Growth Metrics

Baldwin Insurance (BWIN) Retained Earnings (2019 - 2026)

Baldwin Insurance (BWIN) reported Retained Earnings of $2.7 million for Q1 2026, up 101.39% year-over-year from $1.4 million in Q1 2025, and up 456.5% on a QoQ basis from $492000.0 in Q4 2025.

Baldwin Insurance (BWIN) has 8 years of Retained Earnings data on file, last reported at $2.7 million in Q1 2026.

  • Quarterly Retained Earnings rose 101.39% year-over-year to $2.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.7 million (up 101.39% YoY) and the FY2025 annual result came in at $492000.0, changed N/A from the prior year.
  • Retained Earnings grew to $2.7 million in Q1 2026 per BWIN's latest filing, from $492000.0 in the prior quarter.
  • Across five years, Retained Earnings topped out at $2.7 million in Q1 2026 and bottomed at -$200.6 million in Q2 2025.
  • The 5-year median for Retained Earnings is -$122.8 million (2023), against an average of -$107.4 million.
  • The widest annual swing landed in 2023, when Retained Earnings tumbled 474.05%; it then jumped 101.39% in 2026.
  • Tracing BWIN's Retained Earnings over 5 years: stood at -$96.8 million in 2022, then sank by 93.16% to -$186.9 million in 2023, then slipped by 2.33% to -$191.3 million in 2024, then jumped by 100.26% to $492000.0 in 2025, then jumped by 456.5% to $2.7 million in 2026.
  • Per Business Quant, the three latest BWIN Retained Earnings figures stand at $2.7 million (Q1 2026), $492000.0 (Q4 2025), and $1.0 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Aon 69.60 Bn 68.21 Bn - -3.93 Bn
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - -566.00 Mn
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn -2.87 Bn
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 128.00 Mn
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -643.43 Mn
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn -1.54 Bn
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 982.40 Mn
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 2.74 Mn
9 Goosehead Insurance 1.01 Bn 899.53 Mn - -128.47 Mn
10 Twfg 279.02 Mn 351.22 Mn - 26,000.00

Historic Data

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DateValue
Mar 31, 2026 2.74 Mn
Dec 31, 2025 492,000.00
Sep 30, 2025 1.05 Mn
Jun 30, 2025 -200.65 Mn
Mar 31, 2025 -197.48 Mn
Sep 30, 2024 -191.26 Mn
Jun 30, 2024 -182.88 Mn
Mar 31, 2024 -165.33 Mn
Dec 31, 2023 -186.91 Mn
Sep 30, 2023 -152.42 Mn
Jun 30, 2023 -134.79 Mn
Mar 31, 2023 -110.90 Mn
Dec 31, 2022 -96.76 Mn
Sep 30, 2022 -48.27 Mn
Jun 30, 2022 -23.48 Mn
Mar 31, 2022 -32.12 Mn
Dec 31, 2021 -54.99 Mn
Sep 30, 2021 -32.32 Mn
Jun 30, 2021 -19.49 Mn
Mar 31, 2021 -9.73 Mn
Dec 31, 2020 -24.35 Mn
Sep 30, 2020 -14.04 Mn
Jun 30, 2020 -10.77 Mn
Mar 31, 2020 -7.18 Mn
Dec 31, 2019 -8.65 Mn
Sep 30, 2019 -206.04 Mn