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The Baldwin Insurance Group, Inc. (BWIN) Total Return Calculator with Dividends Reinvested

The Baldwin Insurance Group, Inc.

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The total return for The Baldwin Insurance Group, Inc. (BWIN) stock is -46.47% over the past 12 months. So far it's down 11.77% this year. The 5-year total return is -30.23%, meaning $10,000 invested in BWIN stock 5 years ago would be worth $6,977 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in BWIN 1 year ago, it would be worth $5,326 today — you'd have lost $4,674.

With Dividends Reinvested$5,326-46.74%

Price Only (No DRIP)$5,326-46.74%

Period2025-05-08 → 2026-05-07

Price

Total Return (DRIP)

S&P 500

If You Invested $10,000 in BWIN

1Y$5,353-$4,647 (-46.5%)-46.5% CAGR

3Y$6,977-$3,023 (-30.2%)-11.3% CAGR

5Y$6,977-$3,023 (-30.2%)-6.9% CAGR

10Y$6,977-$3,023 (-30.2%)-3.5% CAGR

15Y$6,977-$3,023 (-30.2%)-2.4% CAGR

20Y$6,977-$3,023 (-30.2%)-1.8% CAGR

30Y$6,977-$3,023 (-30.2%)-1.2% CAGR

The Baldwin Insurance Group, Inc. did not pay dividends during this period. Total return = price return.

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As of 2026-05-08

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	-11.77%	—	-11.77%	—	$8,823
1Y	-46.47%	-46.47%	-46.47%	—	$5,353
3Y	-30.23%	-11.31%	-30.23%	—	$6,977
5Y	-30.23%	-6.95%	-30.23%	—	$6,977
10Y	-30.23%	-3.54%	-30.23%	—	$6,977
15Y	-30.23%	-2.37%	-30.23%	—	$6,977
20Y	-30.23%	-1.78%	-30.23%	—	$6,977
30Y	-30.23%	-1.19%	-30.23%	—	$6,977

Risk & Highlights

Best Year+28.90%2024

Worst Year-35.52%2025

Max Drawdown-62.95%2025-06-24 → 2026-02-13

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	-2.31%	-2.31%	—	+0.41%	-2.7pp
2025	-35.52%	-35.52%	—	+16.64%	-52.2pp
2024	+28.90%	+28.90%	—	+24.00%	+4.9pp

BWIN underperformed the S&P 500 by 76.84pp over the past year (-46.47% vs +30.37%).

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BWIN Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
BWINThe Baldwin Insurance Group, Inc.	$1.6B	-2.5%	-11.8%	-46.5%	—	-30.2%	-30.2%	-30.2%
RYANRyan Specialty Holdings, Inc.	$4.1B	-5.7%	-37.1%	-54.6%	+0.7pp	-23.8%	+20.0%	+20.0%
AONAon plc	$67.2B	-2.8%	-8.5%	-12.0%	+0.8pp	-3.2%	+26.2%	+219.8%
MMCMarsh & McLennan Companies, Inc.	$85.3B	—	-3.6%	-22.0%	+1.6pp	+2.0%	+36.5%	+209.8%
WTWWillis Towers Watson Public Limited Company	$24.3B	-9.5%	-20.6%	-14.5%	+1.2pp	+17.3%	+1.9%	+132.7%
BROBrown & Brown, Inc.	$19.8B	-12.5%	-25.0%	-47.2%	+0.6pp	-9.3%	+12.8%	+253.0%
AJGArthur J. Gallagher & Co.	$51.9B	-7.2%	-20.9%	-39.8%	+0.8pp	-2.8%	+41.1%	+372.4%
ERIEErie Indemnity Company	$10.0B	-12.8%	-20.9%	-38.7%	+1.6pp	-0.2%	+14.8%	+171.6%
ACGLArch Capital Group Ltd.	$33.7B	-2.5%	+0.7%	+2.0%	—	+30.7%	+144.0%	+324.0%
HIGThe Hartford Financial Services Group, Inc.	$36.5B	-2.3%	-2.8%	+5.6%	+1.8pp	+96.9%	+112.7%	+233.5%
TRVThe Travelers Companies, Inc.	$64.6B	+1.3%	+5.2%	+12.8%	+1.6pp	+70.6%	+98.2%	+201.4%

Compare:BWIN vs RYAN BWIN vs AON BWIN vs MMC BWIN vs RYAN vs AON

About BWIN Dividend Returns

The Baldwin Insurance Group, Inc. (BWIN) does not currently pay dividends. Many growth-focused companies reinvest profits back into the business rather than distributing them as dividends.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of BWIN over the past year?

The Baldwin Insurance Group, Inc. (BWIN) delivered a return of -46.47% over the past year. Since BWIN does not currently pay dividends, the total return equals the price-only return.

Q2How much would $10,000 invested in BWIN be worth today?

A $10,000 investment in The Baldwin Insurance Group, Inc. one year ago would be worth $5,353 today, representing a loss of $4,647.

Q3Does BWIN pay dividends?

The Baldwin Insurance Group, Inc. (BWIN) does not currently pay dividends. Many growth-focused companies reinvest profits back into the business rather than distributing them as dividends. For BWIN, the total return equals the price-only return.

Q4Did BWIN beat the S&P 500?

No, The Baldwin Insurance Group, Inc. (BWIN) underperformed the S&P 500 by 76.84 percentage points over the past year. BWIN delivered a total return of -46.47%, compared to the S&P 500's 30.37%. This means a passive S&P 500 index fund outperformed BWIN by 76.84pp during this period.

Q5What is BWIN's worst drawdown?

The Baldwin Insurance Group, Inc. (BWIN) experienced a maximum drawdown of -62.95% over the past year, declining from its peak on 2025-06-24 to its trough on 2026-02-13. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is BWIN's long-term total return over 10, 20, or 30 years?

Here are The Baldwin Insurance Group, Inc. (BWIN)'s long-term returns with dividends reinvested. Over 10 years, the total return is -30.2% (-3.5% CAGR) — $10,000 would have grown to $6,977. Over 20 years: -30.2% total return (-1.8% CAGR) — $10,000 → $6,977. Over 30 years: -30.2% total return (-1.2% CAGR) — $10,000 → $6,977. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was BWIN's best and worst year?

The Baldwin Insurance Group, Inc.'s best calendar year was 2024 with a total return of 28.9%. Its worst year was 2025 with a total return of -35.5%. This range shows the volatility investors should expect — the difference between the best and worst year is 64.4 percentage points.