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

JPMorgan Chase & Co. boosted its holdings in Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 11.7% during the third quarter, Holdings Channel reports. The fund owned 1,514,115 shares of the company’s stock after purchasing an additional 158,199 shares during the period. JPMorgan Chase & Co.’s holdings in Baldwin Insurance Group were worth $42,713,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MTM Investment Management LLC acquired a new position in shares of Baldwin Insurance Group in the second quarter valued at $30,000. AlphaQuest LLC lifted its stake in shares of Baldwin Insurance Group by 249.2% during the 3rd quarter. AlphaQuest LLC now owns 1,952 shares of the company’s stock worth $55,000 after buying an additional 1,393 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of Baldwin Insurance Group during the 2nd quarter worth about $58,000. Strs Ohio acquired a new position in Baldwin Insurance Group in the 1st quarter valued at about $72,000. Finally, First Horizon Advisors Inc. raised its holdings in Baldwin Insurance Group by 29.6% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,834 shares of the company’s stock valued at $79,000 after acquiring an additional 419 shares during the period. 77.49% of the stock is owned by institutional investors.

Baldwin Insurance Group Trading Up 9.1%

Shares of NASDAQ:BWIN opened at $18.49 on Friday. The business’s 50 day simple moving average is $22.27 and its 200 day simple moving average is $25.95. Baldwin Insurance Group, Inc. has a 1 year low of $15.88 and a 1 year high of $47.15. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.15 and a quick ratio of 1.15. The company has a market capitalization 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.

Insider Buying and Selling at Baldwin Insurance Group

In other news, insider James Morgan Roche sold 80,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $24.03, for a total transaction of $1,922,400.00. Following the sale, the insider directly owned 42,113 shares of the company’s stock, valued at approximately $1,011,975.39. This represents a 65.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last ninety days, insiders sold 255,000 shares of company stock worth $6,119,000. Corporate insiders own 18.51% of the company’s stock.

Wall Street Analysts Forecast Growth

BWIN has been the subject of a number of research analyst reports. JPMorgan Chase & Co. reduced their price objective on Baldwin Insurance Group from $33.00 to $28.00 and set a “neutral” rating for the company in a report on Wednesday, January 7th. UBS Group dropped their price target on Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating for the company in a report on Monday, November 10th. Zacks Research downgraded Baldwin Insurance Group from a “hold” rating to a “strong sell” rating in a research note on Friday, February 6th. Wells Fargo & Company upped their price objective on Baldwin Insurance Group from $25.00 to $27.00 and gave the company an “equal weight” rating in a report on Tuesday, January 13th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $28.00 target price on shares of Baldwin Insurance Group in a report on Monday, December 15th. Three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Baldwin Insurance Group presently has an average rating of “Hold” and an average target price of $33.83.

Baldwin Insurance Group News Summary

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

About Baldwin Insurance Group

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.