD CAPITAL MANAGEMENT LLC | $84.2M | 3,166,381 |
| Bank of New York Mellon Corp | $81.8M | 3,077,351 |
| BAMCO INC /NY/ | $72.1M | 2,712,386 |
| STATE STREET CORP | $70.8M | 2,665,874 |
| GEODE CAPITAL MANAGEMENT, LLC | $62.2M | 2,339,453 |
| MORGAN STANLEY | $60.5M | 2,277,033 |
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Popular Research
Is BWIN a good stock to buy?
13F Pro's AI-powered analysis of Baldwin Insurance Group, Inc. (BWIN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BWIN are available on the BWIN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BWIN is classified as a mid company.
Which hedge funds own BWIN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BWIN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Baldwin Insurance Group, Inc.'s investment landscape.