Baldwin Insurance Group, Inc. - Common Stock (BWIN)

Historical Holders from Q4 2019 to Q3 2025

Symbol
BWIN on Nasdaq
Type / Class
Equity / Common Stock
Shares outstanding
71.5M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
79.6M
Holdings value
$2.25B
% of all portfolios
0.002%
Grand Portfolio weight change
+0%
Number of holders
209
Number of buys
98
Number of sells
-115
Average Value change %
0%
Average buys %
+0%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Baldwin Insurance Group, Inc. - Common Stock (BWIN)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Baldwin Lowry 22.5% $856M 20.4M L. Lowry Baldwin 31 Mar 2025
FMR LLC 15% +21.7% $302M $64.8M 10.7M +27.4% FMR LLC 30 Sep 2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 10.9% +51.4% $176M $65.3M 7.8M +58.9% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 30 Nov 2025
Capital Research Global Investors 6.4% $186M 4.51M Capital Research Global Investors 30 Jun 2025
BAMCO INC /NY/ 4.51% $126M 3.01M BAMCO INC /NY/ 30 Sep 2024
Champlain Investment Partners, LLC 3.8% $107M 2.56M Champlain Investment Partners, LLC 30 Sep 2024

Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 79.6M $2.25B +$51.8M $28.21 209
2025 Q2 76.8M $3.29B +$178M $42.81 222
2025 Q1 72.6M $3.24B +$223M $44.69 217
2024 Q4 67.8M $2.63B +$71.7M $38.76 205
2024 Q3 65.2M $3.25B +$34.9M $49.80 217
2024 Q2 64.5M $2.29B +$56.2M $35.47 180
2024 Q1 63.1M $1.83B +$80.5M $28.94 168
2023 Q4 60.5M $1.45B +$32.3M $24.02 159
2023 Q3 59.3M $1.38B +$42.4M $23.23 150
2023 Q2 57.2M $1.42B +$19.8M $24.78 146
2023 Q1 56.4M $1.43B +$21.4M $25.46 140
2022 Q4 55.6M $1.4B -$1.27M $25.14 146
2022 Q3 55.6M $1.47B -$144M $26.35 143
2022 Q2 56.4M $1.36B +$67.8M $24.15 142
2022 Q1 53.1M $1.43B +$4.2M $26.83 143
2021 Q4 52.6M $1.9B +$18M $36.11 147
2021 Q3 52.1M $1.73B +$338M $33.29 132
2021 Q2 42M $1.12B +$12.5M $26.65 115
2021 Q1 40.8M $1.11B +$33.2M $27.25 110
2020 Q4 40.1M $1.2B +$318M $29.97 126
2020 Q3 28.7M $714M -$65.6M $24.91 92
2020 Q2 32.2M $555M +$270M $17.27 97
2020 Q1 17M $179M -$4.28M $10.55 61
2019 Q4 16.6M $267M +$255M $16.05 64