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

CUSIP: 05589G102

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / Common Stock
Shares outstanding
70,943,765
Total 13F shares
42,020,287
Share change
+579,217
Total reported value
$1,119,834,478
Price per share
$26.65
Number of holders
115
Value change
+$12,507,580
Number of buys
60
Number of sells
56

Quarterly Holders Quick Answers

What is CUSIP 05589G102?
CUSIP 05589G102 identifies BWIN - Baldwin Insurance Group, Inc. - Common Stock in SEC institutional holdings data.

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Top shareholders of BWIN - Baldwin Insurance Group, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
FMR LLC
13F
Company
5.8%
4,121,805
$112,319,000 31 Mar 2021
13F
BAMCO INC /NY/
13F
Company
5.3%
3,768,007
$102,678,000 31 Mar 2021
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
4.3%
3,068,785
$83,624,000 31 Mar 2021
13F
BlackRock Finance, Inc.
13F
Company
4.2%
3,002,473
$81,817,000 31 Mar 2021
13F
VANGUARD GROUP INC
13F
Company
3.2%
2,244,928
$61,175,000 31 Mar 2021
13F
Nuveen Asset Management, LLC
13F
Company
2.4%
1,682,739
$45,855,000 31 Mar 2021
13F
EMERALD MUTUAL FUND ADVISERS TRUST
13F
Company
1.9%
1,321,296
$36,005,000 31 Mar 2021
13F
GUARDIAN POINT CAPITAL, LP
13F
Company
1.8%
1,250,000
$34,063,000 31 Mar 2021
13F
EMERALD ADVISERS, LLC
13F
Company
1.8%
1,243,751
$33,892,000 31 Mar 2021
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.7%
1,219,358
$33,227,000 31 Mar 2021
13F
Venator Management LLC
13F
Company
1.6%
1,135,905
$30,953,000 31 Mar 2021
13F
Bank of New York Mellon Corp
13F
Company
1.6%
1,128,248
$30,745,000 31 Mar 2021
13F
Champlain Investment Partners, LLC
13F
Company
1.4%
1,020,460
$27,808,000 31 Mar 2021
13F
Aristotle Capital Boston, LLC
13F
Company
1.4%
974,130
$26,545,000 31 Mar 2021
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
1.3%
920,958
$25,096,000 31 Mar 2021
13F
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
1.2%
868,436
$23,665,000 31 Mar 2021
13F
CONFLUENCE INVESTMENT MANAGEMENT LLC
13F
Company
1.1%
805,939
$21,962,000 31 Mar 2021
13F
CI INVESTMENTS INC.
13F
Company
1.1%
749,874
$20,434,000 31 Mar 2021
13F
STATE STREET CORP
13F
Company
1.1%
746,066
$20,330,000 31 Mar 2021
13F
Joseph D. Finney
3/4/5
Member of 10% Owner Group
mixed-class rows
711,573
mixed-class rows
$20,284,677 01 Apr 2021
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1%
742,626
$20,236,000 31 Mar 2021
13F
PEREGRINE CAPITAL MANAGEMENT LLC
13F
Company
0.83%
588,793
$16,045,000 31 Mar 2021
13F
Clearbridge Investments, LLC
13F
Company
0.83%
587,497
$16,009,000 31 Mar 2021
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
0.77%
545,600
$14,868,000 31 Mar 2021
13F
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
0.72%
509,814
$13,892,000 31 Mar 2021
13F
Rockefeller Capital Management L.P.
13F
Company
0.71%
503,169
$13,711,000 31 Mar 2021
13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
0.7%
495,820
$13,511,000 31 Mar 2021
13F
NORTHERN TRUST CORP
13F
Company
0.66%
467,396
$12,736,000 31 Mar 2021
13F
GILDER GAGNON HOWE & CO LLC
13F
Company
0.63%
450,268
$12,270,000 31 Mar 2021
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.44%
314,379
$8,567,000 31 Mar 2021
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.41%
293,591
$8,001,000 31 Mar 2021
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.4%
283,557
$7,956,000 31 Mar 2021
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.38%
266,721
$7,268,000 31 Mar 2021
13F
CASTLEARK MANAGEMENT LLC
13F
Company
0.33%
235,474
$6,417,000 31 Mar 2021
13F
SEI INVESTMENTS CO
13F
Company
0.31%
217,622
$5,930,000 31 Mar 2021
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.3%
210,823
$5,745,000 31 Mar 2021
13F
AGF INVESTMENTS INC.
13F
Company
0.28%
200,000
$5,450,000 31 Mar 2021
13F
Schonfeld Strategic Advisors LLC
13F
Company
0.28%
198,168
$5,400,000 31 Mar 2021
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.25%
179,528
$4,892,000 31 Mar 2021
13F
Toscafund Asset Management LLP
13F
Company
0.25%
175,757
$4,789,000 31 Mar 2021
13F
CITADEL ADVISORS LLC
13F
Company
0.21%
148,931
$4,058,000 31 Mar 2021
13F
FRANKLIN RESOURCES INC
13F
Company
0.2%
141,947
$3,868,000 31 Mar 2021
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
0.18%
124,420
$3,390,000 31 Mar 2021
13F
MACQUARIE GROUP LTD
13F
Company
0.14%
99,610
$2,714,000 31 Mar 2021
13F
Swiss National Bank
13F
Company
0.13%
92,800
$2,529,000 31 Mar 2021
13F
Full18 Capital LLC
13F
Company
0.15%
108,853
$2,526,000 31 Mar 2021
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
0.12%
85,350
$2,326,000 31 Mar 2021
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.11%
77,397
$2,109,000 31 Mar 2021
13F
Castle Hook Partners LP
13F
Company
0.11%
76,250
$2,078,000 31 Mar 2021
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.1%
68,699
$1,872,000 31 Mar 2021
13F

Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) as of Q2 2021

As of 30 Jun 2021, Baldwin Insurance Group, Inc. - Common Stock (BWIN) was held by 115 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 42,020,287 shares. The largest 10 holders included FMR LLC, BAMCO INC /NY/, PRICE T ROWE ASSOCIATES INC /MD/, BlackRock Inc., VANGUARD GROUP INC, Champlain Investment Partners, LLC, EMERALD MUTUAL FUND ADVISERS TRUST, Venator Management LLC, GUARDIAN POINT CAPITAL, LP, and Nuveen Asset Management, LLC. This page lists 115 institutional shareholders reporting positions in this security for the Q2 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders
110
Q2 2021 holders
115
Holder diff
5
Investor Q1 2021 Shares Q2 2021 Shares Share Diff Share Chg % Q1 2021 Value $ Q2 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.