---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-140051"
form_type: "8-K"
ticker: "BWIN"
cik: "0001781755"
company_name: "Baldwin Insurance Group, Inc."
filed_at: "2024-05-16T23:59:59+00:00"
generated_at: "2026-06-01T21:35:00.988489+00:00"
event_type: "debt"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Baldwin Insurance Group prices $600M 7.125% notes due 2031 and $840M term loan, $600M revolver to refinance debt

## Summary
- Priced $600M of 7.125% senior secured notes due 2031, upsized from $500M.
- Priced $840M new term loan due May 2031 at SOFR + 325 bps (step-down to 300 bps at ≤4.00x leverage).
- Priced $600M new revolving facility due May 2029 at SOFR + 200-300 bps.
- Proceeds to repay existing credit facilities, settle contingent earnout liabilities, and for general purposes.

## SEC filing metadata
- accession: 0001193125-24-140051
- form_type: 8-K
- ticker: BWIN
- cik: 0001781755
- company_name: Baldwin Insurance Group, Inc.
- filed_at: 2024-05-16T23:59:59+00:00
- event_type: debt
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000119312524140051/0001193125-24-140051-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1781755/000119312524140051/d809190d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-140051
- JSON: https://secwatch.observer/filing/0001193125-24-140051.json
- Plain text: https://secwatch.observer/filing/0001193125-24-140051.txt

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