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

13F Institutional Holders and Ownership History from Q4 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BWIN on Nasdaq
Shares outstanding
70,943,765
Price per share
$22.82
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
-615,211
Value change
-$40,643,159
Number of holders
204
Price from insider filings
$22.82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
2025 Q4 80,709,517 $1,939,738,222 -$40,643,159 $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