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% quarter-over-quarter from $609.2 million in Q4 2025.
Baldwin Insurance (BWIN) Invested Capital (2018 - 2026) Analysis & Trends
Baldwin Insurance (BWIN) has 9 years of Invested Capital data on file, last reported at $1.1 billion in Q1 2026.
- Invested Capital for Q1 2026 came in at $1.1 billion, down 1.29% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.1 billion (down 1.29% YoY), and the FY2025 annual result was $609.2 million, down 47.08% from the prior year.
- Invested Capital rose to $1.1 billion in Q1 2026 per BWIN's latest filing, from $609.2 million in the prior quarter.
- Over five years, Invested Capital peaked at $2.1 billion in Q2 2022 and troughed at $609.2 million in Q4 2025.
- A 5-year average of $1.4 billion and a median of $1.2 billion in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2025: Invested Capital soared 165.2% in 2022, then sank 48.55% in 2025.
- A 5-year view of Invested Capital shows it stood at $2.0 billion in 2022, then plunged by 37.62% to $1.2 billion in 2023, then dropped by 6.68% to $1.2 billion in 2024, then slumped by 47.08% to $609.2 million in 2025, then soared by 77.18% to $1.1 billion in 2026.
- Business Quant data shows BWIN's Invested Capital at $1.1 billion in Q1 2026, $609.2 million in Q4 2025, and $636.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 79.42 Bn | 67.92 Bn | 5.88 Bn | 34.36 Bn |
| 2 | Aon | 69.98 Bn | 68.59 Bn | - | 11.08 Bn |
| 3 | Arthur J. Gallagher | 55.55 Bn | 54.17 Bn | - | 24.42 Bn |
| 4 | Willis Towers Watson | 24.71 Bn | 22.93 Bn | 1.98 Bn | 8.06 Bn |
| 5 | Brown & Brown | 19.80 Bn | 18.82 Bn | 1.61 Bn | 13.85 Bn |
| 6 | XChange TEC.INC | 6.75 Bn | 6.75 Bn | - | -118.43 Mn |
| 7 | Neptune Insurance Holdings | 4.00 Bn | 3.99 Bn | - | -213.36 Mn |
| 8 | Corvel | 2.98 Bn | 2.64 Bn | 54.92 Mn | 375.72 Mn |
| 9 | Accelerant Holdings | 2.93 Bn | 1.42 Bn | 48.00 Mn | 813.30 Mn |
| 10 | Baldwin Insurance | 1.62 Bn | 2.07 Bn | - | 1.08 Bn |
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 |