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The Baldwin Insurance Group (BWIN) Institutional Ownership

The Baldwin Insurance Group logo
$40.75 -0.87 (-2.09%)
Closing price 05/1/2025 04:00 PM Eastern
Extended Trading
$36.84 -3.92 (-9.61%)
As of 04:16 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for The Baldwin Insurance Group (NASDAQ:BWIN)

Current
Institutional Ownership
Percentage
77.49%
Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$14.91M
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BWIN 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
5/1/2025Emerald Advisers LLC744,621$33.28M1.5%-14.1%0.633%
5/1/2025Emerald Mutual Fund Advisers Trust454,140$20.30M1.4%-11.8%0.386%
5/1/2025Xponance Inc.5,023$224K0.0%N/A0.004%
4/30/2025 Washington Trust Bank17,377$777K0.1%N/A0.015%
4/29/2025 Envestnet Asset Management Inc.109,566$4.90M0.0%+0.7%0.093%
4/29/2025 Bank of New York Mellon Corp836,946$37.40M0.0%-12.5%0.712%
4/28/2025 Principal Financial Group Inc.62,405$2.79M0.0%+4.3%0.053%
4/28/2025 Teacher Retirement System of Texas9,871$441K0.0%N/A0.008%
4/25/2025 Peregrine Capital Management LLC429,484$19.19M0.6%+3.1%0.365%
4/25/2025 KBC Group NV3,675$164K0.0%+12.1%0.003%
4/24/2025 Diversified Trust Co27,542$1.23M0.0%+35.4%0.023%
4/23/2025 Bessemer Group Inc.43,065$1.92M0.0%+36.4%0.037%
4/23/2025 Continuum Advisory LLC1,401$63K0.0%-27.9%0.001%
4/21/2025 Envestnet Portfolio Solutions Inc.5,751$257K0.0%-24.7%0.005%
4/17/2025 Brown Miller Wealth Management LLC5,281$236K0.1%N/A0.004%
4/16/2025 Pathway Financial Advisors LLC140,753$6.29M1.1%+22.1%0.120%
4/16/2025 Wealth Enhancement Advisory Services LLC109,452$4.89M0.0%-13.8%0.093%
4/16/2025 Aubrey Capital Management Ltd42,000$1.88M0.8%N/A0.036%
4/15/2025 Sapient Capital LLC50,000$2.23M0.0%N/A0.043%
4/14/2025 Harbor Capital Advisors Inc.97,778$4.37M0.2%+89.5%0.083%
4/14/2025 Toth Financial Advisory Corp17,335$775K0.1%+3.3%0.015%
4/14/2025 Fenimore Asset Management Inc340,727$15.23M0.3%N/A0.290%
4/10/2025 Heritage Family Offices LLP5,446$243K0.1%N/A0.005%
4/8/2025 Rhumbline Advisers93,160$4.16M0.0%+3.9%0.079%
4/7/2025 GAMMA Investing LLC18,189$813K0.0%+10,061.5%0.015%
4/4/2025 Moody National Bank Trust Division5,480$245K0.0%N/A0.005%
4/1/2025 Confluence Investment Management LLC423,042$18.91M0.3%-2.1%0.360%
3/18/2025California State Teachers Retirement System62,408$2.42M0.0%N/A0.053%
3/17/2025 Wealth Enhancement Advisory Services LLC126,933$4.92M0.0%N/A0.108%
2/19/2025Public Employees Retirement System of Ohio86,512$3.35M0.0%N/A0.074%
2/18/2025 Continuum Advisory LLC1,944$75K0.0%N/A0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC177,875$6.89M0.0%N/A0.151%
2/17/2025Westwood Holdings Group Inc.1,990,818$77.16M0.6%N/A1.693%
2/17/2025Two Sigma Investments LP39,456$1.53M0.0%N/A0.034%
2/17/2025State of Wyoming2,126$82K0.0%N/A0.002%
2/17/2025Select Equity Group L.P.33,741$1.31M0.0%N/A0.029%
2/17/2025Royal Bank of Canada875,256$33.93M0.0%N/A0.744%
2/17/2025Point72 Asset Management L.P.317,273$12.30M0.0%N/A0.270%
2/17/2025ProShare Advisors LLC18,771$728K0.0%N/A0.016%
2/17/2025Nuveen Asset Management LLC267,836$10.38M0.0%N/A0.228%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/17/2025Millennium Management LLC53,980$2.09M0.0%N/A0.046%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,857$1.47M0.0%N/A0.032%
2/17/2025Laird Norton Wetherby Trust Company LLC30,780$1.19M0.2%N/A0.026%
2/17/2025Janus Henderson Group PLC571,058$22.13M0.0%N/A0.486%
2/17/2025Ensign Peak Advisors Inc27,198$1.05M0.0%N/A0.023%
