Welcome to our dedicated page for Baldwin Insurance Group SEC filings (Ticker: BWIN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Untangling the multi-segment disclosures in Baldwin Insurance Group’s SEC documents can feel overwhelming—commission revenue from business insurance here, a specialty MGA acquisition there, plus reinsurance risk transfers buried deep in the notes. Our platform solves that problem instantly.
Stock Titan delivers AI-powered summaries that turn a 10-K packed with embedded insurance jargon into plain English. Whether you are searching for the Baldwin Insurance Group annual report 10-K simplified or need the most recent Baldwin Insurance Group quarterly earnings report 10-Q filing, we surface what matters: segment income trends, acquisition earn-outs, and capital requirements—without you combing through hundreds of pages.
Every filing type is covered and refreshed in real time:
- Form 4 insider alerts track Baldwin Insurance Group insider trading Form 4 transactions the moment executives buy or sell shares—perfect for spotting ownership signals.
- 8-K event briefs offer one-page takeaways on new brokerage acquisitions and other Baldwin Insurance Group 8-K material events explained.
- Proxy statements break down leadership incentives in the Baldwin Insurance Group proxy statement executive compensation so you can benchmark pay against growth.
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The Baldwin Insurance Group (Nasdaq: BWIN) Q2-25 10-Q highlights:
- Revenue: $378.8 M, +11.5% YoY; 1H-25 revenue $792.2 M, +10.0% YoY.
- Profitability: Operating income rose 70% to $27.9 M (7.4% margin). Net loss attributable to Baldwin narrowed to $3.2 M (-$0.05 EPS) vs. -$17.6 M (-$0.28 EPS) in Q2-24. 1H-25 net income attributable to Baldwin improved to $10.8 M (+168%).
- Cost profile: Compensation & benefits +11% to $195.5 M; outside commissions +7% to $73.6 M; other opex +21% to $56.1 M. Interest expense remained high at $31.3 M for the quarter.
- Cash flow: 1H-25 operating cash outflow of $80.7 M (vs. +$21.3 M prior year) driven by $85.1 M excess earn-out payments and higher working capital.
- Balance sheet (6/30/25): Cash $105.7 M (+17% YTD); Total assets $3.74 B. Debt up to $1.61 B (incl. $112 M revolver draw) after $935.8 M term-loan refinancing; contingent earn-out liabilities cut to $16.7 M from $145.6 M current.
- Equity: Stockholders� equity attributable to Baldwin grew to $630.8 M (+8% YTD); 71.3 M Class A shares outstanding.
- Strategic activity: Closed acquisition of Bermuda-based MultiStrat Group for $24.6 M (incl. $8.8 M earn-out & $0.9 M equity), adding reinsurance underwriting capability.
Overall, Q2 showed solid top-line growth and significant earnings improvement, but profitability remains constrained by high interest costs and negative operating cash flow.
The Form 4 filed with the SEC on 07/02/2025 shows that Baldwin Insurance Group (ticker BWIN) director Joseph John Kadow acquired 645 Class A common shares on 07/01/2025 at a stated price of $0.00, suggesting the shares were granted as part of director compensation rather than bought on the open market. Following the transaction, Kadow’s direct ownership rises to 15,257 shares, while his indirect holding through the Joseph J. Kadow Revocable Trust remains unchanged at 5,000 shares. No derivative securities transactions were reported. Because the purchase represents a small absolute amount and was executed at no cost, the market impact is expected to be minimal; however, it nonetheless signals that the director’s equity stake continues to increase, which many investors view as a modest sign of insider confidence.
Form 4 Snapshot (BWIN)
On 07/01/2025, Baldwin Insurance Group, Inc. (ticker BWIN) filed a Form 4 disclosing that director Ellyn Shook acquired 645 shares of the company’s Class A common stock. The transaction was coded �A,� indicating a grant, award or other acquisition, and was executed at a stated price of $0.00 per share. Following the award, Shook’s direct beneficial ownership increased to 10,102 shares. No dispositions or derivative security transactions were reported.
Baldwin Insurance Group (BWIN) � Form 4 insider transaction
Director Sunita Parasuraman reported one transaction dated 07/01/2025. The filing shows an award of 645 Class A common shares at a stated price of $0.00, indicating it was likely part of an equity compensation program rather than an open-market purchase. Following the award, the director’s direct beneficial ownership rises to 10,102 shares. No dispositions, derivative securities, or additional transactions were disclosed. Aside from the routine certification language, the document contains no further financial or strategic commentary.
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