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    BWIN

    Baldwin Insurance Group, Inc.

    Company overview

    Market capitalization
    —
    Employees
    5,000
    Latest publication
    2026-09-29
    About Baldwin Insurance Group, Inc.

    The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance product suite comprises personal, commercial, and professional lines. Its Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.

    Company website

    Financial statements

    Income Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ3 20242024-09-30 · USDQ2 20222022-06-30 · USDQ1 20222022-03-31 · USD
    Total Revenue336,043,000USD228,663,000USD240,901,000USD
    Cost Of Revenue247,189,000USD172,848,000USD153,750,000USD
    Gross Profit88,854,000USD55,815,000USD87,151,000USD
    Unclassified Operating Expenses73,448,000USD30,376,000USD47,413,000USD
    Total Operating Expenses73,448,000USD30,376,000USD47,413,000USD
    Operating Income15,406,000USD25,439,000USD39,738,000USD
    Net Interest Income-31,329,000USD——
    Income Before Tax-14,475,000USD16,593,000USD44,839,000USD
    Income Tax Expense-6,098,000USD7,951,000USD21,970,000USD
    Tax Provision0USD——
    Net Income-8,377,000USD8,642,000USD22,869,000USD
    Net Income From Continuing Ops-14,475,000USD——
    Ebit14,454,000USD-1,433,000USD34,106,000USD
    Ebitda42,910,000USD18,842,000USD52,656,000USD
    Depreciation And Amortization28,456,000USD20,275,000USD18,550,000USD
    Reconciled Depreciation28,456,000USD——
    Total Other Income Expense Net-29,881,000USD-8,846,000USD5,101,000USD
    Minority Interest6,098,000USD——
    Interest Expense—14,632,000USD10,350,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
    Total Assets6,174,724,000USD5,942,628,000USD3,862,220,000USD3,793,774,000USD3,738,985,000USD3,548,707,000USD3,534,731,000USD3,539,040,000USD
    Cash And Equivalents184,499,000USD———————
    Total Current Assets1,846,091,000USD1,594,478,000USD1,199,718,000USD1,106,195,000USD1,239,709,000USD1,055,820,000USD1,026,490,000USD1,177,238,000USD
    Other Current Assets19,592,000USD330,490,000USD236,878,000USD670,006,000USD292,952,000USD234,697,000USD176,274,000USD176,411,000USD
    Other Non Current Assets111,257,000USD———————
    Total Liabilities4,752,937,000USD———————
    Total Current Liabilities1,720,565,000USD1,474,445,000USD1,032,760,000USD959,713,000USD1,007,489,000USD933,420,000USD1,056,434,000USD1,031,554,000USD
    Other Non Current Liabilities129,376,000USD———————
    Total Stockholder Equity884,428,000USD963,940,000USD600,215,000USD619,687,000USD630,805,000USD619,638,000USD583,216,000USD595,350,000USD
    Total Equity Including Noncontrolling Interest1,421,173,000USD———————
    Property Plant Equipment Net114,929,000USD114,907,000USD84,478,000USD85,459,000USD88,436,000USD93,689,000USD94,339,000USD96,223,000USD
    Goodwill2,652,407,000USD———————
    Intangible Assets1,450,040,000USD1,484,739,000USD978,434,000USD1,016,687,000USD925,549,000USD937,612,000USD953,492,000USD968,811,000USD
    Accounts Payable294,241,000USD93,438,000USD771,196,000USD68,682,000USD71,963,000USD87,463,000USD714,393,000USD660,336,000USD
    Retained Earnings-368,468,000USD-274,870,000USD-245,236,000USD-219,375,000USD-200,648,000USD-197,484,000USD-211,423,000USD-191,261,000USD
