Skip to main content
Equibles
BWIN logo

BWIN · Baldwin Insurance Group, Inc.

Track BWIN — free

Use BWIN with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about BWIN

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$30.41 -0.50 (-1.62%) At close · Aug 26
Market Cap
$4.31B
Shares
139.50M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$30.41 Open$30.62 Day$30.21–31.02 52W close$16.50–32.82 Avg vol 30d1.2M Short int12.3M · 8.8% float · 10.2d Short vol43% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 27, 2026 Est · unconfirmed · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Jul 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 15.2 · calm Equity put/call 0.64
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +28%
      above
      Price vs 50-day avg +11%
      above
      RSI (14) 56
      neutral
      MACD trend Negative
      52-week position 85%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return +8%
      trailing
      6-month return +37%
      trailing
      YTD return +27%
      this year
      Relative strength +24%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $27 › 200d $24 — 50d above 200d
      Institutional flow Accumulating
      +4% holders QoQ · +42 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      8.84% of float · ▲ +9.2% MoM · 10.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      228 holders — near 3-yr high, broad support
      Squeeze score 82
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth +8%
      Y/Y
      EPS growth −28%
      Y/Y
      Free cash flow $-50.8M
      Buyback $250.0M
      authorized
      Balance sheet $111.1M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 62%
      annualized · 1-yr
      Max drawdown −50%
      past year
      ATR 4.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 3 of last 3
      Latest guidance · from the Earnings Call filed Jun 30, 2026
      Revenue · third quarter $485M – $495M
      prior qtr $492.94M midpoint −0.6% QoQ
      Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
      Revenue · second quarter of 2025 $370M – $380M
      Guided vs delivered · last 3 settled
      Revenue full-year 2024
      guided $1.35B – $1.4B
      $1.39B In line
      Revenue second quarter of 2024
      guided $325M – $335M
      $339.84M Beat +3.0%
      Revenue full year 2023
      guided $1.18B – $1.2B
      $1.22B Beat +2.4%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +28% Bullish
      Price vs 50-day avg
      +11% Bullish
      RSI (14)
      56 Neutral
      MACD trend
      Negative Bearish
      52-week position
      85% Bullish
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $27 › 200d $24 — 50d above 200d
      Institutional flow Accumulating
      +4% holders QoQ · +42 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      8.84% of float · ▲ +9.2% MoM · 10.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      228 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $17 Now $30 · 85% Range high $33
      vs 200-day avg +28% vs 50-day avg +11%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      CAC Group total revenue growth non-GAAP 25% Six Months 2026 —
      Pro forma adjusted EBITDA non-GAAP 352.51M For the Years Ended December 31 —
      GAAP → non-GAAP reconciliation
      GAAP Pro forma net loss -52.66M
      +125.32M Interest expense, net
      +128.03M Amortization expense
      +71.11M Share-based compensation
      +23.05M Transaction-related partnership and integration expenses
      +7M Transformation costs
      +6.79M Severance
      +6.51M Depreciation expense
      +6.23M Loss on extinguishment and modification of debt
      +5.59M Change in fair value of contingent consideration
      +4.26M Income and other taxes
      -1.78M Colleague earnout incentives
      +1.28M Impairment of right-of-use assets
      +18K Loss on interest rate caps
      +21.76M Other
      = Pro forma adjusted EBITDA 352.51M
      Pro forma adjusted EBITDA margin non-GAAP 23% For the Years Ended December 31 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BWIN
      Baldwin Insurance Group, Inc.
      this stock
      		$4.31B +26.6% +8.3% — 8.8%
      MRSH
      Marsh & Mclennan Companies, Inc.
      		 $92.61B +4.2% +10.3% 23.7 1.5%
      AON
      Aon plc
      		 $75.69B +0.3% +7.7% 19.7 1.6%
      AJG
      Arthur J. Gallagher & Co.
      		 $69.71B +2.4% +10.1% 45.1 2.3%
      WTW
      Willis Towers Watson PLC
      		 $32.57B +4.4% -2.2% 21.7 3.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      228
      % held
      64.4%
      Net QoQ
      -652.9K sh
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      226
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      12.3M
      Days to cover
      10.2d
      Change
      +1.0M sh
      View
      Short Volume
      Short vol %
      43%
      As of
      Aug 26, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1
      Value
      $25
      As of
      Jul 23, 2026
      View
      Off-Exchange
      Off-exchange %
      41.5%
      Week of
      Jul 20, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Oct 3, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $1.5B
      Net income (FY)
      $-33.8M
      EPS diluted
      $-0.50
      View
      Buybacks
      Authorized
      $250.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 30, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $297.4K
      Shares
      15.0K
      Filed
      May 14, 2026
      View
      Exempt Offerings
      Offering
      $551.7M
      Filed
      Jan 15, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 30, 2026
      View
      Investor Relations
      Latest news
      The Baldwin Group Announces Secon…
      Published
      Jul 30, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BWIN -2.4% +7.8% +36.7% +9.6% +26.6%
      SPY -0.4% +5.0% +12.4% +2.6% +12.3%
      vs SPY -2.0% +2.7% +24.3% +7.1% +14.2%

      Capital returns

      Buyback program · as of Feb 26, 2026
      Authorized
      $250.00M
      Spent (derived)
      —
      Remaining
      —

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1781755 CUSIP 05589G102 13F (30d) 192 filings 192 filers Visit website Investor relations

      Report a Problem

      Category
      Description
      Email (optional, for follow-up)