Baldwin Insurance Ownership
| BWIN Stock | 38.95 1.65 4.06% |
Shares in Circulation | First Issued 2019-12-31 | Previous Quarter 63.1 M | Current Value 64 M | Avarage Shares Outstanding 48.8 M | Quarterly Volatility 16.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Baldwin |
Baldwin Stock Ownership Analysis
About 99.0% of the company shares are held by institutions such as insurance companies. The company recorded a loss per share of 0.8. Baldwin Insurance had not issued any dividends in recent years. For more info on The Baldwin Insurance please contact Jim Roche at 866 279 0698 or go to https://www.baldwin.com.Besides selling stocks to institutional investors, Baldwin Insurance also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Baldwin Insurance's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Baldwin Insurance's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Baldwin Insurance Quarterly Liabilities And Stockholders Equity |
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Only 1.29% of The Baldwin Insurance are currently held by insiders. Unlike Baldwin Insurance's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Baldwin Insurance's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Baldwin Insurance's insider trades
Baldwin Insurance Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Baldwin Insurance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Baldwin Insurance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Baldwin Insurance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Baldwin Insurance's latest congressional trading
Congressional trading in companies like Baldwin Insurance, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Baldwin Insurance by those in governmental positions are based on the same information available to the general public.
| 2024-06-08 | Representative Josh Gottheimer | Acquired Under $15K | Verify |
Pair Trading with Baldwin Insurance
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baldwin Insurance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baldwin Insurance will appreciate offsetting losses from the drop in the long position's value.Moving together with Baldwin Stock
Moving against Baldwin Stock
| 0.66 | V | Visa Class A | PairCorr |
| 0.59 | C | Citigroup Fiscal Year End 10th of January 2025 | PairCorr |
| 0.57 | WTW | Willis Towers Watson | PairCorr |
| 0.57 | AX | Axos Financial | PairCorr |
| 0.54 | EHTH | eHealth Trending | PairCorr |
The ability to find closely correlated positions to Baldwin Insurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baldwin Insurance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baldwin Insurance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Baldwin Insurance to buy it.
The correlation of Baldwin Insurance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baldwin Insurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baldwin Insurance moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baldwin Insurance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Baldwin Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Is Insurance Brokers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Baldwin Insurance. If investors know Baldwin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Baldwin Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.80) | Revenue Per Share 21.258 | Quarterly Revenue Growth 0.144 | Return On Assets 0.0151 | Return On Equity (0.08) |
The market value of Baldwin Insurance is measured differently than its book value, which is the value of Baldwin that is recorded on the company's balance sheet. Investors also form their own opinion of Baldwin Insurance's value that differs from its market value or its book value, called intrinsic value, which is Baldwin Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Baldwin Insurance's market value can be influenced by many factors that don't directly affect Baldwin Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Baldwin Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baldwin Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baldwin Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.