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Baldwin Insurance Group (BWIN) Institutional Ownership

Baldwin Insurance Group logo
$29.99 +0.23 (+0.76%)
As of 10:27 AM 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)
128
Total
Institutional Inflows
(last 12 months)
$508.70M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$286.25M
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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
8/11/2026 Madison Asset Management LLC103,470$2.75M0.0%N/A0.074%
8/8/2026 Summit Creek Advisors LLC66,487$1.77M0.6%N/A0.048%
8/6/2026 Bank of New York Mellon Corp3,077,351$81.80M0.0%N/A2.158%
7/7/2026 Pathway Financial Advisors LLC76,394$2.17M0.3%-40.7%0.054%
7/2/2026 Versant Capital Management Inc1,201$32K0.0%+43.3%0.001%
7/1/2026 Confluence Investment Management LLC77,621$2.06M0.0%-87.8%0.054%
5/19/2026Bank of America Corp DE848,407$18.61M0.0%+51.9%0.595%
5/19/2026Janus Henderson Group PLC881,885$19.35M0.0%+12.6%0.619%
5/18/2026 EverSource Wealth Advisors LLC1,278$28K0.0%+238.1%0.001%
5/18/2026California State Teachers Retirement System97,862$2.15M0.0%+43.7%0.069%
5/18/2026Core Wealth Advisors Inc.9,424$207K0.0%N/A0.007%
5/18/2026Royal Bank of Canada778,281$17.08M0.0%-13.6%0.546%
5/16/2026The Manufacturers Life Insurance Company 40,864$897K0.0%+28.9%0.029%
5/16/2026Quantinno Capital Management LP10,617$233K0.0%-59.3%0.007%
5/16/2026SummitTX Capital L.P.43,124$946K0.0%N/A0.030%
5/15/2026Waverly Advisors LLC10,914$239K0.0%N/A0.008%
5/14/2026Sei Investments Co.456,174$10.01M0.0%+32.4%0.320%
5/8/2026 PNC Financial Services Group Inc.8,919$196K0.0%+307.1%0.006%
5/8/2026 Madison Asset Management LLC103,324$2.27M0.0%-0.9%0.072%
5/7/2026Dimensional Fund Advisors LP1,333,871$29.27M0.0%+16.8%0.934%
5/7/2026 KBC Group NV4,246$93K0.0%+101.1%0.003%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,717,538$37.68M6.0%+11,089.9%1.202%
5/6/2026 Quadrant Private Wealth Management LLC62,701$1.38M0.2%-6.3%0.044%
5/6/2026Bessemer Group Inc.10,280$226K0.0%-76.7%0.007%
5/5/2026 Bank of New York Mellon Corp3,918,087$85.96M0.0%+36.3%2.743%
5/1/2026 Fifth Third Bancorp79,193$1.74M0.0%N/A0.055%
5/1/2026 Kornitzer Capital Management Inc. KS98,480$2.16M0.0%-45.1%0.069%
4/30/2026 Equitable Trust Co.282,998$6.21M0.3%N/A0.198%
4/27/2026 HB Wealth Management LLC74,451$1.63M0.0%+1.0%0.052%
4/24/2026 Peregrine Capital Management LLC266,910$5.86M0.2%N/A0.187%
4/16/2026 SG Americas Securities LLC15,388$338K0.0%-94.5%0.011%
4/16/2026 Diversified Trust Co33,483$735K0.0%-44.0%0.023%
3/17/2026Rockefeller Capital Management L.P.120,622$2.90M0.0%-77.4%0.102%
3/9/2026Corient Private Wealth LLC33,981$817K0.0%-31.3%0.029%
2/23/2026Wealth Preservation Advisors LLC1,931$46K0.0%N/A0.002%
2/19/2026T. Rowe Price Investment Management Inc.1,155,559$27.77M0.0%-61.5%0.974%
2/19/2026Invesco Ltd.61,412$1.48M0.0%-87.8%0.052%
2/19/2026Corient Private Wealth LLC33,981$817K0.0%-31.3%0.029%
2/18/2026NewEdge Advisors LLC3,475$84K0.0%-68.6%0.003%
2/18/2026XTX Topco Ltd24,126$580K0.0%N/A0.020%
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2/18/2026VARCOV Co.21,524$517K0.2%N/A0.018%
2/18/2026Twinbeech Capital LP37,773$908K0.1%N/A0.032%
2/18/2026Millennium Management LLC10,752$258K0.0%-80.8%0.009%
2/18/2026Janus Henderson Group PLC783,285$18.82M0.0%-2.7%0.660%
2/18/2026Aristotle Capital Boston LLC738,160$17.74M1.0%+12.5%0.622%
2/18/2026Balyasny Asset Management L.P.301,576$7.25M0.0%N/A0.254%
2/17/2026AQR Capital Management LLC12,755$307K0.0%N/A0.011%
