About
Baldwin Insurance Group, Inc. engages in the provision of insurance services. It operates through the following segments: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides private risk management, commercial risk management, and employee benefits solutions for mid-to-large size businesses and high net worth individuals and families. The Underwriting, Capacity & Technology Solutions segment represents a wholesale co-brokerage platform that delivers specialty insurers, professionals, individuals, and niche industry businesses expanded access to exclusive specialty markets, capabilities, and programs requiring complex underwriting and placement. The Mainstreet segment offers personal insurance, commercial insurance, and life and health solutions to individuals and businesses in their communities. The Medicare segment provides consultation for government assistance programs and solutions, including traditional Medicare and Medicare Advantage, to seniors and Medicare-eligible individuals through a network of agents. The company was founded by Elizabeth H. Krystyn, Laura R. Sherman, and Lowry L. Baldwin in 2011 and is headquartered in Tampa, FL.
Current Value
$43.601 Year Return
Current Value
$43.601 Year Return
Key Details
Market Cap
$3.08B
P/E Ratio
-115.83
1Y Stock Return
64.60%
1Y Revenue Growth
13.99%
Dividend Yield
0.00%
Price to Book
5.3
Strategies that include BWIN
Double maintains 3 strategies that include BWIN - Baldwin Insurance Group, Inc.
Growth at a Fair Price
High risk
$1,000
These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.
Top Sector
Health Care
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
195
Financial Sector
High risk
$13.0K
Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
Top Sector
Financials
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
371
Stock's related to BWIN
The stocks that are correlated to BWIN - Baldwin Insurance Group, Inc. are VOYA, CNO, CRBG, EQH, BANR
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
V VOYAVoya Financial, Inc. | 44.66% | $5.97B | -11.77% | 2.97% |
| 43.86% | $3.97B | +47.83% | 1.68% | |
| 42.73% | $15.92B | +1.89% | 3.55% | |
| 41.98% | $15.41B | +33.57% | 2.06% | |
B BANRBanner Corp. | 41.64% | $2.02B | +25.74% | 3.43% |
T TKRThe Timken Co. | 41.59% | $4.45B | -26.47% | 2.25% |
| 41.29% | $1.22B | +12.66% | 3.74% | |
| 40.72% | $3.18B | +13.68% | 3.23% | |
| 40.67% | $655.55M | -41.72% | 3.89% | |
S SSBSouthState Corp. | 40.64% | $8.58B | +5.68% | 2.66% |
| 40.46% | $2.96B | +12.15% | 0.00% | |
C CVBFCVB Financial Corp. | 40.38% | $2.38B | +1.37% | 4.83% |
P PIPRPiper Sandler Cos. | 40.26% | $4.08B | +16.54% | 1.15% |
| 39.98% | $3.60B | +5.35% | 2.37% | |
| 39.82% | $3.39B | +20.66% | 1.83% | |
| 39.82% | $158.89B | +25.84% | 2.42% | |
Q QCRHQCR Holdings, Inc. | 39.64% | $1.12B | +14.93% | 0.38% |
E EVREvercore, Inc. | 39.51% | $6.95B | -6.99% | 1.91% |
| 39.47% | $410.08M | +2.89% | 4.65% | |
M MCMoelis & Co. | 39.40% | $3.74B | -4.97% | 4.89% |
ETF's related to BWIN
The ETFs that are correlated to BWIN - Baldwin Insurance Group, Inc. are KIE, CPRJ, FXO, GSSC, IAI
Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| 47.94% | $1.05B | 0.35% | |
| 46.41% | $48.65M | 0.69% | |
| 45.05% | $2.17B | 0.62% | |
| 42.99% | $521.56M | 0.2% | |
| 42.57% | $1.34B | 0.4% | |
| 42.56% | $715.67M | 0.38% | |
| 42.48% | $809.63M | 0.6% | |
| 42.32% | $184.53M | 0.52% | |
| 42.28% | $842.66M | 0.6% | |
| 42.23% | $482.13M | 0.35% | |
| 42.19% | $1.12B | 0.16% | |
| 42.18% | $287.17M | 0.2% | |
| 42.15% | $2.18B | 0.084% | |
| 41.94% | $1.86B | 0.35% | |
| 41.92% | $11.24B | 0.07% | |
| 41.89% | $11.04B | 0.24% | |
| 41.76% | $3.76B | 0.39% | |
| 41.74% | $11.17B | 0.03% | |
| 41.65% | $79.87B | 0.06% | |
| 41.56% | $3.38B | 0.15% | |
News
Yahoo
TAMPA, Fla., April 01, 2025--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ: BWIN), announced today that it will report its first quarter 2025 financial results after the market closes on Tuesday, May 6, 2025.
Yahoo
TAMPA, Fla., March 26, 2025--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ: BWIN), announced today that, in connection with the anticipated launch of its debut Baldwin-sponsored reciprocal insurance exchange, Builder Reciprocal Insurance Exchange ("BRIE"), BRIE has entered into a note purchase agreement to raise $110 million of surplus financing through the issuance of surplus debentures (the "Notes"). $95 million of the Notes will b
Finnhub
Guided Solutions Unifies with Parent Firm's Brand to Reflect Continued Growth and Expanded Capabilities TAMPA, FL - March 26, 2025 - In an effort to further unify and strengthen its...
SeekingAlpha
The Allspring Small Company Growth Fund generated a total return of -1.57% for the quarter, underperforming its benchmark Index. Click here to read the full commentary.
Yahoo
Baldwin Insurance saw its IBD SmartSelect Composite Rating jump to 97 Wednesday, up from 93 the day before.
SeekingAlpha
For the three months ending December 31, 2024, the fund gained 9.45%, topping MSCI US IMI Financials 5% Capped Linked Index and significantly outpacing the broadly based S&P 500® index.
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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