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| Date | Value |
|---|---|
| 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 |