4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

The Baldwin Group ("Baldwin" or the "Company") (NASDAQ:BWIN), a leading independent insurance brokerage and advisory firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced it has completed the acquisition of Capstone Group ("Capstone"), a full-service, multi-line independent insurance brokerage firm headquartered in the Philadelphia area. Founded on a people-first philosophy and a commitment to long-term client relationships, Capstone has built a reputation for excellence in the insurance industry. Specializing in risk management, group health & ancillary benefits, and property & casualty insurance solutions, Capstone has consisten

Erin Lynch and Jeff Hughes to lead Specialty and Middle Market Operations, Respectively The Baldwin Group ("Baldwin" or the "Company") (NASDAQ:BWIN) today announced leadership appointments in its Insurance Advisory Solutions (IAS) segment, the firm's retail property and casualty and employee benefits brokerage business. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260105379476/en/Joe Valerio, Chief Operating Officer, The Baldwin Group's Insurance Advisory Solutions segment Following The Baldwin Group's recently closed merger with CAC Group, Erin Lynch has been named President of Specialty Insurance for the IAS business segme

The Baldwin Group ("Baldwin" or "Company") (NASDAQ:BWIN), a leading independent insurance brokerage and advisory firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced that it has completed the previously announced merger transaction with CAC Group ("CAC"), a nationally recognized specialty and middle-market insurance brokerage firm. ABOUT THE BALDWIN GROUP The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) and its affiliates, is an independent insurance distribution firm providing indispensable expertise and insights that strive to give our clients the confidence to pursue their purpose, passio

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin," "we" or "our") (NASDAQ:BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial Clients, today announced that its subsidiary, The Baldwin Insurance Group Holdings, LLC ("Baldwin Holdings"), successfully received commitments from lenders to enter into an incremental term loan facility amendment to its existing credit agreement (the "Credit Agreement") pursuant to which Baldwin Holdings is expected to borrow $600 million of incremental term B loans (the "Incremental Term Loan B") under the Credit Agreement (representing an upsize from

Total upfront consideration of $1.026 billion, consisting of $438 million in cash and 23.2 million shares of Baldwin common stock valued at $589 million based on the 30-day volume-weighted average pricing as of 12/1/2025; implied multiple of 7.9x 2025E Pro Forma Adjusted EBITDA inclusive of targeted full run-rate synergies. Post-closing payments include a performance-based earnout of up to $250 million and a $70 million deferred payment. The transaction would be accretive to 2025 Adjusted EPS by over 20% based on targeted full run-rate synergies and the exclusion of one-time integration costs and transaction expenses. The transaction is expected to be approximately net leverage neutr

The Baldwin Group ("Baldwin" or the "Company") (NASDAQ:BWIN) announced today that Joe Valerio will be joining the firm as Chief Operating Officer (COO), Insurance Advisory Solutions (IAS), the firm's retail property and casualty and employee benefits brokerage business. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251105039843/en/Joe Valerio In this new role, Mr. Valerio will be responsible for continuing to drive operational excellence and vanguard client experience outcomes across IAS as the firm remains focused on delivering industry-leading results and client experiences. He will report to Dan Galbraith, President, The Bald

— Third Quarter Total Revenue Growth of 8% to $365.4 Million; Organic Revenue Growth(1) of 5% — — Year-to-Date Total Revenue Growth of 9% to $1.158 Billion; Organic Revenue Growth(1) of 9% — — Third Quarter Net Loss of $30.2 Million and Diluted Loss Per Share of $0.27; Adjusted Diluted EPS(2) of $0.31 — — Year-to-Date Net Loss of $10.5 Million and Diluted Loss Per Share of $0.12; Adjusted Diluted EPS(2) of $1.37 — — Third Quarter Adjusted EBITDA Margin(3) of 20% — — Year-to-Date Adjusted EBITDA Margin(3) of 23% — The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), an independent insurance distribution firm delivering tail

Latest pricing trends indicate continued softening across the commercial property market while casualty lines face broad uncertainty The Baldwin Group today released its Q3 2025 Market Pulse, a pricing trend analysis that blends observed rate movement with changes in exposure and client buying behavior to capture real-world premium dynamics across commercial insurance lines. The report shows clear evidence of continued softening across the commercial property market —supported by renewed competition, improving capacity, and more flexible structures for well-differentiated risks—while casualty lines (General Liability, Commercial Auto, and Umbrella) continue to face broad uncertainty dri

