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Pay vs Performance Disclosure
12 Months Ended
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Dec. 31, 2021
USD ($)
Pay vs Performance Disclosure          
Pay vs Performance Disclosure, Table
Summary
Compensation
 Table Total
 for PEO(1)
($)
Compensation
Actually Paid
to PEO(2)
($)
Average
Summary
Compensation
 Table Total
for Non-PEO
NEOs(3)
($)
Average
Compensation
Actually Paid
to Non-PEO
NEOs(4)
($)
Value of Initial Fixed $100 Investment Based On:
Organic
Revenue
Growth(7)
(%)
Year
Total
Shareholder
 Return(5)
($)
Peer Group
Total Shareholder
Return(6)
($)
Net
Income
(Loss)
 ($)
20255,253,032 (2,411,859)2,154,931 (802,275)80.18 164.75 (54,154,000)%
20245,707,414 11,530,896 2,642,462 4,896,011 129.33 180.44 (41,081,000)17 %
20236,398,090 3,745,445 5,548,314 3,040,128 80.15 147.87 (164,019,000)19 %
20224,752,320 3,795,606 2,167,992 (691,351)83.89 135.17 (76,748,000)23 %
20213,445,981 3,913,812 1,858,487 3,261,901 120.49 137.60 (58,120,000)22 %
       
Company Selected Measure Name Organic revenue growth        
Named Executive Officers, Footnote Summary compensation table total for PEO amounts represent those reported for Trevor Baldwin, our Chief Executive Officer, for each of the corresponding years in the “Total” column of the Summary Compensation Table.        
Peer Group Issuers, Footnote Peer group total shareholder return represents that of the S&P Composite 1500 Insurance Brokers Index, assuming $100 was invested on December 31, 2020.        
PEO Total Compensation Amount $ 5,253,032 $ 5,707,414 $ 6,398,090 $ 4,752,320 $ 3,445,981
PEO Actually Paid Compensation Amount $ (2,411,859) 11,530,896 3,745,445 3,795,606 3,913,812
Adjustment To PEO Compensation, Footnote Compensation actually paid to PEO represents that of Mr. Baldwin, which is computed in accordance with Item 402(v) of Regulation S-K and does not reflect total compensation actually realized or received. Compensation actually paid to PEO is calculated as follows for each of the years presented. Equity values are calculated in accordance with ASC Topic 718, and the valuation assumptions used to calculate fair values did not materially differ from those disclosed at the time of grant.
Calculation of Compensation
Actually Paid to PEO
2025
($)
2024
($)
2023
($)
2022
($)
2021
($)
Summary Compensation Table Total5,253,032 5,707,414 6,398,090 4,752,320 3,445,981 
Less: value of Stock Awards per the Summary Compensation Table
(3,068,032)(3,137,414)(3,828,490)(2,453,920)(1,344,981)
Plus: year-end fair value of awards granted in covered fiscal year that are unvested at year-end
1,235,888 4,913,771 2,546,549 2,291,676 1,812,812 
Plus or minus: covered year change in fair value of awards granted in prior years that are unvested at year-end
(5,999,596)4,020,709 (553,618)(775,704)— 
Plus or minus: covered year change in fair value through vest date of awards granted in prior years that vested in the covered fiscal year
166,849 26,416 (13,111)(18,766)— 
Less: prior year-end fair value of awards granted in prior years that failed to meet vesting in the covered fiscal year
— — (803,975)— — 
Compensation Actually Paid to PEO(2,411,859)11,530,896 3,745,445 3,795,606 3,913,812 
       
Non-PEO NEO Average Total Compensation Amount $ 2,154,931 2,642,462 5,548,314 2,167,992 1,858,487
Non-PEO NEO Average Compensation Actually Paid Amount $ (802,275) 4,896,011 3,040,128 (691,351) 3,261,901
Adjustment to Non-PEO NEO Compensation Footnote Average compensation actually paid to Non-PEO NEOs is calculated as (i) the average amounts paid to Messrs. Hale, Galbraith, Roche and Cohen for 2025 and 2024; and (ii) the average amounts paid to Messrs. Hale, Galbraith, Valentine and Wiebeck for 2023, 2022 and 2021 (Messrs. Roche and Cohen's 2023, 2022 and 2021 compensation is not required to be disclosed because 2024 was their first year as NEOs). Compensation actually paid to non-PEO NEOs is computed in accordance with Item 402(v) of Regulation S-K and does not reflect total compensation actually realized or received. Compensation actually paid to non-PEO NEOs is calculated as follows for each of the years presented. Equity values are calculated in accordance with ASC Topic 718, and the valuation assumptions used to calculate fair values did not materially differ from those disclosed at the time of grant.
Calculation of Compensation
Actually Paid to Non-PEO NEOs
2025
($)
2024
($)
2023
($)
2022
($)
2021
($)
Summary Compensation Table Total2,154,931 2,642,462 5,548,314 2,167,992 1,858,487 
Less: value of Stock Awards per the Summary Compensation Table
(1,188,835)(1,182,025)(2,669,401)(1,051,634)(977,255)
Plus: year-end fair value of awards granted in covered fiscal year that are unvested at year-end
478,896 1,842,884 1,485,366 982,104 1,313,314 
Plus or minus: covered year change in fair value of awards granted in prior years that are unvested at year-end
(2,307,221)1,558,528 (245,240)(1,712,535)1,319,326 
Plus or minus: covered year change in fair value through vest date of awards granted in prior years that vested in the covered fiscal year
59,954 34,162 (137,999)(1,077,278)(251,971)
Less: prior year-end fair value of awards granted in prior years that failed to meet vesting in the covered fiscal year
— — (940,912)— — 
Compensation Actually Paid to Non-PEO NEOs(802,275)4,896,011 3,040,128 (691,351)3,261,901 
       
