What is The Baldwin Insurance Group, Inc.'s investment income?

The Baldwin Insurance Group, Inc. (BWIN) reported investment income of $3.37M in Q1 2026.

How has The Baldwin Insurance Group, Inc.'s investment income changed year-over-year?

The Baldwin Insurance Group, Inc.'s investment income increased by 17.4% year-over-year, from $2.87M to $3.37M.

What does investment income mean?

Represents the total income generated from a company's investment portfolio, including interest, dividends, and other returns on financial assets. This metric reflects the effectiveness of the company's treasury and capital management strategies in generating non-operating revenue.

The Baldwin Insurance Group, Inc. BWIN Investment income

Investment income at other companies

Blue Owl Technology Finance Corp.OTF

$325.94M+78.3%

Hercules CapitalHTGC

$141.54M+18.4%

The Baldwin Insurance Group, Inc.BWIN

$3.37M+17.4%

Blue Owl CapitalOBDC

$396.77M-14.6%

KemperKMPR

$107.88M-0.6%

Golub CapitalGBDC

$188.13M-12.0%

Segments

By segment

See full

Insurance Advisory Solutions$1.55M+51.2%

Underwriting, Capacity & Technology Solutions$1.33M+28.5%

Corporate Segment and Other Operating Segment$461K-38.9%

Mainstreet Insurance Solutions Segment$31K-46.6%

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$2.42B-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 →

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Questions, answered.

What is The Baldwin Insurance Group, Inc.'s investment income?: The Baldwin Insurance Group, Inc. (BWIN) reported investment income of $3.37M in Q1 2026.
How has The Baldwin Insurance Group, Inc.'s investment income changed year-over-year?: The Baldwin Insurance Group, Inc.'s investment income increased by 17.4% year-over-year, from $2.87M to $3.37M.
What does investment income mean?: Represents the total income generated from a company's investment portfolio, including interest, dividends, and other returns on financial assets. This metric reflects the effectiveness of the company's treasury and capital management strategies in generating non-operating revenue.