Baldwin Insurance Group (BWIN) Institutional Ownership

$30.26 -0.59 (-1.91%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 77.49%
Number of Institutional Buyers (last 12 months): 112
Total Institutional Inflows (last 12 months): $530.62M

Number of Institutional Sellers (last 12 months): 65
Total Institutional Outflows (last 12 months): $287.80M

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BWIN Institutional Buying and Selling by Quarter

Baldwin Insurance Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	16,129	$429K	0.0%	-96.8%	0.012%
8/24/2026	California State Teachers Retirement System	2,360,463	$62.74M	0.0%	+2,312.0%	1.692%
8/23/2026	HB Wealth Management LLC	103,226	$2.74M	0.0%	+38.6%	0.074%
8/21/2026	Nykredit A S	4,108	$109K	0.0%	N/A	0.003%
8/18/2026	Public Employees Retirement System of Ohio	89,248	$2.37M	0.0%	N/A	0.064%
8/11/2026	Madison Asset Management LLC	103,470	$2.75M	0.0%	N/A	0.074%
8/8/2026	Summit Creek Advisors LLC	66,487	$1.77M	0.6%	N/A	0.048%
8/6/2026	Bank of New York Mellon Corp	3,077,351	$81.80M	0.0%	N/A	2.158%
7/7/2026	Pathway Financial Advisors LLC	76,394	$2.17M	0.3%	-40.7%	0.054%
7/2/2026	Versant Capital Management Inc	1,201	$32K	0.0%	+43.3%	0.001%
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7/1/2026	Confluence Investment Management LLC	77,621	$2.06M	0.0%	-87.8%	0.054%
5/19/2026	Bank of America Corp DE	848,407	$18.61M	0.0%	+51.9%	0.595%
5/19/2026	Janus Henderson Group PLC	881,885	$19.35M	0.0%	+12.6%	0.619%
5/18/2026	EverSource Wealth Advisors LLC	1,278	$28K	0.0%	+238.1%	0.001%
5/18/2026	California State Teachers Retirement System	97,862	$2.15M	0.0%	+43.7%	0.069%
5/18/2026	Core Wealth Advisors Inc.	9,424	$207K	0.0%	N/A	0.007%
5/18/2026	Royal Bank of Canada	778,281	$17.08M	0.0%	-13.6%	0.546%
5/16/2026	The Manufacturers Life Insurance Company	40,864	$897K	0.0%	+28.9%	0.029%
5/16/2026	Quantinno Capital Management LP	10,617	$233K	0.0%	-59.3%	0.007%
5/16/2026	SummitTX Capital L.P.	43,124	$946K	0.0%	N/A	0.030%
5/15/2026	Waverly Advisors LLC	10,914	$239K	0.0%	N/A	0.008%
5/14/2026	Sei Investments Co.	456,174	$10.01M	0.0%	+32.4%	0.320%
5/8/2026	PNC Financial Services Group Inc.	8,919	$196K	0.0%	+307.1%	0.006%
5/8/2026	Madison Asset Management LLC	103,324	$2.27M	0.0%	-0.9%	0.072%
5/7/2026	Dimensional Fund Advisors LP	1,333,871	$29.27M	0.0%	+16.8%	0.934%
5/7/2026	KBC Group NV	4,246	$93K	0.0%	+101.1%	0.003%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	1,717,538	$37.68M	6.0%	+11,089.9%	1.202%
5/6/2026	Quadrant Private Wealth Management LLC	62,701	$1.38M	0.2%	-6.3%	0.044%
5/6/2026	Bessemer Group Inc.	10,280	$226K	0.0%	-76.7%	0.007%
5/5/2026	Bank of New York Mellon Corp	3,918,087	$85.96M	0.0%	+36.3%	2.743%
5/1/2026	Fifth Third Bancorp	79,193	$1.74M	0.0%	N/A	0.055%
5/1/2026	Kornitzer Capital Management Inc. KS	98,480	$2.16M	0.0%	-45.1%	0.069%
4/30/2026	Equitable Trust Co.	282,998	$6.21M	0.3%	N/A	0.198%
4/27/2026	HB Wealth Management LLC	74,451	$1.63M	0.0%	+1.0%	0.052%
4/24/2026	Peregrine Capital Management LLC	266,910	$5.86M	0.2%	N/A	0.187%
4/16/2026	SG Americas Securities LLC	15,388	$338K	0.0%	-94.5%	0.011%
4/16/2026	Diversified Trust Co	33,483	$735K	0.0%	-44.0%	0.023%
