BWIN Baldwin Insurance Group, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Independent insurance distribution with tailored risk management, insurance, and employee benefits solutions delivered via three operating groups
• • New products/services: Launched two new middle market MGA commercial lines products in 2025; expanded MSI platform with 20+ proprietary insurance products and embedding renters insurance via API integrations

Risk Factors

• • Debt obligations $2.3B including $600M Senior Secured Notes with 7.125% fixed interest maturing May 2031
• • Exposure to $250M contingent earnout payment tied to CAC Group Transaction net commission and fee thresholds

Management Discussion & Analysis

• • No revenue or profitability figures disclosed in the provided MD&A excerpt
• • No segment performance or comparative financial metrics mentioned

Risk Factors

• • Newly added risk: Increased legal and professional fees by $6.9M YTD 2025 from elevated legal spend, including Reciprocal setup and rebranding expansion
• • Updated operational risk: Other operating expenses surged 21% YTD 2025 due to Captive business incurred losses and marketing costs, impacting expense structure

What are the latest BWIN SEC filings in 2026?

Baldwin Insurance Group, Inc. (BWIN) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on November 4, 2025, an 8-K current report on February 26, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did BWIN file its most recent 10-K annual report?

Baldwin Insurance Group, Inc. (BWIN) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view BWIN 10-Q quarterly reports?

Baldwin Insurance Group, Inc. (BWIN)'s most recent 10-Q quarterly report was filed on November 4, 2025. SignalX displays every BWIN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has BWIN filed recently?

Baldwin Insurance Group, Inc. (BWIN)'s most recent 8-K was filed on February 26, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find BWIN insider trading activity (Form 4)?

SignalX aggregates every BWIN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does BWIN file with the SEC?

Baldwin Insurance Group, Inc. (BWIN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BWIN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Baldwin Insurance Group, Inc. (BWIN).

What is BWIN's SEC CIK number?

Baldwin Insurance Group, Inc. (BWIN)'s SEC CIK (Central Index Key) number is 1781755. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1781755 to look up all BWIN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find BWIN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Baldwin Insurance Group, Inc. (BWIN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.