Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN)

Q: What does CUSIP 05589G102 represent in this 13F holders report?

CUSIP 05589G102 is the security identifier for BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE used to aggregate holder disclosures.

Q: How many institutions held BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE in Q3 2023?

150 institutional investors reported BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE for Q3 2023. Use the holders table for investor-level position and value details.

CUSIP: 05589G102

Q3 2023 13F Holders as of 30 Sep 2023

Security type / class: Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
Shares outstanding: 117,287,700
Total 13F shares: 59,262,625
Share change: +1,836,953
Total reported value: $1,376,667,940
Put/Call ratio: 24%
Reported price per share: $23.23
Number of holders: 150
Value change: +$42,436,822
Number of buys: 71
Number of sells: 61

Security key

05589G102

Report period

Q3 2023

Institutions

150

Top holders

BWIN full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2023 Previous quarter: Q2 2023 Baldwin Insurance Group, Inc. SEC filings Baldwin Insurance Group, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 05589G102

Newer quarter: Q4 2023 Previous quarter: Q2 2023

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top reported holders of BWIN - Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (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.

Lead holder

VANGUARD GROUP INC

13D/G signal

—

Evidence rows

Latest as of

30 Jun 2023

13F Lead comparable stake: 5% Showing 1-6 of 15 holder rows.

Rank 1 holder

VANGUARD GROUP INC

13F

Ownership: 5%
Position: $146.74M

13F

Rank 2 holder

FMR LLC

13F

Ownership: 4.9%
Position: $142.15M

13F

Rank 3 holder

BlackRock Finance, Inc.

13F

Ownership: 3.6%
Position: $104.45M

13F

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
VANGUARD GROUP INC	13F Company 13F	5%	$146,743,518 5,921,853 shares	—	30 Jun 2023
FMR LLC	13F Company 13F	4.9%	$142,147,546 5,736,382 shares	—	30 Jun 2023
BlackRock Finance, Inc.	13F Company 13F	3.6%	$104,449,782 4,215,084 shares	—	30 Jun 2023
Champlain Investment Partners, LLC	13F Company 13F	2.8%	$82,255,847 3,319,445 shares	—	30 Jun 2023
BAMCO INC /NY/	13F Company 13F	2.7%	$77,115,360 3,112,000 shares	—	30 Jun 2023
Invesco Ltd.	13F Company 13F	1.8%	$51,018,725 2,058,867 shares	—	30 Jun 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 Q3 2023

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

Institutions

150

59,262,625

Rows available

150

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

^* 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 failed the local validity check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders

146

Q3 2023 holders

150

Holder diff

Investor	Q2 2023 Shares	Q3 2023 Shares	Share Diff	Share Chg %	Q2 2023 value	Q3 2023 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend