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

CUSIP: 05589G102

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
+842,633
Put/Call ratio
10%
SEC-reported price per share
$24.78
Number of holders
146
Value change
+$19,826,742
Number of buys
78
Open additional details 1 more signal available
Number of sells
55
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
95,538,133

Security key

05589G102

Report period

Q2 2023

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
VANGUARD GROUP INC
Comparable rows
0/15
Latest evidence
31 Mar 2023
3/4/5 13F Highest disclosed value: $149,141,981 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

VANGUARD GROUP INC has the largest disclosed position value at $149.14M.

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 VANGUARD GROUP INC'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
VANGUARD GROUP INC $149.14M
FMR LLC $132.95M

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
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$149,141,981
5,857,894 shares
— 31 Mar 2023
FMR LLC
13F
Company
13F
—
denominator unverified
$132,950,592
5,221,940 shares
— 31 Mar 2023
T. Rowe Price Investment Management, Inc.
13F
Company
13F
—
denominator unverified
$102,457,000
4,024,218 shares
— 31 Mar 2023
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 2023

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

Institutions
146
Shares
57,204,642
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 Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
140
Q2 2023 holders
146
Holder diff
6
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 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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