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
71,547,606
Price per share
$24.03
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
79,628,716
Total reported value
$2,246,298,398
% of total 13F portfolios
0%
Share change
+2,836,659
Value change
+$51,826,840
Number of holders
210
Price from insider filings
$24.03
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
Capital Research Global Investors 6.4% $186,126,430 4,513,250 Capital Research Global Investors 30 Jun 2025
BAMCO INC /NY/ 4.5% $126,299,600 3,010,000 BAMCO INC /NY/ 30 Sep 2024
Champlain Investment Partners, LLC 3.8% $107,448,105 2,560,727 Champlain Investment Partners, LLC 30 Sep 2024

As of 30 Sep 2025, 210 institutional investors reported holding 79,628,716 shares of Baldwin Insurance Group, Inc. - Common Stock (BWIN). This represents 111% of the company’s total 71,547,606 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) together control 93% 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% 10,755,244 +32% 0.02% $303,405,440
VANGUARD GROUP INC 9.2% 6,564,633 -0.92% 0% $185,188,297
BlackRock, Inc. 7.2% 5,172,775 -0.23% 0% $145,923,983
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7.1% 5,104,695 -5.5% 0.37% $144,003,446
Capital Research Global Investors 6.3% 4,513,250 0% 0.02% $127,318,783
Champlain Investment Partners, LLC 5.5% 3,915,879 +20% 0.83% $110,466,947
Capital International Investors 4.4% 3,145,429 0% 0.01% $88,732,552
BAMCO INC /NY/ 4.2% 3,010,203 +0.01% 0.23% $84,917,827
T. Rowe Price Investment Management, Inc. 4.2% 3,001,010 -7.3% 0.05% $84,659,000
WESTWOOD HOLDINGS GROUP INC 3.5% 2,489,064 +30% 0.5% $70,216,000
Bank of New York Mellon Corp 3.2% 2,293,951 +165% 0.01% $64,712,382
MACQUARIE GROUP LTD 3% 2,162,471 -15% 0.07% $61,003,000
STATE STREET CORP 3% 2,116,651 +1.5% 0% $59,710,725
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,709,777 +0.83% 0% $48,240,009
JPMORGAN CHASE & CO 2.1% 1,514,115 +12% 0% $42,713,185
Capital World Investors 1.8% 1,259,949 +25% 0% $35,543,161
DIMENSIONAL FUND ADVISORS LP 1.5% 1,098,826 +0.2% 0.01% $30,996,556
WESTFIELD CAPITAL MANAGEMENT CO LP 1.5% 1,071,136 -13% 0.13% $30,216,747
ROYAL BANK OF CANADA 1.4% 993,741 +0.08% 0% $28,034,000
Tributary Capital Management, LLC 1.1% 815,452 +93% 1.1% $23,003,900
JANUS HENDERSON GROUP PLC 1.1% 805,218 -0.58% 0.01% $22,715,660
Venator Management LLC 1.1% 773,695 0% 5.2% $21,825,936
Fiera Capital Corp 1.1% 759,220 -2.5% 0.07% $21,417,596
Aristotle Capital Boston, LLC 0.92% 655,965 +54% 0.95% $18,504,784
NORTHERN TRUST CORP 0.9% 644,697 -17% 0% $18,186,902

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 1,198,007 $29,028,836 +$10,933,063 $24.03 11
2025 Q3 79,628,716 $2,246,298,398 +$51,826,840 $28.21 210
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