The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN Stock Report

Market Cap: US$4.7b

Baldwin Insurance Group Management

Management criteria checks 3/4

Baldwin Insurance Group's CEO is Trevor Baldwin, appointed in May 2019, has a tenure of 5.58 years. total yearly compensation is $6.40M, comprised of 6.3% salary and 93.7% bonuses, including company stock and options. directly owns 0.14% of the company’s shares, worth $6.50M. The average tenure of the management team and the board of directors is 3.7 years and 4.2 years respectively.

Key information

Trevor Baldwin

Chief executive officer

US$6.4m

Total compensation

CEO salary percentage6.3%
CEO tenure5.6yrs
CEO ownership0.1%
Management average tenure3.7yrs
Board average tenure4.2yrs

Recent management updates

Recent updates

Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S

Oct 11
Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S

Revenues Tell The Story For The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) As Its Stock Soars 26%

May 26
Revenues Tell The Story For The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) As Its Stock Soars 26%

BRP Group, Inc.'s (NASDAQ:BRP) 33% Jump Shows Its Popularity With Investors

Mar 05
BRP Group, Inc.'s (NASDAQ:BRP) 33% Jump Shows Its Popularity With Investors

Why Investors Shouldn't Be Surprised By BRP Group, Inc.'s (NASDAQ:BRP) P/S

Jul 15
Why Investors Shouldn't Be Surprised By BRP Group, Inc.'s (NASDAQ:BRP) P/S

BRP Group acquires National Health Plans & Benefits Agency

Aug 01

CEO Compensation Analysis

How has Trevor Baldwin's remuneration changed compared to Baldwin Insurance Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$39m

Jun 30 2024n/an/a

-US$48m

Mar 31 2024n/an/a

-US$54m

Dec 31 2023US$6mUS$400k

-US$90m

Sep 30 2023n/an/a

-US$104m

Jun 30 2023n/an/a

-US$111m

Mar 31 2023n/an/a

-US$79m

Dec 31 2022US$5mUS$400k

-US$42m

Sep 30 2022n/an/a

-US$16m

Jun 30 2022n/an/a

-US$4m

Mar 31 2022n/an/a

-US$23m

Dec 31 2021US$3mUS$400k

-US$31m

Sep 30 2021n/an/a

-US$18m

Jun 30 2021n/an/a

-US$8m

Mar 31 2021n/an/a

-US$2m

Dec 31 2020US$1mUS$400k

-US$16m

Sep 30 2020n/an/a

-US$14m

Jun 30 2020n/an/a

-US$11m

Mar 31 2020n/an/a

-US$7m

Dec 31 2019US$939kUS$194k

-US$9m

Sep 30 2019n/an/a

-US$1m

Jun 30 2019n/an/a

-US$2m

Mar 31 2019n/an/a

-US$1m

Dec 31 2018US$372kUS$125k

-US$624k

Compensation vs Market: Trevor's total compensation ($USD6.40M) is about average for companies of similar size in the US market ($USD6.67M).

Compensation vs Earnings: Trevor's compensation has increased whilst the company is unprofitable.

CEO

Trevor Baldwin (38 yo)

5.6yrs

Tenure

US$6,398,090

Compensation

Mr. Trevor Lowry Baldwin serves as the President and Chief Executive Officer at BKS Financial Investments, LLC. He is the Chief Executive Officer of The Baldwin Insurance Group, Inc. (formerly known as BRP...

Leadership Team

NamePositionTenureCompensationOwnership
L. Baldwin
Co-Founder & Chairman13.9yrsUS$853.33kno data
Trevor Baldwin
CEO & Non-Independent Director5.6yrsUS$6.40m0.14%
$ 6.5m
Daniel Galbraith
President & CEO of Retail Brokerage Operationsless than a yearUS$3.15m0.0093%
$ 434.7k
Bradford Hale
Chief Financial Officer3.7yrsUS$3.17m0.16%
$ 7.5m
Jim Roche
Presidentless than a yearno datano data
Elizabeth Krystyn
Co-Founder13.9yrsno datano data
Laura Sherman
Co-founder13.9yrsno data0.0022%
$ 104.7k
Corbyn Lichon
Chief Accounting Officer3.7yrsUS$835.35k0.056%
$ 2.6m
Rajasekhar Kalahasthi
Chief Digital & Information Officer3.1yrsno datano data
Bonnie Bishop
Executive Director of Investor Relations3.6yrsno datano data
Seth Cohen
General Counsel & Corporate Secretary2.9yrsno data0.013%
$ 609.5k
Rachel DeAngelo
Communications Managerno datano datano data

3.7yrs

Average Tenure

44yo

Average Age

Experienced Management: BWIN's management team is considered experienced (3.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
L. Baldwin
Co-Founder & Chairman13.9yrsUS$853.33kno data
Trevor Baldwin
CEO & Non-Independent Director5.3yrsUS$6.40m0.14%
$ 6.5m
Chris Sullivan
Independent Director5.3yrsUS$150.00k0.12%
$ 5.8m
Joseph Kadow
Independent Director4.8yrsUS$162.50k0.027%
$ 1.3m
Ellyn Shook
Independent Director2.9yrsUS$157.50k0.012%
$ 568.3k
Barbara Matas
Independent Director4.8yrsUS$165.00k0.020%
$ 925.0k
Jay Cohen
Independent Director3.5yrsUS$150.00k0.018%
$ 857.7k
Sathish Muthukrishnan
Independent Director1.5yrsUS$88.75k0.0060%
$ 278.6k
Sunita Parasuraman
Independent Director2.9yrsUS$150.00k0.012%
$ 568.3k
Myron Williams
Independent Director2.9yrsUS$150.00k0.012%
$ 568.3k

4.2yrs

Average Tenure

62yo

Average Age

Experienced Board: BWIN's board of directors are considered experienced (4.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:47
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Baldwin Insurance Group, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joshua ShankerBofA Global Research
Luke LemoineCapital One Securities, Inc.
Yaron KinarJefferies LLC