Filing Summary
Company: The Baldwin Insurance Group, Inc. (Nasdaq: BWIN). Filing: Form 8-K filed October 9, 2026.
Business context and reporting period
The filing updates information related to Baldwin’s acquisition of the Cobbs Allen Capital Holdings, LLC business from Cobbs Allen Capital Holdings, LLC (the seller). The transaction closed on January 1, 2026. This 8-K provides the seller’s audited financial statements for the years ended December 31, 2025 and 2024, and updated unaudited pro forma combined financial information for Baldwin as of and for the year ended December 31, 2025.
Financial metrics and changes
The supplied filing text does not state revenue, profit, cash flow, margins, debt, liquidity, or other financial amounts. It identifies the financial statements and pro forma information as Exhibits 99.1 and 99.2 but does not include their contents. The filing replaces or updates pro forma information previously submitted with the January 2, 2026 8-K.
Outlook, risks, and unusual items
No guidance, outlook, management commentary, or specific risks or contingencies are described in the supplied text. The principal purpose of this filing is to provide transaction-related financial statements and updated pro forma information; it is not an operating results announcement.
Important facts to verify
- Review Exhibit 99.1 for the acquired business’s audited results, financial position, cash flows, and auditor’s report for 2025 and 2024.
- Review Exhibit 99.2 for Baldwin’s pro forma 2025 income statement and December 31, 2025 balance sheet, including transaction adjustments and assumptions.
- Compare the updated pro forma information with the version filed in the January 2, 2026 8-K to understand changes.