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The Baldwin Insurance Group (BRP) Institutional Ownership

The Baldwin Insurance Group logo
$40.17 +0.64 (+1.62%)
As of 07/9/2025
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Institutional Ownership Changes (13F Filings) for The Baldwin Insurance Group (NASDAQ:BRP)

Current
Institutional Ownership
Percentage
70.42%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$192.06M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$181.30M
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BRP Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.1,235,868$40.36M0.0%+1,946.7%1.051%
12/19/2024Principal Financial Group Inc.73,232$2.39M0.0%+40.7%0.062%
12/13/2024Lord Abbett & CO. LLC591,317$19.31M0.1%N/A0.503%
11/16/2024Geode Capital Management LLC1,550,357$77.22M0.0%+0.6%1.319%
11/15/2024Barclays PLC109,078$3.56M0.0%+16.9%0.093%
11/15/2024Continuum Advisory LLC1,650$54K0.0%-63.1%0.001%
11/15/2024Public Employees Retirement System of Ohio73,172$2.39M0.0%-23.3%0.062%
11/15/2024First National Bank of Omaha13,900$454K0.0%-3.4%0.012%
11/15/2024State Street Corp1,956,551$63.90M0.0%+13.3%1.664%
11/15/2024Systematic Financial Management LP13,559$443K0.0%N/A0.012%
11/15/2024Janus Henderson Group PLC533,241$17.42M0.0%-0.1%0.454%
11/15/2024HighTower Advisors LLC4,007$131K0.0%N/A0.003%
11/15/2024Bamco Inc. NY3,010,000$98.31M0.3%-7.7%2.561%
11/14/2024Rockefeller Capital Management L.P.130,621$4.27M0.0%-22.0%0.111%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,187$4.74M0.0%+5.1%0.124%
11/13/2024Quantbot Technologies LP968$32K0.0%N/A0.001%
11/13/2024FMR LLC9,917,310$323.90M0.0%0.0%8.437%
11/13/2024The Manufacturers Life Insurance Company34,982$1.14M0.0%-2.1%0.030%
11/13/2024Loomis Sayles & Co. L P1,278,177$41.75M0.1%-18.8%1.087%
11/12/2024Westfield Capital Management Co. LP718,464$23.47M0.1%N/A0.611%
11/12/2024Penserra Capital Management LLC39,491$1.29M0.0%-21.9%0.034%
11/12/2024Pitcairn Co.9,861$322K0.0%-14.4%0.008%
11/12/2024Champlain Investment Partners LLC2,560,727$83.63M0.5%-39.6%2.178%
11/12/2024Otter Creek Advisors LLC138,275$4.52M2.9%-25.9%0.118%
11/12/2024Charles Schwab Investment Management Inc.546,975$17.86M0.0%+2.2%0.465%
11/9/2024Intech Investment Management LLC15,603$510K0.0%N/A0.013%
11/8/2024King Luther Capital Management Corp26,890$878K0.0%N/A0.023%
11/8/2024Connor Clark & Lunn Investment Management Ltd.21,871$714K0.0%N/A0.019%
11/8/2024Commerce Bank8,925$291K0.0%-3.1%0.008%
11/7/2024MAI Capital Management127,690$4.17M0.0%-7.6%0.109%
11/6/2024Schneider Downs Wealth Management Advisors LP8,200$268K0.1%N/A0.007%
11/6/2024Natixis Advisors LLC30,264$988K0.0%+4.4%0.026%
11/6/2024Black Swift Group LLC5,000$163K0.0%N/A0.004%
11/6/2024Zions Bancorporation N.A.44,251$1.45M0.1%+18.4%0.038%
11/6/2024Oppenheimer & Co. Inc.17,419$569K0.0%N/A0.015%
11/4/2024State of New Jersey Common Pension Fund D44,405$1.45M0.0%-16.9%0.038%
11/1/2024Atria Investments Inc9,108$297K0.0%-4.6%0.008%
11/1/2024Verdence Capital Advisors LLC7,530$246K0.0%+5.6%0.006%
10/31/2024 Confluence Investment Management LLC438,544$14.32M0.2%+26.8%0.373%
10/31/2024Kornitzer Capital Management Inc. KS265,650$8.68M0.2%-35.4%0.226%
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10/31/2024Principal Financial Group Inc.73,232$2.39M0.0%+40.7%0.062%
10/29/2024Emerald Advisers LLC884,299$28.88M1.1%+1.8%0.752%
10/29/2024Harbor Capital Advisors Inc.50,870$1.66M0.1%N/A0.043%
10/29/2024Emerald Mutual Fund Advisers Trust653,633$21.35M1.1%-11.1%0.556%
10/24/2024Tributary Capital Management LLC472,633$15.44M1.2%-0.5%0.402%
10/24/2024New World Advisors LLC14,957$488K0.1%N/A0.013%
