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

CUSIP: 05589G102

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 7 signals
Share change
-18,947
Put/Call ratio
21%
SEC-reported price per share
$25.14
Number of holders
146
Value change
-$1,271,986
Number of buys
74
Open additional details 1 more signal available
Number of sells
58
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
95,538,133

Security key

05589G102

Report period

Q4 2022

Institutions

146

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
FMR LLC
Comparable rows
0/15
Latest evidence
30 Sep 2022
3/4/5 13F Highest disclosed value: $142,150,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

FMR LLC has the largest disclosed position value at $142.15M.

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 FMR LLC'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
FMR LLC $142.15M
VANGUARD GROUP INC $141.03M

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
FMR LLC
13F
Company
13F
—
denominator unverified
$142,150,000
5,394,672 shares
— 30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$141,033,000
5,352,308 shares
— 30 Sep 2022
T. Rowe Price Investment Management, Inc.
13F
Company
13F
—
denominator unverified
$139,120,000
5,279,685 shares
— 30 Sep 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 Q4 2022

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

Institutions
146
Shares
55,567,784
Rows available
146
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 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 change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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