|
Q2 FY2026
As of Jun 30, 2026
|
Q1 FY2026
As of Mar 31, 2026
|
Q4 FY2025
As of Dec 31, 2025
|
Q3 FY2025
As of Sep 30, 2025
|
Q2 FY2025
As of Jun 30, 2025
|
Q1 FY2025
As of Mar 31, 2025
|
Q4 FY2024
As of Dec 31, 2024
|
Q3 FY2024
As of Sep 30, 2024
|
Q2 FY2024
As of Jun 30, 2024
|
Q1 FY2024
As of Mar 31, 2024
|
Q4 FY2023
As of Dec 31, 2023
|
Q3 FY2023
As of Sep 30, 2023
|
Q2 FY2023
As of Jun 30, 2023
|
Q1 FY2023
As of Mar 31, 2023
|
Q4 FY2022
As of Dec 31, 2022
|
Q3 FY2022
As of Sep 30, 2022
|
Q2 FY2022
As of Jun 30, 2022
|
Q1 FY2022
As of Mar 31, 2022
|
Q4 FY2021
As of Dec 31, 2021
|
Q3 FY2021
As of Sep 30, 2021
|
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||||||||||||||
| Current Assets | ||||||||||||||||||||
| Cash and cash equivalents | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total cash and cash equivalents | ||||||||||||||||||||
| Restricted cash | ||||||||||||||||||||
| Fiduciary cash | ||||||||||||||||||||
| Assumed premiums, commissions and fees receivable, net | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total assumed premiums, commissions and fees receivable, net | ||||||||||||||||||||
| Fiduciary receivables | ||||||||||||||||||||
| Total fiduciary receivables | ||||||||||||||||||||
| Prepaid expenses and other current assets | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total prepaid expenses and other current assets | ||||||||||||||||||||
| Assets held for sale | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total current assets | ||||||||||||||||||||
| Property and equipment, net | ||||||||||||||||||||
| Total property and equipment, net | ||||||||||||||||||||
| Right-of-use assets | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total right-of-use assets | ||||||||||||||||||||
| Other assets | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total other assets | ||||||||||||||||||||
| Intangible assets, net | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total intangible assets, net | ||||||||||||||||||||
| Goodwill | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total goodwill | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total assets | ||||||||||||||||||||
| Liabilities, Mezzanine Equity and Stockholders’ Equity | ||||||||||||||||||||
| Liabilities | ||||||||||||||||||||
| Current Liabilities | ||||||||||||||||||||
| Premiums payable to insurance companies | ||||||||||||||||||||
| Total premiums payable to insurance companies | ||||||||||||||||||||
| Fiduciary liabilities | ||||||||||||||||||||
| Commissions payable | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total commissions payable | ||||||||||||||||||||
| Accrued expenses and other current liabilities | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total accrued expenses and other current liabilities | ||||||||||||||||||||
| Related party notes payable | ||||||||||||||||||||
| Colleague earnout incentives | ||||||||||||||||||||
| Current portion of contingent earnout liabilities | ||||||||||||||||||||
| Liabilities held for sale | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total current liabilities | ||||||||||||||||||||
| Revolving line of credit | ||||||||||||||||||||
| Long-term debt, less current portion | ||||||||||||||||||||
| Contingent earnout liabilities, less current portion | ||||||||||||||||||||
| Operating lease liabilities, less current portion | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total operating lease liabilities, less current portion | ||||||||||||||||||||
| Tax Receivable Agreement liabilities | ||||||||||||||||||||
| Deferred tax liabilities | ||||||||||||||||||||
| Other liabilities | ||||||||||||||||||||
| Variable Interest Entity, Primary Beneficiary | ||||||||||||||||||||
| Total liabilities | ||||||||||||||||||||
| Mezzanine Equity | ||||||||||||||||||||
| Redeemable noncontrolling interest | ||||||||||||||||||||
| Stockholders’ Equity (Deficit) | ||||||||||||||||||||
| Stockholders' Equity Attributable to Baldwin | ||||||||||||||||||||
| Common stock | ||||||||||||||||||||
| Common Class A | ||||||||||||||||||||
| Common Class B | ||||||||||||||||||||
| Additional paid-in capital | ||||||||||||||||||||
| Accumulated deficit | ||||||||||||||||||||
| Stockholder notes receivable | ||||||||||||||||||||
| Accumulated other comprehensive income | ||||||||||||||||||||
| Total stockholders’ equity attributable to Baldwin | ||||||||||||||||||||
| Noncontrolling interest | ||||||||||||||||||||
| Total stockholders’ equity | ||||||||||||||||||||
| Total liabilities, mezzanine equity and stockholders’ equity | ||||||||||||||||||||
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