BWIN
BWIN
US05589G1022
The Baldwin Insurance Group, In
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Company Profile

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance product suite comprises personal, commercial, and professional lines. Its Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.

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Key Metrics & Overview

Detailed metrics & financial data of the company

Company Profile
5 Metrics

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
5Y Volatility
51.7% p.a.
Max Drawdown (5Y)
-70.2%
Sharpe Ratio (5Y)
-0.11
Beta Factor
1.00
Size Class
Mid Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Unprofitable business model: The company is currently generating net losses.
Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (51.7% p.a.).
Historical Stress Test: Maximum peak-to-trough drawdown of -70.2% in the extended horizon.
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