Baldwin Insurance Group, Inc. Class A (BWIN)

Baldwin Insurance Group's stock price has declined in the past six months. Key events include the acquisition of Obie and Capstone Group. Wells Fargo raised its price target for BWIN, while JP Morgan lowered its price target. Raymond James downgraded Baldwin Insurance due to the company's transition to a reciprocal exchange. The Q3 CY2025 earnings report showed the company beating revenue expectations, with sales up 7.8% year-on-year, while non-GAAP profit was in line with estimates. The company's rebranding from BRP Group to The Baldwin Insurance Group has prompted investors to reassess the stock.

A seasonal chart analysis for The Baldwin Insurance Group, Inc. suggests a potential 'Buy Date of May 11 and a Sell Date of September 6,' which has historically resulted in a geometric average return of 56.42% above the S&P 500 Total Return Index over the past five years. This seasonal timeframe has shown positive results in five of those periods. However, only five years of data are available for BWIN, which may be insufficient to create a reliable seasonal profile.

Baldwin Insurance Group, Inc. (BWIN), formerly BRP Group, Inc., is an independent insurance distribution firm in the United States, operating within the Financials sector and Insurance Brokers industry. It delivers insurance and risk management solutions through three segments: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions. Insurance Advisory Solutions provides risk management and insurance solutions for businesses and high-net-worth individuals. Underwriting, Capacity & Technology Solutions offers a technology-enabled MGA platform and wholesale co-brokerage and reinsurance services. Mainstreet Insurance Solutions delivers insurance and consultation for government assistance programs to individuals and businesses.

Baldwin Insurance Group, Inc. is headquartered in Tampa, Florida, and operates across the United States, serving over two million clients through approximately 115 offices in 24 states. It utilizes a network of regional agency offices, particularly in the Midwest, to serve various clients.

Information specifically detailing Baldwin Insurance Group's brand reputation in the past year is not readily available. The company rebranded from BRP Group, Inc. to The Baldwin Insurance Group, Inc. in May 2024, which is a significant identity change.

Baldwin Insurance Group, Inc. has a significant portion of its stock held by institutional investors, with institutional ownership reported between 77.49% and 113.36%, and insider ownership ranging from 0.88% to 71.43%. Major institutional owners include Fmr Llc, Vanguard Group Inc, and BlackRock, Inc. Lowry Baldwin is the largest individual shareholder, owning 51.38% of the company's shares.