BWIN Stock — The Baldwin Insurance Group, Inc.

The Baldwin Insurance Group, Inc. (BWIN)

Updated October 16, 2026.

BWIN is a Stock. Total return is 94.9% over the past 7 years, 85.9 points behind SPY at 180.8%.

The Baldwin Insurance Group, Inc. is an independent insurance distribution firm operating through three segments: Insurance Advisory Solutions, which provides risk management and benefits solutions to businesses and high-net-worth individuals; Underwriting, Capacity & Technology Solutions, which operates a technology-enabled MGA platform for personal, commercial, and professional insurance lines; and Mainstreet Insurance Solutions, which delivers personal and commercial insurance to individuals and businesses through independent contractor agents while also offering reinsurance brokerage and government assistance program consultation. The company does not currently have an established distribution schedule. This stock appeals to investors seeking exposure to the insurance distribution and brokerage sector.

BWIN performance versus SPY

Price and return data through 2026-10-16.

Total return is 94.9% over the past 7 years, 85.9 points behind SPY at 180.8%. Over the past year its total return — price change plus distributions reinvested — is 34.5%. Its deepest 1-year drawdown was 42.1%.

BWIN key facts

Asset type

Stock

Asset class

Equity

Inception date

10/24/2019

Distribution frequency

None

Last close

$31.91 (as of 2026-10-16)

Market cap

$3,114,977,488

Average volume

1473972.0

Beta

0.999

Payout ratio

0.0%

Forward P/E

12.3001

EPS

$-1.04

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

BWIN risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 42.1%.

Who may consider BWIN — and who may not

It is a weaker fit for investors who need monthly cash flow (BWIN does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

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