The Baldwin Insurance Group, Inc. Class A Common Stock

Day range

$31.90 – $31.96

Open

$31.91

Prev close

$31.96

Volume

423.44K

Market cap

$4.5B

Shares out

97.62M

P/E

—

P/S

2.60

P/B

5.08

P/FCF

102.87

ROE

-9.2%

ROA

-1.3%

Debt/Equity

2.77

Div yield

0.00%

As of Oct 23, 2026

• Executive officer appointmentSep 21, 2026

  As previously disclosed, on June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the "Company") appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company during Corbyn Lichon's maternity leave.

• Guarantee or letter of creditSep 14, 2026

  DFO has also provided the Company with a limited guarantee in favor of the Company, which guarantees the payment of certain monetary obligations that may be owed by Parent to the Company pursuant to the Merger Agreement, including any reverse termination fee.

• Executive officer appointmentJun 4, 2026

  On June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the "Company") appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company effective upon the commencement of Corbyn Lichon's, the Company's Chief Accounting Officer, maternity leave, which is expected to begin in mid-to-late June 2026.

• Private placementJan 2, 2026

  The Company offered such equity to the respective parties in reliance on the exemption from registration under the Securities Act provided by Section 4(a)(2) thereof as a transaction by an issuer not involving any public offering. Under the Transaction Agreement and applicable Acquisition Agreement, the respective sellers have each represented that such seller is an 'accredited investor' as defined in Rule 501(a) under the Securities Act and that each is acquiring such equity for investment purposes and not with a view to, or for sale in connection with, any distribution thereof in violation of the Securities Act.

• Investor presentationDec 2, 2025

  On December 3, 2025, the Company will hold an investor call relating to the Transaction. An investor presentation (the "Presentation") has been made available online in the Investor Relations section of the Company's website for reference during such call. A copy of the Presentation is furnished as Exhibit 99.2 hereto and incorporated by reference herein.

Days to cover

1.4

Short interest

7.5M

Avg volume

5.47M

As of Sep 30, 2026 · reported to FINRA twice monthly.

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