The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN)

Shares of insurance distribution company Baldwin Insurance Group (NASDAQ:BWIN) jumped 5.2% in the morning session after the company announced it had completed the acquisition of Capstone Group, a full-service insurance brokerage firm based in the Philadelphia area. 

The Baldwin Group ("Baldwin" or the “Company”) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced it has completed the acquisition of Capstone Group (“Capstone”), a full-service, multi-line independent insurance brokerage firm headquartered in the Philadelphia area.

The Baldwin Group (“Baldwin” or the “Company”) (NASDAQ: BWIN) today announced leadership appointments in its Insurance Advisory Solutions (IAS) segment, the firm’s retail property and casualty and employee benefits brokerage business.

The Baldwin Group (“Baldwin” or “Company”) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced that it has completed the previously announced merger transaction with CAC Group (“CAC”), a nationally recognized specialty and middle-market insurance brokerage firm.

Insurance distribution company Baldwin Insurance Group (NASDAQ:BWIN) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.8% year on year to $365.4 million. Its non-GAAP profit of $0.31 per share was in line with analysts’ consensus estimates.

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 existing credit agreement (the “Credit Agreement”) pursuant to which Baldwin Holdings is expected to borrow $600 million of incremental term B loans (the “Incremental Term Loan B”) under the Credit Agreement (representing an upsize from the original $450 million launch as a result of significant investor demand), which would increase the aggregate principal amount of its existing term loan facility maturing on May 24, 2031 (the “Existing Term Loan Facility”) from $1.001 billion to $1.601 billion at the time of closing.

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 platforms in the United States, with exceptional depth in industry specialization and product expertise. The transaction is expected to close in the first quarter of 2026, subject to customary closing conditions and regulatory approvals.

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.

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.

The Baldwin Group today released its Q3 2025 Market Pulse, a pricing trend analysis that blends observed rate movement with changes in exposure and client buying behavior to capture real-world premium dynamics across commercial insurance lines.

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), announced today that it will report its third quarter 2025 financial results after the market closes on Tuesday, November 4, 2025.

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 (i) reprice its existing $931.1 million senior secured first lien term loan facility maturing on May 24, 2031 (the “Existing Term Loan Facility”) and (ii) enter into an incremental term loan facility amendment to its existing credit agreement (the “Credit Agreement”) pursuant to which Baldwin Holdings is expected to borrow $75 million of incremental term B loans (the “Incremental Term Loan B”; the Incremental Term Loan B together with the Existing Term Loan Facility, the “Term Loan Facility”) under the Credit Agreement, which would increase the aggregate principal amount of its Existing Term Loan Facility from $931.1 million to $1.006 billion. In addition, Baldwin Holdings entered into an interest rate swap agreement to fix the floating interest rate portion on a notional amount of $500 million of borrowings at 3.244%, which will be effective on September 14, 2025.

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 second quarter ended June 30, 2025.

The Baldwin Group’s Q2 2025 Market Pulse Report reveals an increasingly bifurcated commercial insurance marketplace—one where stability and competition are returning to property insurance, while litigation-exposed casualty lines face increasing pressure.

Congress members sold these stocks in 2025 and may cap gains as the year progresses. However, analysts suggest that some will move higher despite the hurdle.

Westwood Insurance Agency LLC (“Westwood”), the preeminent insurance agency for the homebuilding industry, announced today a new collaboration with Legend Homes, a Texas-based builder ranked as a top 40 home builder in the United States1.

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), announced today that it will report its second quarter 2025 financial results after the market closes on Tuesday, August 5, 2025.

The Baldwin Group announced today that its indirect subsidiary, Westwood Insurance Agency, LLC, completed the previously announced acquisition of all the outstanding equity interests of the various entities comprising the homebuilder distribution network previously owned and operated by Hippo Holdings, Inc (NYSE:HIPO).

MSITM, one of the largest independent managing general agencies (MGAs) in the United States, announced today the launch of MSI Cyber for Managed Care Organizations, a cyber insurance program dedicated to managed care organizations (MCOs) of all sizes. Designed by MSI, this tailored solution offers dedicated capacity combined with coverage that specifically addresses the complex risks facing health insurers today.