Growth Metrics

Baldwin Insurance (BWIN) Cash & Current Investments (2018 - 2026)

Baldwin Insurance (BWIN) reported Cash & Current Investments of $146.4 million for Q1 2026, up 79.03% year-over-year from $81.8 million in Q1 2025, and up 18.39% on a QoQ basis from $123.7 million in Q4 2025.

Baldwin Insurance (BWIN) has 9 years of Cash & Current Investments data on file, last reported at $146.4 million in Q1 2026.

  • Quarterly Cash & Current Investments rose 79.03% year-over-year to $146.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $146.4 million (up 79.03% YoY) and the FY2025 annual result came in at $123.7 million, down 51.44% from the prior year.
  • Cash & Current Investments grew to $146.4 million in Q1 2026 per BWIN's latest filing, from $123.7 million in the prior quarter.
  • Across five years, Cash & Current Investments topped out at $360.2 million in Q2 2024 and bottomed at $81.8 million in Q1 2025.
  • The 5-year median for Cash & Current Investments is $221.0 million (2023), against an average of $209.7 million.
  • The widest annual swing landed in 2022, when Cash & Current Investments soared 99.03%; it then plunged 73.97% in 2025.
  • Tracing BWIN's Cash & Current Investments over 5 years: stood at $230.5 million in 2022, then declined by 4.1% to $221.0 million in 2023, then grew by 15.23% to $254.7 million in 2024, then plunged by 51.44% to $123.7 million in 2025, then grew by 18.39% to $146.4 million in 2026.
  • Per Business Quant, the three latest BWIN Cash & Current Investments figures stand at $146.4 million (Q1 2026), $123.7 million (Q4 2025), and $89.7 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Aon 69.60 Bn 68.21 Bn - 1.42 Bn
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - 1.41 Bn
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn 1.86 Bn
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 1.00 Bn
5 XChange TEC.INC 6.95 Bn 6.95 Bn - 1.78 Mn
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn 1.54 Bn
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 345.46 Mn
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 146.41 Mn
9 Goosehead Insurance 1.01 Bn 899.53 Mn - 29.09 Mn
10 Twfg 279.02 Mn 351.22 Mn - 143.65 Mn

Historic Data

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DateValue
Mar 31, 2026 146.41 Mn
Dec 31, 2025 123.67 Mn
Sep 30, 2025 89.72 Mn
Jun 30, 2025 105.70 Mn
Mar 31, 2025 81.78 Mn
Dec 31, 2024 254.69 Mn
Sep 30, 2024 344.72 Mn
Jun 30, 2024 360.18 Mn
Mar 31, 2024 234.32 Mn
Dec 31, 2023 221.03 Mn
Sep 30, 2023 194.39 Mn
Jun 30, 2023 212.90 Mn
Mar 31, 2023 186.82 Mn
Dec 31, 2022 230.47 Mn
Sep 30, 2022 250.62 Mn
Jun 30, 2022 283.93 Mn
Mar 31, 2022 243.91 Mn
Dec 31, 2021 227.74 Mn
Sep 30, 2021 421.44 Mn
Jun 30, 2021 275.98 Mn
Mar 31, 2021 122.55 Mn
Dec 31, 2020 142.02 Mn
Sep 30, 2020 58.00 Mn
Jun 30, 2020 204.44 Mn
Mar 31, 2020 55.97 Mn
Dec 31, 2019 71.07 Mn
Sep 30, 2019 17.51 Mn
Dec 31, 2018 8.00 Mn