Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

63,895,455Shares Outstanding

1,615,625Shares held by institutions

$27,966,469Value of institutional holdings

123.29%Institutional ownership %

10.12%Shares Changed QoQ

192No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 192 institutional investors hold a position in Baldwin Insurance Group, Inc. (NASDAQ:BWIN).

Baldwin Insurance saw its institutional ownership percentage rose to 123.3% in December 2025 from 123.2% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 10.12%, with a year-over-year a decrease of 7.25% in the count of filers.
During the quarter, 114 institutions bought more Baldwin Insurance shares, 47 sold shares, and 31 of the 192 total investors held their position steady.
The aggregate institutional position in Baldwin Insurance now stands at 78.78Mn shares as of December 2025, after investors increased their holdings (up by 7.24Mn shares quarter on quarter which is up 11.10Mn shares year over year).
FMR LLC's holding of 10.80Mn shares as of December 31, 2025 makes it the primary institutional investor in Baldwin Insurance, owning 16.90% of the stock.
Among the most significant buyers of Baldwin Insurance during December 2025 were 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).
Leading sellers of Baldwin Insurance stock in December 2025 included T. Rowe Price Investment Management, Inc. (2.55Mn), Capital Research Global Investors (1.50Mn), AMERIPRISE FINANCIAL INC (493.67K), Rockefeller Capital Management L.P. (414.08K), Champlain Investment Partners, LLC (265.47K).
The top 10 institutional holders of Baldwin Insurance for the quarter ending December 2025 included FMR LLC (10.80Mn), 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).

192 Institutional Holders

1,615,625 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
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	-191,083	-12.62%	$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
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	819,695	221,457	37.02%	$19,697,271.00

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