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  "slug": "baldwin-insurance-group-inc",
  "name": "Baldwin Insurance Group, Inc.",
  "updatedAt": "2026-03-18T14:38:29.999479Z",
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    {
      "type": "OVERVIEW",
      "text": "Baldwin Insurance Group, Inc. is an independent insurance distribution and advisory firm focused on risk management, insurance, and employee benefits. Its platform spans three core operating groups: Insurance Advisory Solutions, which provides commercial risk management, employee benefits, and private risk management services; Underwriting, Capacity & Technology Solutions, which includes proprietary technology-enabled insurance products, reinsurance brokerage, and captive management; and Mainstreet Insurance Solutions, which offers personal and commercial insurance as well as life, health, Medicare, and ACA-related consultation services. This mix positions Baldwin in the insurance brokerage and advisory sector, with capabilities that extend into underwriting and specialty distribution. [P-e2f169f854b14cac9182cd168a5b2a49][P-f5b90e94690441b19e3af56b872738d5][P-44d51e986a5340328e8313e8f18b3f25][P-3a926fb06e1848f1807b756c1b007360][P-b3bb64b28d7f4651b5f42a8e2b3e331c]\n\nThe company says its mission is to deliver indispensable, tailored insurance and risk management insights and solutions and to build a preeminent insurance advisory firm fueled by relationships and people. Headquartered in Tampa, Florida, Baldwin has about 110 offices in 24 states and says it serves more than 3 million clients across the United States and internationally. As of December 31, 2024, it had more than 4,000 colleagues, including 4,052 full-time and 64 part-time employees, and it also worked with over 5,400 independent contracted agents. For 2024, the company reported $1.389 billion in revenue, underscoring its scale as a national insurance and risk-management platform.\n\n[P-237330bd35d34497b8bf16c91f20af05][P-df627f226b634f88bdc89bafad04c18a][P-6227b8a25ed344f2b69e6bdc930e5262][P-6d3a0c92c2fc4cef983df90a5be02aba][P-cf4c0504ff1f4f0ca208e5abe0706839]",
      "updatedAt": "2026-03-18T14:38:29.999479Z"
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    {
      "type": "PRODUCTS",
      "text": "Baldwin Insurance Group’s offerings include commercial property and casualty insurance, employee benefits, personal lines insurance, wealth management and retirement services, and Medicare-related solutions. Its commercial lines products include property, professional liability, workers’ compensation, management liability and commercial auto insurance, alongside risk-management services. Employee benefits solutions include health plans, dental plans and retirement accounts. In wealth and retirement, the company offers retirement plan consulting, executive benefits, investment advisory, tax and financial planning, and wealth management services for high-net-worth individuals and families. Personal lines products include home, auto, umbrella and recreational insurance. [P-5c8ae5a99ee0472bba528b6a6fba020e][P-44d51e986a5340328e8313e8f18b3f25][P-3c46a5cc3f554f088c5f2931e22fbec4][P-d8c86663fffe411985cde412b992bf6b]\n\nWithin its Underwriting, Capacity & Technology Solutions business, Baldwin manufactures proprietary, technology-enabled insurance products through MSI, and also provides reinsurance brokerage through Juniper Re and captive management services. Its MGA suite comprises more than 20 products across personal, commercial and professional lines; named products include commercial umbrella, commercial property, general liability and management liability. The company says these products are distributed both internally and through select partners, in many cases via technology or API integrations, and cites a national embedded renters insurance product sold at the point of lease through integrations with property-management software providers. UCTS also earns revenue from underwriting and placing policies for carrier partners and from MGA administrative services such as delivering policy documents, processing payments and handling other policy administration functions. [P-166a1c6346e449daa6b368bd583f8d15][P-a1084e3bbd1548bc8e07fb476841959d][P-5c8ae5a99ee0472bba528b6a6fba020e][P-29c879aa113d43a69ea619672e9ef3f7]\n\nMainstreet Insurance Solutions distributes personal insurance, commercial insurance, and life and health products through sheltered channels such as home builders, realtors, mortgage originators and lenders, and master-planned communities. It specifically highlights Westwood’s homeowners solutions, which are embedded with many of the top home builders in the U.S., as well as a National Mortgage and Real Estate Channel and digital capabilities aimed at improving advisor and client experience. For seniors and other eligible individuals, Baldwin also offers consultation and plan selection for traditional Medicare, Medicare Advantage and Affordable Care Act coverage through a network of primarily independent contractor agents. The company reports performance by operating group—Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions—rather than by individual product line.\n\n[P-36d8df677f81415da8bba05701675c47][P-35e3a25e7d9b4282a76c08236db5b569][P-1b09e9876973450ebbc78e9b73ac8aea][T-40dfb3e92d62462e8f71f4b3e3d9be7d]",
