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The Baldwin Insurance Group (BWIN) Institutional Ownership

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$39.60 +1.16 (+3.02%)
Closing price 04:00 PM Eastern
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$39.60 +0.00 (+0.01%)
As of 04:40 PM Eastern
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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)
167
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$35.53M
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BWIN Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers93,160$4.16M0.0%+3.9%0.079%
5/28/2025 Strs Ohio1,600$72K0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC189,643$8.48M0.0%+6.6%0.161%
5/16/2025 Goldman Sachs Group Inc.379,601$16.96M0.0%+3.6%0.323%
5/16/2025 Select Equity Group L.P.161,226$7.21M0.0%+377.8%0.137%
5/16/2025 NewEdge Advisors LLC11,075$495K0.0%+6.7%0.009%
5/16/2025 Millennium Management LLC254,734$11.38M0.0%+371.9%0.217%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.40,166$1.80M0.0%+6.1%0.034%
5/16/2025 AQR Capital Management LLC10,760$481K0.0%-11.8%0.009%
5/15/2025 Core Wealth Advisors Inc.4,510$202K0.1%N/A0.004%
5/15/2025 Royal Bank of Canada823,871$36.82M0.0%-5.9%0.701%
5/15/2025 MAI Capital Management175,582$7.85M0.1%-2.3%0.149%
5/15/2025 State of Wyoming3,716$166K0.0%+74.8%0.003%
5/15/2025 Champlain Investment Partners LLC2,647,275$118.31M0.9%+32.0%2.251%
5/14/2025 Comerica Bank79,111$3.54M0.0%+33.3%0.067%
5/14/2025 MetLife Investment Management LLC39,530$1.77M0.0%-1.6%0.034%
5/14/2025 Van Hulzen Asset Management LLC52,854$2.36M0.2%-1.9%0.045%
5/14/2025 Venator Management LLC754,845$33.73M10.1%+4.5%0.642%
5/14/2025 T. Rowe Price Investment Management Inc.3,232,521$144.46M0.1%+62.1%2.749%
5/14/2025 EntryPoint Capital LLC4,796$214K0.1%N/A0.004%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S2,319$104K0.0%-95.0%0.002%
5/14/2025 Quantbot Technologies LP13,340$596K0.0%-64.1%0.011%
5/13/2025 Northern Trust Corp764,707$34.18M0.0%-3.4%0.650%
5/13/2025 American Century Companies Inc.451,360$20.17M0.0%+561.6%0.384%
5/13/2025 Aberdeen Group plc240,540$10.75M0.0%+0.6%0.205%
5/13/2025 Boston Partners600,974$26.51M0.0%+14.3%0.511%
5/13/2025 Russell Investments Group Ltd.61,975$2.77M0.0%-1.5%0.053%
5/13/2025 HighTower Advisors LLC41,609$1.86M0.0%N/A0.035%
5/12/2025 Nuveen LLC269,224$12.03M0.0%N/A0.229%
5/12/2025 Invesco Ltd.556,775$24.88M0.0%+794.2%0.473%
5/12/2025 Zions Bancorporation National Association UT56,260$2.51M0.2%N/A0.048%
5/9/2025 Deutsche Bank AG53,901$2.41M0.0%-9.2%0.046%
5/9/2025 Charles Schwab Investment Management Inc.549,468$24.56M0.0%-1.5%0.467%
5/9/2025 Vanguard Group Inc.6,543,104$292.41M0.0%-0.7%5.564%
5/9/2025 Westwood Holdings Group Inc.1,778,024$79.46M0.6%-10.7%1.512%
5/9/2025 Westfield Capital Management Co. LP1,076,847$48.12M0.2%+27.1%0.916%
5/9/2025 PNC Financial Services Group Inc.13,025$582K0.0%+5.7%0.011%
5/8/2025 US Bancorp DE7,337$328K0.0%+6.5%0.006%
5/8/2025 Natixis Advisors LLC23,106$1.03M0.0%+3.7%0.020%
5/8/2025 XTX Topco Ltd4,502$201K0.0%N/A0.004%
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5/7/2025 Summit Creek Advisors LLC181,142$8.10M1.2%N/A0.154%
5/7/2025 LPL Financial LLC73,629$3.10M0.0%+9.8%0.063%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 31,439$1.41M0.0%+70.5%0.027%
5/7/2025 TD 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%
5/6/2025 Madison Asset Management LLC93,024$4.16M0.0%+14.1%0.079%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH58,367$2.61M0.0%N/A0.050%
5/5/2025 GW&K Investment Management LLC624,600$27.91M0.3%-3.1%0.531%
5/2/2025 Tributary Capital Management LLC455,524$20.36M1.8%-3.5%0.387%
5/2/2025 Verdence Capital Advisors LLC7,326$327K0.0%+32.2%0.006%
5/1/2025 Emerald Advisers LLC744,621$33.28M1.5%-14.1%0.633%
5/1/2025 Emerald Mutual Fund Advisers Trust454,140$20.30M1.4%-11.8%0.386%
5/1/2025 Xponance 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%
3/18/2025 California 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%
2/19/2025 Public Employees Retirement System of Ohio86,512$3.35M0.0%N/A0.074%
2/18/2025 Continuum Advisory LLC1,944$75K0.0%N/A0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC177,875$6.89M0.0%N/A0.151%
2/17/2025 Westwood Holdings Group Inc.1,990,818$77.16M0.6%N/A1.693%
2/17/2025 Two Sigma Investments LP39,456$1.53M0.0%N/A0.034%
2/17/2025 State of Wyoming2,126$82K0.0%N/A0.002%
2/17/2025 Select Equity Group L.P.33,741$1.31M0.0%N/A0.029%
2/17/2025 Royal Bank of Canada875,256$33.93M0.0%N/A0.744%
2/17/2025 Point72 Asset Management L.P.317,273$12.30M0.0%N/A0.270%
2/17/2025 ProShare Advisors LLC18,771$728K0.0%N/A0.016%
2/17/2025Nuveen Asset Management LLC267,836$10.38M0.0%N/A0.228%
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2/17/2025 Millennium Management LLC53,980$2.09M0.0%N/A0.046%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,857$1.47M0.0%N/A0.032%
2/17/2025 Laird Norton Wetherby Trust Company LLC30,780$1.19M0.2%N/A0.026%
2/17/2025 Janus Henderson Group PLC571,058$22.13M0.0%N/A0.486%
2/17/2025 Ensign Peak Advisors Inc27,198$1.05M0.0%N/A0.023%
2/17/2025 D. E. Shaw & Co. Inc.99,562$3.86M0.0%N/A0.085%
2/17/2025 Captrust Financial Advisors8,650$335K0.0%N/A0.007%
2/17/2025 Baird Financial Group Inc.55,831$2.16M0.0%N/A0.047%
2/17/2025 Balyasny Asset Management L.P.420,168$16.29M0.0%N/A0.357%
2/17/2025 Bamco Inc. NY3,010,000$116.67M0.3%N/A2.560%
(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, 173 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. ($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 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 167 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), 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 The Baldwin Insurance Group?

Institutional investors have bought a total of 60,170,330 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

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

Of the 23 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: 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 The Baldwin Insurance Group?

Institutional investors have sold a total of 795,315 shares in the last 24 months. This volume of shares sold represents approximately $35.53M in transactions.



This page (NASDAQ:BWIN) was last updated on 6/11/2025 by MarketBeat.com Staff
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