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), announced today that it will report its third quarter 2025 financial results after the market closes on Tuesday, November 4, 2025. The Company will hold a conference call to discuss results at 5:00 PM ET on that day. The dial-in number for the conference call is (877) 451-6152 (toll-free) or (201) 389-0879 (international). Please dial the number 10 minutes prior to the scheduled start time. A live webcast of the conference call will also be available on Baldwin's investor relations website at ir.baldwin.com. A webcast replay of the call will be available at ir.baldwin.com

BitGo, the digital asset infrastructure company, today announced the appointments of Brian Brooks, Sunita Parasuraman, and Justin Evans to its Board of Directors (the "Board"). These individuals collectively expand the Board's expertise across corporate finance, digital assets, regulatory policy, accounting, risk governance, and technology, and further strengthen BitGo's independent governance and oversight. "We are honored to welcome Brian, Sunita, and Justin to the Board," said Mike Belshe, CEO and Co-Founder of BitGo. "Their collective experience across finance, digital assets, regulation, and technology strengthens the foundation for BitGo's next stage of growth as a regulated digital

8-K - Baldwin Insurance Group, Inc. (0001781755) (Filer)

424B7 - Baldwin Insurance Group, Inc. (0001781755) (Filer)

8-K - Baldwin Insurance Group, Inc. (0001781755) (Filer)

8-K - Baldwin Insurance Group, Inc. (0001781755) (Filer)

SCHEDULE 13G/A - Baldwin Insurance Group, Inc. (0001781755) (Subject)

SCHEDULE 13G/A - Baldwin Insurance Group, Inc. (0001781755) (Subject)

10-Q - Baldwin Insurance Group, Inc. (0001781755) (Filer)

8-K - Baldwin Insurance Group, Inc. (0001781755) (Filer)

8-K - Baldwin Insurance Group, Inc. (0001781755) (Filer)

SCHEDULE 13G - Baldwin Insurance Group, Inc. (0001781755) (Subject)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

3 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

4 - Baldwin Insurance Group, Inc. (0001781755) (Issuer)

Wells Fargo upgraded The Baldwin Group from Underweight to Equal Weight and set a new price target of $25.00

BMO Capital Markets downgraded The Baldwin Group from Outperform to Market Perform

Raymond James downgraded The Baldwin Group from Strong Buy to Outperform and set a new price target of $40.00

Analyst downgraded The Baldwin Group from Overweight to Neutral and set a new price target of $45.00

BMO Capital Markets initiated coverage of The Baldwin Group with a rating of Outperform and set a new price target of $53.00

Wells Fargo downgraded The Baldwin Group from Equal Weight to Underweight and set a new price target of $41.00 from $43.00 previously

William Blair upgraded The Baldwin Group from Mkt Perform to Outperform

BitGo, the digital asset infrastructure company, today announced the appointments of Brian Brooks, Sunita Parasuraman, and Justin Evans to its Board of Directors (the "Board"). These individuals collectively expand the Board's expertise across corporate finance, digital assets, regulatory policy, accounting, risk governance, and technology, and further strengthen BitGo's independent governance and oversight. "We are honored to welcome Brian, Sunita, and Justin to the Board," said Mike Belshe, CEO and Co-Founder of BitGo. "Their collective experience across finance, digital assets, regulation, and technology strengthens the foundation for BitGo's next stage of growth as a regulated digital

The Baldwin Group ("Baldwin" or the "Company") (NASDAQ:BWIN), a leading independent insurance brokerage and advisory firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced it has completed the acquisition of Capstone Group ("Capstone"), a full-service, multi-line independent insurance brokerage firm headquartered in the Philadelphia area. Founded on a people-first philosophy and a commitment to long-term client relationships, Capstone has built a reputation for excellence in the insurance industry. Specializing in risk management, group health & ancillary benefits, and property & casualty insurance solutions, Capstone has consisten

The Baldwin Group ("Baldwin" or "Company") (NASDAQ:BWIN), a leading independent insurance brokerage and advisory firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced that it has completed the previously announced merger transaction with CAC Group ("CAC"), a nationally recognized specialty and middle-market insurance brokerage firm. ABOUT THE BALDWIN GROUP The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) and its affiliates, is an independent insurance distribution firm providing indispensable expertise and insights that strive to give our clients the confidence to pursue their purpose, passio

Total upfront consideration of $1.026 billion, consisting of $438 million in cash and 23.2 million shares of Baldwin common stock valued at $589 million based on the 30-day volume-weighted average pricing as of 12/1/2025; implied multiple of 7.9x 2025E Pro Forma Adjusted EBITDA inclusive of targeted full run-rate synergies. Post-closing payments include a performance-based earnout of up to $250 million and a $70 million deferred payment. The transaction would be accretive to 2025 Adjusted EPS by over 20% based on targeted full run-rate synergies and the exclusion of one-time integration costs and transaction expenses. The transaction is expected to be approximately net leverage neutr