      "updatedAt": "2026-03-18T14:38:29.999479Z"
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      "type": "GEOGRAPHY",
      "text": "Baldwin Insurance Group, Inc. is headquartered in Tampa, Florida, and its insurance brokerage business leases office space in approximately 110 operating locations across 24 states in the United States.[P-a3321da117a648ebaa9c9f79707d14cd] The company states that it represents more than three million clients across the United States and internationally, although the cited disclosures do not identify specific non-U.S. office locations.[P-fb424434faa44d2590c1172bcb6cde48]\n\nGeographically, Baldwin says a significant portion of its business is concentrated in the Southeastern United States, with several other regional concentrations as the company has expanded.[P-7708bacd5a7c42d78ade7addc3f9335e] Its filings also note particular exposure to Florida, where its headquarters and numerous offices are located.[P-9edbbdebfff844c1b4eb607dad5cf560]\n\nThe company does not disclose revenue by country or region in the cited annual report; instead, revenue is reported by source rather than geography.[P-b7066f195fc3458ca04d88a3ee7ce7a9] As of December 31, 2024, Baldwin had 4,052 full-time colleagues and 64 part-time colleagues, but it does not provide a geographic breakdown of employees in the cited disclosure.\n\n[P-7ace397a8e4c4f0a8fcfc1b1eba43f91]",
      "updatedAt": "2026-03-18T14:38:29.999479Z"
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    {
      "type": "SEGMENTS",
      "text": "Baldwin Insurance Group reports three operating groups: Insurance Advisory Solutions (IAS), Underwriting, Capacity & Technology Solutions (UCTS), and Mainstreet Insurance Solutions (MIS). [P-f5b90e94690441b19e3af56b872738d5] IAS focuses on commercial risk management, employee benefits, and private risk management for businesses, high-net-worth individuals, and their families. [P-3a926fb06e1848f1807b756c1b007360] UCTS focuses on MGA/platform and reinsurance brokerage activities, with an emphasis on proprietary technology-enabled insurance products distributed internally and through select partners in sheltered channels. [P-a7bf7293e9664b5bac9d5863acd6810f][P-d97d9129060d4febb7cc1dc9dfb4e4d5] MIS focuses on personal insurance, commercial insurance, and life-and-health solutions sold through community-based and other sheltered distribution channels, and it also provides consultation on government assistance programs including traditional Medicare, Medicare Advantage, and Affordable Care Act solutions. [P-b3bb64b28d7f4651b5f42a8e2b3e331c]\n\nUsing 2024 segment revenue and excluding the negative Corporate and Other bucket shown in the segment table, IAS accounted for roughly 49% of operating-group revenue, UCTS about 32%, and MIS about 19%; on a reported basis including Corporate and Other, segment revenue was $711.9 million for IAS, $472.9 million for UCTS, $281.3 million for MIS, and $(77.1) million for Corporate and Other. [T-40dfb3e92d62462e8f71f4b3e3d9be7d] The 2023 mix was similar at approximately 50% IAS, 31% UCTS, and 18% MIS based on the same approach. [T-b7207600ec394cd7a9b680820ea0f833] Prior-year segment information was recast after the company moved FounderShield Partner from UCTS to IAS effective January 1, 2024.\n\n[P-1b09e9876973450ebbc78e9b73ac8aea]",
      "updatedAt": "2026-03-18T14:38:29.999479Z"
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      "type": "HISTORY",
      "text": "The business traces its roots to 2006, when Lowry Baldwin and partners Elizabeth Krystyn and Laura Sherman formed what later became the company’s middle-market operating group. It was co-founded in 2011, and in 2012 Baldwin Risk Partners was created as a holding company for further investment in the insurance brokerage business; the firm also dates the adoption of its “Azimuth” cultural constitution to 2011.[https://ir.baldwin.com/corporate-governance/board-of-directors/][P-6227b8a25ed344f2b69e6bdc930e5262]\n\nBRP Group, Inc. was incorporated in Delaware on July 1, 2019, and later that year it went public, with its shares beginning to trade on Nasdaq under the ticker BRP in October 2019.[P-c803dbf5ea3146dc82014f353c4a2ed2][https://ir.baldwin.com/static-files/96ed18ae-c58d-4e84-a8df-630504c7ca18][https://www.insurancejournal.com/news/national/2019/10/24/546436.htm] In the years that followed, investor materials highlighted substantial partnership and acquisition activity during 2020 through 2022 as part of the company’s expansion.[P-dda188c3dbde4467a40058fe9b40340f] On May 2, 2024, the company changed its name from BRP Group, Inc. to The Baldwin Insurance Group, Inc.",
      "updatedAt": "2026-03-18T14:38:29.999479Z"
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