Baldwin Insurance BWIN Institutional Ownership

NASDAQ BWIN

$28.23 -1.48 (-4.98%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

229 Institutions

Increased 113 49.3%

Unchanged 39 17.0%

Reduced 77 33.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.66%

▲+1.07 pp QoQ

Shares Held by Institutions

90.59Mn

of 92.76Mn outstanding

▲+5.66% QoQ

Shares Outstanding

92.76Mn

2.17Mn held outside 13F filers

Institutional Investors

229

filed 13F for Jun 2026

▲+15 vs prior quarter

Net Shares Added (QoQ)

+4.86Mn

accumulated since last quarter

Value of Holdings

$2.80Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) is held by 229 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 97.7% of Baldwin Insurance's outstanding shares in June 2026, up from 96.6% in March 2026.
They increased total shares held in Baldwin Insurance by 5.66% from the prior quarter, while the number of investors in BWIN increased 2.69% year over year.
Among the 229 funds, 113 bought more Baldwin Insurance shares, 77 sold down, and 39 held their ground.
The aggregate institutional position in Baldwin Insurance amounted to 90.59Mn shares as of June 2026, up by 4.86Mn shares quarter on quarter, and up 8.65Mn shares year over year.
As of June 30, 2026, the biggest holder of Baldwin Insurance is FMR LLC at 14.75Mn shares, representing 15.9% of shares outstanding.
Leading buyers of Baldwin Insurance shares for the quarter ending June 2026 were Woodline Partners LP (1.77Mn), FRONTIER CAPITAL MANAGEMENT CO LLC (995.21K), FMR LLC (798.15K), Bridgewater Advisors Inc. (728.74K), Sixth Street Partners Management Company, L.P. (723.41K).
The biggest sellers of Baldwin Insurance for the quarter ending June 2026 included Nomura Holdings Inc (1.48Mn), Bank of New York Mellon Corp (840.74K), Westwood Holdings Group Inc (638.83K), Fiera Capital Corp (447.4K), Man Group plc (370.82K).
Business Quant data shows the 10 biggest positions in Baldwin Insurance as of June 2026 are held by FMR LLC (14.75Mn), BlackRock, Inc. (7.25Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (6.73Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.26Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.17Mn), Bank of New York Mellon Corp (3.08Mn), BAMCO INC /NY/ (2.71Mn), State Street Corp (2.67Mn), GEODE CAPITAL MANAGEMENT, LLC (2.34Mn), Morgan Stanley (2.28Mn).

Form 13F Holdings

229 Institutional Holders

Report period 30 Jun, 2026

Total shares held 90.59Mn

Of outstanding 97.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	14,752,216	15.90%	▲798,154	+5.72%	$392.11Mn
2	BlackRock, Inc.	0002012383	7,251,950	7.82%	▲600,650	+9.03%	$192.76Mn
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	6,732,965	7.26%	▼61,527	-0.91%	$178.96Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,262,912	3.52%	▼212,219	-6.11%	$86.73Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,166,381	3.41%	▼298,538	-8.62%	$84.16Mn
6	Bank of New York Mellon Corp	0001390777	3,077,351	3.32%	▼840,736	-21.46%	$81.80Mn
7	BAMCO INC /NY/	0001017918	2,712,386	2.92%	▲2,318	+0.09%	$72.10Mn
8	State Street Corp	0000093751	2,665,874	2.87%	▲192,620	+7.79%	$70.83Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,339,453	2.52%	▲188,420	+8.76%	$62.19Mn
10	Morgan Stanley	0000895421	2,277,033	2.45%	▲473,826	+26.28%	$60.52Mn
11	Woodline Partners LP	0001784547	2,264,135	2.44%	▲1,774,195	+362.12%	$60.18Mn
12	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	2,097,658	2.26%	▲995,206	+90.27%	$55.76Mn
13	T. Rowe Price Investment Management, Inc.	0001897612	2,010,989	2.17%	▲438,186	+27.86%	$53.45K
14	Westwood Holdings Group Inc	0001165002	1,938,370	2.09%	▼638,826	-24.79%	$51.52Mn
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,912,711	2.06%	▼67,172	-3.39%	$50.84Mn
16	Capital International Investors	0001562230	1,690,697	1.82%	▲47,140	+2.87%	$44.94Mn
17	UBS Group AG	0001610520	1,641,349	1.77%	▲374,524	+29.56%	$43.63Mn
18	Annis Gardner Whiting Capital Advisors, LLC	0001998414	1,582,587	1.71%	▼134,951	-7.86%	$42.07Mn
19	DIMENSIONAL FUND ADVISORS LP	0000354204	1,346,168	1.45%	▲12,297	+0.92%	$35.78Mn
20	Capital Research Global Investors	0001422848	1,308,203	1.41%	▼234,646	-15.21%	$34.77Mn

Showing 1 to 20 of 229 holders