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Baldwin Insurance Group (BWIN) Institutional Ownership

Baldwin Insurance Group logo
$29.83 -0.85 (-2.77%)
Closing price 04:00 PM Eastern
Extended Trading
$29.84 +0.01 (+0.02%)
As of 04:20 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)
48
Total
Institutional Outflows
(last 12 months)
$105.99M
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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
8/27/2025 Orion Porfolio Solutions LLC22,455$961K0.0%N/A0.019%
8/19/2025 Advisory Services Network LLC14,379$616K0.0%+9.7%0.012%
8/19/2025 Pitcairn Co.8,401$360K0.0%-16.3%0.007%
8/18/2025 Westwood Holdings Group Inc.1,920,530$82.22M0.6%+8.0%1.618%
8/15/2025 CANADA LIFE ASSURANCE Co20,452$877K0.0%+11.0%0.017%
8/15/2025 Tower Research Capital LLC TRC 9,610$411K0.0%+284.6%0.008%
8/15/2025 Corient Private Wealth LLC540,004$23.12M0.0%+100.1%0.455%
8/15/2025 Tidal Investments LLC306,442$13.12M0.1%+6.3%0.259%
8/15/2025 Select Equity Group L.P.242,910$10.40M0.0%+50.7%0.205%
8/15/2025 Snowden Capital Advisors LLC6,806$291K0.0%N/A0.006%
8/15/2025 Orion Porfolio Solutions LLC22,455$961K0.0%N/A0.019%
8/15/2025 Holocene Advisors LP20,362$872K0.0%+265.7%0.017%
8/15/2025 Bank of America Corp DE686,728$29.40M0.0%+6.4%0.579%
8/14/2025 California State Teachers Retirement System61,912$2.65M0.0%+0.9%0.052%
8/14/2025 Raymond James Financial Inc.7,934$340K0.0%-86.3%0.007%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.38,537$1.65M0.0%-4.1%0.033%
8/14/2025 The Manufacturers Life Insurance Company 36,719$1.57M0.0%-1.0%0.031%
8/14/2025 Sei Investments Co.276,309$11.83M0.0%-16.8%0.233%
8/14/2025 State Street Corp2,084,751$89.25M0.0%-1.1%1.759%
8/14/2025 WINTON GROUP Ltd17,908$767K0.0%N/A0.015%
8/13/2025 First Trust Advisors LP95,983$4.11M0.0%+51.5%0.081%
8/13/2025 Kennedy Capital Management LLC299,553$12.82M0.3%-5.0%0.253%
8/13/2025 Invesco Ltd.486,350$20.82M0.0%-12.6%0.410%
8/13/2025 Granite Investment Partners LLC345,079$14.77M0.7%+22.0%0.291%
8/13/2025 Quantbot Technologies LP7,905$338K0.0%-40.7%0.007%
8/13/2025 Van Hulzen Asset Management LLC37,579$1.61M0.1%-28.9%0.032%
8/13/2025 Panagora Asset Management Inc.8,464$362K0.0%N/A0.007%
8/13/2025 New York State Common Retirement Fund257,384$11.02M0.0%+422.6%0.217%
8/13/2025 Loomis Sayles & Co. L P1,091,493$46.73M0.1%-2.4%0.921%
8/13/2025 Elevation Point Wealth Partners LLC1,344$58K0.0%N/A0.001%
8/13/2025 Russell Investments Group Ltd.68,636$2.94M0.0%+10.7%0.058%
8/12/2025 Champlain 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%
8/12/2025 Prudential Financial Inc.9,015$391K0.0%+79.6%0.008%
8/12/2025 American Century Companies Inc.158,763$6.80M0.0%-64.8%0.134%
8/12/2025 Rhumbline Advisers102,355$4.38M0.0%+9.9%0.086%
8/12/2025 Legal & General Group Plc78,479$3.36M0.0%+6.9%0.066%
8/12/2025 JPMorgan Chase & Co.1,355,916$58.05M0.0%-13.2%1.144%
8/12/2025 Swiss National Bank130,200$5.57M0.0%-0.8%0.110%
8/12/2025 Westfield Capital Management Co. LP1,225,948$52.48M0.2%+13.8%1.034%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH61,497$2.63M0.0%+5.4%0.052%
