Stock analysis, trade plans, and proprietary indicators by Trend Edge.
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and M… Read full Trend Edge analysis →
| Current Price | $19.01 |
|---|---|
| Market Cap | $1.99B |
| Float | 89.0M |
| Shares Outstanding | 97.5M |
| P/E (Forward) | 9.65 |
| Price/Sales (TTM) | 1.22 |
| vs. Analyst Target | +55.5% to analyst PT |
| Profit Margin | -2.80% |
| Operating Margin (TTM) | -17.47% |
| Revenue (TTM) | $1.62B |
| Earnings Growth (YoY) | -90.00% |
| Dividend Rate | None |
| Analyst Target Price | $29.56 (8 analysts) |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 2020 | $232M | -$15.7M | $57.6M | $18.7M |
| 2021 | $560M | -$30.6M | $160M | $65.1M |
| 2022 | $969M | -$41.8M | $250M | $87.6M |
| 2023 | $1.21B | -$90.1M | $296M | $117M |
| 2024 | $1.38B | -$24.5M | $344M | $165M |
| 2025 | $1.50B | -$33.8M | $192M | $197M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Jun 2025 | $374M | -$3.2M |
| Sep 2025 | $365M | -$18.7M |
| Dec 2025 | $347M | -$25.9M |
| Mar 2026 | $532M | $2.3M |
| Insider Ownership | 2.4% |
|---|---|
| Institutional Ownership | 94.6% |
| Short Float | 14.5% |
| % of All Funds Holding | 2.45% |
| Number of Funds Holding | 201 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $21.59 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $24.20 | Medium-term trend |
| Weekly | 80-Week SMA | $32.31 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $30.70 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $24.33 | Near-term monthly trend |
| Monthly | 20-Month SMA | $33.20 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $31.02 | Secular monthly trend |
Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
| Price Level | Type | Volume Ratio | Age |
|---|---|---|---|
| $28.00 | resistance | 1.59x | 4 months ago |
| $36.10 | resistance | 1.60x | 8 months ago |
| $48.00 | resistance | 1.20x | 16 months ago |
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | 0.63% | 0.60% | 51.85% | 16.37% | -18.54% |
| 1 Day | 0.73% | 0.11% | 51.85% | 25.64% | -23.63% |
| 1 Week | 2.23% | -0.50% | 48.15% | 31.65% | -13.81% |
| 2 Weeks | 1.93% | 0.23% | 51.85% | 36.26% | -21.64% |
| 1 Month | 6.67% | 3.98% | 57.69% | 62.53% | -12.12% |
Next earnings: July 23, 2026 (57 days away)
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
| Day | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Monday | -0.16% | 48.2% | 309 |
| Tuesday | 0.08% | 50.3% | 342 |
| Wednesday | -0.14% | 47.9% | 338 |
| Thursday | 0.27% | 53.8% | 331 |
| Friday | 0.27% | 53.0% | 332 |
Institutional holder breakdown coming soon.
Total institutional ownership: 94.6%
Total insider ownership: 2.4%
Founder-led management: Lowry Baldwin (Co-Founder & Chairman), Trevor Lowry Baldwin (Co-Founder, CEO & Non-Independent Director), Elizabeth Krystyn (Co-Founder), Laura Sherman (Co-Founder)
| Total Filings | 14 |
|---|---|
| Net Value | -$15.1M |
| Net Shares Change | -907,373 |
| % of Float | -1.0% |
| C-Suite Filings | 9 |
| Clusters Detected | 1 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| Roche James Morgan | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | -$7.6M | 3 | 3 sell |
| Baldwin Trevor | Chief Executive Officer | -$6.9M | 1 | 1 sell |
| Krystyn Elizabeth | -$6.8M | 2 | 2 sell | |
| Sparks Paul Eugene | +$1.0M | 1 | 1 buy | |
| Cohen Seth Bala | General Counsel | -$394,500 | 2 | 2 sell |
| Hale Bradford | Chief Financial Officer | +$287,200 | 1 | 1 buy |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2025-05-30 – 2025-06-13 | 6 | 4 | -$13.2M | 4 C-suite |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-05-15 | Cohen Seth Bala | General Counsel | -$300,150 | Transaction at $20.01, now -5.0% |
| 2026-03-04 | Sparks Paul Eugene | +$1.0M | Transaction at $22.66, now -16.1% | |
| 2025-08-07 | Hale Bradford | Chief Financial Officer | +$287,200 | Transaction at $28.72, now -33.8% |
| 2025-12-15 | Roche James Morgan | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | -$5.7M | Transaction at $23.93, now -20.6% |
| 2025-12-09 | Roche James Morgan | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | -$376,200 | Transaction at $25.08, now -24.2% |
| 2026-05-08 | Krystyn Elizabeth | -$4.3M | Transaction at $21.19, now -10.3% |
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