Company / Shareholders' Equity
Baldwin Insurance Group, Inc. Shareholders' Equity History
FY2018-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$600.2M
FY2025
5-year range
$560.4M / $1.2B
FY2021-FY2025
Trend
+2.9%
vs FY2024
Sector context
#335 of 399
Financials
What the data says
Baldwin Insurance Group, Inc.'s shareholders' equity of $600M is lower than 84% of companies in the Financials sector (FY2025). Improved from $560M to $600M over the past 2 years.
Based on SEC 10-K filings.
$600M in FY2025 with a 5-year CAGR of -4.9%.
Improved from $560M to $600M over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- -19.2%
- 5-Year CAGR
- -4.9%
- 10-Year CAGR
- -
Sector benchmark
Bottom 16% in FinancialsTop 84% of 399This company $600.2M Sector average $11.4B
▼
-94.7% below sector average
Key checks
Key Insights
- 5-year CAGR of -4.9%, indicating a declining trend.
- In FY2025, shareholders' equity increased 2.9% year-over-year.
- Ranks #335 out of 399 companies in the Financials sector.
- Peak shareholders' equity was recorded in FY2021.
Company context
Key Data Points
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Altman Z-Score 0.50 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $600.2M | +2.9% |
| FY2024 | $583.2M | +4.1% |
| FY2023 | $560.4M | -50.8% |
| FY2022 | $1.1B | -4.0% |
| FY2021 | $1.2B | +54.2% |
| FY2020 | $769.9M | +224.5% |
| FY2019 | $237.3M | +478.0% |
| FY2018 | -$62.8M | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026