Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

68,604,951Shares Outstanding

80,650,910Shares held by institutions

$2,028,370,387Value of institutional holdings

117.56%Institutional ownership %

7.91%Shares Changed QoQ

196No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) has 196 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 116.8% of outstanding stock in December 2025, down from 118.3% the prior quarter.
Their total shares held in BWIN increased 7.54% from the prior quarter, while the number of investors in Baldwin Insurance decreased 4.39% year over year.
Of these 196 holders, 118 added to their stakes in Baldwin Insurance, 49 trimmed positions, and 29 made no changes.
Combined, these investors held 80.15Mn shares in BWIN for December 2025, up by 5.62Mn shares quarter on quarter, and up 11.84Mn shares year over year.
PEREGRINE CAPITAL MANAGEMENT LLC holds the largest position in BWIN at 266.91K shares as of December 31, 2025, or 0.39% of shares outstanding.
Top purchasers of BWIN stock for the quarter ending December 2025 included PEREGRINE CAPITAL MANAGEMENT LLC (266.91K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (83.51K), Sunburst Financial Group, LLC (58.56K), ZWJ INVESTMENT COUNSEL INC (9.84K), Aurdan Capital Management, LLC (9.7K).
The largest sellers of Baldwin Insurance for the quarter ending December 2025 were SG Americas Securities, LLC (264.38K), Diversified Trust Co (26.32K), ELEVATION WEALTH PARTNERS, LLC (495), Farther Finance Advisors, LLC (95).
According to Business Quant data, leading holders of BWIN for December 2025 are PEREGRINE CAPITAL MANAGEMENT LLC (266.91K), Pathway Financial Advisors LLC (128.72K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (83.51K), Sunburst Financial Group, LLC (58.56K), SAPIENT CAPITAL LLC (50.0K), Diversified Trust Co (33.48K), Red Door Wealth Management, LLC (27.0K), Cornerstone Wealth Group, LLC (16.73K), SG Americas Securities, LLC (15.39K), Pictet Asset Management Holding SA (11.17K).

196 Institutional Holders

80,650,910 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	10,796,351	41,107	0.38%	$259,436,314.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	7,543,813	2,439,118	47.78%	$181,277,826.00
VANGUARD GROUP INC	31 Dec, 2025	6,851,874	287,241	4.38%	$164,650,533.00
BlackRock, Inc.	31 Dec, 2025	5,321,162	148,387	2.87%	$127,867,522.00
Champlain Investment Partners, LLC	31 Dec, 2025	3,650,410	-265,469	-6.78%	$87,719,352.00
Capital International Investors	31 Dec, 2025	3,618,132	472,703	15.03%	$86,943,712.00
Capital Research Global Investors	31 Dec, 2025	3,017,071	-1,496,179	-33.15%	$72,500,216.00
BAMCO INC /NY/	31 Dec, 2025	3,010,428	225	0.01%	$72,340,585.00
Bank of New York Mellon Corp	31 Dec, 2025	2,873,887	579,936	25.28%	$69,059,518.00
Westwood Holdings Group Inc	31 Dec, 2025	2,851,518	362,454	14.56%	$68,521,978.00
State Street Corp	31 Dec, 2025	2,131,619	14,968	0.71%	$51,222,805.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	1,862,656	1,862,656	0.00%	$44,760,000.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,738,132	28,355	1.66%	$41,774,405.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	1,607,785	-1,393,225	-46.43%	$38,636.00
Woodline Partners LP	31 Dec, 2025	1,458,314	1,458,314	0.00%	$35,043,285.00
Jpmorgan Chase & Co	31 Dec, 2025	1,323,032	-1,705,198	-56.31%	$31,792,458.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,142,389	43,563	3.96%	$27,456,606.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	993,079	647,334	187.23%	$23,863,689.00
Fiera Capital Corp	31 Dec, 2025	991,213	231,993	30.56%	$23,818,848.00
Royal Bank Of Canada	31 Dec, 2025	901,166	-92,577	-9.32%	$21,655,000.00

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