Latest Period
Q4 2025
- Info
- Insider Trading
- Financials
- Holders
Security Snapshot
Baldwin Insurance Group, Inc. - Common Stock (BWIN) Institutional Ownership
CUSIP: 05589G102
13F Institutional Holders and Ownership History from Q4 2019 to Q1 2026
Institutions Reporting
204
Shares (Excl. Options)
80,709,517
Price
$24.03
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- Type / Class
- Equity / Common Stock
- Symbol
- BWIN on Nasdaq
- Shares outstanding
- 70,943,765
- Price per share
- $21.94
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 80,709,517
- Total reported value
- $1,939,738,222
- % of total 13F portfolios
- 0%
- Share change
- -616,606
- Value change
- -$40,682,511
- Number of holders
- 204
- Price from insider filings
- $21.94
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- BWIN - Baldwin Insurance Group, Inc. - Common Stock is tracked under CUSIP 05589G102.
- 204 institutions reported positions in Q4 2025.
- 7 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 204 to 18 between Q4 2025 and Q1 2026.
- Reported value moved from $1,939,738,222 to $21,759,283.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 204 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 05589G102?
CUSIP 05589G102 identifies BWIN - Baldwin Insurance Group, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05589G102:
Significant Owners of Baldwin Insurance Group, Inc. - Common Stock (BWIN) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Baldwin Lowry | 22% | $856,013,456 | 20,400,702 | L. Lowry Baldwin | 31 Mar 2025 | |||
| FMR LLC | 15% | +22% | $301,768,611 | +$64,840,036 | 10,697,221 | +27% | FMR LLC | 30 Sep 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11% | +51% | $176,016,411 | +$65,252,127 | 7,798,689 | +59% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 30 Nov 2025 |
| Champlain Investment Partners, LLC | 3.8% | -28% | $95,677,246 | -$6,957,942 | 3,650,410 | -6.8% | Champlain Investment Partners, LLC | 31 Dec 2025 |
| Capital International Investors | 5.1% | $94,831,240 | 3,618,132 | Capital International Investors | 31 Dec 2025 | |||
| Capital Research Global Investors | 4.2% | -37% | $79,077,431 | -$39,214,852 | 3,017,071 | -33% | Capital Research Global Investors | 31 Dec 2025 |
| BAMCO INC /NY/ | 4.5% | $126,299,600 | 3,010,000 | BAMCO INC /NY/ | 30 Sep 2024 |
As of 31 Dec 2025, 204 institutional investors reported holding 80,709,517 shares of Baldwin Insurance Group, Inc. - Common Stock (BWIN). This represents 114% of the company’s total 70,943,765 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) together control 94% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 10,796,351 | +0.38% | 0.01% | $259,436,314 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11% | 7,543,813 | +48% | 0.51% | $181,277,826 |
| VANGUARD GROUP INC | 9.7% | 6,851,874 | +4.4% | 0% | $164,650,533 |
| BlackRock, Inc. | 7.5% | 5,321,162 | +2.9% | 0% | $127,867,522 |
| Champlain Investment Partners, LLC | 5.1% | 3,650,410 | -6.8% | 0.89% | $87,719,352 |
| Capital International Investors | 5.1% | 3,618,132 | +15% | 0.01% | $86,943,712 |
| Capital Research Global Investors | 4.3% | 3,017,071 | -33% | 0.01% | $72,500,216 |
| BAMCO INC /NY/ | 4.2% | 3,010,428 | +0.01% | 0.2% | $72,340,585 |
