• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SCHEDULE 13G filed by The Baldwin Insurance Group Inc.

    2/12/25 5:24:06 PM ET
    $BWIN
    Specialty Insurers
    Finance
    Get the next $BWIN alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    Baldwin Insurance Group, Inc.

    (Name of Issuer)


    Common Stock

    (Title of Class of Securities)


    05589G102

    (CUSIP Number)


    12/31/2024

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    05589G102


    1Names of Reporting Persons

    WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    4,359,872.00
    6Shared Voting Power

    0.00
    7Sole Dispositive Power

    4,907,589.00
    8Shared Dispositive Power

    0.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    4,907,589.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    7.3 %
    12Type of Reporting Person (See Instructions)

    IA


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    Baldwin Insurance Group, Inc.
    (b)Address of issuer's principal executive offices:

    4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, FLORIDA, 33607
    Item 2. 
    (a)Name of person filing:

    William Blair Investment Management, LLC
    (b)Address or principal business office or, if none, residence:

    150 North Riverside Plaza, Chicago, IL 60606
    (c)Citizenship:

    Delaware
    (d)Title of class of securities:

    Common Stock
    (e)CUSIP No.:

    05589G102
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox not checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    4,907,589
    (b)Percent of class:

    7.3%
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    4,359,872

     (ii) Shared power to vote or to direct the vote:

    0

     (iii) Sole power to dispose or to direct the disposition of:

    4,907,589

     (iv) Shared power to dispose or to direct the disposition of:

    0

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    Not Applicable
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    Not Applicable
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
     
    Signature:Stephanie Braming
    Name/Title:Partner, Global Head of Investment Management
    Date:02/12/2025
    Get the next $BWIN alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $BWIN

    DatePrice TargetRatingAnalyst
    4/8/2025$45.00Overweight → Neutral
    Analyst
    3/27/2025$53.00Outperform
    BMO Capital Markets
    12/11/2024$43.00 → $41.00Equal Weight → Underweight
    Wells Fargo
    10/17/2024Mkt Perform → Outperform
    William Blair
    More analyst ratings

    $BWIN
    Financials

    Live finance-specific insights

    See more
    • The Baldwin Group Announces First Quarter 2025 Results

      — 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

      5/6/25 4:05:00 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • The Baldwin Group to Report First Quarter 2025 Results on Tuesday, May 6, 2025

      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

      4/1/25 4:05:00 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • The Baldwin Group Announces Fourth Quarter and Full Year 2024 Results

      - 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

      2/25/25 4:05:00 PM ET
      $BWIN
      Specialty Insurers
      Finance

    $BWIN
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by The Baldwin Insurance Group Inc.

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

      11/4/24 6:30:11 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • Amendment: SEC Form SC 13G/A filed by The Baldwin Insurance Group Inc.

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

      11/1/24 3:41:28 PM ET
      $BWIN
      Specialty Insurers
      Finance

    $BWIN
    SEC Filings

    See more

    $BWIN
    Press Releases

    Fastest customizable press release news feed in the world

    See more

    $BWIN
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • SEC Form D filed by The Baldwin Insurance Group Inc.

      D - Baldwin Insurance Group, Inc. (0001781755) (Filer)

      5/14/25 4:04:37 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • SEC Form 10-Q filed by The Baldwin Insurance Group Inc.

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

      5/6/25 4:55:24 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • The Baldwin Insurance Group Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

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

      5/6/25 4:16:36 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • The Baldwin Group Announces First Quarter 2025 Results

      — 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

      5/6/25 4:05:00 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • New Survey: Commercial Insurance Market Holds Steady in Q1, but The Baldwin Group Advises Preparedness as Conditions Evolve

      Cyber, Management Liability, and Workers' Compensation Pricing Remain Stable, While Momentum Behind Pricing Declines in Property Builds; Commercial Auto and Umbrella Lines Face Continued Pressures The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. ("Baldwin") (NASDAQ:BWIN) and its affiliates, issued its Q1 2025 Market Pulse Report showing signs of continued resilience across much of the commercial insurance landscape, although underlying pressures could test market stability later this year. Across The Baldwin Group's book of business, cyber, management liability, and workers' compensation lines maintained relative stability through the first quarter of 2025. Innovati

      5/1/25 9:00:00 AM ET
      $BWIN
      Specialty Insurers
      Finance
    • MSI Launches Commercial General Liability Insurance for Habitational Property Owners to Protect Against Emerging Risks in a Challenging Market

      MSI™, one of the largest independent managing general agencies (MGAs) in the United States, announced today the launch of its commercial general liability (CGL) insurance solution designed specifically for habitational properties. This product comes at a critical time as habitational property owners navigate heightened risk exposures and rising premiums. "Increasing claims costs, evolving litigation trends, and tightening capacity have created significant challenges for habitational property owners," said Rajiv Matta, Chief Innovation Officer of MGA Programs at MSI. "Our new CGL solution is tailored to address these challenges by offering robust and flexible coverage that protects our cust

      4/24/25 10:00:00 AM ET
      $BWIN
      Specialty Insurers
      Finance
    • The Baldwin Group downgraded by Analyst with a new price target

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

      4/8/25 9:20:16 AM ET
      $BWIN
      Specialty Insurers
      Finance
    • BMO Capital Markets initiated coverage on The Baldwin Group with a new price target

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

      3/27/25 8:17:30 AM ET
      $BWIN
      Specialty Insurers
      Finance
    • The Baldwin Group downgraded by Wells Fargo with a new price target

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

      12/11/24 7:27:15 AM ET
      $BWIN
      Specialty Insurers
      Finance

    $BWIN
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Baldwin Lowry acquired 125,000 units of Class B Common Stock, converted options into 62,500 shares, sold $2,437,291 worth of shares (62,500 units at $39.00) and disposed of 155,000 units of Class B Common Stock (SEC Form 4)

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

      5/14/25 5:43:44 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • Member of 10% Owner Group Bigh, Llc disposed of 155,000 units of Class B Common Stock, decreasing direct ownership by 1% to 12,622,590 units (SEC Form 4)

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

      5/14/25 5:42:05 PM ET
      $BWIN
      Specialty Insurers
      Finance
    • Officer Roche James Morgan sold $1,376,319 worth of shares (34,375 units at $40.04), decreasing direct ownership by 25% to 104,622 units (SEC Form 4)

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

      5/14/25 5:40:59 PM ET
      $BWIN
      Specialty Insurers
      Finance