10/24/2024Wealth Enhancement Advisory Services LLC131,960$4.31M0.0%-9.6%0.112%
10/19/2024Cyndeo Wealth Partners LLC4,414$144K0.0%N/A0.004%
10/16/2024ZWJ Investment Counsel Inc.4,464$146K0.0%N/A0.004%
10/16/2024Heritage Family Offices LLP4,850$158K0.1%N/A0.004%
10/11/2024Creative Planning9,979$326K0.0%+31.3%0.008%
10/11/2024Oliver Luxxe Assets LLC39,960$1.31M0.2%+81.3%0.034%
10/11/2024Smith Chas P & Associates PA Cpas4,548$149K0.0%N/A0.004%
10/9/2024Private Advisory Group LLC19,050$622K0.1%N/A0.016%
10/8/2024Pathway Financial Advisors LLC115,289$3.77M1.0%-9.5%0.098%
10/7/2024Diversified Trust Co25,200$823K0.0%-33.3%0.021%
10/3/2024SG Americas Securities LLC18,241$596K0.0%N/A0.016%
8/21/2024Truist Financial Corp10,859$380K0.0%+11.8%0.009%
8/16/2024Algert Global LLC18,688$663K0.0%-52.7%0.016%
8/16/2024Driehaus Capital Management LLC931,959$33.06M0.3%+53.7%0.793%
8/15/2024Select Equity Group L.P.29,462$1.05M0.0%N/A0.025%
8/15/2024Lighthouse Investment Partners LLC68,714$2.44M0.1%+107.1%0.058%
8/15/2024The Manufacturers Life Insurance Company35,717$1.27M0.0%+21.7%0.030%
8/15/2024Millennium Management LLC79,212$2.81M0.0%-79.0%0.067%
8/14/2024ProShare Advisors LLC8,071$286K0.0%-25.4%0.007%
8/13/2024Westwood Holdings Group Inc.2,219,148$78.71M0.4%-18.9%1.888%
8/13/2024Sei Investments Co.533,349$18.92M0.0%-5.9%0.454%
8/13/2024Granite Investment Partners LLC328,294$11.65M0.5%-11.2%0.279%
8/12/2024Venator Management LLC750,900$26.63M8.1%-4.0%0.639%
8/9/2024Renaissance Technologies LLC34,000$1.21M0.0%+275.3%0.029%
8/9/2024Dimensional Fund Advisors LP1,082,243$38.39M0.0%+7.2%0.921%
8/8/2024Envestnet Asset Management Inc.115,992$4.11M0.0%-10.7%0.099%
8/8/2024William Blair Investment Management LLC3,083,281$109.36M0.3%+5.4%2.623%
8/8/2024Zions Bancorporation N.A.37,385$1.33M0.1%N/A0.032%
8/8/2024State of New Jersey Common Pension Fund D53,444$1.90M0.0%-49.4%0.045%
8/7/2024Van Hulzen Asset Management LLC77,997$2.77M0.2%+109.1%0.066%
8/7/2024Wedbush Securities Inc.8,506$302K0.0%N/A0.007%
8/6/2024Emerald Advisers LLC868,745$30.81M1.3%-2.8%0.739%
8/6/2024Emerald Mutual Fund Advisers Trust735,417$26.09M1.4%+0.5%0.626%
8/6/2024Otter Creek Advisors LLC186,615$6.62M4.3%+24.2%0.159%
8/5/2024Arizona State Retirement System18,123$643K0.0%+7.9%0.015%
8/1/2024Rhumbline Advisers90,327$3.20M0.0%+11.5%0.077%
8/1/2024Natixis Advisors LLC28,983$1.03M0.0%+9.2%0.025%
7/29/2024Peregrine Capital Management LLC709,623$25.17M0.7%-18.5%0.604%
7/29/2024Principal Financial Group Inc.52,058$1.85M0.0%+16.1%0.044%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank15,292$542K0.0%+5.9%0.013%
7/26/2024Cambridge Investment Research Advisors Inc.31,034$1.10M0.0%+1.2%0.026%
7/26/2024Bank of New York Mellon Corp1,036,608$36.77M0.0%-15.9%0.882%
7/25/2024Tributary Capital Management LLC474,977$16.85M1.4%+0.3%0.404%
7/24/2024Pathway Financial Advisors LLC127,323$4.52M1.2%-9.9%0.108%
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7/20/2024First Horizon Advisors Inc.1,415$50K0.0%+31.6%0.001%
7/20/2024Continuum Advisory LLC4,477$159K0.0%-8.6%0.004%
7/16/2024Envestnet Portfolio Solutions Inc.7,585$269K0.0%N/A0.006%
7/16/2024Wealth Enhancement Advisory Services LLC145,965$5.18M0.0%N/A0.124%
7/16/2024Diversified Trust Co37,800$1.34M0.0%+11.2%0.032%
7/3/2024Moody National Bank Trust Division7,420$263K0.0%+6.3%0.006%
7/1/2024 Confluence Investment Management LLC345,789$12.27M0.2%+178.6%0.294%
5/16/2024California State Teachers Retirement System61,009$1.77M0.0%-4.5%0.052%
5/16/2024Kennedy Capital Management LLC555,172$16.07M0.3%-9.5%0.476%
5/15/2024Public Employees Retirement System of Ohio121,582$3.52M0.0%-25.2%0.104%
(Data available from 1/1/2016 forward)

