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Baldwin Insurance Group (BWIN) Institutional Ownership

Baldwin Insurance Group logo
$27.08 -1.65 (-5.74%)
Closing price 04:00 PM Eastern
Extended Trading
$27.10 +0.02 (+0.07%)
As of 07:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for Baldwin Insurance Group (NASDAQ:BWIN)

Current
Institutional Ownership
Percentage
77.49%
Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$2.52B
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$106.51M
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BWIN Institutional Buying and Selling by Quarter

Baldwin Insurance Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Pathway Financial Advisors LLC128,718$3.63M0.5%-8.6%0.108%
10/9/2025 Voya Investment Management LLC12,743$359K0.0%-33.7%0.011%
8/27/2025Orion Porfolio Solutions LLC22,455$961K0.0%N/A0.019%
8/19/2025Advisory Services Network LLC14,379$616K0.0%+9.7%0.012%
8/19/2025Pitcairn Co.8,401$360K0.0%-16.3%0.007%
8/18/2025Westwood Holdings Group Inc.1,920,530$82.22M0.6%+8.0%1.618%
8/15/2025CANADA LIFE ASSURANCE Co20,452$877K0.0%+11.0%0.017%
8/15/2025Tower Research Capital LLC TRC 9,610$411K0.0%+284.6%0.008%
8/15/2025Corient Private Wealth LLC540,004$23.12M0.0%+100.1%0.455%
8/15/2025Tidal Investments LLC306,442$13.12M0.1%+6.3%0.259%
8/15/2025Select Equity Group L.P.242,910$10.40M0.0%+50.7%0.205%
8/15/2025Snowden Capital Advisors LLC6,806$291K0.0%N/A0.006%
8/15/2025Orion Porfolio Solutions LLC22,455$961K0.0%N/A0.019%
8/15/2025Holocene Advisors LP20,362$872K0.0%+265.7%0.017%
8/15/2025Bank of America Corp DE686,728$29.40M0.0%+6.4%0.579%
8/14/2025California State Teachers Retirement System61,912$2.65M0.0%+0.9%0.052%
8/14/2025Raymond James Financial Inc.7,934$340K0.0%-86.3%0.007%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.38,537$1.65M0.0%-4.1%0.033%
8/14/2025The Manufacturers Life Insurance Company 36,719$1.57M0.0%-1.0%0.031%
8/14/2025Sei Investments Co.276,309$11.83M0.0%-16.8%0.233%
8/14/2025State Street Corp2,084,751$89.25M0.0%-1.1%1.759%
8/14/2025WINTON GROUP Ltd17,908$767K0.0%N/A0.015%
8/13/2025First Trust Advisors LP95,983$4.11M0.0%+51.5%0.081%
8/13/2025Kennedy Capital Management LLC299,553$12.82M0.3%-5.0%0.253%
8/13/2025Invesco Ltd.486,350$20.82M0.0%-12.6%0.410%
8/13/2025Granite Investment Partners LLC345,079$14.77M0.7%+22.0%0.291%
8/13/2025Quantbot Technologies LP7,905$338K0.0%-40.7%0.007%
8/13/2025Van Hulzen Asset Management LLC37,579$1.61M0.1%-28.9%0.032%
8/13/2025Panagora Asset Management Inc.8,464$362K0.0%N/A0.007%
8/13/2025New York State Common Retirement Fund257,384$11.02M0.0%+422.6%0.217%
8/13/2025Loomis Sayles & Co. L P1,091,493$46.73M0.1%-2.4%0.921%
8/13/2025Elevation Point Wealth Partners LLC1,344$58K0.0%N/A0.001%
8/13/2025Russell Investments Group Ltd.68,636$2.94M0.0%+10.7%0.058%
8/12/2025Champlain Investment Partners LLC3,256,446$139.41M1.0%+23.0%2.748%
8/12/2025Jefferies Financial Group Inc.5,187$222K0.0%N/A0.004%
8/12/2025Prudential Financial Inc.9,015$391K0.0%+79.6%0.008%
8/12/2025American Century Companies Inc.158,763$6.80M0.0%-64.8%0.134%
