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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 2021-12-30 Regulatory Filings
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
D/A Filing
Regulatory Filings
2021-12-30 English
8-K Filing
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The content specifically details the appointment of new directors and committee assignments effective January 1, 2022. It includes biographical information about the new directors and their roles on the board and committees. There is no financial data or earnings information, nor is it an annual or quarterly report. The primary focus is on changes in the company's board of directors and senior management. According to the filing definitions, announcements of changes in the company's board or senior management fall under the category 'Board/Management Information' with code MANG. The document length is sufficient and contains detailed information about the appointments, not just a brief announcement or press release. Therefore, the correct classification is MANG with high confidence.
2021-12-21 English
D Filing
Regulatory Filings
2021-12-21 English
8-K Filing
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The content describes an amendment to a credit agreement, specifically the creation of a new senior secured term loan facility and related financing details. It includes detailed information about the financing amendment and references the filing of the amendment agreement as an exhibit. The document is not a full financial report but a regulatory announcement of a financing event. Therefore, it fits best under the category of Capital/Financing Update (CAP). The document length (6193 characters) supports it being a substantive filing rather than a brief announcement or certification. Hence, the classification is CAP with high confidence.
2021-12-21 English
D Filing
Regulatory Filings
2021-12-10 English
4 Filing
Director's Dealing
2021-12-09 English

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