3/17/2026	Rockefeller Capital Management L.P.	120,622	$2.90M	0.0%	-77.4%	0.102%
3/9/2026	Corient Private Wealth LLC	33,981	$817K	0.0%	-31.3%	0.029%
2/23/2026	Wealth Preservation Advisors LLC	1,931	$46K	0.0%	N/A	0.002%
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2/19/2026	T. Rowe Price Investment Management Inc.	1,155,559	$27.77M	0.0%	-61.5%	0.974%
2/19/2026	Invesco Ltd.	61,412	$1.48M	0.0%	-87.8%	0.052%
2/19/2026	Corient Private Wealth LLC	33,981	$817K	0.0%	-31.3%	0.029%
2/18/2026	NewEdge Advisors LLC	3,475	$84K	0.0%	-68.6%	0.003%
2/18/2026	XTX Topco Ltd	24,126	$580K	0.0%	N/A	0.020%
2/18/2026	VARCOV Co.	21,524	$517K	0.2%	N/A	0.018%
2/18/2026	Twinbeech Capital LP	37,773	$908K	0.1%	N/A	0.032%
2/18/2026	Millennium Management LLC	10,752	$258K	0.0%	-80.8%	0.009%
2/18/2026	Janus Henderson Group PLC	783,285	$18.82M	0.0%	-2.7%	0.660%
2/18/2026	Aristotle Capital Boston LLC	738,160	$17.74M	1.0%	+12.5%	0.622%
2/18/2026	Balyasny Asset Management L.P.	301,576	$7.25M	0.0%	N/A	0.254%
2/17/2026	AQR Capital Management LLC	12,755	$307K	0.0%	N/A	0.011%
2/17/2026	Price T Rowe Associates Inc. MD	154,126	$3.71M	0.0%	+143.0%	0.130%
2/17/2026	T. Rowe Price Investment Management Inc.	452,226	$10.87M	0.0%	-84.9%	0.381%
2/17/2026	Advisory Services Network LLC	24,357	$585K	0.0%	+69.0%	0.021%
2/17/2026	Public Employees Retirement System of Ohio	103,595	$2.49M	0.0%	+14.3%	0.087%
2/17/2026	California State Teachers Retirement System	68,121	$1.64M	0.0%	+2.4%	0.057%
2/17/2026	Russell Investments Group Ltd.	99,030	$2.38M	0.0%	+16.6%	0.083%
2/17/2026	State of Wisconsin Investment Board	387,478	$9.31M	0.0%	+6.6%	0.327%
2/17/2026	Captrust Financial Advisors	43,083	$1.04M	0.0%	+280.9%	0.036%
2/17/2026	ExodusPoint Capital Management LP	19,612	$471K	0.0%	N/A	0.017%
2/17/2026	Blair William & Co. IL	23,357	$561K	0.0%	-22.3%	0.020%
2/17/2026	Royal Bank of Canada	901,166	$21.66M	0.0%	-9.3%	0.760%
2/16/2026	Verition Fund Management LLC	95,581	$2.30M	0.0%	+38.1%	0.081%
2/16/2026	Panagora Asset Management Inc.	26,783	$644K	0.0%	+4.9%	0.023%
2/16/2026	Mariner LLC	32,736	$787K	0.0%	+76.3%	0.028%
2/16/2026	FJ Capital Management LLC	10,454	$251K	0.0%	N/A	0.009%
2/16/2026	Kennedy Capital Management LLC	819,695	$19.70M	0.4%	+37.0%	0.691%
2/16/2026	Barclays PLC	111,314	$2.68M	0.0%	+10.6%	0.094%
2/13/2026	Marshall Wace LLP	87,008	$2.09M	0.0%	N/A	0.073%
2/13/2026	The Manufacturers Life Insurance Company	31,697	$762K	0.0%	-7.5%	0.027%
2/13/2026	CANADA LIFE ASSURANCE Co	7,510	$181K	0.0%	-63.5%	0.006%
2/13/2026	Walleye Capital LLC	38,933	$936K	0.0%	N/A	0.033%
2/13/2026	Hudson Bay Capital Management LP	22,740	$546K	0.0%	N/A	0.019%
2/13/2026	Champlain Investment Partners LLC	3,650,410	$87.72M	0.9%	-6.8%	3.077%
2/13/2026	Charles Schwab Investment Management Inc.	599,426	$14.40M	0.0%	+0.4%	0.505%
2/13/2026	State Street Corp	2,131,619	$51.22M	0.0%	+0.7%	1.797%
2/13/2026	Boston Partners	48,076	$1.16M	0.0%	N/A	0.041%
2/13/2026	Milford Funds Ltd.	346,319	$8.32M	0.2%	N/A	0.292%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	190,560	$4.58M	0.0%	+2.3%	0.161%
2/13/2026	Wells Fargo & Company MN	179,913	$4.32M	0.0%	+13.2%	0.152%
2/12/2026	Beck Mack & Oliver LLC	289,775	$6.96M	0.1%	N/A	0.244%
2/12/2026	Orion Porfolio Solutions LLC	17,436	$419K	0.0%	-25.4%	0.015%
2/12/2026	MetLife Investment Management LLC	619,292	$14.88M	0.1%	+1,376.4%	0.522%
2/12/2026	Dimensional Fund Advisors LP	1,142,389	$27.46M	0.0%	+4.0%	0.963%
2/12/2026	Ensign Peak Advisors Inc	5,498	$132K	0.0%	-66.6%	0.005%
2/12/2026	Campbell & CO Investment Adviser LLC	32,516	$781K	0.0%	N/A	0.027%
2/12/2026	Swiss National Bank	140,700	$3.38M	0.0%	+2.7%	0.119%
2/12/2026	Nuveen LLC	242,887	$5.84M	0.0%	+1.6%	0.205%
2/11/2026	Zions Bancorporation National Association UT	42,952	$1.03M	0.0%	-11.9%	0.036%
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2/11/2026	Deutsche Bank AG	59,953	$1.44M	0.0%	+3.3%	0.051%
2/11/2026	LPL Financial LLC	66,448	$1.60M	0.0%	-3.7%	0.056%
2/11/2026	JPMorgan Chase & Co.	1,323,032	$31.79M	0.0%	-12.6%	1.115%
2/11/2026	Fiera Capital Corp	991,213	$23.82M	0.1%	+30.6%	0.835%
2/11/2026	Capital Research Global Investors	3,017,071	$72.50M	0.0%	-33.2%	2.543%
2/11/2026	Capital International Investors	3,618,132	$86.94M	0.0%	+15.0%	3.049%
2/10/2026	Bank of New York Mellon Corp	2,873,887	$69.06M	0.0%	+25.3%	2.422%
2/10/2026	Goldman Sachs Group Inc.	379,653	$9.12M	0.0%	+49.9%	0.320%
2/10/2026	Natixis Advisors LLC	13,363	$321K	0.0%	-40.8%	0.011%
2/10/2026	Intech Investment Management LLC	26,071	$626K	0.0%	-10.2%	0.022%

BWIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 239 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 231 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 21,195,972 shares in the last 24 months. This purchase volume represents approximately $530.62M in transactions.

Of the 65 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), Corient Private Wealth LP ($486.33K), Invesco Ltd. ($441.43K), and Emerald Mutual Fund Advisers Trust ($420.23K).

Institutional investors have sold a total of 11,518,043 shares in the last 24 months. This volume of shares sold represents approximately $287.80M 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 8/27/2026. New 13F filings are added each quarter as they're published.

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Baldwin Insurance Group (BWIN) Institutional Ownership

BWIN Institutional Buying and Selling by Quarter

Baldwin Insurance Group Major Shareholders & Ownership History

BWIN Institutional Ownership - Frequently Asked Questions

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Baldwin Insurance Group (BWIN) Institutional Ownership

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

BWIN Institutional Buying and Selling by Quarter

Baldwin Insurance Group Major Shareholders & Ownership History

BWIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWIN shares?

What percentage of Baldwin Insurance Group's stock is owned by institutional investors?

Which institutional investors have been buying Baldwin Insurance Group's stock?

How much institutional buying is happening at Baldwin Insurance Group?

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

How much institutional selling is happening at Baldwin Insurance Group?

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