Baldwin Group names Joe Valerio as COO of insurance advisory unit

TAMPA - The Baldwin Group (NASDAQ:BWIN) has appointed Joe Valerio as Chief Operating Officer of its Insurance Advisory Solutions division, according to a press release issued Wednesday. The insurance distribution firm, currently valued at approximately $3 billion in market capitalization, has seen its stock price fall over 43% in the past six months, currently trading at $25.32.

In his new role, Valerio will oversee operational excellence across the company's retail property and casualty and employee benefits brokerage business. He will report to Dan Galbraith, President of The Baldwin Group and Chief Executive Officer of Retail Brokerage Operations.

Valerio brings nearly 30 years of insurance industry experience to the position. He most recently served as Division Leader for the Western Division at World Insurance Associates, LLC. Prior to that, he was Chief Operating Officer for the CRB North America Industry Verticals Division at Willis Towers Watson.

"Joe is a recognized transformational industry leader possessing unique insights, a competitive attitude and a winning track record for delivering operational excellence and growth outcomes," Galbraith said in the statement.

Valerio holds an MBA with a concentration in Finance and Strategic Management from Villanova University and a Bachelor of Arts in Economics from the University of Pennsylvania.

The Baldwin Group, listed on Nasdaq under the ticker BWIN, describes itself as an independent insurance distribution firm providing risk management, insurance, and employee benefits services to clients across the United States and internationally. Despite posting a loss over the last twelve months with a diluted EPS of -$0.27, InvestingPro data shows analysts expect the company to become profitable this year. With revenue of $1.46 billion and growth of 11.43% year-over-year, the company appears undervalued according to InvestingPro's Fair Value assessment. Investors seeking deeper insights can access the comprehensive Pro Research Report, one of 1,400+ available on InvestingPro.

In other recent news, Baldwin Insurance Group Inc. reported its third-quarter 2025 earnings, which exceeded analysts' expectations. The company achieved an adjusted earnings per share (EPS) of $0.31, slightly above the forecast of $0.30. Revenue also surpassed projections, coming in at $365.4 million compared to the anticipated $363.12 million. These results reflect a positive performance in the latest quarter for Baldwin Insurance. The announcement of these earnings results was followed by a notable stock movement, although specific stock price changes are not detailed here. These developments highlight Baldwin's financial progress in the third quarter. Analyst firms have yet to provide any recent upgrades or downgrades following this earnings release. Investors and market watchers are likely to keep an eye on Baldwin's future financial disclosures.

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