66,487 Shares in Baldwin Insurance Group, Inc. $BWIN Acquired by Summit Creek Advisors LLC

Posted by on Aug 19th, 2026

Summit Creek Advisors LLC purchased a new stake in Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 66,487 shares of the company’s stock, valued at approximately $1,767,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp bought a new position in Baldwin Insurance Group during the 2nd quarter worth $81,796,000. Versant Capital Management Inc boosted its position in shares of Baldwin Insurance Group by 43.3% in the second quarter. Versant Capital Management Inc now owns 1,201 shares of the company’s stock valued at $32,000 after acquiring an additional 363 shares during the period. Bank of America Corp DE boosted its position in shares of Baldwin Insurance Group by 51.9% in the first quarter. Bank of America Corp DE now owns 848,407 shares of the company’s stock valued at $18,614,000 after acquiring an additional 289,879 shares during the period. Janus Henderson Group PLC boosted its position in shares of Baldwin Insurance Group by 12.6% in the first quarter. Janus Henderson Group PLC now owns 881,885 shares of the company’s stock valued at $19,348,000 after acquiring an additional 98,600 shares during the period. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Baldwin Insurance Group by 238.1% in the first quarter. EverSource Wealth Advisors LLC now owns 1,278 shares of the company’s stock valued at $28,000 after acquiring an additional 900 shares in the last quarter. 77.49% of the stock is owned by institutional investors and hedge funds.

Baldwin Insurance Group Stock Performance

BWIN opened at $30.20 on Wednesday. The firm has a market cap of $4.21 billion, a P/E ratio of -29.04, a price-to-earnings-growth ratio of 1.06 and a beta of 1.08. Baldwin Insurance Group, Inc. has a 52-week low of $15.88 and a 52-week high of $34.79. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.07 and a current ratio of 1.07. The business’s fifty day moving average is $26.12 and its 200-day moving average is $22.65.

Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The company reported $0.48 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.01. The company had revenue of $492.94 million for the quarter, compared to analysts’ expectations of $492.33 million. Baldwin Insurance Group had a positive return on equity of 12.67% and a negative net margin of 4.67%.Baldwin Insurance Group’s revenue was up 30.1% on a year-over-year basis. During the same quarter last year, the business earned $0.42 earnings per share. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. Sell-side analysts expect that Baldwin Insurance Group, Inc. will post 1.38 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the stock. Keefe, Bruyette & Woods raised their price target on shares of Baldwin Insurance Group from $26.00 to $31.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. boosted their price objective on shares of Baldwin Insurance Group from $28.00 to $30.00 and gave the company an “overweight” rating in a report on Monday, July 13th. TD Cowen restated a “buy” rating on shares of Baldwin Insurance Group in a research report on Monday, June 15th. BMO Capital Markets raised their target price on shares of Baldwin Insurance Group from $23.00 to $25.00 and gave the stock a “market perform” rating in a report on Tuesday, June 23rd. Finally, Morgan Stanley set a $28.00 price target on shares of Baldwin Insurance Group in a research report on Monday, June 22nd. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Baldwin Insurance Group presently has an average rating of “Moderate Buy” and a consensus target price of $30.33.

Read Our Latest Analysis on BWIN

Baldwin Insurance Group Company Profile

(Free Report)

Baldwin Insurance Group, Inc (NASDAQ: BWIN) is a specialty insurance and surety firm that underwrites contract bonds, commercial insurance policies and related risk-management services. Its core offerings include contract and commercial surety, which provide performance and payment guarantees to obligees in construction, service and public-sector projects. In addition, the company delivers complementary commercial lines coverages designed to mitigate liability, property and workers’ compensation exposures.

Through a network of regional agency offices primarily across the Midwestern United States, Baldwin Insurance Group serves contractors, developers, small and mid-sized businesses as well as municipal and public-sector clients.

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Institutional Ownership by Quarter for Baldwin Insurance Group (NASDAQ:BWIN)

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