Growth Metrics

Baldwin Insurance (BWIN) Gains from Investment Securities (2018 - 2026)

Baldwin Insurance (BWIN) reported Gains from Investment Securities of $1.2 million for Q1 2026, up 259.78% year-over-year from $322419.6 in Q1 2025, and up 170.22% on a QoQ basis from -$1.7 million in Q4 2025.

Baldwin Insurance (BWIN) has 8 years of Gains from Investment Securities data on file, last reported at $1.2 million in Q1 2026.

  • Quarterly Gains from Investment Securities rose 259.78% year-over-year to $1.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$469000.0 (up 95.58% YoY) and the FY2025 annual result came in at $602000.0, down 78.45% from the prior year.
  • Gains from Investment Securities advanced to $1.2 million in Q1 2026 per BWIN's latest filing, from -$1.7 million in the prior quarter.
  • Across five years, Gains from Investment Securities topped out at $35.7 million in Q4 2022 and bottomed at -$26.9 million in Q2 2022.
  • The 5-year median for Gains from Investment Securities is -$100000.0 (2023), against an average of $2.6 million.
  • Peak annual rise in Gains from Investment Securities reached 2012.0% in 2024, while the deepest fall reached 1073.58% in 2024.
  • Tracing BWIN's Gains from Investment Securities over 5 years: stood at $35.7 million in 2022, then sank by 103.45% to -$1.2 million in 2023, then sank by 1073.58% to -$14.5 million in 2024, then jumped by 88.59% to -$1.7 million in 2025, then surged by 170.22% to $1.2 million in 2026.
  • Per Business Quant, the three latest BWIN Gains from Investment Securities figures stand at $1.2 million (Q1 2026), -$1.7 million (Q4 2025), and $2.0 million (Q3 2025).

Peer Comparison

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

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 1.16 Mn
Mar 31, 2026 1.16 Mn
Dec 31, 2025 -1.65 Mn
Dec 31, 2025 -1.65 Mn
Sep 30, 2025 1.98 Mn
Sep 30, 2025 1.98 Mn
Jun 30, 2025 -1.96 Mn
Jun 30, 2025 -1.96 Mn
Mar 31, 2025 -726,000.00
Mar 31, 2025 -726,000.00
Dec 31, 2024 -14.48 Mn
Dec 31, 2024 -14.48 Mn
Sep 30, 2024 -952,000.00
Sep 30, 2024 -952,000.00
Jun 30, 2024 5.55 Mn
Jun 30, 2024 5.55 Mn
Mar 31, 2024 1.91 Mn
Mar 31, 2024 1.91 Mn
Dec 31, 2023 -1.23 Mn
Dec 31, 2023 -1.23 Mn
Sep 30, 2023 13.91 Mn
Sep 30, 2023 13.91 Mn
Jun 30, 2023 16.39 Mn
Jun 30, 2023 16.39 Mn
Mar 31, 2023 -100,000.00
Mar 31, 2023 -100,000.00
Dec 31, 2022 35.72 Mn
Dec 31, 2022 35.72 Mn
Sep 30, 2022 21.70 Mn
Sep 30, 2022 21.70 Mn
Jun 30, 2022 -26.87 Mn
Jun 30, 2022 -26.87 Mn
Mar 31, 2022 -5.63 Mn
Mar 31, 2022 -5.63 Mn
Dec 31, 2021 -12.81 Mn
Dec 31, 2021 -12.81 Mn
Sep 30, 2021 11.34 Mn
Sep 30, 2021 11.34 Mn
Jun 30, 2021 5.77 Mn
Jun 30, 2021 5.77 Mn
Dec 31, 2019 3.22 Mn
Dec 31, 2019 3.22 Mn
Sep 30, 2019 535,214.00
Sep 30, 2019 535,214.00
Sep 30, 2018 350,462.00
Sep 30, 2018 350,462.00