| Bank of New York Mellon Corp | 4.1% | 2,873,887 | +25% | 0.01% | $69,059,518 |
| WESTWOOD HOLDINGS GROUP INC | 4% | 2,851,518 | +15% | 0.56% | $68,521,978 |
| STATE STREET CORP | 3% | 2,131,619 | +0.71% | 0% | $51,222,805 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.6% | 1,862,656 | 0% | 0.07% | $44,760,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 1,738,132 | +1.7% | 0% | $41,774,405 |
| Woodline Partners LP | 2.1% | 1,458,314 | 0.14% | $35,043,285 | |
| JPMORGAN CHASE & CO | 1.9% | 1,323,032 | -13% | 0% | $31,792,458 |
| T. Rowe Price Investment Management, Inc. | 1.6% | 1,155,559 | -61% | 0.02% | $27,769,000 |
| DIMENSIONAL FUND ADVISORS LP | 1.6% | 1,142,389 | +4% | 0.01% | $27,456,606 |
| AMERICAN CENTURY COMPANIES INC | 1.4% | 993,079 | +187% | 0.01% | $23,863,689 |
| Fiera Capital Corp | 1.4% | 991,213 | +31% | 0.08% | $23,818,848 |
| ROYAL BANK OF CANADA | 1.3% | 901,166 | -9.3% | 0% | $21,655,000 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.2% | 819,695 | +37% | 0.42% | $19,697,271 |
| JANUS HENDERSON GROUP PLC | 1.1% | 783,285 | -2.7% | 0.01% | $18,822,798 |
| Venator Management LLC | 1.1% | 773,695 | 0% | 4.2% | $18,591,891 |
| Aristotle Capital Boston, LLC | 1% | 738,160 | +13% | 0.97% | $17,738,001 |
| UBS Group AG | 0.97% | 686,318 | +43% | 0% | $16,492,222 |
Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 987,735 | $21,759,283 | -$6,867,666 | $21.94 | 18 |
| 2025 Q4 | 80,709,517 | $1,939,738,222 | -$40,682,511 | $24.03 | 204 |
| 2025 Q3 | 79,223,179 | $2,234,854,249 | +$40,334,584 | $28.21 | 211 |
| 2025 Q2 | 76,784,001 | $3,286,680,738 | +$177,842,699 | $42.81 | 222 |
| 2025 Q1 | 72,590,343 | $3,243,857,988 | +$222,924,846 | $44.69 | 217 |
| 2024 Q4 | 67,833,128 | $2,630,111,528 | +$71,736,255 | $38.76 | 205 |
| 2024 Q3 | 65,222,842 | $3,248,321,832 | +$34,911,306 | $49.80 | 217 |
| 2024 Q2 | 64,463,607 | $2,286,885,474 | +$56,215,511 | $35.47 | 180 |
| 2024 Q1 | 63,132,093 | $1,826,867,511 | +$80,486,541 | $28.94 | 168 |
| 2023 Q4 | 60,521,264 | $1,453,937,639 | +$32,289,443 | $24.02 | 159 |
| 2023 Q3 | 59,262,625 | $1,376,667,940 | +$42,436,822 | $23.23 | 150 |
| 2023 Q2 | 57,204,642 | $1,417,573,169 | +$19,826,742 | $24.78 | 146 |
| 2023 Q1 | 56,361,884 | $1,434,913,928 | +$21,425,057 | $25.46 | 140 |
| 2022 Q4 | 55,567,784 | $1,396,890,449 | -$1,271,986 | $25.14 | 146 |
| 2022 Q3 | 55,612,795 | $1,465,357,490 | -$144,067,166 | $26.35 | 143 |
| 2022 Q2 | 56,357,460 | $1,361,027,564 | +$67,785,203 | $24.15 | 142 |
| 2022 Q1 | 53,092,798 | $1,425,061,010 | +$4,200,518 | $26.83 | 143 |
| 2021 Q4 | 52,586,950 | $1,897,077,092 | +$18,034,619 | $36.11 | 147 |
| 2021 Q3 | 52,103,419 | $1,734,522,724 | +$338,362,003 | $33.29 | 132 |
| 2021 Q2 | 42,020,287 | $1,119,834,478 | +$12,507,580 | $26.65 | 115 |
| 2021 Q1 | 40,840,089 | $1,112,678,178 | +$33,179,874 | $27.25 | 110 |
| 2020 Q4 | 40,090,466 | $1,201,445,021 | +$317,682,912 | $29.97 | 126 |
| 2020 Q3 | 28,656,798 | $713,987,103 | -$65,609,887 | $24.91 | 92 |
| 2020 Q2 | 32,163,439 | $555,403,567 | +$270,027,122 | $17.27 | 97 |
| 2020 Q1 | 16,970,554 | $179,034,855 | -$4,275,236 | $10.55 | 61 |
| 2019 Q4 | 16,606,847 | $266,518,217 | +$255,087,227 | $16.05 | 64 |