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

CUSIP: 05589G102

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / Common Stock
Shares outstanding
70,943,765
Total 13F shares
55,567,784
Share change
-18,947
Total reported value
$1,396,890,449
Put/Call ratio
21%
Price per share
$25.14
Number of holders
146
Value change
-$1,271,986
Number of buys
74
Number of sells
58

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
7.6%
5,394,672
$142,150,000 30 Sep 2022
13F
VANGUARD GROUP INC
13F
Company
7.5%
5,352,308
$141,033,000 30 Sep 2022
13F
T. Rowe Price Investment Management, Inc.
13F
Company
7.4%
5,279,685
$139,120,000 30 Sep 2022
13F
BAMCO INC /NY/
13F
Company
5.5%
3,881,222
$102,270,000 30 Sep 2022
13F
BlackRock Finance, Inc.
13F
Company
5.3%
3,725,517
$98,169,000 30 Sep 2022
13F
Champlain Investment Partners, LLC
13F
Company
4.8%
3,432,025
$90,434,000 30 Sep 2022
13F
Invesco Ltd.
13F
Company
3%
2,104,569
$55,455,000 30 Sep 2022
13F
Aristotle Capital Boston, LLC
13F
Company
2%
1,388,256
$36,581,000 30 Sep 2022
13F
LOOMIS SAYLES & CO L P
13F
Company
1.9%
1,365,470
$35,981,000 30 Sep 2022
13F
Venator Management LLC
13F
Company
1.7%
1,233,241
$32,496,000 30 Sep 2022
13F
EMERALD ADVISERS, LLC
13F
Company
1.6%
1,136,554
$29,948,000 30 Sep 2022
13F
STATE STREET CORP
13F
Company
1.6%
1,103,980
$29,090,000 30 Sep 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.5%
1,085,170
$28,594,000 30 Sep 2022
13F
EMERALD MUTUAL FUND ADVISERS TRUST
13F
Company
1.4%
1,003,128
$26,432,000 30 Sep 2022
13F
Bank of New York Mellon Corp
13F
Company
1.3%
907,369
$23,909,000 30 Sep 2022
13F
GUARDIAN POINT CAPITAL, LP
13F
Company
1.3%
900,000
$23,715,000 30 Sep 2022
13F
Rockefeller Capital Management L.P.
13F
Company
1.1%
786,618
$20,726,000 30 Sep 2022
13F
Nuveen Asset Management, LLC
13F
Company
1.1%
783,849
$20,654,000 30 Sep 2022
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
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
1%
724,671
$19,095,000 30 Sep 2022
13F
JANUS HENDERSON GROUP PLC
13F
Company
0.98%
697,450
$18,378,000 30 Sep 2022
13F
CI INVESTMENTS INC.
13F
Company
0.98%
694,730
$18,306,000 30 Sep 2022
13F
PEREGRINE CAPITAL MANAGEMENT LLC
13F
Company
0.89%
633,525
$16,693,000 30 Sep 2022
13F
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
0.88%
626,833
$16,517,000 30 Sep 2022
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
DAVENPORT & Co LLC
13F
Company
0.86%
611,374
$16,067,000 30 Sep 2022
13F
NORTHERN TRUST CORP
13F
Company
0.76%
538,345
$14,186,000 30 Sep 2022
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
0.73%
519,312
$13,684,000 30 Sep 2022
13F
CONFLUENCE INVESTMENT MANAGEMENT LLC
13F
Company
0.72%
507,687
$13,378,000 30 Sep 2022
13F
Clearbridge Investments, LLC
13F
Company
0.68%
481,477
$12,687,000 30 Sep 2022
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.67%
478,779
$12,617,000 30 Sep 2022
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.66%
470,808
$12,406,000 30 Sep 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.62%
436,731
$11,508,000 30 Sep 2022
13F
Point72 Asset Management, L.P.
13F
Company
0.59%
419,200
$11,046,000 30 Sep 2022
13F
MORGAN STANLEY
13F
Company
0.55%
388,784
$10,246,000 30 Sep 2022
13F
Tributary Capital Management, LLC
13F
Company
0.51%
363,742
$9,585,000 30 Sep 2022
13F
FRANKLIN RESOURCES INC
13F
Company
0.51%
363,640
$9,582,000 30 Sep 2022
13F
KORNITZER CAPITAL MANAGEMENT INC /KS
13F
Company
0.49%
348,515
$9,183,000 30 Sep 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.48%
339,402
$8,943,000 30 Sep 2022
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.45%
321,661
$8,476,000 30 Sep 2022
13F
SEI INVESTMENTS CO
13F
Company
0.45%
317,532
$8,367,000 30 Sep 2022
13F
Toscafund Asset Management LLP
13F
Company
0.44%
311,759
$8,215,000 30 Sep 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.43%
308,381
$8,125,000 30 Sep 2022
13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
0.31%
219,633
$5,787,330 30 Sep 2022
13F
WESTWOOD HOLDINGS GROUP INC
13F
Company
0.3%
210,178
$5,538,000 30 Sep 2022
13F
BROOKFIELD Corp /ON/
13F
Company
0.3%
209,817
$5,529,000 30 Sep 2022
13F
MACQUARIE GROUP LTD
13F
Company
0.29%
202,797
$5,344,000 30 Sep 2022
13F
NICHOLAS COMPANY, INC.
13F
Company
0.24%
166,740
$4,393,600 30 Sep 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.21%
151,616
$3,995,000 30 Sep 2022
13F
Otter Creek Advisors, LLC
13F
Company
0.21%
146,282
$3,854,000 30 Sep 2022
13F

Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) as of Q4 2022

As of 31 Dec 2022, Baldwin Insurance Group, Inc. - Common Stock (BWIN) was held by 146 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 55,567,784 shares. The largest 10 holders included VANGUARD GROUP INC, FMR LLC, T. Rowe Price Investment Management, Inc., BlackRock Inc., BAMCO INC /NY/, Champlain Investment Partners, LLC, Invesco Ltd., LOOMIS SAYLES & CO L P, Aristotle Capital Boston, LLC, and Venator Management LLC. This page lists 147 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
143
Q4 2022 holders
146
Holder diff
3
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 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.