Skip to content
Screener

The Baldwin Insurance Group, Inc. BWIN Insurance Advisory Solutions — Total Assets

Other segment segments

Underwriting, Capacity & Technology Solutions
$1.15B+74.9%
Mainstreet Insurance Solutions Segment
$691.76M+34.0%
Corporate Segment and Other Operating Segment
$76.84M-26.8%

Similar metrics at other companies

Westwood Holdings Group logo
WHGAdvisory — Total Assets
$338.12M+7.3%
Bank of the James Financial Group logo
BOTJInvestment Advisory Services — Total Assets
$10.2M+2.1%
Houlihan Lokey logo
HLIFinancial Advisory Services — Total Assets
$220.92M+12.7%
AerSale Corporation logo
ASLEAsset Management Solutions — Total Assets
$445.87M+4.9%
Climb Global Solutions, Inc. logo
CLMBSolutions — Total Assets
$21.54M-0.8%
Houlihan Lokey logo
HLIFinancial and Valuation Advisory — Total Assets
$223.01M+7.6%

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$2.77B+27.8%
Enterprise value$4.58B+35.9%
P/S1.7×+0.2×

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:Assets.

The source filing: The Baldwin Insurance Group, Inc.’s 10-Q, filed May 4, 2026.

Filed
May 4, 2026, 4:54 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001781755-26-000034
(in thousands)Insurance Advisory SolutionsUnderwriting, Capacity & Technology SolutionsMainstreet Insurance SolutionsCorporateand OtherTotal
Other segment disclosures:
Change in fair value of contingent consideration$298$1,434$237$1,969
Depreciation and amortization expense32,25510,23612,8801,70757,078
Interest expense, net(134)791138,94438,900
Loss on extinguishment and modification of debt7,4097,409
Capital expenditures1,5296,9253,79441612,664
At March 31, 2026
Total assets$4,025,893$1,148,140$691,759$76,836$5,942,628

Item 1. Financial Statements (Unaudited)

FAQ

What is The Baldwin Insurance Group, Inc.'s insurance advisory solutions — total assets?
The Baldwin Insurance Group, Inc. (BWIN) reported insurance advisory solutions — total assets of $4.03B in Q1 2026.
How has The Baldwin Insurance Group, Inc.'s insurance advisory solutions — total assets changed year-over-year?
The Baldwin Insurance Group, Inc.'s insurance advisory solutions — total assets increased by 77.3% year-over-year, from $2.27B to $4.03B.
What does insurance advisory solutions — total assets mean?
This metric represents the total value of all resources, including cash, receivables, and intangible assets, controlled by the Insurance Advisory Solutions segment. It provides a snapshot of the scale and asset base supporting the segment's advisory operations. Monitoring this helps evaluate the segment's asset utilization and overall market footprint.

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

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

Connect your AI
Harbor at dusk
Claude