Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

63,895,455Shares Outstanding

1,167Shares held by institutions

$29,735Value of institutional holdings

0.54%Institutional ownership %

677.31%Shares Changed QoQ

7No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 7 institutions have reported a stake in Baldwin Insurance Group, Inc. (NASDAQ:BWIN) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 0.5% of the company's total shares outstanding in December 2025, down from 123.2% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 677.31%, with a year-over-year a decrease of 96.62% in the count of filers.
Among the 7 institutional holders of Baldwin Insurance, 6 added to their stakes while 0 trimmed their positions and 1 held steady.
Collectively, institutional investors increased their stake in Baldwin Insurance to 342.39K shares as of December 2025, a change that is up by 298.34K shares quarter on quarter and down 67.34Mn shares year over year.
As of December 31, 2025, SG Americas Securities, LLC held Baldwin Insurance's largest shareholding position with over 279.77K shares, representing 0.44% of total outstanding shares.
Among the most significant buyers of Baldwin Insurance during December 2025 were SG Americas Securities, LLC (279.77K), Diversified Trust Co (17.16K), Versant Capital Management, Inc (770), GAMMA Investing LLC (583), MassMutual Private Wealth & Trust, FSB (34).
The top 7 institutional holders of Baldwin Insurance for the quarter ending December 2025 included SG Americas Securities, LLC (279.77K), Diversified Trust Co (59.80K), ELEVATION WEALTH PARTNERS, LLC (1.17K), GAMMA Investing LLC (811), Versant Capital Management, Inc (783), MassMutual Private Wealth & Trust, FSB (34), CoreCap Advisors, LLC (24).

210 Institutional Holders

1,167 Total Shares Held

Rows:

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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

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Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

210 Institutional Holders

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