The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN Stock Report

Market Cap: US$3.4b

Baldwin Insurance Group Management

Management criteria checks 4/4

Baldwin Insurance Group's CEO is Trevor Baldwin, appointed in May 2019, has a tenure of 6.58 years. total yearly compensation is $5.71M, comprised of 7% salary and 93% bonuses, including company stock and options. directly owns 0.054% of the company’s shares, worth $1.84M. The average tenure of the management team and the board of directors is 4.6 years and 5.2 years respectively.

Key information

Trevor Baldwin

Chief executive officer

US$5.7m

Total compensation

CEO salary percentage7.01%
CEO tenure6.6yrs
CEO ownership0.05%
Management average tenure4.6yrs
Board average tenure5.2yrs

Recent management updates

Recent updates

The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Soars 26% But It's A Story Of Risk Vs Reward

Nov 29
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Soars 26% But It's A Story Of Risk Vs Reward

With The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) It Looks Like You'll Get What You Pay For

Jun 26
With The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) It Looks Like You'll Get What You Pay For
User avatar

US Business Formation And Tech Investment Will Redefine Insurance

Rapid growth in commercial insurance demand and robust client retention drive strong recurring revenue, margin expansion, and increased capital flexibility.

The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Not Flying Under The Radar

Feb 20
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Not Flying Under The Radar

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

CEO Compensation Analysis

How has Trevor Baldwin's remuneration changed compared to Baldwin Insurance Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

-US$28m

Jun 30 2025n/an/a

-US$18m

Mar 31 2025n/an/a

-US$32m

Dec 31 2024US$6mUS$400k

-US$25m

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 ($USD5.71M) is about average for companies of similar size in the US market ($USD6.96M).

Compensation vs Earnings: Trevor's compensation has been consistent with company performance over the past year.

CEO

Trevor Baldwin (39 yo)

6.6yrs
Tenure
US$5,707,414
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 & Chairman14.9yrsUS$793.83kno data
Trevor Baldwin
CEO & Non-Independent Director6.6yrsUS$5.71m0.054%
$ 1.8m
Daniel Galbraith
President & CEO of Retail Brokerage Operations1.9yrsUS$3.59m0.0054%
$ 182.0k
Jim Roche
President1.9yrsUS$2.79m0.19%
$ 6.6m
Bradford Hale
Chief Financial Officer4.7yrsUS$2.82m0.22%
$ 7.3m
Seth Cohen
General Counsel & Corporate Secretary3.9yrsUS$1.38m0.015%
$ 494.5k
Elizabeth Krystyn
Co-Founder14.9yrsno datano data
Laura Sherman
Co-founder14.9yrsno data0.0019%
$ 62.6k
Corbyn Lichon
Chief Accounting Officer4.7yrsUS$835.35k0.065%
$ 2.2m
Rajasekhar Kalahasthi
Chief Digital & Information Officer4.1yrsno datano data
Bonnie Bishop
Executive Director of Investor Relations4.6yrsno datano data
Richard Tallo
Chief Marketing Officer3.7yrsno datano data
4.6yrs
Average Tenure
44yo
Average Age

Experienced Management: BWIN's management team is considered experienced (4.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
L. Baldwin
Co-Founder & Chairman14.9yrsUS$793.83kno data
Trevor Baldwin
CEO & Non-Independent Director6.3yrsUS$5.71m0.054%
$ 1.8m
Chris Sullivan
Independent Director6.3yrsUS$153.47k0.11%
$ 3.9m
Joseph Kadow
Independent Director5.8yrsUS$163.47k0.029%
$ 997.9k
Ellyn Shook
Independent Director3.9yrsUS$168.47k0.015%
$ 517.9k
Barbara Matas
Independent Director5.8yrsUS$173.47k0.023%
$ 761.4k
Jay Cohen
Independent Director4.5yrsUS$153.47k0.021%
$ 715.4k
Sathish Muthukrishnan
Independent Director2.5yrsUS$168.47k0.0095%
$ 320.0k
Sunita Parasuraman
Independent Director3.9yrsUS$153.47k0.015%
$ 517.9k
Myron Williams
Independent Director3.9yrsUS$153.47k0.015%
$ 517.9k
5.2yrs
Average Tenure
63.5yo
Average Age

Experienced Board: BWIN's board of directors are considered experienced (5.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/01 09:23
End of Day Share Price 2025/11/28 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

The Baldwin Insurance Group, Inc. is covered by 16 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Charles LedererBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research