Company Analysis

The Baldwin Insurance Group, Inc. (BWIN)

Nasdaq: BWIN · Insurance Agents, Brokers & Service · Tampa, FL · filing with the SEC since 2019
Grade4.8
◀ Past 5.9● Present 4.6▶ Future 4.2

Filings

310 filings since 2017 beside 573 insider forms · Large accelerated filer · read from EDGAR on Nov 13, 2026
Due nextLarge accelerated filer
10-K Annual report for the fiscal year ending Dec 31, 2026Large accelerated filers have 60 days after the fiscal year ends. by Mar 1, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Large accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 40 days after the quarter ended. The proxy statement was last filed Apr 22, 2026.

Filings a yearinsider forms included
7813510397101132123114
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 4 times in the last 36 months, the newest Sep 21, 2026.
Insider forms 573

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 9, 2026 10-Q Quarterly report Sep 30, 2026
Nov 9, 2026 8-K items 2.02, 9.01 Results released · Current report
Nov 6, 2026 SCHEDULE 13G/A Large holder update, amended
Nov 6, 2026 SC 13E3/A Going-private transaction, amended
Nov 6, 2026 PRER14A Form PRER14A
Oct 27, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Oct 15, 2026 SC 13E3 Going-private transaction
Oct 15, 2026 PREM14A Preliminary merger proxy
Oct 9, 2026 8-K item 9.01 Financial statements and exhibits · Current report
Oct 7, 2026 SCHEDULE 13G/A Large holder update, amended
Sep 25, 2026 SCHEDULE 13G Large holder notice
Sep 21, 2026 8-K item 5.02 Officer or director change · Current report
Sep 14, 2026 DEFA14A Extra proxy material
Sep 14, 2026 DEFA14A Extra proxy material
Sep 14, 2026 DEFA14A Extra proxy material
Sep 14, 2026 DEFA14A Extra proxy material
Sep 14, 2026 8-K items 1.01, 7.01, 9.01 Major agreement signed; Investor disclosure (Regulation FD) · Current report
Jul 30, 2026 10-Q Quarterly report Jun 30, 2026
Jul 30, 2026 8-K items 2.02, 9.01 Results released · Current report
Jun 4, 2026 8-K items 5.02, 5.07 Officer or director change; Shareholder vote · Current report
May 14, 2026 SCHEDULE 13G/A Large holder update, amended
May 8, 2026 SCHEDULE 13G/A Large holder update, amended
May 8, 2026 CERT Exchange listing certification
May 7, 2026 8-A12B Class of securities registered for listing
May 7, 2026 SCHEDULE 13G/A Large holder update, amended
May 4, 2026 10-Q Quarterly report Mar 31, 2026
May 4, 2026 8-K items 2.02, 9.01 Results released · Current report
Apr 22, 2026 DEFA14A Extra proxy material
Apr 22, 2026 DEF 14A Proxy statement Jun 4, 2026
Apr 22, 2026 ARS Annual report to shareholders Dec 31, 2025
Mar 26, 2026 SCHEDULE 13G/A Large holder update, amended
Feb 27, 2026 S-8 Employee stock plan registration
Feb 26, 2026 10-K Annual report Dec 31, 2025
Feb 26, 2026 8-K items 2.02, 9.01 Results released · Current report
Feb 13, 2026 SCHEDULE 13G Large holder notice
Feb 12, 2026 SCHEDULE 13G/A Large holder update, amended
Feb 12, 2026 SCHEDULE 13G Large holder notice
Feb 12, 2026 SCHEDULE 13G Large holder notice
Jan 15, 2026 D Private placement notice
Jan 14, 2026 D Private placement notice
40 of 310 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton BWIN · research, not advice