Compensation Actually Paid vs. Total Shareholder Return
COMPENSATION ACTUALLY PAID,
BALDWIN TSR AND PEER GROUP TSR
299
       
Compensation Actually Paid vs. Net Income
COMPENSATION ACTUALLY PAID AND NET INCOME (LOSS)
303
       
Compensation Actually Paid vs. Company Selected Measure
COMPENSATION ACTUALLY PAID AND ORGANIC REVENUE GROWTH
307
       
Total Shareholder Return Vs Peer Group
COMPENSATION ACTUALLY PAID,
BALDWIN TSR AND PEER GROUP TSR
299
       
Tabular List, Table
Most Important Measures in Determining NEO Pay
Organic revenue growth
Adjusted EBITDA / adjusted EBITDA growth
Adjusted diluted EPS / adjusted diluted EPS growth
Relative TSR
       
Total Shareholder Return Amount $ 80.18 129.33 80.15 83.89 120.49
Peer Group Total Shareholder Return Amount 164.75 180.44 147.87 135.17 137.60
Net Income (Loss) $ (54,154,000) $ (41,081,000) $ (164,019,000) $ (76,748,000) $ (58,120,000)
Company Selected Measure Amount 0.07 0.17 0.19 0.23 0.22
PEO Name Trevor Baldwin,        
Additional 402(v) Disclosure Average summary compensation table total for Non-PEO NEOs is calculated as (i) the average summary compensation table total amounts for Messrs. Hale, Galbraith, Roche and Cohen for 2025 and 2024; and (ii) the average summary compensation table total amounts for Messrs. Hale and Galbraith, John Valentine and Kris Wiebeck for 2023, 2022 and 2021 (Messrs. Roche and Cohen's 2023, 2022 and 2021 compensation is not required to be disclosed because 2024 was their first year as NEOs).Total shareholder return represents that of the Company, assuming $100 was invested on December 31, 2020.
The following graphs display the relationships for compensation actually paid to PEO (“PEO CAP”) and average compensation actually paid to non-PEO NEOs (“NEO CAP”) versus TSR, net income (loss) and organic revenue growth for the five years ended December 31, 2025.
As previously discussed under the “Compensation Discussion and Analysis,” pay for performance is our guiding principle. The measures used by the Company for both long-term and short-term incentive awards have been selected because the Compensation Committee believes they incentivize our executive officers to make business decisions that align with the long-term interests of our shareholders. The most important financial performance measures used to link compensation actually paid to our NEOs for 2025 are as follows:
       
Measure:: 1          
Pay vs Performance Disclosure          
Name Organic revenue growth        
Non-GAAP Measure Description Organic revenue is calculated as commissions and fees for the relevant period, excluding (i) the first twelve months of commissions and fees generated from new partners and (ii) commissions and fees from divestitures. Organic revenue growth is the change in organic revenue period-to-period, with prior period results adjusted to (i) include commissions and fees that were excluded from organic revenue in the prior period because the relevant partners had not yet reached the twelve-month owned mark, but which have reached the twelve-month owned mark in the current period, and (ii) exclude commissions and fees related to divestitures from organic revenue. Refer to the Appendix to this Proxy Statement for reconciliations of non-GAAP financial measures to comparable GAAP financial measures.        
Measure:: 2          
Pay vs Performance Disclosure          
Name Adjusted EBITDA / adjusted EBITDA growth        
Measure:: 3          
Pay vs Performance Disclosure          
Name Adjusted diluted EPS / adjusted diluted EPS growth        
Measure:: 4          
Pay vs Performance Disclosure          
Name Relative TSR        
PEO | Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount $ (3,068,032) $ (3,137,414) $ (3,828,490) $ (2,453,920) $ (1,344,981)
PEO | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 1,235,888 4,913,771 2,546,549 2,291,676 1,812,812
PEO | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (5,999,596) 4,020,709 (553,618) (775,704) 0
PEO | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 166,849 26,416 (13,111) (18,766) 0
PEO | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 (803,975) 0 0
Non-PEO NEO | Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (1,188,835) (1,182,025) (2,669,401) (1,051,634) (977,255)
Non-PEO NEO | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 478,896 1,842,884 1,485,366 982,104 1,313,314
Non-PEO NEO | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (2,307,221) 1,558,528 (245,240) (1,712,535) 1,319,326
Non-PEO NEO | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 59,954 34,162 (137,999) (1,077,278) (251,971)
Non-PEO NEO | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount $ 0 $ 0 $ (940,912) $ 0 $ 0