Baldwin Insurance (BWIN) Invested Capital (2018 - 2026)
Baldwin Insurance (BWIN) posted quarterly Invested Capital of $120.9 million for Q2 2026, up 1688.74% year-over-year from $6.8 million in Q2 2025, and up 4.71% quarter-over-quarter from $115.5 million in Q1 2026.
Baldwin Insurance (BWIN) Invested Capital (2018 - 2026) Analysis & Trends
Baldwin Insurance (BWIN) has reported Invested Capital for 9 consecutive years, with $120.9 million the latest figure, recorded in Q2 2026.
- In Q2 2026, Invested Capital rose 1688.74% year-over-year to $120.9 million; the TTM figure through Jun 2026 stood at $262.4 million (down 33.81% YoY), while the FY2025 annual figure was $9.0 million, down 93.7% from the prior year.
- Invested Capital improved to $120.9 million in Q2 2026 per BWIN's latest filing, from $115.5 million in the prior quarter.
- Across five years, Invested Capital topped out at $229.5 million in Q1 2024 and bottomed at $6.8 million in Q2 2025.
- Historically, Invested Capital has averaged $101.9 million across 5 years, with a median of $106.5 million in 2023.
- Annual changes were most pronounced in 2025 — Invested Capital tumbled 96.68% — and 2026, when it soared 1688.74%.
- Baldwin Insurance's Invested Capital stood at $46.7 million in 2022, then jumped 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 surged by 1242.75% to $120.9 million in 2026.
- Business Quant data shows BWIN's Invested Capital at $120.9 million in Q2 2026, $115.5 million in Q1 2026, and $9.0 million in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 265.99 Bn | 265.99 Bn | - | 4.92 Mn |
| 2 | Marsh & Mclennan Companies | 92.14 Bn | 79.94 Bn | 6.04 Bn | 1.67 Bn |
| 3 | Aon | 75.64 Bn | 74.37 Bn | - | 2.02 Bn |
| 4 | Arthur J. Gallagher | 67.55 Bn | 66.16 Bn | - | 1.52 Bn |
| 5 | Willis Towers Watson | 32.13 Bn | 30.47 Bn | 2.09 Bn | 749.00 Mn |
| 6 | Brown & Brown | 23.98 Bn | 23.06 Bn | 1.41 Bn | 413.00 Mn |
| 7 | Erie Indemnity | 12.29 Bn | 11.94 Bn | - | - |
| 8 | Neptune Insurance Holdings | 4.61 Bn | 4.59 Bn | - | - |
| 9 | Accelerant Holdings | 4.28 Bn | 2.62 Bn | 285.20 Mn | - |
| 10 | Baldwin Insurance | 2.96 Bn | 2.77 Bn | - | 120.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 120.90 Mn |
| 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 |