The Baldwin Insurance Group (BRP) Institutional Ownership

$43.34

+1.95 (+4.71%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 70.42%
Number of Institutional Buyers (last 12 months): 59
Total Institutional Inflows (last 12 months): $227.20M

Number of Institutional Sellers (last 12 months): 27
Total Institutional Outflows (last 12 months): $44.39M

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BRP Institutional Buying and Selling by Quarter

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The Baldwin Insurance Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	31,034	$1.10M	0.0%	+1.2%	0.026%
7/26/2024	Bank of New York Mellon Corp	1,036,608	$36.77M	0.0%	-15.9%	0.882%
7/25/2024	Tributary Capital Management LLC	474,977	$16.85M	1.4%	+0.3%	0.404%
7/24/2024	Pathway Financial Advisors LLC	127,323	$4.52M	1.2%	-9.9%	0.108%
7/20/2024	First Horizon Advisors Inc.	1,415	$50K	0.0%	+31.6%	0.001%
7/20/2024	Continuum Advisory LLC	4,477	$159K	0.0%	-8.6%	0.004%
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7/16/2024	Envestnet Portfolio Solutions Inc.	7,585	$269K	0.0%	N/A	0.006%
7/16/2024	Wealth Enhancement Advisory Services LLC	145,965	$5.18M	0.0%	N/A	0.124%
7/16/2024	Diversified Trust Co	37,800	$1.34M	0.0%	+11.2%	0.032%
7/3/2024	Moody National Bank Trust Division	7,420	$263K	0.0%	+6.3%	0.006%
7/1/2024	Confluence Investment Management LLC	345,789	$12.27M	0.2%	+178.6%	0.294%
5/16/2024	California State Teachers Retirement System	61,009	$1.77M	0.0%	-4.5%	0.052%
5/16/2024	Kennedy Capital Management LLC	555,172	$16.07M	0.3%	-9.5%	0.476%
5/15/2024	Public Employees Retirement System of Ohio	121,582	$3.52M	0.0%	-25.2%	0.104%
5/1/2024	Janney Montgomery Scott LLC	7,147	$207K	0.0%	N/A	0.006%
4/30/2024	HB Wealth Management LLC	63,667	$1.84M	0.0%	+43.2%	0.055%
4/29/2024	Principal Financial Group Inc.	44,840	$1.30M	0.0%	N/A	0.038%
4/26/2024	Peregrine Capital Management LLC	870,665	$25.20M	0.7%	-5.0%	0.746%
4/26/2024	SYSTM Wealth Solutions LLC	15,358	$444K	0.1%	-16.2%	0.013%
4/26/2024	Verdence Capital Advisors LLC	7,009	$203K	0.0%	N/A	0.006%
4/25/2024	Smith Chas P & Associates PA Cpas	52,295	$1.51M	0.1%	N/A	0.045%
4/18/2024	Tributary Capital Management LLC	473,583	$13.71M	1.1%	+0.9%	0.406%
4/18/2024	Diversified Trust Co	34,000	$984K	0.0%	+42.0%	0.029%
4/17/2024	Cornerstone Wealth Group LLC	16,888	$489K	0.0%	N/A	0.014%
4/10/2024	Pathway Financial Advisors LLC	141,387	$4.09M	1.1%	+56.3%	0.121%
4/4/2024	Moody National Bank Trust Division	6,980	$202K	0.0%	N/A	0.006%
4/1/2024	Confluence Investment Management LLC	124,121	$3.59M	0.0%	N/A	0.106%
3/11/2024	Vanguard Group Inc.	6,107,277	$146.70M	0.0%	+1.9%	5.235%
2/14/2024	Westwood Holdings Group Inc.	3,015,270	$72.43M	0.6%	+73.0%	2.583%
2/13/2024	First National Bank of Omaha	18,906	$454K	0.0%	+11.5%	0.016%
2/12/2024	Madison Asset Management LLC	108,369	$2.60M	0.0%	-35.9%	0.093%
2/12/2024	Otter Creek Advisors LLC	142,520	$3.43M	2.0%	+13.5%	0.122%
2/9/2024	Annis Gardner Whiting Capital Advisors LLC	325,830	$7.83M	3.5%	+47.4%	0.279%
2/9/2024	Corient Private Wealth LLC	36,934	$887K	0.0%	-10.0%	0.032%
2/7/2024	Boston Partners	1,264,567	$30.59M	0.0%	N/A	1.083%
2/7/2024	Dimensional Fund Advisors LP	988,830	$23.75M	0.0%	+19.6%	0.847%
2/7/2024	Van Hulzen Asset Management LLC	33,141	$796K	0.1%	+7.6%	0.028%
2/6/2024	Charles Schwab Investment Management Inc.	492,812	$11.84M	0.0%	+1.8%	0.422%
2/6/2024	Natixis Advisors L.P.	23,224	$557K	0.0%	+21.8%	0.020%
2/6/2024	Swiss National Bank	119,400	$2.87M	0.0%	-14.8%	0.102%
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2/5/2024	Victory Capital Management Inc.	8,589	$206K	0.0%	N/A	0.007%
2/2/2024	State of New Jersey Common Pension Fund D	141,145	$3.39M	0.0%	+49.2%	0.121%
2/1/2024	Parkside Financial Bank & Trust	1,022	$25K	0.0%	N/A	0.001%
2/1/2024	New York State Common Retirement Fund	53,752	$1.29M	0.0%	-25.5%	0.046%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	14,438	$347K	0.0%	+29.4%	0.012%