    Accumulated Other Comprehensive Income5,027,000USD2,738,000USD492,000USD1,049,999USD————
    Total Liab—4,390,973,000USD2,777,822,000USD2,665,584,000USD2,688,616,000USD2,500,312,000USD2,525,934,000USD2,502,431,000USD
    Other Current Liab—1,185,779,000USD183,689,000USD807,795,000USD858,942,000USD731,121,000USD127,199,000USD98,213,000USD
    Common Stock—971,000USD723,000USD719,000USD718,000USD704,000USD685,000USD680,000USD
    Capital Stock—971,000USD723,000USD719,000USD718,000USD704,000USD685,000USD680,000USD
    Good Will—2,652,131,000USD1,517,171,000USD1,516,488,000USD1,420,583,000USD1,412,369,000USD1,412,369,000USD1,412,369,000USD
    Cash—146,409,000USD123,669,000USD89,723,000USD105,695,000USD81,781,000USD148,120,000USD181,759,000USD
    Cash And Short Term Investments—146,409,000USD123,669,000USD89,723,000USD105,695,000USD81,781,000USD148,120,000USD344,716,000USD
    Current Deferred Revenue—41,447,000USD38,206,000USD38,516,000USD43,158,000USD43,261,000USD40,780,000USD40,030,000USD
    Net Debt—2,426,364,000USD1,646,773,000USD1,649,477,000USD1,598,825,000USD1,553,864,000USD1,492,771,000USD1,519,461,000USD
    Short Term Debt—153,781,000USD39,669,000USD44,720,000USD33,426,000USD71,575,000USD174,062,000USD232,975,000USD
    Short Long Term Debt—131,559,000USD21,581,000USD27,123,000USD16,117,000USD54,831,000USD156,984,000USD215,316,000USD
    Short Long Term Debt Total—2,572,773,000USD1,770,442,000USD1,739,200,000USD1,704,520,000USD1,635,645,000USD1,640,891,000USD1,701,220,000USD
    Long Term Debt—2,344,414,000USD1,673,122,000USD1,633,563,000USD1,606,712,000USD1,495,908,000USD1,398,054,000USD1,399,010,000USD
    Net Receivables—1,117,579,000USD839,171,000USD346,466,000USD841,062,000USD739,342,000USD702,096,000USD656,111,000USD
    Property Plant Equipment Gross—114,907,000USD106,770,000USD85,459,000USD88,436,000USD93,689,000USD114,398,000USD96,223,000USD
    Common Stock Shares Outstanding—69,050,167shares69,050,167shares68,604,951shares68,009,996shares69,327,694shares64,797,246shares64,011,515shares
    Non Current Assets Total—4,348,150,000USD2,662,502,000USD2,687,579,000USD2,499,276,000USD2,492,887,000USD2,508,241,000USD2,524,759,000USD
    Non Current Liabilities Total—2,916,528,000USD1,745,062,000USD1,705,871,000USD1,681,127,000USD1,566,892,000USD1,469,500,000USD1,470,877,000USD
    Non Current Liabilities Other—348,316,000USD14,289,000USD11,391,000USD10,033,000USD2,822,000USD2,671,000USD2,632,000USD
    Non Currrent Assets Other—96,373,000USD82,419,000USD65,345,000USD62,408,000USD49,217,000USD48,041,000USD47,356,000USD
    Net Working Capital—120,033,000USD166,958,000USD146,482,000USD232,220,000USD122,400,000USD-29,944,000USD-17,273,000USD
    Unclassified Current Liabilities—-131,559,000USD-21,581,000USD-27,123,000USD-16,117,000USD-54,831,000USD-156,984,000USD-215,316,000USD
    Unclassified Non Current Liabilities—223,798,000USD57,651,000USD60,917,000USD64,382,000USD68,162,000USD68,775,000USD69,235,000USD
    Unclassified Equity—1,234,130,000USD843,513,000USD836,574,001USD830,017,000USD815,714,000USD793,269,000USD785,251,000USD
    Other Assets———————-162,957,000USD
    Short Term Investments———————162,957,000USD
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USD
    Total Assets3,862,220,000USD3,534,731,000USD3,501,937,000USD3,462,182,000USD2,876,307,000USD1,529,914,000USD398,768,000USD
