Growth Metrics

Baldwin Insurance (BWIN) Invested Capital (2018 - 2026)

Baldwin Insurance (BWIN) reported Invested Capital of $1.1 billion for Q1 2026, down 1.29% year-over-year from $1.1 billion in Q1 2025, and up 77.18% on a QoQ basis from $609.2 million in Q4 2025.

Baldwin Insurance (BWIN) has 9 years of Invested Capital data on file, last reported at $1.1 billion in Q1 2026.

  • Quarterly Invested Capital fell 1.29% year-over-year to $1.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.1 billion (down 1.29% YoY) and the FY2025 annual result came in at $609.2 million, down 47.08% from the prior year.
  • Invested Capital grew to $1.1 billion in Q1 2026 per BWIN's latest filing, from $609.2 million in the prior quarter.
  • Across five years, Invested Capital topped out at $2.1 billion in Q2 2022 and bottomed at $609.2 million in Q4 2025.
  • The 5-year median for Invested Capital is $1.2 billion (2024), against an average of $1.4 billion.
  • The widest annual swing landed in 2022, when Invested Capital jumped 165.2%; it then tumbled 48.55% in 2025.
  • Tracing BWIN's Invested Capital over 5 years: stood at $2.0 billion in 2022, then slumped by 37.62% to $1.2 billion in 2023, then decreased by 6.68% to $1.2 billion in 2024, then plunged by 47.08% to $609.2 million in 2025, then jumped by 77.18% to $1.1 billion in 2026.
  • Per Business Quant, the three latest BWIN Invested Capital figures stand at $1.1 billion (Q1 2026), $609.2 million (Q4 2025), and $636.7 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Aon 69.60 Bn 68.21 Bn - 11.08 Bn
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - 24.42 Bn
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn 8.06 Bn
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 13.85 Bn
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -118.43 Mn
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn 813.30 Mn
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 375.72 Mn
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 1.08 Bn
9 Goosehead Insurance 1.01 Bn 899.53 Mn - -118.28 Mn
10 Twfg 279.02 Mn 351.22 Mn - 287.01 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 1.08 Bn
Dec 31, 2025 609.22 Mn
Sep 30, 2025 636.75 Mn
Jun 30, 2025 1.06 Bn
Mar 31, 2025 1.09 Bn
Dec 31, 2024 1.15 Bn
Sep 30, 2024 1.24 Bn
Jun 30, 2024 1.25 Bn
Mar 31, 2024 1.30 Bn
Dec 31, 2023 1.23 Bn
Sep 30, 2023 1.17 Bn
Jun 30, 2023 1.93 Bn
Mar 31, 2023 1.96 Bn
Dec 31, 2022 1.98 Bn
Sep 30, 2022 2.06 Bn
Jun 30, 2022 2.10 Bn
Mar 31, 2022 2.08 Bn
Dec 31, 2021 2.03 Bn
Sep 30, 2021 1.16 Bn
Jun 30, 2021 792.60 Mn
Mar 31, 2021 810.21 Mn
Dec 31, 2020 1.17 Bn
Sep 30, 2020 423.66 Mn
Jun 30, 2020 426.78 Mn
Mar 31, 2020 257.59 Mn
Dec 31, 2019 237.25 Mn
Sep 30, 2019 -203.90 Mn
Jun 30, 2019 -126.70 Mn
Mar 31, 2019 -89.86 Mn
Dec 31, 2018 -62.23 Mn