Baldwin Insurance Group, Inc. - Common Stock (BWIN)
CUSIP: 05589G102
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 97,064,171
- Total 13F shares
- 64,463,607
- Share change
- +1,467,619
- Total reported value
- $2,286,885,474
- Put/Call ratio
- 178%
- Price per share
- $35.47
- Number of holders
- 180
- Value change
- +$56,215,511
- Number of buys
- 109
- Number of sells
- 71
Quarterly Holders Quick Answers
What is CUSIP 05589G102?
CUSIP 05589G102 identifies BWIN - Baldwin Insurance Group, Inc. - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 05589G102:
Top shareholders of BWIN - Baldwin Insurance Group, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
|
Company |
10%
|
9,710,708
|
$281,027,890 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.4%
|
6,167,816
|
$178,496,594 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4.5%
|
4,410,477
|
$127,639,204 | — | 31 Mar 2024 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
4.1%
|
4,023,175
|
$116,430,685 | — | 31 Mar 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
3.6%
|
3,446,684
|
$99,747,000 | — | 31 Mar 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
3.4%
|
3,259,934
|
$94,342,490 | — | 31 Mar 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3%
|
2,925,650
|
$84,668,311 | — | 31 Mar 2024 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
2.8%
|
2,735,450
|
$79,164,000 | — | 31 Mar 2024 | |
| John A. Valentine |
3/4/5
|
Chief Partnership Officer, Member of 10% owner group |
—
mixed-class rows
|
1,920,640
mixed-class rows
|
$54,783,593 | — | 09 Nov 2023 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
1.6%
|
1,545,856
|
$44,737,083 | — | 31 Mar 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.5%
|
1,484,943
|
$42,975,000 | — | 31 Mar 2024 | |
| Boston Partners |
13F
|
Company |
1.5%
|
1,479,646
|
$42,586,200 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
1,413,581
|
$40,915,098 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
1.4%
|
1,324,013
|
$38,316,936 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.3%
|
1,232,483
|
$35,668,058 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1%
|
1,009,680
|
$29,220,140 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.97%
|
944,513
|
$27,334,000 | — | 31 Mar 2024 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.92%
|
893,592
|
$25,860,552 | — | 31 Mar 2024 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.9%
|
870,665
|
$25,197,045 | — | 31 Mar 2024 | |
| Venator Management LLC |
13F
|
Company |
0.81%
|
782,275
|
$22,639,039 | — | 31 Mar 2024 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.75%
|
732,113
|
$21,187,350 | — | 31 Mar 2024 | |
| Joseph D. Finney |
3/4/5
|
Member of 10% Owner Group |
—
mixed-class rows
|
711,573
mixed-class rows
|
$20,284,677 | — | 01 Apr 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.72%
|
698,221
|
$20,206,516 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.66%
|
636,049
|
$18,407,258 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.64%
|
618,446
|
$17,897,827 | — | 31 Mar 2024 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.62%
|
606,208
|
$17,543,660 | — | 31 Mar 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.58%
|
566,859
|
$16,404,897 | — | 31 Mar 2024 | |
| Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 |
3/4/5
|
Member of 10% owner group |
—
mixed-class rows
|
555,676
mixed-class rows
|
$16,092,099 | — | 30 Sep 2021 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.57%
|
555,172
|
$16,066,678 | — | 31 Mar 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.55%
|
531,927
|
$15,392,800 | — | 31 Mar 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.53%
|
514,745
|
$14,897,000 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.51%
|
499,575
|
$14,457,701 | — | 31 Mar 2024 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.49%
|
473,583
|
$13,705,492 | — | 31 Mar 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.43%
|
421,763
|
$12,205,821 | — | 31 Mar 2024 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.42%
|
411,290
|
$11,902,733 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.39%
|
377,418
|
$10,922,477 | — | 31 Mar 2024 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.38%
|
369,543
|
$10,694,574 | — | 31 Mar 2024 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.37%
|
356,889
|
$10,328,368 | — | 31 Mar 2024 | |
| Annis Gardner Whiting Capital Advisors, LLC |
13F
|
Company |
0.32%
|
309,130
|
$8,946,223 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.29%
|
276,656
|
$8,006,425 | — | 31 Mar 2024 | |
| NICHOLAS COMPANY, INC. |
13F
|
Company |
0.23%
|
224,065
|
$6,484,441 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.21%
|
206,001
|
$5,961,670 | — | 31 Mar 2024 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.21%
|
199,496
|
$5,773,414 | — | 31 Mar 2024 | |
| Estuary Capital Management LP |
13F
|
Company |
0.2%
|
193,301
|
$5,594,131 | — | 31 Mar 2024 | |
| Otter Creek Advisors, LLC |
13F
|
Company |
0.15%
|
150,257
|
$4,348,437 | — | 31 Mar 2024 | |
| Pathway Financial Advisors LLC |
13F
|
Company |
0.15%
|
141,387
|
$4,091,740 | — | 31 Mar 2024 | |
| MAI Capital Management |
13F
|
Company |
0.14%
|
138,190
|
$3,999,219 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.14%
|
132,069
|
$3,822,077 | — | 31 Mar 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.13%
|
129,953
|
$3,760,827 | — | 31 Mar 2024 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.13%
|
124,121
|
$3,592,062 | — | 31 Mar 2024 |
Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN) as of Q2 2024
As of 30 Jun 2024,
Baldwin Insurance Group, Inc. - Common Stock (BWIN) was held by
180 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
64,463,607 shares.
The largest 10 holders included
FMR LLC, VANGUARD GROUP INC, BlackRock Inc., Champlain Investment Partners, LLC, MACQUARIE GROUP LTD, BAMCO INC /NY/, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, WESTWOOD HOLDINGS GROUP INC, STATE STREET CORP, and LOOMIS SAYLES & CO L P.
This page lists
180
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
168
Q2 2024 holders
180
Holder diff
12
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.