Security key
05589G102
Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN)
CUSIP: 05589G102
Q2 2020 13F Holders as of 30 Jun 2020
- Security type / class
- Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
- Total 13F shares
- 32,163,439
- Total 13F value
- $555,403,567
- Share change
- +15,192,885
- SEC-reported price per share
- $17.27
- Number of holders
- 97
- Value change
- +$270,027,122
- Number of buys
- 88
- Number of sells
- 13
- Shares outstanding
- 117,287,700
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2020
Institutions
97
Top holders
10
BWIN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2020
Previous quarter: Q1 2020
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 Mar 2020
13F
Lead comparable stake: 2.8%
Showing 1-6 of 15 holder rows.
Quick read
BAMCO INC /NY/ leads the comparable SEC ownership view at 2.8%.
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/
2.8%
Nuveen Asset Management, LLC
1.6%
BlackRock Finance, Inc.
0.97%
WESTWOOD HOLDINGS GROUP INC
0.88%
VANGUARD GROUP INC
0.74%
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
|
2.8%
|
$34,355,000
3,256,370 shares
|
— | 31 Mar 2020 |
| Nuveen Asset Management, LLC |
13F
Company
|
1.6%
|
$19,939,000
1,889,973 shares
|
— | 31 Mar 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
0.97%
|
$11,956,000
1,133,316 shares
|
— | 31 Mar 2020 |
| WESTWOOD HOLDINGS GROUP INC |
13F
Company
|
0.88%
|
$10,844,000
1,027,784 shares
|
— | 31 Mar 2020 |
| VANGUARD GROUP INC |
13F
Company
|
0.74%
|
$9,177,000
869,902 shares
|
— | 31 Mar 2020 |
| EMERALD ADVISERS, LLC |
13F
Company
|
0.69%
|
$8,527,000
808,288 shares
|
— | 31 Mar 2020 |
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 Q2 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
97
Shares
32,163,439
Rows available
97
| 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 Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
61
Q2 2020 holders
97
Holder diff
36
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q2 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend