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Baldwin Insurance Group (BWIN) Institutional Ownership

Baldwin Insurance Group logo
$19.24 -0.64 (-3.22%)
Closing price 06/8/2026 04:00 PM Eastern
Extended Trading
$19.40 +0.16 (+0.83%)
As of 07:56 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Baldwin Insurance Group (NASDAQ:BWIN)

Current
Institutional Ownership
Percentage
77.49%
Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$519.36M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$329.03M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE848,407$18.61M0.0%+51.9%0.595%
5/19/2026 Janus 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%
5/18/2026 California State Teachers Retirement System97,862$2.15M0.0%+43.7%0.069%
5/18/2026 Core Wealth Advisors Inc.9,424$207K0.0%N/A0.007%
5/18/2026 Royal Bank of Canada778,281$17.08M0.0%-13.6%0.546%
5/16/2026 The Manufacturers Life Insurance Company 40,864$897K0.0%+28.9%0.029%
5/16/2026 Quantinno Capital Management LP10,617$233K0.0%-59.3%0.007%
5/16/2026 SummitTX Capital L.P.43,124$946K0.0%N/A0.030%
5/15/2026 Waverly Advisors LLC10,914$239K0.0%N/A0.008%
5/14/2026 Sei 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%
5/7/2026 Dimensional 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%
5/6/2026 Bessemer 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%
3/17/2026 Rockefeller Capital Management L.P.120,622$2.90M0.0%-77.4%0.102%
3/9/2026 Corient Private Wealth LLC33,981$817K0.0%-31.3%0.029%
2/23/2026 Wealth Preservation Advisors LLC1,931$46K0.0%N/A0.002%
2/19/2026 T. Rowe Price Investment Management Inc.1,155,559$27.77M0.0%-61.5%0.974%
2/19/2026 Invesco Ltd.61,412$1.48M0.0%-87.8%0.052%
2/19/2026 Corient Private Wealth LLC33,981$817K0.0%-31.3%0.029%
2/18/2026 NewEdge Advisors LLC3,475$84K0.0%-68.6%0.003%
2/18/2026 XTX Topco Ltd24,126$580K0.0%N/A0.020%
2/18/2026 VARCOV Co.21,524$517K0.2%N/A0.018%
2/18/2026 Twinbeech Capital LP37,773$908K0.1%N/A0.032%
2/18/2026 Millennium Management LLC10,752$258K0.0%-80.8%0.009%
2/18/2026 Janus Henderson Group PLC783,285$18.82M0.0%-2.7%0.660%
2/18/2026 Aristotle Capital Boston LLC738,160$17.74M1.0%+12.5%0.622%
2/18/2026 Balyasny Asset Management L.P.301,576$7.25M0.0%N/A0.254%
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2/17/2026 AQR Capital Management LLC12,755$307K0.0%N/A0.011%
2/17/2026 Price T Rowe Associates Inc. MD154,126$3.71M0.0%+143.0%0.130%
2/17/2026 T. Rowe Price Investment Management Inc.452,226$10.87M0.0%-84.9%0.381%
2/17/2026 Advisory Services Network LLC24,357$585K0.0%+69.0%0.021%
2/17/2026 Public Employees Retirement System of Ohio103,595$2.49M0.0%+14.3%0.087%
2/17/2026 California 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%
2/17/2026 State of Wisconsin Investment Board387,478$9.31M0.0%+6.6%0.327%
2/17/2026 Captrust Financial Advisors43,083$1.04M0.0%+280.9%0.036%
2/17/2026 ExodusPoint Capital Management LP19,612$471K0.0%N/A0.017%
2/17/2026 Blair William & Co. IL23,357$561K0.0%-22.3%0.020%
2/17/2026 Royal Bank of Canada901,166$21.66M0.0%-9.3%0.760%
2/16/2026 Verition 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%
2/16/2026 Mariner LLC32,736$787K0.0%+76.3%0.028%
2/16/2026 FJ Capital Management LLC10,454$251K0.0%N/A0.009%
2/16/2026 Kennedy Capital Management LLC819,695$19.70M0.4%+37.0%0.691%
2/16/2026 Barclays PLC111,314$2.68M0.0%+10.6%0.094%
2/13/2026 Marshall Wace LLP87,008$2.09M0.0%N/A0.073%
2/13/2026 The Manufacturers Life Insurance Company 31,697$762K0.0%-7.5%0.027%
2/13/2026 CANADA LIFE ASSURANCE Co7,510$181K0.0%-63.5%0.006%
2/13/2026 Walleye Capital LLC38,933$936K0.0%N/A0.033%
2/13/2026 Hudson Bay Capital Management LP22,740$546K0.0%N/A0.019%
2/13/2026 Champlain Investment Partners LLC3,650,410$87.72M0.9%-6.8%3.077%
2/13/2026 Charles 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%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC190,560$4.58M0.0%+2.3%0.161%
2/13/2026 Wells Fargo & Company MN179,913$4.32M0.0%+13.2%0.152%
2/12/2026 Beck Mack & Oliver LLC289,775$6.96M0.1%N/A0.244%
2/12/2026 Orion Porfolio Solutions LLC17,436$419K0.0%-25.4%0.015%
2/12/2026 MetLife Investment Management LLC619,292$14.88M0.1%+1,376.4%0.522%
2/12/2026 Dimensional Fund Advisors LP1,142,389$27.46M0.0%+4.0%0.963%
2/12/2026 Ensign Peak Advisors Inc5,498$132K0.0%-66.6%0.005%
2/12/2026 Campbell & CO Investment Adviser LLC32,516$781K0.0%N/A0.027%
2/12/2026 Swiss National Bank140,700$3.38M0.0%+2.7%0.119%
2/12/2026 Nuveen 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%
2/11/2026 JPMorgan 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%
2/11/2026 Capital Research Global Investors3,017,071$72.50M0.0%-33.2%2.543%
2/11/2026 Capital 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%
2/10/2026 Goldman Sachs Group Inc.379,653$9.12M0.0%+49.9%0.320%
2/10/2026 Natixis Advisors LLC13,363$321K0.0%-40.8%0.011%
2/10/2026 Intech Investment Management LLC26,071$626K0.0%-10.2%0.022%
2/9/2026 Geode Capital Management LLC1,738,132$41.77M0.0%+1.7%1.465%
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2/9/2026 Bleakley Financial Group LLC17,023$409K0.0%N/A0.014%
2/9/2026 William 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%
2/6/2026 Larson Financial Group LLC1,211$29K0.0%+666.5%0.001%
2/6/2026 Handelsbanken Fonder AB21,700$521K0.0%-13.5%0.018%
2/6/2026 ProShare Advisors LLC13,045$313K0.0%+8.5%0.011%
2/5/2026 Northwestern Mutual Wealth Management Co.98,259$2.36M0.0%+19,551.8%0.083%
2/4/2026 Madison Asset Management LLC104,282$2.51M0.0%-0.6%0.088%
2/4/2026 Washington Trust Bank36,217$870K0.1%+92.2%0.031%


BWIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 236 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 Bank of New York Mellon Corp ($85.96M).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 229 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), Champlain Investment Partners LLC ($3.92M), T. Rowe Price Investment Management Inc. ($3.23M), Capital International Investors ($3.03M), and Bamco Inc. NY ($3.01M).

Institutional investors have bought a total of 18,797,495 shares in the last 24 months. This purchase volume represents approximately $519.36M in transactions.

Of the 80 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), Rockefeller Capital Management L.P. ($870.77K), GW&K Investment Management LLC ($555.76K), Invesco Ltd. ($511.85K), William Blair Investment Management LLC ($457.78K), and Emerald Mutual Fund Advisers Trust ($420.23K).

Institutional investors have sold a total of 12,064,012 shares in the last 24 months. This volume of shares sold represents approximately $329.03M in transactions.


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This page (NASDAQ:BWIN) was last updated on 6/9/2026 by MarketBeat.com Staff.
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