What is the 13F Pro Quality Score for BWIN?

13F Pro ranks Baldwin Insurance Group, Inc. (BWIN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BWIN's current score at https://13fpro.ai/research/BWIN (free sign-up required for the full ranking).

Which hedge funds own the most BWIN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BWIN include FMR, WILLIAM BLAIR INVESTMENT MANAGEMENT,, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/BWIN as soon as new 13F filings post.

Where does 13F Pro source BWIN data?

All Baldwin Insurance Group, Inc. fundamentals and ownership data come directly from SEC EDGAR. Baldwin Insurance Group, Inc. files with the SEC under CIK 1781755. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BWIN in?

Baldwin Insurance Group, Inc. (BWIN) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is BWIN research updated on 13F Pro?

BWIN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Baldwin Insurance Group, Inc.(BWIN)Stock Analysis

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13F Pro Quality Score

51.6/100

Rank #1,382 of 2,879 stocksTOP 50%

View Financials peers →

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

Revenue Growth

94.5/100

Profitability

37.0/100

Balance Sheet

35.2/100

Earnings Quality

30.0/100

Free Cash Flow

23.4/100

Institutional Flow

94.8/100

Revenue Scale

59.7/100

Dilution Risk

26.7/100

BWIN Stock Analysis & AI Quality Score

AI 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 51.6/100 on a 32-signal composite quality model, placing it at rank #1,382 of 2,879 stocks — the top half of the AI-ranked universe. BWIN scores in the top quartile across institutional flow (94.8), revenue growth (94.5). Areas of concern include free cash flow (23.4) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 26.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Baldwin Insurance Group, Inc. reports quarterly revenue of $532.2M, net income of $2.3M, free cash flow of $-18.7M. Top institutional holders of BWIN by reported 13-F value include FMR, WILLIAM BLAIR INVESTMENT MANAGEMENT,, BlackRock,, 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 52 since 2024, currently 51.6 — an improving long-term trajectory across 14 quarterly and live scoring snapshots.

Revenue

Q1 2026

$532.2M

Net Income

Q1 2026

$2.3M

Free Cash Flow

Q1 2026

$-18.7M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

$980.7MFY 2022

FY17 —FY18 —FY20 —FY22 $980.7M

Net Income

-166.1% YoY

$-41.8MFY 2022

FY17 —FY18 $-624.0KFY20 $-15.7MFY22 $-41.8M

Operating Income

-41.8% YoY

$-31.1MFY 2022

FY17 —FY18 $9.5MFY20 $-21.9MFY22 $-31.1M

EPS (Diluted)

-27.6% YoY

$-0.74FY 2022

FY17 —FY18 —FY20 $-0.58FY22 $-0.74

Total Assets

+118.4% YoY

$3.46BFY 2022

FY17 —FY18 $139.8MFY20 $1.59BFY22 $3.46B

Total Debt

-97.9% YoY

$8.5MFY 2022

FY17 —FY18 $2.0MFY20 $403.0MFY22 $8.5M

Op. Cash Flow

-106.7% YoY

$-2.5MFY 2022

FY17 —FY18 $11.8MFY20 $36.8MFY22 $-2.5M

Metric	FY 2022	FY 2020	FY 2018	FY 2017
Revenue	$980.7M	—	—	—
Net Income	$-41.8M -166.1%	$-15.7M -2415.4%	$-624.0K	—
Operating Income	$-31.1M -41.8%	$-21.9M -330.2%	$9.5M	—
EPS (Diluted)	$-0.74 -27.6%	$-0.58	—	—
Total Assets	$3.46B +118.4%	$1.59B +1033.8%	$139.8M	—
Total Debt	$8.5M -97.9%	$403.0M +19806.4%	$2.0M	—
Operating Cash Flow	$-2.5M -106.7%	$36.8M +212.2%	$11.8M	—

AI Insight: BWIN Financial Trends

Revenue surged to $532M in Q1 2026 from $347M in Q4 2025, but operating income turned deeply negative at -$101M despite the 53% revenue jump.

• Revenue jumped 53% from $347M in Q4 2025 to $532M in Q1 2026, marking the highest quarterly revenue in the dataset.

• Operating income collapsed to -$101M in Q1 2026 from -$13M in Q4 2025, the worst operating performance on record.

• Equity increased 61% from $600M in Q4 2025 to $964M in Q1 2026, strengthening the balance sheet significantly.

⚠ Operating cash flow remains volatile, swinging from $10M positive in Q4 2025 to -$6M negative in Q1 2026.

⚠ Total debt increased 23% in Q1 2026 to $16M from $13M in Q4 2025, reversing prior stability.

AI Insight: BWIN Ratio Trends

Baldwin Insurance shows severe operational deterioration with operating margin collapsing from 13.6% in Q1 2025 to -19.0% in Q1 2026.

• Operating margin collapsed from 13.6% in Q1 2025 to -19.0% in Q1 2026, marking sharp profitability decline.

• ROIC plummeted from 35.6% in Q1 2025 to -41.3% in Q1 2026, indicating severe capital efficiency breakdown.

• ROE swung from 9.0% in Q1 2025 to 1.0% in Q1 2026, reflecting weakening shareholder returns.

⚠ Consecutive quarters of negative operating margins in Q4 2025 and Q1 2026 signal persistent operational stress.

⚠ Net profit margin turned slightly positive to 0.4% in Q1 2026 despite massive operating losses.

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Available Research

13F Pro tracks comprehensive data for Baldwin Insurance Group, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BWIN

FMR LLC
$306.2M13,954,062 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$149.1M6,794,492 sh
BlackRock, Inc.
$145.9M6,651,300 sh
Bank of New York Mellon Corp
$86.0M3,918,087 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$76.2M3,475,131 sh
VANGUARD CAPITAL MANAGEMENT LLC
$76.0M3,464,919 sh
BAMCO INC /NY/
$59.5M2,710,068 sh
WESTWOOD HOLDINGS GROUP INC
$56.5M2,577,196 sh
STATE STREET CORP
$54.3M2,473,254 sh
GEODE CAPITAL MANAGEMENT, LLC
$47.2M2,151,033 sh

Fund	Value	Shares
FMR LLC	$306.2M	13,954,062
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$149.1M	6,794,492
BlackRock, Inc.	$145.9M	6,651,300
Bank of New York Mellon Corp	$86.0M	3,918,087
VANGUARD PORTFOLIO MANAGEMENT LLC	$76.2M	3,475,131
VANGUARD CAPITAL MANAGEMENT LLC	$76.0M	3,464,919
BAMCO INC /NY/	$59.5M	2,710,068
WESTWOOD HOLDINGS GROUP INC	$56.5M	2,577,196
STATE STREET CORP	$54.3M	2,473,254
GEODE CAPITAL MANAGEMENT, LLC	$47.2M	2,151,033

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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.

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.