    Intangible Assets978,434,000USD953,492,000USD1,017,343,000USD1,099,918,000USD944,467,000USD554,320,000USD92,450,000USD
    Other Current Assets236,878,000USD176,274,000USD181,905,000USD122,317,000USD97,596,000USD38,007,000USD6,401,000USD
    Total Liab2,777,822,000USD2,525,934,000USD2,483,055,000USD2,322,143,000USD1,688,751,000USD759,946,000USD161,494,000USD
    Total Stockholder Equity600,215,000USD583,216,000USD560,412,000USD608,104,000USD608,383,000USD367,783,000USD73,285,000USD
    Other Current Liab183,689,000USD127,199,000USD139,657,000USD72,210,000USD47,932,000USD35,884,000USD6,985,000USD
    Common Stock723,000USD685,000USD646,000USD619,000USD592,000USD455,000USD198,000USD
    Capital Stock723,000USD685,000USD646,000USD619,000USD592,000USD455,000USD—
    Retained Earnings-245,236,000USD-211,423,000USD-186,905,000USD-96,764,000USD-54,992,000USD-24,346,000USD-8,650,000USD
    Good Will1,517,171,000USD1,412,369,000USD1,412,369,000USD1,422,060,000USD1,228,741,000USD651,502,000USD164,470,000USD
    Cash123,669,000USD148,120,000USD116,209,000USD118,090,000USD138,292,000USD108,462,000USD67,689,000USD
    Cash And Short Term Investments123,669,000USD148,120,000USD116,209,000USD118,090,000USD138,292,000USD108,462,000USD67,689,000USD
    Total Current Assets1,199,718,000USD1,026,490,000USD925,905,000USD772,399,000USD578,393,000USD301,989,000USD132,926,000USD
    Total Current Liabilities1,032,760,000USD1,056,434,000USD1,033,440,000USD699,206,000USD540,689,000USD217,420,000USD72,825,000USD
    Current Deferred Revenue38,206,000USD40,780,000USD30,281,000USD30,981,000USD18,178,000USD11,606,000USD5,349,000USD
    Net Debt1,646,773,000USD1,492,771,000USD1,515,602,000USD1,355,258,000USD900,308,000USD283,014,000USD-24,846,000USD
    Short Term Debt39,669,000USD174,062,000USD243,629,000USD70,794,000USD117,629,000USD10,094,000USD2,480,000USD
    Short Long Term Debt21,581,000USD156,984,000USD226,925,000USD56,751,000USD105,109,000USD10,094,000USD—
    Short Long Term Debt Total1,770,442,000USD1,640,891,000USD1,631,811,000USD1,473,348,000USD1,038,600,000USD391,476,000USD42,843,000USD
    Long Term Debt1,673,122,000USD1,398,054,000USD1,309,183,000USD1,314,862,000USD849,614,000USD381,382,000USD—
    Net Receivables839,171,000USD702,096,000USD627,791,000USD531,992,000USD342,505,000USD155,520,000USD58,836,000USD
    Accounts Payable771,196,000USD714,393,000USD619,873,000USD525,221,000USD351,878,000USD159,836,000USD58,011,000USD
    Property Plant Equipment Net84,478,000USD94,339,000USD108,186,000USD121,870,000USD99,120,000USD11,019,000USD3,322,000USD
    Property Plant Equipment Gross106,770,000USD114,398,000USD122,156,000USD130,532,000USD103,418,000USD13,004,000USD—
    Accumulated Other Comprehensive Income492,000USD—1,018,882,000USD1,140,081,000USD1,187,775,000USD770,433,000USD237,962,000USD
    Common Stock Shares Outstanding67,938,680shares63,455,000shares60,134,776shares56,825,348shares47,587,866shares27,175,705shares17,916,735shares
    Non Current Assets Total2,662,502,000USD2,508,241,000USD2,576,032,000USD2,689,783,000USD2,297,914,000USD1,227,925,000USD265,842,000USD
    Non Current Liabilities Total1,745,062,000USD1,469,500,000USD1,449,615,000USD1,622,937,000USD1,148,062,000USD542,526,000USD88,669,000USD
    Non Current Liabilities Other14,289,000USD2,671,000USD61,433,000USD220,383,000USD227,091,000USD161,144,000USD—
