| INSURANCE-COMPANY-PARTNERS |
INSURANCE-COMPANY-PARTNERS |
90%
|
Commission revenue is earned by providing insurance placement services to clients under direct bill and agency bill arrangements with insurance company partners and reinsurance company partners for p… |
| REINSURANCE-COMPANY-PARTNERS |
REINSURANCE-COMPANY-PARTNERS |
90%
|
Commission revenue is earned by providing insurance placement services to clients under direct bill and agency bill arrangements with insurance company partners and reinsurance company partners for p… |
| CLIENTS |
CLIENTS |
85%
|
Service fee arrangements are in place with certain clients for providing insurance placement services. |
| POLICYHOLDERS |
POLICYHOLDERS |
80%
|
The Company considers the policyholders as representative of its customers in the majority of contractual relationships |
| BALDWIN-BALDWIN-THE-BALDWIN-INSURANCE-GROUP-INC |
BALDWIN-BALDWIN-THE-BALDWIN-INSURANCE-GROUP-INC |
62%
|
nsaction-related partnership and integration expenses, transformation costs, severance, and certain non-recurring items, including those related to raising capital Amended LLC Agreement Third Amended… |
| BALDWIN-HOLDINGS |
BALDWIN-HOLDINGS |
62%
|
Months Ended March 31, Variance (in thousands, except percentages) 2026 2025 Amount % Revenues: Commissions and fees $ (16,023) $ (18,065) $ 2,042 (11) % Investment income 461 754 (293) (39) % Total … |
| BALDWIN-HOLDINGS-THE-BALDWIN-INSURANCE-GROUP-HOL |
BALDWIN-HOLDINGS-THE-BALDWIN-INSURANCE-GROUP-HOL |
62%
|
nsaction-related partnership and integration expenses, transformation costs, severance, and certain non-recurring items, including those related to raising capital Amended LLC Agreement Third Amended… |
| BRP-GROUP-INC |
BRP-GROUP-INC |
62%
|
See accompanying Notes to Condensed Consolidated Financial Statements. 11 THE BALDWIN INSURANCE GROUP, INC. Notes to Condensed Consolidated Financial Statements (Unaudited) 1. Business and Basis of P… |
| BUILDER-RISK-MANAGEMENT-LLC |
BUILDER-RISK-MANAGEMENT-LLC |
62%
|
to risk management, insurance and employee benefits. Our growth plan includes continuing to recruit, train and develop industry leading talent, continuing to add geographic representation, insurance … |
| CAC-GROUP |
CAC-GROUP |
62%
|
Months Ended March 31, Variance (in thousands, except percentages) 2026 2025 Amount % Revenues: Commissions and fees $ (16,023) $ (18,065) $ 2,042 (11) % Investment income 461 754 (293) (39) % Total … |
| CAPSTONE-GROUP |
CAPSTONE-GROUP |
62%
|
advisor and client experience. MIS also offers consultation for government assistance programs and solutions, including traditional Medicare, Medicare Advantage and Affordable Care Act, to seniors an… |
| COBBS-ALLEN-CAPITAL-HOLDINGS-LLC |
COBBS-ALLEN-CAPITAL-HOLDINGS-LLC |
62%
|
advisor and client experience. MIS also offers consultation for government assistance programs and solutions, including traditional Medicare, Medicare Advantage and Affordable Care Act, to seniors an… |
| CORE-TBG-ASSURANCE-COMPANY-LLC |
CORE-TBG-ASSURANCE-COMPANY-LLC |
62%
|
nsaction-related partnership and integration expenses, transformation costs, severance, and certain non-recurring items, including those related to raising capital Amended LLC Agreement Third Amended… |
| FOLEY-INSURANCE-AGENCY-INC |
FOLEY-INSURANCE-AGENCY-INC |
62%
|
advisor and client experience. MIS also offers consultation for government assistance programs and solutions, including traditional Medicare, Medicare Advantage and Affordable Care Act, to seniors an… |
| JPM-CREDIT-AGREEMENT-LLC |
JPM-CREDIT-AGREEMENT-LLC |
62%
|
nsaction-related partnership and integration expenses, transformation costs, severance, and certain non-recurring items, including those related to raising capital Amended LLC Agreement Third Amended… |
| PRESENTATION-THE-BALDWIN-INSURANCE-GROUP-INC |
PRESENTATION-THE-BALDWIN-INSURANCE-GROUP-INC |
62%
|
See accompanying Notes to Condensed Consolidated Financial Statements. 11 THE BALDWIN INSURANCE GROUP, INC. Notes to Condensed Consolidated Financial Statements (Unaudited) 1. Business and Basis of P… |
| QBE-INSURANCE-CORPORATION |
QBE-INSURANCE-CORPORATION |
62%
|
8 million, professional fees of $1.9 million from increased legal spend, and technology and software-related costs of $1.2 million, partially offset by a decrease in licenses and taxes of $1.2 millio… |
| RESTATED-LIMITED-LIABILITY-COMPANY |
RESTATED-LIMITED-LIABILITY-COMPANY |
62%
|
nsaction-related partnership and integration expenses, transformation costs, severance, and certain non-recurring items, including those related to raising capital Amended LLC Agreement Third Amended… |
| TBG-ASSURANCE-COMPANY-LLC |
TBG-ASSURANCE-COMPANY-LLC |
62%
|
arty led capitalization of the Reciprocal closed and funded in full on May 6, 2025, and we began writing business into the Reciprocal late in the second quarter of 2025. Based on the structure of the… |
