Go Pro
→ The Starlink of Energy (From Monument Traders Alliance) (Ad)tc pixel Free BWIN Stock Alerts

Baldwin Insurance Group (BWIN) Institutional Ownership

Baldwin Insurance Group logo
$25.20 -0.95 (-3.63%)
Closing price 04:00 PM Eastern
Extended Trading
$24.50 -0.70 (-2.78%)
As of 04:50 PM 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)
145
Total
Institutional Inflows
(last 12 months)
$515.06M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$343.65M
Get BWIN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Baldwin Insurance Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BWIN Institutional Buying and Selling by Quarter

Baldwin Insurance Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/18/2026EverSource 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%
5/8/2026PNC Financial Services Group Inc.8,919$196K0.0%+307.1%0.006%
5/8/2026Madison 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%
5/7/2026KBC Group NV4,246$93K0.0%+101.1%0.003%
5/6/2026Annis Gardner Whiting Capital Advisors LLC1,717,538$37.68M6.0%+11,089.9%1.202%
5/6/2026Quadrant 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%
5/5/2026Bank of New York Mellon Corp3,918,087$85.96M0.0%+36.3%2.743%
5/1/2026Fifth Third Bancorp79,193$1.74M0.0%N/A0.055%
5/1/2026Kornitzer Capital Management Inc. KS98,480$2.16M0.0%-45.1%0.069%
4/30/2026Equitable Trust Co.282,998$6.21M0.3%N/A0.198%
4/27/2026HB 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%
4/16/2026SG 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%
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%
What's the Best Way to Lower RMD Taxes? (Ad)

Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accounts - and without a plan, those required minimum distributions can carry a serious tax cost. SmartAsset's model suggests working with a fiduciary financial advisor could potentially add 36% to 212% more dollar value to a portfolio over a lifetime. Their no-cost tool matches you with vetted advisors in your area who are legally bound to act in your interest.tc pixel

Find and compare fiduciary financial advisors serving your area today
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%
2/17/2026Russell 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%
2/16/2026Panagora 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%
2/13/2026Walleye 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%
2/13/2026State Street Corp2,131,619$51.22M0.0%+0.7%1.797%
2/13/2026Boston Partners48,076$1.16M0.0%N/A0.041%
2/13/2026Milford 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%
2/12/2026Campbell & 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%
2/11/2026Zions Bancorporation National Association UT42,952$1.03M0.0%-11.9%0.036%
2/11/2026Deutsche Bank AG59,953$1.44M0.0%+3.3%0.051%
2/11/2026LPL 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%
2/11/2026Fiera 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%
2/11/2026Capital International Investors3,618,132$86.94M0.0%+15.0%3.049%
2/10/2026Bank 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%
America’s answer to universal basic income (Ad)

Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income Plan - direct ownership in 14 entities controlling U.S. pipelines, terminals, and processing plants, targeting 10% annually. The plan issues 42 payouts per year and is on pace to distribute $53 billion in 2025 - a record. The next distribution drops in days.tc pixel

See how to enroll in the Patriot Income Plan before the next payout
2/10/2026Natixis Advisors LLC13,363$321K0.0%-40.8%0.011%
2/10/2026Intech 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%
2/9/2026Bleakley 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%
2/6/2026Summit Creek Advisors LLC148,465$3.57M0.6%-11.9%0.125%
2/6/2026PNC Financial Services Group Inc.2,191$53K0.0%-74.4%0.002%
2/6/2026Larson Financial Group LLC1,211$29K0.0%+666.5%0.001%
2/6/2026 Handelsbanken Fonder AB21,700$521K0.0%-13.5%0.018%
2/6/2026ProShare Advisors LLC13,045$313K0.0%+8.5%0.011%


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 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 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), 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 18,697,311 shares in the last 24 months. This purchase volume represents approximately $515.06M in transactions.

Of the 76 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), Confluence Investment Management LLC ($568.13K), GW&K Investment Management LLC ($555.76K), Invesco Ltd. ($511.85K), and William Blair Investment Management LLC ($457.78K).

Institutional investors have sold a total of 12,638,273 shares in the last 24 months. This volume of shares sold represents approximately $343.65M in transactions.


Related Companies

This page (NASDAQ:BWIN) was last updated on 7/22/2026 by MarketBeat.com Staff.
From Our Partners
TSM just handed Trump's secretive AI project $100 billion
Taiwan Semiconductor just committed another $100 billion to U.S. chip manufacturing - on top of $165 billion a...
InvestorPlace | Sponsoredtc pixel
America’s answer to universal basic income
Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income P...
Freedom Financial | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel
Elon is about to dominate the biggest arms race in tech history
Microsoft, Amazon, Alphabet, and Meta have collectively poured nearly $700 billion into AI infrastructure in 2...
The Oxford Club | Sponsoredtc pixel
This could help save your retirement
Murray Stahl is a Wall Street money manager who put more than half of his $9 billion firm into a single stock ...
Stansberry Research | Sponsoredtc pixel
A Secret Plan to End Trump in November?
A White House insider with close ties to the Trump family is speaking out about what he calls the biggest poli...
Paradigm Press | Sponsoredtc pixel