Security key
05589G102
Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN)
CUSIP: 05589G102
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
- Total 13F shares
- 63,132,093
- Total 13F value
- $1,826,867,511
- 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
- Number of sells
- 83
- Shares outstanding
- 117,287,700
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2024
Institutions
168
Top holders
10
BWIN full security history
Ownership snapshot
Full 13F holder table
Baldwin Insurance Group, Inc. SEC filings
Baldwin Insurance Group, Inc. company facts
Broader feeds
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.
Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
15/15
Latest evidence
31 Dec 2023
13F
Lead comparable stake: 8.2%
Showing 1-6 of 15 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 8.2%.
15 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.
Comparable ownership
Top 5
FMR LLC
8.2%
VANGUARD GROUP INC
5.2%
BlackRock Finance, Inc.
3.9%
Champlain Investment Partners, LLC
3%
MACQUARIE GROUP LTD
3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13F
Company
|
8.2%
|
$230,798,553
9,608,599 shares
|
— | 31 Dec 2023 |
| VANGUARD GROUP INC |
13F
Company
|
5.2%
|
$146,696,793
6,107,277 shares
|
— | 31 Dec 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
3.9%
|
$110,790,089
4,612,410 shares
|
— | 31 Dec 2023 |
| Champlain Investment Partners, LLC |
13F
Company
|
3%
|
$85,527,774
3,560,690 shares
|
— | 31 Dec 2023 |
| MACQUARIE GROUP LTD |
13F
Company
|
3%
|
$85,099,000
3,542,860 shares
|
— | 31 Dec 2023 |
| BAMCO INC /NY/ |
13F
Company
|
2.8%
|
$78,305,200
3,260,000 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 % |
|---|