Latest Period
Q2 2026
Security Snapshot
Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN) Institutional Ownership
CUSIP: 05589G102
13F Institutional Holders and Ownership History from Q4 2019 to Q2 2026
Institutions Reporting
225
Shares (Excl. Options)
89,820,570
Price
$26.58
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- Security type / class
- Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
- Symbol
- BWIN on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 89,820,570
- Total 13F value
- $2,389,182,970
- Portfolio coverage rank
- 0%
- Share change
- +286,508
- Value change
- +$22,679,721
- Number of holders
- 225
- Shares outstanding
- 117,287,700
- SEC-reported price per share
- $25.20
- Insider filing price
- $25.20
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE is tracked under CUSIP 05589G102.
- 225 institutions reported positions in Q2 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 214 to 225 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,985,336,852 to $2,389,182,970.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 225 institutions filings for Q2 2026.
Security key
05589G102
Latest holder period
Q2 2026
13F holders
225
13D/G owners
7
CIK / CUSIP context first
Open Q2 2026 holders
BWIN full holder history
Baldwin Insurance Group, Inc. SEC filings
Baldwin Insurance Group, Inc. company facts
Baldwin Insurance Group, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05589G102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
BWIN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Baldwin Lowry | 17% | -24% | $441,048,667 | -$10,214,861 | 19,938,909 | -2.3% | L. Lowry Baldwin | 31 Mar 2026 |
| FMR LLC | 15% | +22% | $301,768,611 | +$64,840,036 | 10,697,221 | +27% | FMR LLC | 30 Sep 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7% | -35% | $150,294,163 | -$22,212,838 | 6,794,492 | -13% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 31 Mar 2026 |
| 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 30 Jun 2026, 225 institutional investors reported holding 89,820,570 shares of Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN). This represents 77% of the company’s total 117,287,700 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
61%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 13% | 14,752,216 | +5.7% | 0.02% | $392,113,901 |
| BlackRock, Inc. | 6.2% | 7,251,950 | +9% | 0% | $192,756,821 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.7% | 6,732,965 | -0.91% | 0.54% | $178,962,210 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8% | 3,262,912 | -6.1% | 0% | $86,728,201 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7% | 3,166,381 | -8.6% | 0% | $84,162,407 |
| Bank of New York Mellon Corp | 2.6% | 3,077,351 | -21% | 0.01% | $81,795,997 |
| BAMCO INC /NY/ | 2.3% | 2,712,386 | +0.09% | 0.11% | $72,095,220 |
| STATE STREET CORP | 2.3% | 2,665,874 | +7.8% | 0% | $70,829,267 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 2,339,453 | +8.8% | 0% | $62,193,866 |
| MORGAN STANLEY | 1.9% | 2,277,033 | +26% | 0% | $60,523,570 |
| Woodline Partners LP | 1.9% | 2,264,135 | +362% | 0.19% | $60,180,708 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1.8% | 2,097,658 | +90% | 0.52% | $55,755,750 |
| T. Rowe Price Investment Management, Inc. | 1.7% | 2,010,989 | +28% | 0.04% | $53,453,000 |
| WESTWOOD HOLDINGS GROUP INC | 1.7% | 1,938,370 | -25% | 0.39% | $51,521,873 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.6% | 1,912,711 | -3.4% | 0.08% | $50,840,000 |
| Capital International Investors | 1.4% | 1,690,697 | +2.9% | 0.01% | $44,938,726 |
| UBS Group AG | 1.4% | 1,641,349 | +30% | 0.01% | $43,627,056 |
| Annis Gardner Whiting Capital Advisors, LLC | 1.3% | 1,582,587 | -7.9% | 6.3% | $42,065,163 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 1,346,168 | +0.92% | 0.01% | $35,779,984 |
| Capital Research Global Investors | 1.1% | 1,308,203 | -15% | 0% | $34,772,036 |
| Boston Partners | 1% | 1,192,820 | +54% | 0.03% | $31,698,386 |
| BANK OF AMERICA CORP /DE/ | 1% | 1,184,085 | +40% | 0% | $31,472,980 |
| Point72 Asset Management, L.P. | 0.89% | 1,038,190 | +132% | 0.04% | $27,595,090 |
| Champlain Investment Partners, LLC | 0.74% | 863,038 | -17% | 0.59% | $22,939,550 |
| NORTHERN TRUST CORP | 0.69% | 810,264 | +7.8% | 0% | $21,536,818 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
27
Latest
Q2 2026
Rows shown
1-25 of 27
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 89,820,570 | $2,389,182,970 | +$22,679,721 | $26.58 | 225 |
| 2026 Q1 | 90,468,028 | $1,985,336,852 | +$193,371,191 | $21.94 | 214 |
| 2025 Q4 | 80,709,520 | $1,939,738,294 | -$41,114,786 | $24.03 | 205 |
| 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 |