Baldwin Insurance Group, Inc. (BWIN)

SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 6, 2026

Verified against EDGAR
Total Assets
$6.17B
Stockholders' Equity
$884.4M
Cash & Equivalents
$184.5M
Long-Term Debt
—

as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗

In its 10-Q for the period ended Jun 30, 2026, Baldwin Insurance Group, Inc. reported revenue of $492.9M, net income of -$39.0M, and total assets of $6.17B. Every figure below is taken directly from Baldwin Insurance Group, Inc.'s SEC filings: each links to the source document on EDGAR.

Revenue trend

Revenue · FY2021–FY2025 · as reported

$1.50B$707.4M-$90.1M
FY2021FY2022FY2023FY2024FY2025
Revenue$1.50BNet income-$33.8M
FY2021 revenue
$567.3M
FY2025 revenue
$1.50B

Revenue and net income by fiscal year

As reported in each year’s annual filing · USD

Fiscal yearRevenueNet income
FY2025$1.50B-$33.8M
FY2024$1.39B-$24.5M
FY2023$1.22B-$90.1M
FY2022$980.7M-$41.8M
FY2021$567.3M-$30.6M
FY2020—-$15.7M
FY2019—-$8.7M
FY2018—-$624,000

Recent SEC filings

Filed by the registrant · newest first · insider forms and holder schedules not included

FormFiledSource
8-KOct 27, 2026on EDGAR ↗
8-KOct 9, 2026on EDGAR ↗
8-KSep 21, 2026on EDGAR ↗
8-KSep 14, 2026on EDGAR ↗
8-KJul 30, 2026on EDGAR ↗
10-QJul 30, 2026on EDGAR ↗
8-KJun 4, 2026on EDGAR ↗
8-KMay 4, 2026on EDGAR ↗
10-QMay 4, 2026on EDGAR ↗
DEF 14AApr 22, 2026on EDGAR ↗

All filings on EDGAR ↗

Balance Sheet

as of Jun 30, 2026 · 10-Q

Total Assets$6.17Bsource ↗
Stockholders’ Equity$884.4Msource ↗
Cash & Equivalents$184.5Msource ↗
Long-Term Debt—source ↗

Income Statement

10-Q (quarterly) · period ended Jun 30, 2026

Revenue$492.9Msource ↗
Net Income-$39.0Msource ↗
Operating Income-$8.3Msource ↗
Gross Profit—source ↗
Cost of Revenue—source ↗
R&D Expense—source ↗

Per Share & Cash Flow

10-Q (quarterly) · period ended Jun 30, 2026

EPS (diluted)$-0.42source ↗
EPS (basic)$-0.42source ↗
Shares Outstanding—source ↗
Cash from Operations$45.6Msource ↗
Cash from Financing$138.7Msource ↗
Cash from Investing-$29.7Msource ↗

Insider activity

Form 4 open-market activity, last 180 days

Buys
0
Sells
5
Net shares
-217.0K

Restatement history

Point-in-time

7 of 188 annual fact-keys were materially restated between filings: what Baldwin Insurance Group, Inc. first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.

See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.

Deeper fundamentals

A free API key reaches BWIN’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.

Programmatic access

Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.

These fundamentals, as filed
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/BWIN

MCP tool: get_sec_fundamentals ticker=BWIN

The same figures as they were known on any past date
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/BWIN/as-of/YYYY-MM-DD

MCP tool: get_asof_fundamentals ticker=BWIN as_of=YYYY-MM-DD

Fiscal-year trajectory: revenue, margins, free cash flow
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/BWIN/history

MCP tool: get_fundamentals_history ticker=BWIN

Leverage, liquidity, margin and return ratios
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/financial-health/BWIN

MCP tool: get_financial_health ticker=BWIN

Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.