8/8/2025 MTM Investment Management LLC700$30K0.0%N/A0.001%
8/8/2025 Rockefeller Capital Management L.P.83,162$3.56M0.0%-84.6%0.070%
8/8/2025 Westwood Holdings Group Inc.1,920,530$82.22M0.7%+8.0%1.620%
8/8/2025 Cetera Investment Advisers4,951$212K0.0%N/A0.004%
8/8/2025 Intech Investment Management LLC27,610$1.18M0.0%-2.5%0.023%
8/8/2025 Creative Planning7,583$325K0.0%-19.9%0.006%
8/8/2025 Fiera Capital Corp778,940$33.35M0.1%N/A0.657%
8/8/2025 Police & Firemen s Retirement System of New Jersey15,943$683K0.0%+8.5%0.013%
8/8/2025 Geode Capital Management LLC1,695,758$72.60M0.0%+4.9%1.431%
8/8/2025 PNC Financial Services Group Inc.13,529$579K0.0%+3.9%0.011%
8/8/2025 KBC Group NV2,111$90K0.0%-42.6%0.002%
8/7/2025 King Luther Capital Management Corp36,212$1.55M0.0%+4.2%0.031%
8/6/2025 Quadrant Private Wealth Management LLC12,870$551K0.1%N/A0.011%
8/6/2025 Summit Creek Advisors LLC173,747$7.44M1.0%-4.1%0.147%
8/6/2025 Cetera Trust Company N.A6,025$258K0.2%+10.1%0.005%
8/6/2025 Washington Trust Bank18,839$806K0.1%+8.4%0.016%
8/6/2025 First Horizon Advisors Inc.1,834$79K0.0%+29.6%0.002%
8/5/2025 Bank of New York Mellon Corp866,083$37.08M0.0%+3.5%0.731%
8/5/2025 Bank of Montreal Can5,202$223K0.0%N/A0.004%
8/4/2025 Assetmark Inc.28,404$1.22M0.0%+2,828.2%0.024%
8/4/2025 Emerald Mutual Fund Advisers Trust472,351$20.22M1.2%+4.0%0.399%
8/4/2025 Emerald Advisers LLC806,290$34.52M1.3%+8.3%0.680%
8/1/2025 Peregrine Capital Management LLC311,148$13.32M0.4%-27.6%0.263%
8/1/2025 Teacher Retirement System of Texas10,341$443K0.0%+4.8%0.009%
8/1/2025 Bessemer Group Inc.41,805$1.79M0.0%-2.9%0.035%
8/1/2025 Envestnet Asset Management Inc.201,557$8.63M0.0%+84.0%0.170%
7/31/2025 Oppenheimer Asset Management Inc.8,577$367K0.0%N/A0.007%
7/31/2025 Kornitzer Capital Management Inc. KS179,519$7.69M0.2%-25.4%0.151%
7/30/2025 Tributary Capital Management LLC423,605$18.14M1.6%-7.0%0.357%
7/29/2025 William Blair Investment Management LLC5,402,750$231.29M0.6%-2.9%4.559%
7/29/2025 Otter Creek Advisors LLC106,231$4.55M3.2%+138.9%0.090%
7/29/2025 Aubrey Capital Management Ltd82,300$3.52M1.3%+96.0%0.069%
7/25/2025 Verdence Capital Advisors LLC7,921$339K0.0%+8.1%0.007%
7/25/2025 Envestnet Portfolio Solutions Inc.5,444$233K0.0%-5.3%0.005%
7/24/2025 Cyndeo Wealth Partners LLC4,998$214K0.0%N/A0.004%
7/24/2025 IFP Advisors Inc2,823$128K0.0%+3,664.0%0.002%
7/23/2025 KLP Kapitalforvaltning AS14,600$625K0.0%+10.6%0.012%
7/22/2025 Fenimore Asset Management Inc351,403$15.04M0.3%+3.1%0.296%
7/21/2025 ZWJ 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%
6/18/2025 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%
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%
(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 48 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 2,440,956 shares in the last 24 months. This volume of shares sold represents approximately $105.99M in transactions.


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This page (NASDAQ:BWIN) was last updated on 9/23/2025 by MarketBeat.com Staff
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