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

CUSIP: 05589G102

Q1 2024 13F Holders as of 31 Mar 2024

Holder snapshot 7 signals
Share change
+2,618,159
Put/Call ratio
14%
SEC-reported price per share
$28.94
Number of holders
168
Value change
+$80,486,541
Number of buys
82
Open additional details 1 more signal available
Number of sells
83
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
95,538,133

Security key

05589G102

Report period

Q1 2024

Institutions

168

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
John A. Valentine
Disclosed value leader
FMR LLC
Comparable rows
0/15
Latest evidence
31 Dec 2023
3/4/5 13F Highest disclosed value: $230,798,553 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 $230.8M.

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
John A. Valentine $54.78M
Joseph D. Finney $20.28M
Daniel A. Galbraith 2020 Grantor ... $16.09M
Elizabeth H. Krystyn 2019 Grantor... $911.8K
Kristopher Aaron Wiebeck $420.3K

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
John A. Valentine
3/4/5
Chief Partnership Officer, Member of 10% owner group
—
mixed-class rows
$54,783,593
1,920,640 shares
mixed-class rows
— 09 Nov 2023
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
Kristopher Aaron Wiebeck
3/4/5
Chief Strategy Officer, Director, Member of 10% owner group
—
denominator unverified
$420,258
21,035 shares
— 17 Aug 2023
FMR LLC
13F
Company
13F
—
denominator unverified
$230,798,553
9,608,599 shares
— 31 Dec 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 Q1 2024

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

Institutions
168
Shares
63,132,093
Rows available
168
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 Q1 2024 vs Q1 2024 Across Filers

Q1 2024 holders
168
Q1 2024 holders
168
Holder diff
0
Investor Q1 2024 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2024 value Q1 2024 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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