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Baldwin Insurance Group (BWIN) Institutional Ownership

Baldwin Insurance Group logo
$40.82 +0.24 (+0.59%)
Closing price 04:00 PM Eastern
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$40.84 +0.02 (+0.05%)
As of 04:42 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)
169
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$37.21M
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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
7/21/2025ZWJ Investment Counsel Inc.5,779$247K0.0%N/A0.005%
7/18/2025 Truist Financial Corp6,243$267K0.0%-6.5%0.005%
7/17/2025 Janney Montgomery Scott LLC6,457$276K0.0%-6.9%0.005%
7/17/2025 Smith Chas P & Associates PA Cpas57,260$2.45M0.1%-17.4%0.048%
7/15/2025 Public 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%
7/14/2025 Park Avenue Securities LLC5,302$227K0.0%N/A0.004%
7/11/2025 Diversified Trust Co31,651$1.36M0.0%+14.9%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC164,778$6.66M0.0%+50.5%0.139%
7/9/2025 Harbor Capital Advisors Inc.111,765$4.79M0.2%+14.3%0.094%
7/1/2025 Confluence Investment Management LLC413,228$17.69M0.2%-2.3%0.349%
6/18/2025Voya 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%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.40,166$1.80M0.0%+6.1%0.034%
5/16/2025AQR Capital Management LLC10,760$481K0.0%-11.8%0.009%
5/15/2025Core Wealth Advisors Inc.4,510$202K0.1%N/A0.004%
5/15/2025Royal Bank of Canada823,871$36.82M0.0%-5.9%0.701%
5/15/2025MAI Capital Management175,582$7.85M0.1%-2.3%0.149%
5/15/2025State of Wyoming3,716$166K0.0%+74.8%0.003%
5/15/2025Champlain Investment Partners LLC2,647,275$118.31M0.9%+32.0%2.251%
5/14/2025Comerica Bank79,111$3.54M0.0%+33.3%0.067%
5/14/2025MetLife Investment Management LLC39,530$1.77M0.0%-1.6%0.034%
5/14/2025Van Hulzen Asset Management LLC52,854$2.36M0.2%-1.9%0.045%
5/14/2025Venator Management LLC754,845$33.73M10.1%+4.5%0.642%
5/14/2025T. Rowe Price Investment Management Inc.3,232,521$144.46M0.1%+62.1%2.749%
5/14/2025EntryPoint Capital LLC4,796$214K0.1%N/A0.004%
5/14/2025BI Asset Management Fondsmaeglerselskab A S2,319$104K0.0%-95.0%0.002%
5/14/2025Quantbot Technologies LP13,340$596K0.0%-64.1%0.011%
5/13/2025Northern Trust Corp764,707$34.18M0.0%-3.4%0.650%
5/13/2025American Century Companies Inc.451,360$20.17M0.0%+561.6%0.384%
5/13/2025Aberdeen Group plc240,540$10.75M0.0%+0.6%0.205%
5/13/2025Boston Partners600,974$26.51M0.0%+14.3%0.511%
5/13/2025Russell Investments Group Ltd.61,975$2.77M0.0%-1.5%0.053%
5/13/2025HighTower Advisors LLC41,609$1.86M0.0%N/A0.035%
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5/12/2025Nuveen LLC269,224$12.03M0.0%N/A0.229%
5/12/2025Invesco Ltd.556,775$24.88M0.0%+794.2%0.473%
5/12/2025Zions Bancorporation National Association UT56,260$2.51M0.2%N/A0.048%
5/9/2025Deutsche Bank AG53,901$2.41M0.0%-9.2%0.046%
5/9/2025Charles Schwab Investment Management Inc.549,468$24.56M0.0%-1.5%0.467%
5/9/2025Vanguard Group Inc.6,543,104$292.41M0.0%-0.7%5.564%
5/9/2025Westwood Holdings Group Inc.1,778,024$79.46M0.6%-10.7%1.512%
5/9/2025Westfield Capital Management Co. LP1,076,847$48.12M0.2%+27.1%0.916%
5/9/2025PNC Financial Services Group Inc.13,025$582K0.0%+5.7%0.011%
5/8/2025US Bancorp DE7,337$328K0.0%+6.5%0.006%
5/8/2025Natixis Advisors LLC23,106$1.03M0.0%+3.7%0.020%
5/8/2025XTX Topco Ltd4,502$201K0.0%N/A0.004%
5/7/2025Summit Creek Advisors LLC181,142$8.10M1.2%N/A0.154%