8/12/2025Rhumbline Advisers102,355$4.38M0.0%+9.9%0.086%
8/12/2025Legal & General Group Plc78,479$3.36M0.0%+6.9%0.066%
8/12/2025JPMorgan Chase & Co.1,355,916$58.05M0.0%-13.2%1.144%
8/12/2025Swiss National Bank130,200$5.57M0.0%-0.8%0.110%
8/12/2025Westfield Capital Management Co. LP1,225,948$52.48M0.2%+13.8%1.034%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH61,497$2.63M0.0%+5.4%0.052%
8/8/2025MTM Investment Management LLC700$30K0.0%N/A0.001%
8/8/2025Rockefeller Capital Management L.P.83,162$3.56M0.0%-84.6%0.070%
8/8/2025Westwood Holdings Group Inc.1,920,530$82.22M0.7%+8.0%1.620%
8/8/2025Cetera Investment Advisers4,951$212K0.0%N/A0.004%
8/8/2025Intech Investment Management LLC27,610$1.18M0.0%-2.5%0.023%
8/8/2025Creative Planning7,583$325K0.0%-19.9%0.006%
8/8/2025Fiera Capital Corp778,940$33.35M0.1%N/A0.657%
8/8/2025Police & Firemen s Retirement System of New Jersey15,943$683K0.0%+8.5%0.013%
8/8/2025Geode Capital Management LLC1,695,758$72.60M0.0%+4.9%1.431%
8/8/2025PNC Financial Services Group Inc.13,529$579K0.0%+3.9%0.011%
8/8/2025KBC Group NV2,111$90K0.0%-42.6%0.002%
8/7/2025King Luther Capital Management Corp36,212$1.55M0.0%+4.2%0.031%
8/6/2025Quadrant Private Wealth Management LLC12,870$551K0.1%N/A0.011%
8/6/2025Summit Creek Advisors LLC173,747$7.44M1.0%-4.1%0.147%
8/6/2025Cetera Trust Company N.A6,025$258K0.2%+10.1%0.005%
8/6/2025Washington Trust Bank18,839$806K0.1%+8.4%0.016%
8/6/2025First Horizon Advisors Inc.1,834$79K0.0%+29.6%0.002%
8/5/2025Bank of New York Mellon Corp866,083$37.08M0.0%+3.5%0.731%
8/5/2025Bank of Montreal Can5,202$223K0.0%N/A0.004%
8/4/2025Assetmark Inc.28,404$1.22M0.0%+2,828.2%0.024%
8/4/2025Emerald Mutual Fund Advisers Trust472,351$20.22M1.2%+4.0%0.399%
8/4/2025Emerald Advisers LLC806,290$34.52M1.3%+8.3%0.680%
8/1/2025Peregrine Capital Management LLC311,148$13.32M0.4%-27.6%0.263%
8/1/2025Teacher Retirement System of Texas10,341$443K0.0%+4.8%0.009%
8/1/2025Bessemer Group Inc.41,805$1.79M0.0%-2.9%0.035%
8/1/2025Envestnet Asset Management Inc.201,557$8.63M0.0%+84.0%0.170%
7/31/2025Oppenheimer Asset Management Inc.8,577$367K0.0%N/A0.007%
7/31/2025Kornitzer Capital Management Inc. KS179,519$7.69M0.2%-25.4%0.151%
7/30/2025Tributary Capital Management LLC423,605$18.14M1.6%-7.0%0.357%
7/29/2025William Blair Investment Management LLC5,402,750$231.29M0.6%-2.9%4.559%
7/29/2025Otter Creek Advisors LLC106,231$4.55M3.2%+138.9%0.090%
7/29/2025Aubrey Capital Management Ltd82,300$3.52M1.3%+96.0%0.069%
7/25/2025Verdence Capital Advisors LLC7,921$339K0.0%+8.1%0.007%
7/25/2025Envestnet Portfolio Solutions Inc.5,444$233K0.0%-5.3%0.005%
7/24/2025 Cyndeo Wealth Partners LLC4,998$214K0.0%N/A0.004%
7/24/2025IFP Advisors Inc2,823$128K0.0%+3,664.0%0.002%
7/23/2025KLP Kapitalforvaltning AS14,600$625K0.0%+10.6%0.012%
7/22/2025Fenimore Asset Management Inc351,403$15.04M0.3%+3.1%0.296%
7/21/2025ZWJ Investment Counsel Inc.5,779$247K0.0%N/A0.005%
7/18/2025Truist Financial Corp6,243$267K0.0%-6.5%0.005%
7/17/2025Janney Montgomery Scott LLC6,457$276K0.0%-6.9%0.005%
7/17/2025Smith Chas P & Associates PA Cpas57,260$2.45M0.1%-17.4%0.048%
