BWIN: The Baldwin Insurance Group, Inc. Stock

SIC 6411 – Insurance Agents, Brokers, and Service

Valuation
Market Cap ($M) 2,781.85
Enterprise Value ($M) 4,639.73
Book Value ($M) 1,048.39
Book Value / Share 14.84
Price / Book 2.65
NCAV ($M) -1,444.49
NCAV / Share -20.45
Price / NCAV -1.93

Profitability (mra)
Return on Invested Capital (ROIC) -0.01
Return on Assets (ROA) -0.01
Return on Equity (ROE) -0.03

Liquidity (mrq)
Quick Ratio 1.13
Current Ratio 1.13

Balance Sheet (mrq) ($M)
Current Assets 1,055.82
Assets 3,548.71
Liabilities 2,500.31
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 1,389.04
Operating Income 55.70
Net Income -24.52

Cash Flow Statement (mra) ($M)
Cash From Operations 102.15
Cash from Investing 13.30
Cash from Financing -29.64

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
02-12 13G William Blair Investment Management, Llc 7.30
02-12 13G/A Fmr Llc 12.40 -12.59
11-14 13G/A Bamco Inc /ny/ 4.51 -7.67
11-12 13G Champlain Investment Partners, LLC 3.80 -28.08
11-04 13G/A Baldwin Lowry 23.90 -2.88
11-01 13G/A Macquarie Group Ltd 3.86 -27.26

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2025-05-06 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2025-02-25 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K
2024-11-04 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2024-08-06 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2025-05-12 99,898 474,747 21.04
2025-05-09 79,555 293,357 27.12
2025-05-08 114,421 558,339 20.49
2025-05-07 258,428 809,343 31.93

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CRVL – CorVel Corporation EHTH – eHealth, Inc.
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WTW – Willis Towers Watson Public Limited Company


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