# The Baldwin Group

> The Baldwin Group is a Tampa-based, publicly traded independent insurance distribution and advisory company serving more than three million clients. It earns commissions and fees by placing commercial and personal coverage, advising employers on benefits and retirement programs, operating specialty underwriting and reinsurance businesses, and embedding insurance into homebuying and other partner journeys. Its distinction is a vertically connected model that combines local advisors, industry specialists, proprietary products, distribution partnerships, data, and technology under one national platform.

- **Founded:** 2011
- **Headquarters:** Tampa, United States
- **Founders:** Lowry Baldwin (Co-founder and Chairman), Trevor Baldwin (Co-founder and CEO)
- **Team size:** Approximately 5,000 colleagues after January 2026 partnerships; the 2025 Form 10-K reports 4,955 full-time and 65 part-time colleagues including those additions.
- **Products:** Insurance Advisory Solutions, Mainstreet Insurance Solutions, Specialty MGA and underwriting programs, Juniper Re, Founder Shield
- **Notable:** Grew reported annual revenue from roughly $140 million in 2019, its IPO year, to $1.5 billion in 2025., Reported a sixth consecutive year of what management described as top-of-industry organic growth in 2025., Ranked No. 15 on Business Insurance's 2025 list of the largest brokers of U.S. business, based on 2024 brokerage revenue.

## Products & services

- **Insurance Advisory Solutions** — Retail brokerage and consulting for commercial risk, employee benefits, private risk, retirement and wealth needs, supported by industry practice groups and specialist centers.
- **Mainstreet Insurance Solutions** — Personal, commercial and Medicare distribution, including embedded insurance delivered through homebuilders, mortgage originators and real-estate partners.
- **Specialty MGA and underwriting programs** — Specialized insurance products that combine underwriting expertise with carrier risk capacity for distribution partners and niche markets.
- **Juniper Re** — Reinsurance brokerage and advisory capabilities linking clients and insurance programs to global risk capital.
- **Founder Shield** — Technology-oriented commercial insurance advice for venture-backed and innovation-economy companies.
- **Azimuth Re, Ltd.** — A member-owned group captive for high-performing construction companies, created with Innovative Captive Strategies.

## Achievements

- Grew reported annual revenue from roughly $140 million in 2019, its IPO year, to $1.5 billion in 2025.
- Reported a sixth consecutive year of what management described as top-of-industry organic growth in 2025.
- Ranked No. 15 on Business Insurance's 2025 list of the largest brokers of U.S. business, based on 2024 brokerage revenue.
- Completed its IPO in October 2019, raising $241.4 million in net proceeds.
- Unified nearly 40 regional brokerage brands under The Baldwin Group name beginning in 2024.
- Built an MGA platform exceeding $1 billion in premium and launched more than 20 MGA products by its 2025 investor presentation.
- Serves more than three million clients across the United States and internationally.
- Was recognized again as a Best Place to Work by Business Insurance for 2025.

## Latest updates

- **2026-07** — Reported second-quarter revenue of $492.9 million, up 30% year over year, with 2% organic revenue growth and adjusted EBITDA of $116.7 million.
- **2026-05** — Expanded its enterprise relationship with Anthropic to roll Claude out across the firm.
- **2026-05** — Released its fifth annual D&O Benchmarking Report with Nasdaq, finding a stabilizing market with persistent sector differences.
- **2026-05** — Reported first-quarter 2026 results following the CAC Group combination.
- **2026-04** — Launched Azimuth Re, Ltd., a member-owned group captive for construction clients.
- **2026-03** — Westwood Insurance Agency announced a collaboration with CBH Homes to improve the embedded homebuyer insurance experience.
- **2026-02** — Announced a strategic partnership with Fairway Independent Mortgage Corporation.
- **2026-02** — Reported $1.5 billion in 2025 revenue and authorized a share repurchase program of up to $250 million.
- **2026-01** — Completed its merger with specialty and middle-market broker CAC Group.

## Links

- Website: https://baldwin.com
- LinkedIn: https://www.linkedin.com/company/thebaldwingroup
- Twitter/X: https://twitter.com/brp_tweets
- Instagram: https://www.instagram.com/the_baldwin_group/
- Facebook: https://www.facebook.com/thebaldwingroupinsurance

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Profile page: https://yespress.io/the-baldwin-group
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Last updated: 2026-08-11