BRP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRP shares?

During the previous two years, 121 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($323.90M), Vanguard Group Inc. ($146.70M), William Blair Investment Management LLC ($109.36M), Bamco Inc. NY ($98.31M), Champlain Investment Partners LLC ($83.63M), Westwood Holdings Group Inc. ($78.71M), and Geode Capital Management LLC ($77.22M).Learn more on The Baldwin Insurance Group's institutional investors.

What percentage of The Baldwin Insurance Group's stock is owned by institutional investors?

70.42% of The Baldwin Insurance Group's stock is owned by institutional investors. Learn more on BRP's institutional investor holdings.

Which institutional investors have been buying The Baldwin Insurance Group's stock?

Of the 96 institutional investors that purchased The Baldwin Insurance Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.94M), Westwood Holdings Group Inc. ($1.79M), Boston Partners ($1.26M), JPMorgan Chase & Co. ($1.18M), Westfield Capital Management Co. LP ($718.46K), Lord Abbett & CO. LLC ($591.32K), and NovaPoint Capital LLC ($445.95K).

How much institutional buying is happening at The Baldwin Insurance Group?

Institutional investors have bought a total of 4,132,914 shares in the last 24 months. This purchase volume represents approximately $192.06M in transactions.

Which of The Baldwin Insurance Group's major shareholders have been selling company stock?

Of the 34 institutional investors that sold The Baldwin Insurance Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Champlain Investment Partners LLC ($1.68M), Westwood Holdings Group Inc. ($516.30K), Millennium Management LLC ($298.21K), Loomis Sayles & Co. L P ($295.57K), Bamco Inc. NY ($250K), Bank of New York Mellon Corp ($195.88K), and Peregrine Capital Management LLC ($161.04K).

How much institutional selling is happening at The Baldwin Insurance Group?

Institutional investors have sold a total of 4,045,219 shares in the last 24 months. This volume of shares sold represents approximately $181.30M in transactions.


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This page (NASDAQ:BRP) was last updated on 7/10/2025 by MarketBeat.com Staff
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