Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK (BWIN)

CUSIP: 05589G102

Q2 2022 13F Holders as of 30 Jun 2022

Holder snapshot 6 signals
Share change
+3,079,948
SEC-reported price per share
$24.15
Number of holders
142
Value change
+$67,785,203
Number of buys
87
Number of sells
62
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
95,538,133

Security key

05589G102

Report period

Q2 2022

Institutions

142

Top holders

10

Ownership snapshot

Top reported holders of BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK (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
Joseph D. Finney
Disclosed value leader
PRICE T ROWE ASSOCIATES I...
Comparable rows
0/15
Latest evidence
31 Mar 2022
3/4/5 13F Highest disclosed value: $146,214,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

PRICE T ROWE ASSOCIATES INC /MD/ has the largest disclosed position value at $146.21M.

0 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 PRICE T ROWE ASSOCIATES INC /MD/'s linked filing trail.
Disclosed position value Top 5
Joseph D. Finney $20.28M
Daniel A. Galbraith 2020 Grantor ... $16.09M
Elizabeth H. Krystyn 2019 Grantor... $911.8K
PRICE T ROWE ASSOCIATES INC /MD/ $146.21M
FMR LLC $141.51M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Joseph D. Finney
3/4/5
Member of 10% Owner Group
—
mixed-class rows
$20,284,677
711,573 shares
mixed-class rows
— 01 Apr 2021
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020
3/4/5
Member of 10% owner group
—
mixed-class rows
$16,092,099
555,676 shares
mixed-class rows
— 30 Sep 2021
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019
3/4/5
Member of 10% owner group
—
mixed-class rows
$911,760
31,484 shares
mixed-class rows
— 30 Sep 2021
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
—
denominator unverified
$146,214,000
5,449,663 shares
— 31 Mar 2022
FMR LLC
13F
Company
13F
—
denominator unverified
$141,514,000
5,274,478 shares
— 31 Mar 2022
BAMCO INC /NY/
13F
Company
13F
—
denominator unverified
$101,437,000
3,780,722 shares
— 31 Mar 2022
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 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
142
Shares
56,357,460
Rows available
142
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 2022 vs Q1 2022 Across Filers

Q1 2022 holders
143
Q2 2022 holders
142
Holder diff
-1
Investor Q1 2022 Shares Q2 2022 Shares Share Diff Share Chg % Q1 2022 value Q2 2022 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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