Skip to main content
Baldwin Insurance Group, Inc. logo

Baldwin Insurance Group, Inc. — Investor Relations & Filings

Ticker · BWIN ISIN · US05589G1022 LEI · 5493004GCDREAQPPYG20 US Financial and insurance activities
Open in API
Filings indexed 796 across all filing types
Latest filing 2021-07-02 Director's Dealing
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
FORM 4
Director's Dealing
2021-07-02 English
8-K
M&A Activity Classification · 100% 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 text describes the completion of an acquisition of assets by BRP Group, Inc., including details of the purchase agreement, consideration paid, and contingent payments. This fits the category of M&A Activity announcements. The document is not a full annual or quarterly report, nor is it a proxy or voting result. It is a regulatory filing announcing a merger/acquisition event. Therefore, the appropriate classification is 'TAR' for M&A Activity.
2021-07-01 English
4 Filing
Director's Dealing
2021-07-01 English
FORM 3
Director's Dealing
2021-06-17 English
8-K
Declaration of Voting Results & Voting Rights Announcements 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 an unregistered sale of equity securities related to an acquisition agreement, details of a strategic acquisition, and the submission of matters to a vote of security holders at the 2021 Annual Meeting, including election of directors and ratification of the independent auditor. The document does not contain full financial statements or comprehensive financial performance data, but rather announcements of transactions and voting results. The presence of voting results from the Annual Meeting indicates it includes Declaration of Voting Results. The acquisition details and equity sales relate to capital transactions but are part of the 8-K current report. Given the detailed voting results and the nature of the filing, the best classification is Declaration of Voting Results & Voting Rights Announcements (DVA).
2021-06-17 English
FORM 8-K
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 entry into a material definitive agreement involving new term loans and financing arrangements. It includes details about the loan terms and references the filing of the amendment as an exhibit. There are no financial statements or comprehensive financial data typical of annual or quarterly reports. The document is primarily an announcement of a financing event and related agreement, fitting the category of Capital/Financing Update rather than a full financial report or other categories. The length is about 5917 characters, which is consistent with a detailed 8-K filing but not a full report like a 10-K or IR. Therefore, the appropriate classification is Capital/Financing Update (CAP).
2021-06-03 English

Browse filings by year

8 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.