    Non Currrent Assets Other82,419,000USD45,941,000USD38,134,000USD45,935,000USD25,586,000USD9,434,000USD5,400,000USD
    Net Working Capital166,958,000USD-29,944,000USD-107,535,000USD73,193,000USD37,704,000USD84,569,000USD—
    Unclassified Current Liabilities-21,581,000USD-156,984,000USD-226,925,000USD-56,751,000USD-100,037,000USD-10,094,000USD—
    Unclassified Non Current Liabilities57,651,000USD68,775,000USD78,999,000USD87,692,000USD71,357,000USD—88,669,000USD
    Unclassified Equity843,513,000USD793,269,000USD-272,857,000USD-436,451,000USD-525,584,000USD-379,214,000USD-156,225,000USD
    Other Assets——-3,473,465,000USD-3,438,105,000USD-2,793,766,000USD-1,525,914,000USD-892,666,000USD
    Inventory——-3,426,356,000USD-3,452,443,000USD-2,868,594,000USD-1,526,397,000USD—
    Long Term Investments—————1,650,000USD200,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ2 20242024-06-30 · USDQ1 20242024-03-31 · USD
    Net Income-1,896,000USD-54,633,000USD-30,237,000USD-5,141,000USD24,898,000USD-34,839,000USD-30,867,000USD39,100,000USD
    Depreciation57,078,000USD40,670,000USD32,043,000USD27,652,000USD27,465,000USD27,971,000USD26,951,000USD25,546,000USD
    Stock Based Compensation12,818,000USD19,341,000USD22,017,000USD16,952,000USD12,803,000USD18,739,000USD14,721,000USD14,094,000USD
    Other Non Cash Items-3,402,000USD9,428,000USD1,832,000USD-6,282,000USD-69,385,000USD-22,734,000USD3,832,000USD-38,584,000USD
    Change To Account Receivables-55,666,000USD4,330,000USD4,504,000USD-6,107,000USD-47,789,000USD-45,985,000USD17,454,000USD-32,835,000USD
    Change In Working Capital-70,671,000USD-4,537,000USD15,362,000USD-49,902,000USD-59,764,000USD27,306,000USD3,702,000USD-37,149,000USD
    Total Cash From Operating Activities-6,073,000USD10,269,000USD41,017,000USD-16,721,000USD-63,983,000USD16,443,000USD18,339,000USD3,007,000USD
    Capital Expenditures-12,664,000USD-10,353,000USD-8,864,000USD-11,377,000USD-8,933,000USD-12,152,000USD-10,558,000USD-8,146,000USD
    Free Cash Flow-18,737,000USD-84,000USD32,153,000USD-28,098,000USD-72,916,000USD4,291,000USD7,781,000USD-5,139,000USD
    Total Cashflows From Investing Activities-491,204,000USD-10,699,000USD-83,376,000USD-37,589,000USD-8,612,000USD-12,310,000USD-9,011,000USD44,613,000USD
    Net Borrowings677,462,000USD41,000,000USD26,485,000USD109,661,000USD97,660,000USD-2,100,000USD——
    Total Cash From Financing Activities606,501,000USD21,383,000USD-15,399,000USD138,951,000USD58,887,000USD-36,080,000USD116,531,000USD-40,266,000USD
    Sale Purchase Of Stock-46,966,000USD———0USD———
    Change In Cash109,224,000USD20,953,000USD-57,758,000USD84,641,000USD-13,708,000USD-31,947,000USD125,859,000USD7,354,000USD
    Begin Period Cash Flow346,897,000USD325,944,000USD383,702,000USD299,061,000USD312,769,000USD344,716,000USD234,317,000USD226,963,000USD
    End Period Cash Flow456,121,000USD346,897,000USD325,944,000USD383,702,000USD299,061,000USD312,769,000USD360,176,000USD234,317,000USD
    Other Cashflows From Investing Activities-1,076,000USD-781,000USD81,000USD500,000USD-460,000USD—-268,000USD1,500,000USD
    Other Cashflows From Financing Activities-23,995,000USD-1,786,466,000USD-41,884,000USD29,290,000USD-38,773,000USD-33,980,000USD6,708,000USD-30,705,000USD
    Unclassified Investing Cash Flow-477,464,000USD—8,783,000USD10,877,000USD9,393,000USD12,152,000USD10,826,000USD6,646,000USD
