Baldwin Group Update

Brief FY 2024 Commentary

Since publishing the initial Baldwin Insurance Group $BWIN write up on June 18, 2024, the stock went from $33.35/sh to a high of $55.00 or so, settling around $42.80 as of today’s market close. A 29.3% increase to the share price compared to 4.40% for the SPY. This performance, however, was not without volatility. This post will be for paid subscribers.