2/17/2025D. E. Shaw & Co. Inc.99,562$3.86M0.0%N/A0.085%
2/17/2025Captrust Financial Advisors8,650$335K0.0%N/A0.007%
2/17/2025Baird Financial Group Inc.55,831$2.16M0.0%N/A0.047%
2/17/2025Balyasny Asset Management L.P.420,168$16.29M0.0%N/A0.357%
2/17/2025Bamco Inc. NY3,010,000$116.67M0.3%N/A2.560%
2/17/2025Bank of America Corp DE726,798$28.17M0.0%N/A0.618%
2/17/2025Ameriprise Financial Inc.9,756$378K0.0%N/A0.008%
2/17/2025Aristotle Capital Boston LLC521,256$20.20M0.7%N/A0.443%
2/14/2025Freestone Grove Partners LP101,376$3.93M0.0%N/A0.086%
2/14/2025Comerica Bank59,349$2.30M0.0%N/A0.050%
2/14/2025Schonfeld Strategic Advisors LLC12,540$486K0.0%N/A0.011%
2/14/2025Emerald Mutual Fund Advisers Trust514,838$19.96M1.2%N/A0.438%
2/14/2025Lido Advisors LLC10,045$389K0.0%N/A0.009%
2/14/2025Northern Trust Corp791,507$30.68M0.0%N/A0.673%
2/14/2025The Manufacturers Life Insurance Company 35,507$1.38M0.0%N/A0.030%
2/14/2025Aquatic Capital Management LLC22,543$874K0.0%N/A0.019%
2/14/2025Johnson Financial Group Inc.1,528$63K0.0%N/A0.001%
2/14/2025Voya Investment Management LLC19,818$768K0.0%-7.8%0.017%
2/14/2025T. Rowe Price Investment Management Inc.1,993,871$77.28M0.0%N/A1.696%
2/14/2025Price T Rowe Associates Inc. MD49,373$1.91M0.0%N/A0.042%
2/14/2025Tower Research Capital LLC TRC 2,199$85K0.0%N/A0.002%
2/14/2025TD Waterhouse Canada Inc.933$36K0.0%N/A0.001%
2/14/2025MetLife Investment Management LLC40,177$1.56M0.0%N/A0.034%
2/14/2025BI Asset Management Fondsmaeglerselskab A S46,463$1.80M0.0%N/A0.040%
2/14/2025Capital Research Global Investors2,259,342$87.57M0.0%N/A1.921%
2/14/2025Dimensional Fund Advisors LP1,127,200$43.69M0.0%N/A0.959%
2/14/2025First Trust Advisors LP122,727$4.76M0.0%N/A0.104%
2/14/2025Commerce Bank8,840$343K0.0%N/A0.008%
2/14/2025Capital International Investors2,555,208$99.04M0.0%N/A2.173%
2/13/2025CANADA LIFE ASSURANCE Co18,427$713K0.0%N/A0.016%
2/13/2025Champlain Investment Partners LLC2,005,171$77.72M0.5%N/A1.705%
2/13/2025NewEdge Advisors LLC10,375$402K0.0%N/A0.009%
2/13/2025 Defined Financial Planning LLC5,915$229K0.2%N/A0.005%
2/13/2025Mariner LLC13,229$513K0.0%N/A0.011%
2/13/2025Barclays PLC119,682$4.64M0.0%N/A0.102%
2/13/2025Summit Investment Advisors Inc.6,973$270K0.2%N/A0.006%
2/13/2025Granite Investment Partners LLC297,367$11.53M0.5%N/A0.253%
2/13/2025Rockefeller Capital Management L.P.129,883$5.03M0.0%N/A0.110%
2/13/2025Kennedy Capital Management LLC352,621$13.67M0.3%N/A0.300%
2/13/2025 Bessemer Group Inc.31,580$1.22M0.0%N/A0.027%
2/13/2025Raymond James Financial Inc.39,021$1.51M0.0%N/A0.033%
2/13/2025Advisory Services Network LLC13,355$518K0.0%N/A0.011%
2/13/2025Renaissance Technologies LLC46,600$1.81M0.0%N/A0.040%
2/13/2025Legal & General Group Plc72,093$2.79M0.0%N/A0.061%
2/13/2025Invesco Ltd.62,267$2.41M0.0%N/A0.053%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/13/2025FMR LLC8,398,745$325.54M0.0%N/A7.143%
2/13/2025Russell Investments Group Ltd.62,922$2.44M0.0%N/A0.054%
2/13/2025 Envestnet Asset Management Inc.108,824$4.22M0.0%N/A0.093%
2/13/2025Dynamic Technology Lab Private Ltd13,460$522K0.1%N/A0.011%
2/13/2025Wells Fargo & Company MN75,784$2.94M0.0%N/A0.064%
2/12/2025Annis Gardner Whiting Capital Advisors LLC7,000$271K0.1%N/A0.006%
2/12/2025Pitcairn Co.9,997$387K0.0%N/A0.009%
2/12/2025ExodusPoint Capital Management LP14,023$544K0.0%N/A0.012%
2/12/2025Geode Capital Management LLC1,562,735$60.59M0.0%N/A1.329%
2/12/2025Alliancebernstein L.P.82,208$3.19M0.0%N/A0.070%
(Data available from 1/1/2016 forward)

BWIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWIN shares?

During the previous two years, 153 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($325.54M), Vanguard Group Inc. ($255.33M), William Blair Investment Management LLC ($190.22M), Bamco Inc. NY ($116.67M), Capital International Investors ($99.04M), Capital Research Global Investors ($87.57M), and Champlain Investment Partners LLC ($77.72M).Learn more on BWIN's institutional investors.

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

77.49% of The Baldwin Insurance Group stock is owned by institutional investors. Learn more on BWIN's institutional investor holdings.

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

Of the 152 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 ($8.40M), Vanguard Group Inc. ($6.59M), William Blair Investment Management LLC ($4.91M), Bamco Inc. NY ($3.01M), Capital International Investors ($2.56M), Capital Research Global Investors ($2.26M), and Champlain Investment Partners LLC ($2.01M).

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

Institutional investors have bought a total of 55,987,371 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

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

The following institutional investors have sold The Baldwin Insurance Group stock in the last 24 months: Emerald Advisers LLC ($122.45K), Bank of New York Mellon Corp ($119.99K), Emerald Mutual Fund Advisers Trust ($60.70K), Wealth Enhancement Advisory Services LLC ($17.48K), Confluence Investment Management LLC ($9.02K), Envestnet Portfolio Solutions Inc. ($1.89K), and Voya Investment Management LLC ($1.68K).

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

Institutional investors have sold a total of 333,752 shares in the last 24 months. This volume of shares sold represents approximately $14.91M in transactions.


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This page (NASDAQ:BWIN) was last updated on 5/2/2025 by MarketBeat.com Staff
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