Baldwin Insurance Group, Inc. (NASDAQ:BWIN) currently has 54 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| FMR LLC | 30 Sep, 2025 | 10,755,244 | 2,601,535 | 31.91% | $303,405,440.00 |
| VANGUARD GROUP INC | 30 Sep, 2025 | 6,564,633 | -61,152 | -0.92% | $185,188,297.00 |
| BlackRock, Inc. | 30 Sep, 2025 | 5,172,775 | -11,829 | -0.23% | $145,923,983.00 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 30 Sep, 2025 | 5,104,695 | -298,055 | -5.52% | $144,003,446.00 |
| Capital Research Global Investors | 30 Sep, 2025 | 4,513,250 | 0 | 0.00% | $127,318,783.00 |
| Champlain Investment Partners, LLC | 30 Sep, 2025 | 3,915,879 | 659,433 | 20.25% | $110,466,947.00 |
| Capital International Investors | 30 Sep, 2025 | 3,145,429 | 0 | 0.00% | $88,732,552.00 |
| BAMCO INC /NY/ | 30 Sep, 2025 | 3,010,203 | 203 | 0.01% | $84,917,827.00 |
| T. Rowe Price Investment Management, Inc. | 30 Sep, 2025 | 3,001,010 | -235,255 | -7.27% | $84,659.00 |
| WESTWOOD HOLDINGS GROUP INC | 30 Sep, 2025 | 2,489,064 | 568,534 | 29.60% | $70,216,000.00 |
| Bank of New York Mellon Corp | 30 Sep, 2025 | 2,293,951 | 1,427,868 | 164.87% | $64,712,382.00 |
| MACQUARIE GROUP LTD | 30 Sep, 2025 | 2,162,471 | -369,930 | -14.61% | $61,003,000.00 |
| STATE STREET CORP | 30 Sep, 2025 | 2,116,651 | 31,900 | 1.53% | $59,710,725.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 30 Sep, 2025 | 1,709,777 | 14,019 | 0.83% | $48,240,009.00 |
| JPMORGAN CHASE & CO | 30 Sep, 2025 | 1,514,115 | 158,199 | 11.67% | $42,713,185.00 |
| Capital World Investors | 30 Sep, 2025 | 1,259,949 | 250,000 | 24.75% | $35,543,161.00 |
| DIMENSIONAL FUND ADVISORS LP | 30 Sep, 2025 | 1,098,826 | 2,147 | 0.20% | $30,996,556.00 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 30 Sep, 2025 | 1,071,136 | -154,812 | -12.63% | $30,216,747.00 |
| ROYAL BANK OF CANADA | 30 Sep, 2025 | 993,743 | 746 | 0.08% | $28,034,000.00 |
| JANUS HENDERSON GROUP PLC | 30 Sep, 2025 | 805,218 | -4,729 | -0.58% | $22,715,660.00 |