— Third Quarter Total Revenue Growth of 8% to $365.4 Million; Organic Revenue Growth(1) of 5% — — Year-to-Date Total Revenue Growth of 9% to $1.158 Billion; Organic Revenue Growth(1) of 9% — — Third Quarter Net Loss of $30.2 Million and Diluted Loss Per Share of $0.27; Adjusted Diluted EPS(2) of $0.31 — — Year-to-Date Net Loss of $10.5 Million and Diluted Loss Per Share of $0.12; Adjusted Diluted EPS(2) of $1.37 — — Third Quarter Adjusted EBITDA Margin(3) of 20% — — Year-to-Date Adjusted EBITDA Margin(3) of 23% — The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), an independent insurance distribution firm delivering tail

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), announced today that it will report its third quarter 2025 financial results after the market closes on Tuesday, November 4, 2025. The Company will hold a conference call to discuss results at 5:00 PM ET on that day. The dial-in number for the conference call is (877) 451-6152 (toll-free) or (201) 389-0879 (international). Please dial the number 10 minutes prior to the scheduled start time. A live webcast of the conference call will also be available on Baldwin's investor relations website at ir.baldwin.com. A webcast replay of the call will be available at ir.baldwin.com

— Total Revenue Growth of 11% to $378.8 Million; Organic Revenue Growth(1) of 11% — — Net Loss of $5.1 Million and Diluted Loss Per Share of $0.05; Adjusted Diluted EPS(2) Growth of 24% to $0.42 — — Adjusted EBITDA(3) Growth of 14% Year-Over-Year to $85.5 Million and Adjusted EBITDA Margin(3) of 23%; 60 Basis Point Expansion Compared to the Prior-Year Period — The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced its results for the second quarter ended June 30, 2025. SECON

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), announced today that it will report its second quarter 2025 financial results after the market closes on Tuesday, August 5, 2025. The Company will hold a conference call to discuss results at 5:00 PM ET on that day. The dial-in number for the conference call is (877) 451-6152 (toll-free) or (201) 389-0879 (international). Please dial the number 10 minutes prior to the scheduled start time. A live webcast of the conference call will also be available on Baldwin's investor relations website at ir.baldwin.com. A webcast replay of the call will be available at ir.baldwin.com f

— Total Revenue Growth of 9% to $413.4 Million; Organic Revenue Growth(1) of 10% — — Net Income of $24.9 Million and Diluted Earnings Per Share of $0.20; Adjusted Diluted EPS(2) Growth of 16% to $0.65 — — Adjusted EBITDA(3) Growth of 12% Year-Over-Year to $113.8 Million and Adjusted EBITDA Margin(3) of 28%; 80 Basis Point Expansion Compared to the Prior-Year Period — The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced its results for the first quarter ended March 31, 2025. FI

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin" or the "Company") (NASDAQ:BWIN), announced today that it will report its first quarter 2025 financial results after the market closes on Tuesday, May 6, 2025. The Company will hold a conference call to discuss results at 5:00 PM ET on that day. The dial-in number for the conference call is (877) 451-6152 (toll-free) or (201) 389-0879 (international). Please dial the number 10 minutes prior to the scheduled start time. A live webcast of the conference call will also be available on Baldwin's investor relations website at ir.baldwin.com. A webcast replay of the call will be available at ir.baldwin.com for one

- Fourth Quarter 2024 Total Revenue Growth of 16%; Organic Revenue Growth(1) of 19% - - Full Year 2024 Total Revenue Growth of 14%; Organic Revenue Growth of 17% - - Fourth Quarter 2024 Net Loss of $34.8 Million and Diluted Loss Per Share of $0.31; Adjusted Diluted EPS(2) Growth of 93% to $0.27 - - Fourth Quarter 2024 Adjusted EBITDA(3) Growth of 38% and Pro Forma Adjusted EBITDA(4) Growth of 42% Year-Over-Year to $63.2 Million; Adjusted EBITDA Margin(3) of 19%, a 310 Basis Point Expansion Compared to the Prior-Year Period - - Full Year 2024 Adjusted EBITDA Margin of 22.5%, a 200 Basis Point Expansion Compared to 2023 - The Baldwin Group, the brand name for The Baldwin Insurance G

SC 13G/A - Baldwin Insurance Group, Inc. (0001781755) (Subject)

SC 13G/A - Baldwin Insurance Group, Inc. (0001781755) (Subject)