7/15/2025Public Employees Retirement System of Ohio62,011$2.66M0.0%+9.5%0.052%
7/14/2025 Toth Financial Advisory Corp2,715$116K0.0%-84.3%0.002%
7/14/2025Park Avenue Securities LLC5,302$227K0.0%N/A0.004%
7/11/2025Diversified Trust Co31,651$1.36M0.0%+14.9%0.027%
7/10/2025Wealth Enhancement Advisory Services LLC164,778$6.66M0.0%+50.5%0.139%
7/9/2025Harbor Capital Advisors Inc.111,765$4.79M0.2%+14.3%0.094%
7/1/2025Confluence Investment Management LLC413,228$17.69M0.2%-2.3%0.349%
6/18/2025 Voya Investment Management LLC18,169$812K0.0%-8.3%0.015%
5/29/2025Rhumbline Advisers93,160$4.16M0.0%+3.9%0.079%
5/28/2025Strs Ohio1,600$72K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC189,643$8.48M0.0%+6.6%0.161%
5/16/2025Goldman Sachs Group Inc.379,601$16.96M0.0%+3.6%0.320%
5/16/2025Select Equity Group L.P.161,226$7.21M0.0%+377.8%0.137%
5/16/2025NewEdge Advisors LLC11,075$495K0.0%+6.7%0.009%
5/16/2025Millennium Management LLC254,734$11.38M0.0%+371.9%0.217%
(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, 196 institutional investors and hedge funds held shares of Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($325.54M), Vanguard Group Inc. ($292.41M), William Blair Investment Management LLC ($231.29M), T. Rowe Price Investment Management Inc. ($144.46M), Champlain Investment Partners LLC ($139.41M), Bamco Inc. NY ($116.67M), and Capital International Investors ($99.04M).Learn more on Baldwin Insurance Group's institutional investors.

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

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

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

Of the 186 institutional investors that purchased 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 ($8.40M), Vanguard Group Inc. ($6.59M), William Blair Investment Management LLC ($4.91M), Champlain Investment Partners LLC ($3.26M), T. Rowe Price Investment Management Inc. ($3.23M), Bamco Inc. NY ($3.01M), and Capital International Investors ($2.56M).

How much institutional buying is happening at Baldwin Insurance Group?

Institutional investors have bought a total of 63,404,256 shares in the last 24 months. This purchase volume represents approximately $2.52B in transactions.

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

Of the 49 institutional investors that sold Baldwin Insurance Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($456.69K), American Century Companies Inc. ($292.60K), Westwood Holdings Group Inc. ($212.79K), JPMorgan Chase & Co. ($206.55K), William Blair Investment Management LLC ($159.72K), Emerald Advisers LLC ($122.45K), and Bank of New York Mellon Corp ($119.99K).

How much institutional selling is happening at Baldwin Insurance Group?

Institutional investors have sold a total of 2,459,467 shares in the last 24 months. This volume of shares sold represents approximately $106.51M in transactions.


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This page (NASDAQ:BWIN) was last updated on 10/13/2025 by MarketBeat.com Staff
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