DV
Dividend Vision

BWIN — The Baldwin Insurance Group, Inc.

The Baldwin Insurance Group, Inc. (BWIN)

Total return is 92.5% over the past 6.8 years, 92.5 points behind SPY at 185.0%. Its deepest 1-year drawdown was 51.7%.

BWIN is an equity fund focused on The Baldwin Insurance Group, Inc., established in October 2019. The fund type and data structure indicate this represents a single stock or concentrated insurance sector holding rather than a diversified ETF portfolio. Complete information on distribution frequency, yield profile, and expense ratio is not currently available, which limits full characterization of its income profile and cost structure for dividend-focused investors.

BWIN key facts

Asset type
Stock
Asset class
Equity
Inception date
10/24/2019
Distribution frequency
None
Last close
$31.51
Market cap
$3,051,383,552
Average volume
1663594.0
Beta
1.023
Payout ratio
0.0
Forward P/E
14.0647
EPS
$-1.05