    Unclassified Financing Cash Flow—1,766,849,000USD————109,823,000USD-9,561,000USD
    Investments——-83,376,000USD-37,589,000USD-8,612,000USD-12,310,000USD-9,011,000USD44,613,000USD
    Dividends Paid—————0USD——
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USD
    Net Income-54,154,000USD-41,081,000USD-90,141,000USD-76,748,000USD-58,120,000USD-29,885,000USD-22,454,000USD-623,796USD
    Depreciation127,830,000USD108,924,000USD98,402,000USD86,358,000USD51,508,000USD20,167,000USD10,549,000USD3,089,778USD
    Stock Based Compensation71,113,000USD65,503,000USD60,008,000USD47,389,000USD19,193,000USD7,744,000USD3,277,000USD—
    Other Non Cash Items-75,366,000USD-59,513,000USD-29,961,000USD-38,584,000USD44,311,000USD19,858,000USD20,199,000USD13,963,421USD
    Change To Account Receivables-45,062,000USD-73,762,000USD-132,269,000USD-183,006,000USD-64,501,000USD-6,828,000USD-6,000,000USD545,972USD
    Change In Working Capital-98,841,000USD28,318,000USD6,336,000USD-20,877,000USD-16,763,000USD18,933,000USD443,000USD-47,912USD
    Total Cash From Operating Activities-29,418,000USD102,151,000USD44,644,000USD-2,462,000USD40,129,000USD36,817,000USD12,014,000USD11,793,179USD
    Capital Expenditures-39,527,000USD-41,049,000USD-21,376,000USD-21,979,000USD-5,321,000USD-5,469,000USD-1,718,000USD-525,344USD
    Free Cash Flow-68,945,000USD61,102,000USD23,268,000USD-24,441,000USD34,808,000USD31,348,000USD10,296,000USD11,267,835USD
    Total Cashflows From Investing Activities-140,276,000USD13,299,000USD-21,922,000USD-414,357,000USD-678,473,000USD-677,809,000USD-101,020,000USD-42,305,595USD
    Net Borrowings274,806,000USD96,062,000USD-3,376,000USD461,491,000USD470,800,000USD———
    Total Cash From Financing Activities203,822,000USD-29,644,000USD-26,230,000USD419,553,000USD724,059,000USD711,943,000USD152,082,000USD35,384,121USD
    Change In Cash34,128,000USD85,806,000USD-3,508,000USD2,734,000USD85,715,000USD70,951,000USD63,076,000USD4,871,705USD
    Begin Period Cash Flow312,769,000USD226,963,000USD230,471,000USD227,737,000USD142,022,000USD71,071,000USD7,995,000USD3,123,413USD
    End Period Cash Flow346,897,000USD312,769,000USD226,963,000USD230,471,000USD227,737,000USD142,022,000USD71,071,000USD7,995,118USD
    Other Cashflows From Investing Activities-15,238,000USD-2,360,999USD1,141,000USD-3,356,000USD-3,212,000USD-1,854,000USD-679,000USD—
    Other Cashflows From Financing Activities-1,837,741,000USD-125,442,000USD-22,469,000USD-41,938,000USD-16,116,000USD-7,325,000USD-4,353,000USD-3,040,000USD
    Unclassified Investing Cash Flow-85,511,000USD43,409,999USD20,235,000USD25,335,000USD8,533,000USD7,323,000USD-98,623,000USD-41,780,251USD
    Unclassified Financing Cash Flow1,766,757,000USD———269,375,000USD797,542,000USD210,816,000USD43,924,121USD
    Investments—13,299,000USD-21,922,000USD-414,357,000USD-678,473,000USD-677,809,000USD——
    Dividends Paid—-264,000USD-385,000USD0USD0USD0USD-10,549,000USD-5,500,000USD
    Issuance Of Capital Stock——0USD0USD269,375,000USD451,574,000USD——
    Sale Purchase Of Stock———0USD0USD-78,274,000USD-43,832,000USD—
    Unclassified Operating Cash Flow———————-4,588,312USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Operating metrics

    No operating metrics are currently published for this company.

