BWIN

Baldwin Insurance Group
BWIN

$46
1.05%

Market Cap: $3.07B

 

About: The Baldwin Insurance Group Inc is a United States-based insurance distribution firm. Its products include Business Insurance, Benefits Consulting, Reinsurance, Specialty MGA, Embedded Insurance., Personal insurance, etc.

Employees: 3,927

0
Funds holding %
of 6,686 funds
0
Analysts bullish %
of 6 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

25% more capital invested

Capital invested by funds: $1.83B [Q1] → $2.29B (+$454M) [Q2]

7% more funds holding

Funds holding: 170 [Q1] → 182 (+12) [Q2]

0.37% less ownership

Funds ownership: 97.84% [Q1] → 97.47% (-0.37%) [Q2]

35% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $6.04M

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$39
15%
downside
Avg. target
$43
7%
downside
High target
$49
7%
upside

6 analyst ratings

positive
83%
neutral
17%
negative
0%
UBS
7%upside
$49
Buy
Maintained
13 Aug 2024
Keefe, Bruyette & Woods
Meyer Shields
79% 1-year accuracy
62 / 78 met price target
0%upside
$46
Outperform
Maintained
7 Aug 2024
Wells Fargo
Elyse Greenspan
75% 1-year accuracy
52 / 69 met price target
15%downside
$39
Equal-Weight
Maintained
7 Aug 2024
JP Morgan
Jimmy Bhullar
60% 1-year accuracy
21 / 35 met price target
15%downside
$39
Overweight
Maintained
11 Jul 2024
UBS
7%downside
$43
Buy
Maintained
9 Jul 2024

Financial journalist opinion