1/30/2024	Cornercap Investment Counsel Inc.	53,133	$1.28M	0.2%	+32.9%	0.046%
1/26/2024	Peregrine Capital Management LLC	916,920	$22.02M	0.7%	+56.2%	0.785%
1/24/2024	Arizona State Retirement System	16,935	$407K	0.0%	-6.7%	0.015%
1/23/2024	Trust Point Inc.	12,707	$305K	0.0%	N/A	0.011%
1/18/2024	Altfest L J & Co. Inc.	10,145	$244K	0.0%	N/A	0.009%
1/16/2024	Tributary Capital Management LLC	469,305	$11.27M	0.9%	+11.7%	0.402%
1/16/2024	Raymond James & Associates	17,913	$430K	0.0%	N/A	0.015%
1/12/2024	SG Americas Securities LLC	4,645	$112K	0.0%	-60.6%	0.004%
1/8/2024	Diversified Trust Co	23,950	$575K	0.0%	+4.1%	0.021%
12/18/2023	Vanguard Group Inc.	5,995,615	$139.28M	0.0%	+1.2%	5.135%
12/7/2023	Financial Advisory Group	118,925	$2.76M	0.6%	+61.4%	0.102%
11/17/2023	Diversified Trust Co	23,000	$534K	0.0%	+13.0%	0.020%
11/15/2023	Kennedy Capital Management LLC	431,408	$10.02M	0.2%	+1.4%	0.369%
11/15/2023	First National Bank of Omaha	16,956	$394K	0.0%	+14.6%	0.015%
11/14/2023	Cape Cod Five Cents Savings Bank	40,000	$929K	0.1%	+100.0%	0.034%
11/14/2023	Bamco Inc. NY	3,110,000	$72.25M	0.2%	-0.1%	2.663%
11/13/2023	Natixis Advisors L.P.	19,062	$443K	0.0%	+12.9%	0.016%
11/13/2023	Algert Global LLC	79,564	$1.85M	0.1%	-41.8%	0.068%
11/13/2023	Northern Trust Corp	842,395	$19.57M	0.0%	+1.5%	0.721%
11/13/2023	Mariner LLC	20,566	$478K	0.0%	+129.1%	0.018%
11/13/2023	CI Investments Inc.	257,030	$5.97M	0.0%	-38.4%	0.220%
11/13/2023	Invesco Ltd.	2,112,762	$49.08M	0.0%	+2.6%	1.809%
11/13/2023	WINTON GROUP Ltd	37,098	$862K	0.1%	N/A	0.032%
11/13/2023	FMR LLC	8,674,940	$201.52M	0.0%	+51.2%	7.428%
11/13/2023	Envestnet Asset Management Inc.	206,391	$4.79M	0.0%	+209.4%	0.177%
11/9/2023	Loomis Sayles & Co. L P	1,580,638	$36.72M	0.1%	-3.0%	1.353%
11/9/2023	Rhumbline Advisers	78,995	$1.84M	0.0%	-15.2%	0.068%
11/9/2023	Deutsche Bank AG	31,474	$731K	0.0%	+12.1%	0.027%
11/8/2023	State of New Jersey Common Pension Fund D	94,600	$2.20M	0.0%	N/A	0.081%
11/8/2023	Annis Gardner Whiting Capital Advisors LLC	221,030	$5.14M	2.7%	N/A	0.189%
11/8/2023	Charles Schwab Investment Management Inc.	484,059	$11.25M	0.0%	+4.1%	0.415%
11/8/2023	Swiss National Bank	140,100	$3.26M	0.0%	+3.7%	0.120%
11/7/2023	Quantbot Technologies LP	2,756	$64K	0.0%	N/A	0.002%
11/7/2023	Van Hulzen Asset Management LLC	30,791	$715K	0.1%	+49.9%	0.026%
11/7/2023	Barclays PLC	22,505	$523K	0.0%	-4.5%	0.019%
11/7/2023	Arizona State Retirement System	18,148	$422K	0.0%	+4.1%	0.016%
10/27/2023	Emerald Mutual Fund Advisers Trust	759,517	$17.64M	1.1%	-0.9%	0.650%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	11,160	$259K	0.0%	+32.3%	0.010%
10/24/2023	Bank of New York Mellon Corp	1,133,781	$26.34M	0.0%	+27.0%	0.971%
10/19/2023	Peregrine Capital Management LLC	586,922	$13.63M	0.4%	-14.7%	0.503%
10/18/2023	NovaPoint Capital LLC	50,534	$1.17M	0.5%	-88.7%	0.043%
10/13/2023	SG Americas Securities LLC	11,781	$274K	0.0%	N/A	0.010%
10/11/2023	Tributary Capital Management LLC	420,325	$9.76M	0.9%	+17.8%	0.360%
10/10/2023	Confluence Investment Management LLC	146,781	$3.41M	0.1%	-63.4%	0.126%
8/15/2023	Kennedy Capital Management LLC	425,356	$10.54M	0.2%	+57.5%	0.364%
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8/14/2023	Aristotle Capital Boston LLC	1,452,387	$35.99M	1.1%	+2.4%	1.243%
8/14/2023	Toscafund Asset Management LLP	422,149	$10.46M	41.1%	+5.3%	0.361%
8/11/2023	Westwood Holdings Group Inc.	2,001,794	$49.60M	0.4%	+34.7%	1.714%
8/11/2023	Champlain Investment Partners LLC	3,319,445	$82.26M	0.5%	-4.3%	2.842%
8/11/2023	Sei Investments Co.	431,749	$10.70M	0.0%	+6.6%	0.370%
8/11/2023	ExodusPoint Capital Management LP	73,000	$1.81M	0.0%	+399.2%	0.062%
8/10/2023	Bessemer Group Inc.	18,031	$447K	0.0%	N/A	0.015%
8/10/2023	US Bancorp DE	4,562	$113K	0.0%	-70.1%	0.004%
8/9/2023	Swiss National Bank	135,100	$3.35M	0.0%	+1.9%	0.116%
8/9/2023	Financial Advisory Group	73,667	$1.83M	0.4%	-18.7%	0.063%