2/17/2026Price T Rowe Associates Inc. MD154,126$3.71M0.0%+143.0%0.130%
2/17/2026T. Rowe Price Investment Management Inc.452,226$10.87M0.0%-84.9%0.381%
2/17/2026Advisory Services Network LLC24,357$585K0.0%+69.0%0.021%
2/17/2026Public Employees Retirement System of Ohio103,595$2.49M0.0%+14.3%0.087%
2/17/2026California State Teachers Retirement System68,121$1.64M0.0%+2.4%0.057%
2/17/2026 Russell Investments Group Ltd.99,030$2.38M0.0%+16.6%0.083%
2/17/2026State of Wisconsin Investment Board387,478$9.31M0.0%+6.6%0.327%
2/17/2026Captrust Financial Advisors43,083$1.04M0.0%+280.9%0.036%
2/17/2026ExodusPoint Capital Management LP19,612$471K0.0%N/A0.017%
2/17/2026Blair William & Co. IL23,357$561K0.0%-22.3%0.020%
2/17/2026Royal Bank of Canada901,166$21.66M0.0%-9.3%0.760%
2/16/2026Verition Fund Management LLC95,581$2.30M0.0%+38.1%0.081%
2/16/2026 Panagora Asset Management Inc.26,783$644K0.0%+4.9%0.023%
2/16/2026Mariner LLC32,736$787K0.0%+76.3%0.028%
2/16/2026FJ Capital Management LLC10,454$251K0.0%N/A0.009%
2/16/2026Kennedy Capital Management LLC819,695$19.70M0.4%+37.0%0.691%
2/16/2026Barclays PLC111,314$2.68M0.0%+10.6%0.094%
2/13/2026Marshall Wace LLP87,008$2.09M0.0%N/A0.073%
2/13/2026The Manufacturers Life Insurance Company 31,697$762K0.0%-7.5%0.027%
2/13/2026CANADA LIFE ASSURANCE Co7,510$181K0.0%-63.5%0.006%
2/13/2026 Walleye Capital LLC38,933$936K0.0%N/A0.033%
2/13/2026Hudson Bay Capital Management LP22,740$546K0.0%N/A0.019%
2/13/2026Champlain Investment Partners LLC3,650,410$87.72M0.9%-6.8%3.077%
2/13/2026Charles Schwab Investment Management Inc.599,426$14.40M0.0%+0.4%0.505%
2/13/2026 State Street Corp2,131,619$51.22M0.0%+0.7%1.797%
2/13/2026 Boston Partners48,076$1.16M0.0%N/A0.041%
2/13/2026 Milford Funds Ltd.346,319$8.32M0.2%N/A0.292%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC190,560$4.58M0.0%+2.3%0.161%
2/13/2026Wells Fargo & Company MN179,913$4.32M0.0%+13.2%0.152%
2/12/2026Beck Mack & Oliver LLC289,775$6.96M0.1%N/A0.244%
2/12/2026Orion Porfolio Solutions LLC17,436$419K0.0%-25.4%0.015%
2/12/2026MetLife Investment Management LLC619,292$14.88M0.1%+1,376.4%0.522%
2/12/2026Dimensional Fund Advisors LP1,142,389$27.46M0.0%+4.0%0.963%
2/12/2026Ensign Peak Advisors Inc5,498$132K0.0%-66.6%0.005%
2/12/2026 Campbell & CO Investment Adviser LLC32,516$781K0.0%N/A0.027%
2/12/2026Swiss National Bank140,700$3.38M0.0%+2.7%0.119%
2/12/2026Nuveen LLC242,887$5.84M0.0%+1.6%0.205%
2/11/2026 Zions Bancorporation National Association UT42,952$1.03M0.0%-11.9%0.036%
2/11/2026 Deutsche Bank AG59,953$1.44M0.0%+3.3%0.051%
2/11/2026 LPL Financial LLC66,448$1.60M0.0%-3.7%0.056%
2/11/2026JPMorgan Chase & Co.1,323,032$31.79M0.0%-12.6%1.115%
2/11/2026 Fiera Capital Corp991,213$23.82M0.1%+30.6%0.835%
2/11/2026Capital Research Global Investors3,017,071$72.50M0.0%-33.2%2.543%
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2/11/2026Capital International Investors3,618,132$86.94M0.0%+15.0%3.049%
2/10/2026 Bank of New York Mellon Corp2,873,887$69.06M0.0%+25.3%2.422%
2/10/2026Goldman Sachs Group Inc.379,653$9.12M0.0%+49.9%0.320%
2/10/2026Natixis Advisors LLC13,363$321K0.0%-40.8%0.011%
2/10/2026 Intech Investment Management LLC26,071$626K0.0%-10.2%0.022%
2/9/2026Geode Capital Management LLC1,738,132$41.77M0.0%+1.7%1.465%
2/9/2026 Bleakley Financial Group LLC17,023$409K0.0%N/A0.014%
2/9/2026William Blair Investment Management LLC7,543,813$181.28M0.5%+47.8%6.358%
2/6/2026 Summit Creek Advisors LLC148,465$3.57M0.6%-11.9%0.125%
2/6/2026 PNC Financial Services Group Inc.2,191$53K0.0%-74.4%0.002%


BWIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 237 institutional investors and hedge funds held shares of Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($325.54M), William Blair Investment Management LLC ($181.28M), Vanguard Group Inc. ($164.65M), Bamco Inc. NY ($116.67M), Champlain Investment Partners LLC ($87.72M), Capital International Investors ($86.94M), and Westwood Holdings Group Inc. ($82.22M).Learn more on Baldwin Insurance Group's institutional investors.

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

Of the 230 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), William Blair Investment Management LLC ($7.35M), Vanguard Group Inc. ($6.87M), Bank of New York Mellon Corp ($5.69M), Champlain Investment Partners LLC ($3.92M), T. Rowe Price Investment Management Inc. ($3.23M), and Capital International Investors ($3.03M).

Institutional investors have bought a total of 19,779,803 shares in the last 24 months. This purchase volume represents approximately $508.70M in transactions.

Of the 71 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: T. Rowe Price Investment Management Inc. ($4.39M), Capital Research Global Investors ($1.50M), Confluence Investment Management LLC ($568.13K), GW&K Investment Management LLC ($555.76K), Invesco Ltd. ($511.85K), Emerald Mutual Fund Advisers Trust ($420.23K), and Rockefeller Capital Management L.P. ($414.08K).

Institutional investors have sold a total of 11,297,322 shares in the last 24 months. This volume of shares sold represents approximately $286.25M in transactions.


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Institutional ownership data for NASDAQ:BWIN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/11/2026. New 13F filings are added each quarter as they're published.
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