The Baldwin Insurance Group, Inc (BWIN)

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The Baldwin Insurance Group, Inc (BWIN) is down 2.1% since the beginning of the year. At $24 per share, BWIN is trading 47.4% below its 52-week high of $45. Investors who bought $1,000 worth of BWIN shares 5 years ago would now be looking at an investment worth $865.

The Baldwin Insurance Group, Inc (BWIN) has returned -2.12% so far this year and -41.07% over the past 12 months.

Based on dividend-adjusted daily data since Oct 24, 2019, BWIN's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.

Historically, 54% of months were positive and 46% were negative. The best month was Aug 2020 with a return of +57.7%, while the worst month was Mar 2020 at -31.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BWIN closed higher 51% of trading days. The best single day was Feb 27, 2026 with a return of +25.6%, while the worst single day was May 11, 2022 at -23.6%.

The Baldwin Insurance Group, Inc has an annualized alpha of 1.39%, beta of 1.12, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since October 24, 2019.

• This stock participated in 148.66% of S&P 500 Index downside but only 117.04% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BWIN ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the The Baldwin Insurance Group, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Baldwin Insurance Group, Inc was 70.16%, occurring on Feb 13, 2026. The portfolio has not yet recovered.

The current The Baldwin Insurance Group, Inc drawdown is 57.46%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of The Baldwin Insurance Group, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how The Baldwin Insurance Group, Inc is priced in the market compared to other companies in the Insurance Brokers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.