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
DateValue
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