Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

3,828,819Shares held by institutions

$84,253,162Value of institutional holdings

120.45%Institutional ownership %

7.99%Shares Changed QoQ

222No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) is held by 196 institutional investors per 13F filings through December 2025.

Collectively, these holders controlled 116.8% of Baldwin Insurance's outstanding shares in December 2025, down from 118.3% in September 2025.
They increased total shares held in BWIN by 7.54% quarter over quarter, and investors in Baldwin Insurance decreased 4.39% from a year ago.
During the quarter, 118 of these 196 funds increased positions in BWIN, 49 reduced exposure, and 29 held steady.
The aggregate institutional position in Baldwin Insurance amounted to 80.15Mn shares as of December 2025, up by 5.62Mn shares quarter on quarter, and up 11.84Mn shares year over year.
As of December 31, 2025, FMR LLC held the largest stake in Baldwin Insurance with 10.8Mn shares, accounting for 15.74% of total shares outstanding.
Top purchasers of BWIN stock for the quarter ending December 2025 included WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (2.44Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.86Mn), Woodline Partners LP (1.46Mn), AMERICAN CENTURY COMPANIES INC (647.33K), Bank of New York Mellon Corp (579.94K).
The biggest sellers of Baldwin Insurance for the quarter ending December 2025 included Jpmorgan Chase & Co (1.71Mn), Capital Research Global Investors (1.5Mn), T. Rowe Price Investment Management, Inc. (1.39Mn), Bank Of America Corp /De/ (609.95K), Ameriprise Financial Inc (493.67K).
Baldwin Insurance's 10 largest shareholders as of December 2025 include FMR LLC (10.8Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (7.54Mn), VANGUARD GROUP INC (6.85Mn), BlackRock, Inc. (5.32Mn), Champlain Investment Partners, LLC (3.65Mn), Capital International Investors (3.62Mn), Capital Research Global Investors (3.02Mn), BAMCO INC /NY/ (3.01Mn), Bank of New York Mellon Corp (2.87Mn), Westwood Holdings Group Inc (2.85Mn) per Business Quant data.

196 Institutional Holders

3,828,819 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	148,387	2.87%	$0.00
FMR LLC	31 Dec, 2025	41,107	0.38%	$0.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	2,439,118	47.78%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	-293,461	-54.88%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	287,241	4.38%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	-1,393,225	-46.43%	$0.00
Barclays Plc	31 Dec, 2025	-98,405	-46.92%	$0.00
Champlain Investment Partners, LLC	31 Dec, 2025	-265,469	-6.78%	$0.00
Woodline Partners LP	31 Dec, 2025	1,458,314	0.00%	$0.00
Capital International Investors	31 Dec, 2025	472,703	15.03%	$0.00
Venator Management LLC	31 Dec, 2025	0	0.00%	$0.00
Capital Research Global Investors	31 Dec, 2025	-1,496,179	-33.15%	$0.00
Aristotle Capital Boston, LLC	31 Dec, 2025	82,195	12.53%	$0.00
BAMCO INC /NY/	31 Dec, 2025	225	0.01%	$0.00
UBS Group AG	31 Dec, 2025	205,997	42.89%	$0.00
Bank of New York Mellon Corp	31 Dec, 2025	579,936	25.28%	$0.00
MILFORD FUNDS LTD	31 Dec, 2025	346,319	0.00%	$0.00
Westwood Holdings Group Inc	31 Dec, 2025	362,454	14.56%	$0.00
Nuveen, LLC	31 Dec, 2025	3,907	1.63%	$0.00
State Street Corp	31 Dec, 2025	14,968	0.71%	$0.00

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