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Baldwin Insurance Group
Baldwin Insurance Group (BWIN) investor relations material
Baldwin Insurance Group 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.47th Annual Raymond James Institutional Investor Conference summary2 Mar, 2026
Business performance and strategy
Achieved rapid growth from $135M revenue in 2019 to over $1.5B projected for 2025, with a 50% CAGR and 35% annual EPS growth.
Operates across three core groups: Insurance Advisory Solutions (serving complex, large clients), embedded insurance solutions (notably in home and mortgage channels), and vertically integrated proprietary insurance products.
Embedded insurance business partners with 20 of the top 25 US home builders and recently secured a 10-year exclusive deal with Fairway Mortgage.
Proprietary products and vertical integration create a defensible moat and reduce disintermediation risk.
AI and technology investments, including the Coverage Navigator platform and internal orchestration layer, are expected to drive future productivity and margin expansion.
Financial results and outlook
Delivered 7% organic growth in 2025 despite headwinds; normalized for one-offs, organic growth would have been 10%.
Three major headwinds (builder book transition, accounting changes, Medicare disruption) had a $30M EBITDA impact but are expected to reverse into tailwinds.
Sales velocity reached 19% in 2025, well above industry averages, and client retention improved by 300 basis points in Q4.
Free cash flow conversion is currently 25–30% of adjusted EBITDA, below peers due to leverage and integration costs, but expected to improve as integration costs subside.
Significant investment in internal software (~$100M over 3–4 years) positions the company for future efficiency gains.
Talent and culture
Vanguard colleague retention (top performers) was 94% in 2025, consistently above 90% since inception.
Increased investment in frontline talent by 44% in IS business; no regrettable producer losses in 2025.
Over 50% of the company is owned by employees, aligning interests and fostering a strong ownership culture.
Stock price volatility in 2025 was seen as an opportunity for employees to increase ownership.
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Next Baldwin Insurance Group earnings date
Q1 20265 May, 2026
Baldwin Insurance Group
Next Baldwin Insurance Group earnings date
Q1 20265 May, 2026
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Frequently asked questions
The Baldwin Insurance Group Inc (formerly BRP Group Inc.)provides insurance distribution and advisory services, including property and casualty, employee benefits, personal insurance, and risk management solutions. The company serves businesses and individuals through a network of operating partners and client service teams. Its platform supports organic and acquisition-driven growth strategies. The company is headquartered in Tampa, Florida, and its shares are listed on the NASDAQ.
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