The Baldwin Insurance Group, Inc. (BWIN) Q2 2026 Earnings Call Transcript

The Baldwin Insurance Group, Inc. ( BWIN ) Q2 2026 Earnings Call July 30, 2026 5:00 PM EDT Company Participants Bonnie Bishop - Executive Director of Investor Relations Trevor Baldwin - Co-Founder, CEO & Non-Independent Director Bradford Hale - Chief Financial Officer Conference Call Participants Thomas Mcjoynt-Griffith - Keefe, Bruyette, & Woods, Inc., Research Division Hristian Getsov - Wells Fargo Securities, LLC, Research Division Charles Lederer - BMO Capital Markets Equity Research Mitchell Rubin - Raymond James & Associates, Inc., Research Division Andrew Kligerman - TD Cowen, Research Division Pablo Singzon - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Baldwin Group Second Quarter 2026 Earnings Call. Operator Instructions Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Bonnie Bishop, Executive Director of Investor Relations. Please go ahead. Bonnie Bishop Executive Director of Investor Relations Thank you. Welcome to the Baldwin Group's Second Quarter 2026 Earnings Call. Today's call is being recorded. Second quarter financial results, supplemental information and the company's Form 10-Q were issued earlier this afternoon and are available on the company's website at ir.baldwin.com. Please note that remarks made today may include forward-looking statements subject to various assumptions, risks and uncertainties including, for example, our strategy with respect to our capital allocation in the future. The company's actual results may differ materially from those contemplated by such statements. For a more detailed discussion, please refer to the note regarding forward-looking statements in the company's earnings release and our most recent Form 10-Q, both of which are available on The Baldwin website. During the call today, the company may also discuss certain non-GAAP financial measures. For a more detailed discussion of these non-GAAP financial measures and historical reconciliation to the most closely comparable GAAP measures, please