5/7/2025LPL Financial LLC73,629$3.10M0.0%+9.8%0.063%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 31,439$1.41M0.0%+70.5%0.027%
5/7/2025TD Asset Management Inc68,100$3.04M0.0%+70.4%0.058%
5/7/2025 HB Wealth Management LLC84,155$3.76M0.0%+32.2%0.072%
5/6/2025Madison Asset Management LLC93,024$4.16M0.0%+14.1%0.079%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH58,367$2.61M0.0%N/A0.050%
5/5/2025GW&K Investment Management LLC624,600$27.91M0.3%-3.1%0.531%
5/2/2025Tributary Capital Management LLC455,524$20.36M1.8%-3.5%0.387%
5/2/2025Verdence Capital Advisors LLC7,326$327K0.0%+32.2%0.006%
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%
4/30/2025Washington Trust Bank17,377$777K0.1%N/A0.015%
4/29/2025Envestnet Asset Management Inc.109,566$4.90M0.0%+0.7%0.093%
4/29/2025Bank of New York Mellon Corp836,946$37.40M0.0%-12.5%0.712%
4/28/2025Principal Financial Group Inc.62,405$2.79M0.0%+4.3%0.053%
4/28/2025Teacher Retirement System of Texas9,871$441K0.0%N/A0.008%
4/25/2025Peregrine Capital Management LLC429,484$19.19M0.6%+3.1%0.365%
4/25/2025KBC Group NV3,675$164K0.0%+12.1%0.003%
4/24/2025 Diversified Trust Co27,542$1.23M0.0%+35.4%0.023%
4/23/2025Bessemer Group Inc.43,065$1.92M0.0%+36.4%0.037%
4/23/2025Continuum Advisory LLC1,401$63K0.0%-27.9%0.001%
4/21/2025Envestnet Portfolio Solutions Inc.5,751$257K0.0%-24.7%0.005%
4/17/2025Brown Miller Wealth Management LLC5,281$236K0.1%N/A0.004%
4/16/2025Pathway 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%
4/16/2025Aubrey 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%
4/14/2025Fenimore Asset Management Inc340,727$15.23M0.3%N/A0.290%
4/10/2025 Heritage Family Offices LLP5,446$243K0.1%N/A0.005%
4/8/2025Rhumbline 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%
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3/17/2025 Wealth Enhancement Advisory Services LLC126,933$4.92M0.0%N/A0.108%
2/19/2025 Public Employees Retirement System of Ohio86,512$3.35M0.0%N/A0.074%
2/18/2025Continuum 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%
(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, 176 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 ($190.22M), T. Rowe Price Investment Management Inc. ($144.46M), Champlain Investment Partners LLC ($118.31M), 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 169 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), T. Rowe Price Investment Management Inc. ($3.23M), Bamco Inc. NY ($3.01M), Champlain Investment Partners LLC ($2.65M), and Capital International Investors ($2.56M).

How much institutional buying is happening at Baldwin Insurance Group?

Institutional investors have bought a total of 60,260,201 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

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

Of the 27 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: Westwood Holdings Group Inc. ($212.79K), Emerald Advisers LLC ($122.45K), Bank of New York Mellon Corp ($119.99K), Emerald Mutual Fund Advisers Trust ($60.70K), Royal Bank of Canada ($51.39K), Vanguard Group Inc. ($44.38K), and BI Asset Management Fondsmaeglerselskab A S ($44.14K).

How much institutional selling is happening at Baldwin Insurance Group?

Institutional investors have sold a total of 834,394 shares in the last 24 months. This volume of shares sold represents approximately $37.21M in transactions.


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This page (NASDAQ:BWIN) was last updated on 7/22/2025 by MarketBeat.com Staff
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