---
schema_version: "secwatch.filing_event.v1"
accession: "0000950103-25-000389"
form_type: "8-K"
ticker: "BWIN"
cik: "0001781755"
company_name: "Baldwin Insurance Group, Inc."
filed_at: "2025-01-10T23:59:59+00:00"
generated_at: "2026-05-28T05:24:07.473529+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Baldwin Insurance Group adds $100M term B loans, ups facility to $935.8M

## Summary
- Incremental $100M term B loans added on Jan 10, 2025, increasing total term loan facility to $935.8M.
- Proceeds used to repay all existing Initial Term Loans outstanding as of closing.
- New Term Loans bear interest at term SOFR + 300 bps, stepping down to 275 bps at 4.00x first lien net leverage ratio.
- Maturity remains May 24, 2031; same terms as initial term loans otherwise.

## SEC filing metadata
- accession: 0000950103-25-000389
- form_type: 8-K
- ticker: BWIN
- cik: 0001781755
- company_name: Baldwin Insurance Group, Inc.
- filed_at: 2025-01-10T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000095010325000389/0000950103-25-000389-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1781755/000095010325000389/dp223332_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950103-25-000389
- JSON: https://secwatch.observer/filing/0000950103-25-000389.json
- Plain text: https://secwatch.observer/filing/0000950103-25-000389.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.