    Revenue breakdown

    PeriodDimensionBusiness / regionRevenueCurrencySource
    Q2 2026Quarterly · 2026-06-30ProductCommission Revenue373,060,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductConsultingand Service Fee Revenue44,883,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductEarned Premium15,309,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductOther Insurance Product Line4,802,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductPolicy Feeand Installment Fee Revenue21,201,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30ProductProfit Sharing Revenue29,534,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentCorporate And Other-17,978,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentInsurance Advisory Solutions275,343,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentMainstreet Insurance Solutions75,327,000USDDisclosure
    Q2 2026Quarterly · 2026-06-30SegmentUnderwriting Capacity Technology Solutions160,247,000USDDisclosure
    Q1 2026Quarterly · 2026-03-31ProductCommission Revenue420,554,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31ProductConsultingand Service Fee Revenue43,473,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31ProductEarned Premium14,191,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31ProductOther Insurance Product Line3,790,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31ProductPolicy Feeand Installment Fee Revenue20,742,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31ProductProfit Sharing Revenue26,111,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31SegmentCorporate And Other-15,562,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31SegmentInsurance Advisory Solutions331,196,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31SegmentMainstreet Insurance Solutions81,658,000USD0001781755-26-000034
    Q1 2026Quarterly · 2026-03-31SegmentUnderwriting Capacity Technology Solutions134,943,000USD0001781755-26-000034
    Q4 2025Quarterly · 2025-12-31ProductCommission Revenue270,925,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31ProductConsultingand Service Fee Revenue20,923,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31ProductEarned Premium6,903,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31ProductOther Insurance Product Line4,382,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31ProductPolicy Feeand Installment Fee Revenue20,379,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31ProductProfit Sharing Revenue21,071,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentCorporate And Other-214,594,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentInsurance Advisory Solutions243,451,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentMainstreet Insurance Solutions93,178,000USDLegacy provider
    Q4 2025Quarterly · 2025-12-31SegmentUnderwriting Capacity Technology Solutions230,878,000USDLegacy provider
    FY 2025Yearly · 2025-12-31ProductCommission Revenue1,186,469,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31ProductConsultingand Service Fee Revenue95,373,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31ProductEarned Premium22,571,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31ProductOther Insurance Product Line16,535,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31ProductPolicy Feeand Installment Fee Revenue78,642,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31ProductProfit Sharing Revenue94,090,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31SegmentCorporate And Other-69,639,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31SegmentInsurance Advisory Solutions727,324,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31SegmentMainstreet Insurance Solutions297,747,000USD0001781755-26-000018
    FY 2025Yearly · 2025-12-31SegmentUnderwriting Capacity Technology Solutions549,452,000USD0001781755-26-000018
    Q3 2025Quarterly · 2025-09-30ProductCommission Revenue277,439,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30ProductConsultingand Service Fee Revenue26,919,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30ProductEarned Premium5,863,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30ProductOther Insurance Product Line2,778,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30ProductPolicy Feeand Installment Fee Revenue20,599,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30ProductProfit Sharing Revenue28,719,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30SegmentInsurance Advisory Solutions116,800,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30SegmentMainstreet Insurance Solutions65,400,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30SegmentOther84,917,000USD0001781755-25-000109
    Q3 2025Quarterly · 2025-09-30SegmentUnderwriting Capacity Technology Solutions95,200,000USD0001781755-25-000109
