The Baldwin Group Announces Successful Pricing of $600 Million Incremental Term Loan B Add-On

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin,” “we” or “our”) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial Clients, today announced that its subsidiary, The Baldwin Insurance Group Holdings, LLC (“Baldwin Holdings”), successfully received commitments from lenders to enter into an incremental term loan facility amendment to its existi.

Business Wire • Dec 10, 2025

The Baldwin Insurance Group, Inc. (BWIN) M&A Call Transcript

The Baldwin Insurance Group, Inc. (BWIN) M&A Call Transcript

Seeking Alpha • Dec 3, 2025

The Baldwin Group and CAC Group to Merge, Creating the Largest Majority Colleague-Owned, Publicly-Traded Insurance Broker

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group ("Baldwin" or the “Company”) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm, today announced it has entered into a definitive agreement to merge with CAC Group ("CAC"), a nationally recognized specialty and middle-market insurance brokerage firm (#35 in Business Insurance's 2025 rankings). This transformational combination is expected to create one of the largest independent insurance advisory and distribution platform.

Business Wire • Dec 2, 2025

Fidelity Stock Selector Mid Cap Fund Q3 2025 Performance Review

For the three months ending September 30, 2025, the fund's Retail Class shares gained 3.70%, trailing the 5.55% advance of the benchmark S&P MidCap 400® Index. In the third quarter, U.S. stocks extended the rally that began in April following the 90-day pause for most tariffs. Lower interest rates are viewed as particularly beneficial for smaller businesses, which have access to fewer ways of raising working capital.

Seeking Alpha • Nov 26, 2025

BNY Mellon Small/Mid Cap Growth Fund Q3 2025 Performance Review

BNY Mellon Small/Mid Cap Growth Fund (Class A shares at NAV) underperformed its benchmark, the Russell 2500 Growth Index, during the third quarter of 2025. Financials led relative contributors over the period. An underweight to the financial services segment and beneficial stock selection both contributed. Stock selection within industrials weighed on results, particularly within the electrical equipment segment.

Seeking Alpha • Nov 23, 2025

Is the Options Market Predicting a Spike in BWIN Stock?

Investors need to pay close attention to The Baldwin Insurance Group stock based on the movements in the options market lately.

Zacks Investment Research • Nov 13, 2025

LNC or BWIN: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Insurance - Life Insurance sector might want to consider either Lincoln National (LNC) or The Baldwin Insurance Group (BWIN). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Nov 13, 2025

The Baldwin Insurance Group, Inc. (BWIN) Q3 2025 Earnings Call Transcript

The Baldwin Insurance Group, Inc. ( BWIN ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Bonnie Bishop - Executive Director of Investor Relations Trevor Baldwin - CEO & Non-Independent Director Bradford Hale - Chief Financial Officer Conference Call Participants Charles Peters - Raymond James & Associates, Inc., Research Division Charles Lederer - BMO Capital Markets Equity Research Elyse Greenspan - Wells Fargo Securities, LLC, Research Division Pablo Singzon - JPMorgan Chase & Co, Research Division Andrew Andersen - Jefferies LLC, Research Division Brian Meredith - UBS Investment Bank, Research Division Thomas Mcjoynt-Griffith - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Ladies and gentlemen, greetings, and welcome to the Baldwin Group Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

Seeking Alpha • Nov 5, 2025

Joe Valerio Joins The Baldwin Group as Chief Operating Officer, Insurance Advisory Solutions

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group (“Baldwin” or the “Company”) (NASDAQ: BWIN) announced today that Joe Valerio will be joining the firm as Chief Operating Officer (COO), Insurance Advisory Solutions (IAS), the firm's retail property and casualty and employee benefits brokerage business. In this new role, Mr. Valerio will be responsible for continuing to drive operational excellence and vanguard client experience outcomes across IAS as the firm remains focused on delivering industr.

Business Wire • Nov 5, 2025

The Baldwin Group Announces Third Quarter 2025 Results

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced its results for the third quarter ended September 30, 2025. THIRD QUARTER 2025 HIGHLIGHTS Total revenue increased 8% year-over-year to $365.4 million Organic revenue growth of 5% year-over-year GAAP ne.

Business Wire • Nov 4, 2025