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
DateValue
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