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What smart money is saying about The Baldwin Group IncUnited States flag

BWIN · Financial Services · Insurance - Brokers · Market cap $1.76B

1 fund in our archive has pitched The Baldwin Group Inc, most recently Artisan U.S. Small-Cap Growth Strategy in March 2026.

Company profile

Operating across the United States, The Baldwin Insurance Group, Inc. is an independent firm dedicated to providing insurance and comprehensive risk management services. The company's activities are organized into three primary segments: 1. Insurance Advisory Solutions: This division offers tailored commercial risk management, employee benefits programs, and private risk management solutions, catering to businesses, affluent individuals, and their families. 2. Underwriting, Capacity & Technology Solutions: Through its "Future" platform, this segment develops technology-enabled insurance products spanning personal, commercial, and specialty lines. It also functions as a specialty wholesale broker for professionals, individuals, and specific niche industries, alongside delivering reinsurance brokerage services. 3. Mainstreet Insurance Solutions: This segment focuses on providing fundamental personal, commercial, and life and health insurance coverage to individuals and businesses within local communities. Originally founded in 2011 as BRP Group, Inc., the company adopted its current name, The Baldwin Insurance Group, Inc., in May 2024. Its corporate headquarters are located in Tampa, Florida.

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3
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q1 2025 and Q3 2026, 3 fund letters reported a position in The Baldwin Group Inc, with no move described.

Fund letters reporting a position in The Baldwin Group Inc, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20261000
Q1 20260001
Q1 20251000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions

  • HoldsPhiloSmith Capital Insurance and Financial
    September 2026
    “Baldwin Insurance Group announced on September 14th it had agreed to be acquired by an entity to be formed by Sequence Holdings and DFO Management for a value of approximately $7.7bn.”
    The Baldwin Group Inc
  • Listed in Baron Small Cap Strategy’s reported holdings.

    The Baldwin Group Inc
  • “The finance sector also contributed positively, with Baldwin Insurance Group, Inc. and CNO Financial Group, Inc. leading the way. Baldwin continues to deliver robust organic revenue growth, EBITDA margin expansion, and free cash flow growth.”
    The Baldwin Group Inc

Fund coverage · 1 thesis

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