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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 2021-09-13 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 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 includes detailed information about acquisitions, unregistered sales of equity securities, pro forma financial information related to acquisitions, and other corporate events. It is not a full annual or quarterly report, nor is it an earnings release or a proxy statement. The document is too long and detailed to be a simple announcement or certification. The primary focus is on acquisition activity and related financial information, which fits the category of Capital/Financing Update (CAP).
2021-09-13 English
424B5 Filing
Capital/Financing Update Classification · 100% confidence The document is a preliminary prospectus supplement filed pursuant to Rule 424(b)(5) under the Securities Act of 1933. It details an offering of Class A common stock, including underwriting information, use of proceeds, risk factors, and other offering terms. It is a registration and offering document related to capital raising activities, not a financial report, earnings release, or management discussion. The presence of underwriting details, offering price, and use of proceeds clearly indicates this is a capital/financing update. The document length is substantial (15,000 characters), and it is not merely an announcement of a report publication. Therefore, the correct classification is Capital/Financing Update (CAP).
2021-09-13 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 acquisition agreement (purchase of assets of K&S Insurance Agency) and details of the transaction including cash and stock consideration. It also includes legal disclaimers about the securities offering and exemption from registration. There are no financial statements or comprehensive financial data typical of annual or quarterly reports. The document is not a full earnings release or management discussion but rather a specific event disclosure related to capital transactions. This fits the definition of a Capital/Financing Update (CAP) as it updates on company fundraising and capital structure changes. The document length is 5780 characters, which is sufficient for a substantive filing rather than a brief announcement. Therefore, the classification is CAP with high confidence.
2021-09-10 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, increasing revolving credit commitments, which is a financing activity. The document does not contain financial statements or detailed financial analysis but reports a material definitive agreement related to financing. Therefore, it fits the category of Capital/Financing Update (CAP). The document length is 5549 characters, sufficient to contain substantive information about the financing event. Hence, the classification is CAP with high confidence.
2021-08-12 English
D Filing
Regulatory Filings
2021-08-11 English
D Filing
Regulatory Filings
2021-08-11 English

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