Skip to content

The Baldwin Insurance Group, Inc. BWIN Insurance Advisory Solutions — Investment income

Other segment segments

Underwriting, Capacity & Technology Solutions
$1.33M+28.5%
Corporate Segment and Other Operating Segment
$461K-38.9%
Mainstreet Insurance Solutions Segment
$31K-46.6%

Similar metrics at other companies

Corebridge Financial logo
CRBGLife Insurance — Advisory fee and other income
$1M0.0%
Humana logo
HUMInsurance — Investment income
$102M-40.0%
First BanCorp logo
FBPInsurance Investment Income
$5.94M+2.4%
Community Financial System logo
CBUInsurance Services — Interest And Dividend Income Operating
$45K+2.3%
Lazard logo
LAZFinancial Advisory — Interest Income
$1.4M+16.9%
Freedom Holding logo
FRHCInsurance — Interest income (including $12,703 , $1,731 and $24,941 from related parties)
$21.34M+40.3%

Other financials

Income statement

See full
Revenue$532.2M+28.7%
Operating income-$101.3M-281%
Net income$2.3M-83.2%
EPS (diluted)$0.02-90.0%

Balance sheet

See full
Cash & equivalents$456.1M+52.5%
Total debt$2.3B+42.5%
Total equity$963.9M+55.6%
Total assets$5.9B+67.5%

Cash flow

See full
Operating cash flow-$6.1M+90.5%
CapEx$12.7M+41.8%
Free cash flow-$18.7M+74.3%

Valuation

See full
Market cap$2.42B-30.3%

Profitability

See full
Operating margin5.9%+3.2pp
Net margin-2.8%+0.9pp
FCF margin-0.4%

Returns & leverage

See full
Return on equity-5.7%+0.5pp
Debt / equity2.4×-0.2×
Current ratio1.1×0.0×

Where this comes from

Reported directly by The Baldwin Insurance Group, Inc. in its filing.

Tagged under the XBRL concept us-gaap:GrossInvestmentIncomeOperating.

The official record: The Baldwin Insurance Group, Inc.’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

Ask your AI about The Baldwin Insurance Group, Inc.'s insurance advisory solutions — investment income.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is The Baldwin Insurance Group, Inc.'s insurance advisory solutions — investment income?
The Baldwin Insurance Group, Inc. (BWIN) reported insurance advisory solutions — investment income of $1.55M in Q1 2026.
How has The Baldwin Insurance Group, Inc.'s insurance advisory solutions — investment income changed year-over-year?
The Baldwin Insurance Group, Inc.'s insurance advisory solutions — investment income increased by 51.2% year-over-year, from $1.02M to $1.55M.
What is the long-term trend for The Baldwin Insurance Group, Inc.'s insurance advisory solutions — investment income?
Over 2 years (2023 to 2025), The Baldwin Insurance Group, Inc.'s insurance advisory solutions — investment income has grown at a 8.0% compound annual growth rate (CAGR), from $3.73M to $4.35M.
What does insurance advisory solutions — investment income mean?
Includes interest, dividends, and other returns generated from the cash and financial assets held by the Insurance Advisory Solutions segment. This represents non-core revenue derived from the segment's liquidity management and investment activities.