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

CUSIP: 05589G102

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / Common Stock
Shares outstanding
70,943,765
Total 13F shares
52,586,950
Share change
+417,487
Total reported value
$1,897,077,092
Put/Call ratio
0%
Price per share
$36.11
Number of holders
147
Value change
+$18,034,619
Number of buys
81
Number of sells
61

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
7.1%
5,034,622
$167,602,000 30 Sep 2021
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
6.9%
4,870,999
$162,156,000 30 Sep 2021
13F
BAMCO INC /NY/
13F
Company
5.5%
3,888,113
$129,435,000 30 Sep 2021
13F
VANGUARD GROUP INC
13F
Company
5.1%
3,609,605
$120,163,000 30 Sep 2021
13F
BlackRock Finance, Inc.
13F
Company
4.2%
2,980,667
$99,226,000 30 Sep 2021
13F
Champlain Investment Partners, LLC
13F
Company
3.4%
2,411,900
$80,292,000 30 Sep 2021
13F
Invesco Ltd.
13F
Company
2.8%
1,952,595
$65,001,000 30 Sep 2021
13F
GOLDMAN SACHS GROUP INC
13F
Company
2%
1,429,513
$47,589,000 30 Sep 2021
13F
Venator Management LLC
13F
Company
1.8%
1,273,970
$42,410,000 30 Sep 2021
13F
EMERALD MUTUAL FUND ADVISERS TRUST
13F
Company
1.8%
1,251,156
$41,651,000 30 Sep 2021
13F
GUARDIAN POINT CAPITAL, LP
13F
Company
1.8%
1,250,000
$41,613,000 30 Sep 2021
13F
Bank of New York Mellon Corp
13F
Company
1.6%
1,145,961
$38,150,000 30 Sep 2021
13F
LOOMIS SAYLES & CO L P
13F
Company
1.6%
1,136,635
$37,838,000 30 Sep 2021
13F
EMERALD ADVISERS, LLC
13F
Company
1.6%
1,107,969
$36,884,000 30 Sep 2021
13F
Aristotle Capital Boston, LLC
13F
Company
1.5%
1,043,251
$34,730,000 30 Sep 2021
13F
Nuveen Asset Management, LLC
13F
Company
1.4%
992,960
$33,056,000 30 Sep 2021
13F
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
1.4%
985,414
$32,804,000 30 Sep 2021
13F
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
1.3%
910,543
$30,312,000 30 Sep 2021
13F
STATE STREET CORP
13F
Company
1.2%
862,509
$28,713,000 30 Sep 2021
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.2%
838,009
$27,897,000 30 Sep 2021
13F
CONFLUENCE INVESTMENT MANAGEMENT LLC
13F
Company
1.1%
747,490
$24,884,000 30 Sep 2021
13F
CI INVESTMENTS INC.
13F
Company
1%
720,030
$23,970,000 30 Sep 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
PEREGRINE CAPITAL MANAGEMENT LLC
13F
Company
0.82%
580,143
$19,313,000 30 Sep 2021
13F
Rockefeller Capital Management L.P.
13F
Company
0.77%
544,250
$18,116,000 30 Sep 2021
13F
DAVENPORT & Co LLC
13F
Company
0.76%
541,096
$18,013,000 30 Sep 2021
13F
Clearbridge Investments, LLC
13F
Company
0.75%
533,887
$17,773,000 30 Sep 2021
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
0.75%
533,600
$17,764,000 30 Sep 2021
13F
Islet Management, LP
13F
Company
0.7%
500,000
$16,645,000 30 Sep 2021
13F
KORNITZER CAPITAL MANAGEMENT INC /KS
13F
Company
0.69%
487,670
$16,235,000 30 Sep 2021
13F
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020
3/4/5
Member of 10% owner group
mixed-class rows
555,676
mixed-class rows
$16,092,099 30 Sep 2021
NORTHERN TRUST CORP
13F
Company
0.68%
481,141
$16,017,000 30 Sep 2021
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.49%
347,598
$11,572,000 30 Sep 2021
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.49%
344,171
$11,457,000 30 Sep 2021
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.48%
340,190
$11,325,000 30 Sep 2021
13F
Philadelphia Financial Management of San Francisco, LLC
13F
Company
0.44%
309,163
$10,292,000 30 Sep 2021
13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
0.41%
293,945
$9,785,000 30 Sep 2021
13F
Toscafund Asset Management LLP
13F
Company
0.38%
266,600
$8,875,000 30 Sep 2021
13F
ArrowMark Colorado Holdings LLC
13F
Company
0.37%
265,025
$8,823,000 30 Sep 2021
13F
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
0.34%
240,211
$7,997,000 30 Sep 2021
13F
AGF INVESTMENTS INC.
13F
Company
0.34%
240,000
$7,990,000 30 Sep 2021
13F
SEI INVESTMENTS CO
13F
Company
0.33%
235,330
$7,838,000 30 Sep 2021
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.33%
232,123
$7,727,000 30 Sep 2021
13F
Otter Creek Advisors, LLC
13F
Company
0.32%
230,378
$7,668,000 30 Sep 2021
13F
FRANKLIN RESOURCES INC
13F
Company
0.32%
229,995
$7,657,000 30 Sep 2021
13F
Ghisallo Capital Management LLC
13F
Company
0.29%
208,000
$6,924,000 30 Sep 2021
13F
Calamos Advisors LLC
13F
Company
0.29%
203,228
$6,765,000 30 Sep 2021
13F
GILDER GAGNON HOWE & CO LLC
13F
Company
0.28%
198,860
$6,620,000 30 Sep 2021
13F
Point72 Asset Management, L.P.
13F
Company
0.28%
197,000
$6,558,000 30 Sep 2021
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.26%
187,152
$6,231,000 30 Sep 2021
13F

Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) as of Q4 2021

As of 31 Dec 2021, Baldwin Insurance Group, Inc. - Common Stock (BWIN) was held by 147 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 52,586,950 shares. The largest 10 holders included FMR LLC, VANGUARD GROUP INC, PRICE T ROWE ASSOCIATES INC /MD/, BAMCO INC /NY/, BlackRock Inc., Champlain Investment Partners, LLC, Invesco Ltd., Venator Management LLC, GUARDIAN POINT CAPITAL, LP, and EMERALD MUTUAL FUND ADVISERS TRUST. This page lists 148 institutional shareholders reporting positions in this security for the Q4 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
132
Q4 2021 holders
147
Holder diff
15
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 Value $ Q4 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.