BWIN: Baldwin Insurance Group, Inc.

Stock

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.

Year Founded
2011
Employees
3,851
Sector
Financials
HQ Location
Tampa, FL

Current Value

$44.23

1 Year Return

$25.87
140.90%

Key Details

Market Cap

$2.99B

P/E Ratio

-68.82

1Y Stock Return

140.33%

1Y Revenue Growth

13.89%

Dividend Yield

0.00%

Price to Book

5.0

Strategies that include
BWIN

High risk

$1,200

Growth at a Fair Price

speculation
maximum growth

These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the 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

Return

+24.56%

Expense Ratio

0.00%

Holdings

229

High risk

$14,000

Financial Sector

speculation
maximum growth

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

Return

+12.69%

Expense Ratio

0.00%

Holdings

373

Create your own
strategy with

BWIN
Three dimensional double logo

Stock's related to
BWIN

ETF's related to
BWIN

News

SeekingAlpha

For Q3 2024, the Fidelity Select Financials Portfolio Fund gained 11.15%, matching the MSCI U.S. IMI Financials 5% Capped Linked Index. Click here to read the full commentary.

SeekingAlpha

For Q3 2024, the Fidelity Stock Selector Mid Cap Fund's Retail Class shares gained 7.43%, topping the 6.94% advance of the benchmark Index. Click here to read more.

Yahoo

Baldwin Insurance Group ( NASDAQ:BWIN ) Third Quarter 2024 Results Key Financial Results Revenue: US$338.9m (up 11...

Yahoo

Wells Fargo lowered the firm’s price target on Baldwin Group (BWIN) to $43 from $46 and keeps an Equal Weight rating on the shares. The firm notes Baldwin Group reported Q3 operating EPS of 34c, below its 37c, in-line with consensus of 34c and the midpoint of the guided 32c-36c. Organic was 14%, worse than Wells’ 17% but within guided high end of 10%-15% with EBITDA of $72.8M, vs $71-$76M guide. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news.

Yahoo

TAMPA, Fla., November 04, 2024--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial Clients, today announced its results for the third quarter ended September 30, 2024.

SeekingAlpha

The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Q3 2024 Earnings Conference Call November 4, 2024 5:00 PM ETCompany ParticipantsBonnie Bishop - Executive...

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.

Design your own stock index

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.