(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, 120 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($201.52M), Vanguard Group Inc. ($146.70M), Champlain Investment Partners LLC ($82.26M), Westwood Holdings Group Inc. ($72.43M), Bamco Inc. NY ($72.25M), Invesco Ltd. ($49.08M), and Bank of New York Mellon Corp ($36.77M).Learn more on BRP's institutional investors.
What percentage of The Baldwin Insurance Group stock is owned by institutional investors?: 70.42% of The Baldwin Insurance Group stock is owned by institutional investors. Learn more on BRP's institutional investor holdings.
Which institutional investors have been buying The Baldwin Insurance Group stock?: Of the 101 institutional investors that purchased The Baldwin Insurance Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.09M), Westwood Holdings Group Inc. ($1.79M), Boston Partners ($1.26M), Granite Investment Partners LLC ($665.63K), NovaPoint Capital LLC ($445.95K), Point72 Asset Management L.P. ($423.63K), and Peregrine Capital Management LLC ($397.24K).

How much institutional buying is happening at The Baldwin Insurance Group?: Institutional investors have bought a total of 13,154,244 shares in the last 24 months. This purchase volume represents approximately $349.33M in transactions.
Which The Baldwin Insurance Group major shareholders have been selling company stock?: Of the 54 institutional investors that sold The Baldwin Insurance Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($493.88K), Driehaus Capital Management LLC ($489.37K), Confluence Investment Management LLC ($412.43K), NovaPoint Capital LLC ($395.42K), Guardian Point Capital LP ($375K), Point72 Asset Management L.P. ($346.23K), and Emerald Mutual Fund Advisers Trust ($272.60K).
How much institutional selling is happening at The Baldwin Insurance Group?: Institutional investors have sold a total of 5,050,630 shares in the last 24 months. This volume of shares sold represents approximately $146.10M in transactions.