    Q2 2025Quarterly · 2025-06-30ProductCommission Revenue299,243,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30ProductConsultingand Service Fee Revenue27,375,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30ProductEarned Premium5,488,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30ProductOther Insurance Product Line4,499,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30ProductPolicy Feeand Installment Fee Revenue19,684,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30ProductProfit Sharing Revenue19,960,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30SegmentInsurance Advisory Solutions139,400,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30SegmentMainstreet Insurance Solutions61,300,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30SegmentOther77,349,000USD0001781755-25-000096
    Q2 2025Quarterly · 2025-06-30SegmentUnderwriting Capacity Technology Solutions98,200,000USD0001781755-25-000096
    Q1 2025Quarterly · 2025-03-31ProductCommission Revenue338,862,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31ProductConsultingand Service Fee Revenue20,156,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31ProductEarned Premium4,317,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31ProductOther Insurance Product Line4,876,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31ProductPolicy Feeand Installment Fee Revenue17,980,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31ProductProfit Sharing Revenue24,340,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31SegmentCorporate And Other-17,311,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31SegmentInsurance Advisory Solutions227,673,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31SegmentMainstreet Insurance Solutions77,869,000USD0001781755-26-000034
    Q1 2025Quarterly · 2025-03-31SegmentUnderwriting Capacity Technology Solutions125,174,000USD0001781755-26-000034
    Q4 2024Quarterly · 2024-12-31ProductCommission Revenue256,852,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31ProductConsultingand Service Fee Revenue20,157,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31ProductEarned Premium0USDLegacy provider
    Q4 2024Quarterly · 2024-12-31ProductOther Insurance Product Line6,456,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31ProductPolicy Feeand Installment Fee Revenue17,467,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31ProductProfit Sharing Revenue25,775,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentCorporate And Other-254,330,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentInsurance Advisory Solutions269,536,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentMainstreet Insurance Solutions89,483,000USDLegacy provider
    Q4 2024Quarterly · 2024-12-31SegmentUnderwriting Capacity Technology Solutions233,939,000USDLegacy provider
    FY 2024Yearly · 2024-12-31ProductCommission Revenue1,129,903,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31ProductConsultingand Service Fee Revenue78,168,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31ProductEarned Premium0USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31ProductOther Insurance Product Line12,794,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31ProductPolicy Feeand Installment Fee Revenue60,719,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31ProductProfit Sharing Revenue95,532,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31SegmentCorporate And Other-77,121,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31SegmentInsurance Advisory Solutions711,936,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31SegmentMainstreet Insurance Solutions281,283,000USD0001781755-26-000018
    FY 2024Yearly · 2024-12-31SegmentUnderwriting Capacity Technology Solutions472,939,000USD0001781755-26-000018
    Q3 2024Quarterly · 2024-09-30ProductCommission Revenue270,271,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30ProductConsultingand Service Fee Revenue19,257,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30ProductEarned Premium0USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30ProductOther Insurance Product Line2,895,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30ProductPolicy Feeand Installment Fee Revenue16,002,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30ProductProfit Sharing Revenue26,785,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30SegmentInsurance Advisory Solutions123,500,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30SegmentMainstreet Insurance Solutions61,800,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30SegmentOther64,910,000USD0001781755-25-000109
    Q3 2024Quarterly · 2024-09-30SegmentUnderwriting Capacity Technology Solutions85,000,000USD0001781755-25-000109

    Periods follow company fiscal calendars. Quarterly, annual and year-to-date amounts are shown separately. Missing values are not zero. Data may be delayed, incomplete or corrected; follow the disclosure links to verify figures.