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Baldwin Insurance Group, Inc. — Investor Relations & Filings

Ticker · BWIN ISIN · US05589G1022 LEI · 5493004GCDREAQPPYG20 US Financial and insurance activities
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Filings indexed 796 across all filing types
Latest filing 2024-05-29 Capital/Financing Update
Country US United States of America
Listing US BWIN

About Baldwin Insurance Group, Inc.

https://ir.baldwin.com/

Baldwin Insurance Group, Inc., operating as The Baldwin Group, is an independent insurance distribution and advisory firm. It provides a range of tailored solutions for individuals, families, and businesses. The company's offerings include business and personal insurance, risk management and mitigation, employee benefits, retirement planning, and wealth management. As an entrepreneur-led firm, it delivers bespoke client solutions and services through a comprehensive approach to risk management, insurance, and employee benefits.

Recent filings

Filing Released Lang Actions
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated May 24, 2024, by The Baldwin Insurance Group, Inc. It details the entry into a material definitive agreement, specifically the issuance of $600 million senior secured notes and the amendment and restatement of a credit agreement including new term loan and revolving facilities. The content focuses on financing activities, including terms of the notes, interest rates, covenants, and security. There is no indication that this is a full annual or quarterly report, audit report, or earnings release. The document is not a proxy, voting result, or management change announcement. It is a current report disclosing significant financing transactions and capital structure updates. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length and detail support a high confidence in this classification.
2024-05-29 English
PRIMARY DOCUMENT
Director's Dealing
2024-05-24 English
4 Filing
Director's Dealing
2024-05-23 English
Regulatory Filings 2024
Regulatory Filings
2024-05-21 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated May 10, 2024, reporting on recent financing activities by The Baldwin Insurance Group, Inc. It details the pricing and issuance of senior secured notes and new credit facilities, including amounts, maturity dates, and intended use of proceeds. The document includes press releases as exhibits related to these financing events. There are no financial statements or detailed financial performance data presented, only announcements of financing transactions. This fits the definition of a Capital/Financing Update (CAP), which covers updates on company fundraising and capital structure changes. The document length (8179 characters) and content confirm it is a substantive filing, not merely a brief announcement or certification. Therefore, the appropriate classification is CAP with high confidence.
2024-05-16 English
PRIMARY DOCUMENT
Director's Dealing
2024-05-14 English

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