The Baldwin Insurance Group, Inc. (BWIN) — Strategic Asset Allocation Index

Latest as of December 2020: 0.2%

The Baldwin Insurance Group, Inc. (BWIN) has a Strategic Asset Allocation Index of 0.2% as of December 2020. Strategic assets (PP&E of $- plus long-term investments of $1.65 Million) total $1.65 Million, measured against net assets of $769.97 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See The Baldwin Insurance Group, Inc. net asset quality index to measure how much of total assets are equity-financed.

SAAI

0.2%
Strategic Assets / Net Assets

Strategic Assets

$1.65 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$769.97 Million
USD

The Baldwin Insurance Group, Inc. Strategic Asset Allocation Index (2019–2020)

This chart shows how The Baldwin Insurance Group, Inc.'s Strategic Asset Allocation Index has evolved across 2 annual periods from 2019 to 2020. As of December 2020, the index stands at 0.2%, representing strategic assets of $1.65 Million against net assets of $769.97 Million USD. For live market cap and overall valuation, see The Baldwin Insurance Group, Inc. stock valuation.

Annual Strategic Asset Allocation Index for The Baldwin Insurance Group, Inc. (2019–2020)

The table below presents the year-by-year Strategic Asset Allocation Index for The Baldwin Insurance Group, Inc. from 2019 to 2020, covering 2 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See BWIN net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2020 0.2% $1.65 Million $- $1.65 Million $769.97 Million ▲ +0.1 pp
2019 0.1% $200.00K $- $200.00K $237.27 Million
pp = percentage points