Baldwin Insurance (BWIN) Invested Capital (2018 - 2026)
Baldwin Insurance's (BWIN) quarterly Invested Capital came in at $115.5 million in Q1 2026, up 153.93% year-on-year from $45.5 million in Q1 2025, and up 1182.41% on a QoQ basis from $9.0 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 $115.5 million in Q1 2026.
- On a quarterly basis, Invested Capital rose 153.93% year-over-year to $115.5 million in Q1 2026; TTM through Mar 2026 was $148.3 million, a 75.02% decrease from a year earlier, with the FY2025 full-year figure at $9.0 million, down 93.7% from the prior year.
- Invested Capital for Q1 2026 stood at $115.5 million, up from $9.0 million in the prior quarter.
- Over the last five years, Invested Capital for BWIN reached as high as $229.5 million in Q1 2024 and fell as low as $6.8 million in Q2 2025.
- Historically, Invested Capital has averaged $108.5 million across 5 years, with a median of $115.5 million in 2026.
- Across the five-year window, Invested Capital jumped 39577.42% in 2022 and sank 96.68% in 2025, its largest moves.
- Year by year, Invested Capital stood at $46.7 million in 2022, then soared by 360.55% to $215.2 million in 2023, then slumped by 33.56% to $142.9 million in 2024, then plunged by 93.7% to $9.0 million in 2025, then soared by 1182.41% to $115.5 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $115.5 million in Q1 2026, $9.0 million in Q4 2025, and $17.1 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 84.27 Bn | 72.32 Bn | 6.04 Bn | 1.67 Bn |
| 2 | Aon | 75.99 Bn | 74.60 Bn | - | 1.12 Bn |
| 3 | Arthur J. Gallagher | 62.23 Bn | 60.85 Bn | - | 640.00 Mn |
| 4 | Willis Towers Watson | 27.24 Bn | 25.46 Bn | 1.98 Bn | - |
| 5 | Brown & Brown | 23.60 Bn | 22.62 Bn | 1.61 Bn | 1.24 Bn |
| 6 | Neptune Insurance Holdings | 4.12 Bn | 4.11 Bn | 26.44 Mn | - |
| 7 | Accelerant Holdings | 3.06 Bn | 1.55 Bn | 48.00 Mn | - |
| 8 | Corvel | 3.03 Bn | 2.68 Bn | 54.92 Mn | - |
| 9 | Baldwin Insurance | 2.43 Bn | 2.87 Bn | - | 115.47 Mn |
| 10 | Goosehead Insurance | 1.31 Bn | 1.20 Bn | - | 2.99 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 115.47 Mn |
| Dec 31, 2025 | 9.00 Mn |
| Sep 30, 2025 | 17.06 Mn |
| Jun 30, 2025 | 6.76 Mn |
| Mar 31, 2025 | 45.47 Mn |
| Dec 31, 2024 | 142.95 Mn |
| Sep 30, 2024 | 201.28 Mn |
| Jun 30, 2024 | 203.87 Mn |
| Mar 31, 2024 | 229.53 Mn |
| Dec 31, 2023 | 215.16 Mn |
| Sep 30, 2023 | 97.62 Mn |
| Jun 30, 2023 | 116.23 Mn |
| Mar 31, 2023 | 118.57 Mn |
| Dec 31, 2022 | 46.72 Mn |
| Mar 31, 2022 | 61.50 Mn |
| Dec 31, 2021 | 35.09 Mn |
| Sep 30, 2021 | 43.98 Mn |
| Jun 30, 2021 | 65,000.00 |
| Mar 31, 2021 | 155,000.00 |
| Dec 31, 2020 | 6.09 Mn |