JPMorgan Chase & Co. Has $42.71 Million Stake in Baldwin Insurance Group, Inc. $BWIN

JPMorgan Chase & Co. grew its holdings in Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 11.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,514,115 shares of the company’s stock after acquiring an additional 158,199 shares during the quarter. JPMorgan Chase & Co. owned 1.28% of Baldwin Insurance Group worth $42,713,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. New York State Common Retirement Fund increased its stake in Baldwin Insurance Group by 422.6% during the 2nd quarter. New York State Common Retirement Fund now owns 257,384 shares of the company’s stock worth $11,019,000 after purchasing an additional 208,137 shares in the last quarter. Fenimore Asset Management Inc boosted its holdings in shares of Baldwin Insurance Group by 44.3% in the third quarter. Fenimore Asset Management Inc now owns 507,057 shares of the company’s stock valued at $14,304,000 after buying an additional 155,654 shares during the period. Westwood Holdings Group Inc. increased its position in shares of Baldwin Insurance Group by 8.0% during the second quarter. Westwood Holdings Group Inc. now owns 1,920,530 shares of the company’s stock worth $82,218,000 after acquiring an additional 142,506 shares in the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of Baldwin Insurance Group by 84.0% during the second quarter. Envestnet Asset Management Inc. now owns 201,557 shares of the company’s stock worth $8,629,000 after acquiring an additional 91,991 shares during the period. Finally, Bank of New York Mellon Corp raised its holdings in shares of Baldwin Insurance Group by 3.5% during the second quarter. Bank of New York Mellon Corp now owns 866,083 shares of the company’s stock worth $37,077,000 after acquiring an additional 29,137 shares during the period. Institutional investors and hedge funds own 77.49% of the company’s stock.

Baldwin Insurance Group Stock Performance

Shares of BWIN stock opened at $18.49 on Friday. The company has a fifty day moving average price of $22.27 and a two-hundred day moving average price of $25.95. Baldwin Insurance Group, Inc. has a one year low of $15.88 and a one year high of $47.15. The stock has a market cap of $2.19 billion, a P/E ratio of -43.00, a P/E/G ratio of 0.62 and a beta of 1.33. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.15 and a quick ratio of 1.15.

Insider Transactions at Baldwin Insurance Group

In related news, insider James Morgan Roche sold 80,000 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $24.03, for a total value of $1,922,400.00. Following the completion of the sale, the insider directly owned 42,113 shares in the company, valued at approximately $1,011,975.39. This trade represents a 65.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. In the last three months, insiders have sold 255,000 shares of company stock valued at $6,119,000. Company insiders own 18.51% of the company’s stock.

Baldwin Insurance Group News Roundup

Here are the key news stories impacting Baldwin Insurance Group this week:

• Positive Sentiment: Board authorized a sizable share repurchase program (up to $250 million), which should support EPS and reduce float if executed — a clear buyback catalyst. The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
• Positive Sentiment: Q4 EPS beat consensus: $0.31 vs. $0.29 expected (up from $0.27 a year ago), showing earnings momentum. The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings Estimates
• Positive Sentiment: TD Cowen initiated coverage with a “buy” rating, which can attract investor interest and incremental demand. TD Cowen initiates coverage — Zacks summary
• Neutral Sentiment: Revenue growth vs. prior year (revenue up ~5.3% YoY) shows top-line expansion, but the quarter slightly missed the sales consensus ($347.3M reported vs. $351.8M est.), a mixed signal. MarketBeat Q4 summary and links
• Neutral Sentiment: Company posted earnings materials and hosted a conference call; slide deck and press release are available for investors to assess guidance and segment detail. Q4 press release/slide deck
• Negative Sentiment: Profitability metrics remain uneven: Baldwin reported a negative net margin (~-1.9%) despite positive ROE, highlighting expense or reserve pressures that could cap upside until margin improvement is visible. Compared to Estimates — Key Metrics

Wall Street Analyst Weigh In

Several analysts have issued reports on BWIN shares. Wells Fargo & Company lifted their price target on Baldwin Insurance Group from $25.00 to $27.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. BMO Capital Markets cut their target price on Baldwin Insurance Group from $34.00 to $33.00 and set a “market perform” rating on the stock in a research note on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Baldwin Insurance Group in a research report on Monday, December 29th. JPMorgan Chase & Co. lowered their price objective on shares of Baldwin Insurance Group from $33.00 to $28.00 and set a “neutral” rating on the stock in a report on Wednesday, January 7th. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $28.00 price objective on shares of Baldwin Insurance Group in a research report on Monday, December 15th. Three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $33.83.

Baldwin Insurance Group Company Profile

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.