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The Baldwin Insurance Group, Inc. (BWIN) M&A Call Transcript

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group ("Baldwin" or the “Company”) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm, today announced it has entered into a definitive agreement to merge with CAC Group ("CAC"), a nationally recognized specialty and middle-market insurance brokerage firm (#35 in Business Insurance's 2025 rankings). This transformational combina...

For the three months ending September 30, 2025, the fund's Retail Class shares gained 3.70%, trailing the 5.55% advance of the benchmark S&P MidCap 400® Index. In the third quarter, U.S. stocks extended the rally that began in April following the 90-day pause for most tariffs. Lower interest rates are viewed as particularly beneficial for smaller businesses, which have access to fewer ways of r...

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group (“Baldwin” or the “Company”) (NASDAQ: BWIN) announced today that Joe Valerio will be joining the firm as Chief Operating Officer (COO), Insurance Advisory Solutions (IAS), the firm's retail property and casualty and employee benefits brokerage business. In this new role, Mr. Valerio will be responsible for continuing to drive operational excellenc...

The Baldwin Insurance Group, Inc. ( BWIN ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Bonnie Bishop - Executive Director of Investor Relations Trevor Baldwin - CEO & Non-Independent Director Bradford Hale - Chief Financial Officer Conference Call Participants Charles Peters - Raymond James & Associates, Inc., Research Division Charles Lederer - BMO Capital Markets E...

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced its results for the third quarter ended September 30, 2025. THIRD QUARTER 2025 HIGHLIGHTS Total rev...

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group today released its Q3 2025 Market Pulse, a pricing trend analysis that blends observed rate movement with changes in exposure and client buying behavior to capture real-world premium dynamics across commercial insurance lines. The report shows clear evidence of continued softening across the commercial property market —supported by renewed competi...

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), announced today that it will report its third quarter 2025 financial results after the market closes on Tuesday, November 4, 2025. The Company will hold a conference call to discuss results at 5:00 PM ET on that day. The dial-in number for the confer...