Security key
05589G102
Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN)
CUSIP: 05589G102
Q1 2020 13F Holders as of 31 Mar 2020
- Security type / class
- Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
- Total 13F shares
- 16,970,554
- Total 13F value
- $179,034,855
- Share change
- +363,466
- SEC-reported price per share
- $10.55
- Number of holders
- 61
- Value change
- -$4,275,236
- Number of buys
- 38
- Number of sells
- 31
- Shares outstanding
- 117,287,700
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2020
Institutions
61
Top holders
10
BWIN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Baldwin Insurance Group, Inc. SEC filings
Baldwin Insurance Group, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 05589G102
Recent filing periods:
Ownership snapshot
Top reported holders of BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BAMCO INC /NY/
Disclosed value leader
BAMCO INC /NY/
Comparable rows
15/15
Latest evidence
31 Dec 2019
13F
Lead comparable stake: 2.2%
Showing 1-6 of 15 holder rows.
Quick read
BAMCO INC /NY/ leads the comparable SEC ownership view at 2.2%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BAMCO INC /NY/'s linked filing trail.
Comparable ownership
Top 5
BAMCO INC /NY/
2.2%
Nuveen Asset Management, LLC
2%
BlackRock Finance, Inc.
0.95%
EMERALD MUTUAL FUND ADVISERS TRUST
0.78%
Philadelphia Financial Management...
0.77%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BAMCO INC /NY/ |
13F
Company
|
2.2%
|
$41,556,000
2,589,130 shares
|
— | 31 Dec 2019 |
| Nuveen Asset Management, LLC |
13F
Company
|
2%
|
$38,578,000
2,403,591 shares
|
— | 31 Dec 2019 |
| BlackRock Finance, Inc. |
13F
Company
|
0.95%
|
$17,975,000
1,119,820 shares
|
— | 31 Dec 2019 |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
Company
|
0.78%
|
$14,721,000
917,203 shares
|
— | 31 Dec 2019 |
| Philadelphia Financial Management of San Francisco, LLC |
13F
Company
|
0.77%
|
$14,442,000
899,787 shares
|
— | 31 Dec 2019 |
| VANGUARD GROUP INC |
13F
Company
|
0.73%
|
$13,733,000
855,633 shares
|
— | 31 Dec 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
61
Shares
16,970,554
Rows available
61
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2020 vs Q1 2020 Across Filers
Q1 2020 holders
61
Q1 2020 holders
61
Holder diff
0
| Investor | Q1 2020 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend