Baldwin Insurance (BWIN) Return on Equity [ROE] (2019 - 2026)
Baldwin Insurance's Return on Equity [ROE] came in at -8.87% for Q2 2026, down 6.05 percentage points from -2.82% a year earlier and down 2.72 percentage points from the prior quarter.
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Analysis
Baldwin Insurance (BWIN) Return on Equity [ROE] (2019 - 2026) Analysis & Trends
For FY2025, Baldwin Insurance's Return on Equity [ROE] was -5.18%, down 1.12 percentage points from FY2024.
- Return on Equity [ROE] carries a five-year change of +0.76 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was -4.05% in FY2024 (+11.15 pp), -15.20% in FY2023 (-8.60 pp), -6.60% in FY2022 (-0.66 pp) and -5.94% in FY2021 (unchanged).
- The Q2 2026 figure represents the lowest quarterly Return on Equity [ROE] since Q1 2024.
- Year-over-year, Return on Equity [ROE] has declined for three consecutive quarters, with an average year-over-year change of +3.38 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q4 2024 (a gain of 11.66 percentage points), and the weakest in Q2 2023 (a drop of 18.08 percentage points).
- Business Quant data shows BWIN's Return on Equity [ROE] at -6.14% (Q1 2026), -4.90% (Q4 2025) and -4.16% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 11.64% |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 14.32% |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 35.24% |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 27.18% |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 25.51% |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 9.17% |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 6.62% |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 40.61% |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 40.73% |
| 10 | Baldwin Insurance | 4.46 Bn | 4.45 Bn | - | -8.87% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -8.87% |
| Mar 31, 2026 | -6.14% |
| Dec 31, 2025 | -4.90% |
| Sep 30, 2025 | -4.16% |
| Jun 30, 2025 | -2.82% |
| Mar 31, 2025 | -5.38% |
| Dec 31, 2024 | -4.02% |
| Sep 30, 2024 | -6.61% |
| Jun 30, 2024 | -8.16% |
| Mar 31, 2024 | -9.48% |
| Dec 31, 2023 | -15.68% |
| Sep 30, 2023 | -17.79% |
| Jun 30, 2023 | -18.68% |
| Mar 31, 2023 | -13.01% |
| Dec 31, 2022 | -6.50% |
| Sep 30, 2022 | -2.39% |
| Jun 30, 2022 | -0.60% |
| Mar 31, 2022 | -3.68% |
| Dec 31, 2021 | -5.06% |
| Sep 30, 2021 | -3.45% |
API Access
Baldwin Insurance Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=BWIN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "BWIN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=BWIN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();