Security key
05589G102
Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (BWIN)
CUSIP: 05589G102
Q3 2024 13F Holders as of 30 Sep 2024
- Security type / class
- Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
- Total 13F shares
- 65,222,842
- Total 13F value
- $3,248,321,832
- Share change
- +550,738
- Put/Call ratio
- 92%
- SEC-reported price per share
- $49.80
- Number of holders
- 217
- Value change
- +$34,911,306
- Number of buys
- 109
- Number of sells
- 87
- Shares outstanding
- 117,287,700
Holder snapshot
7 facts
Show 1 more fact
Security identity
1 fact
Report period
Q3 2024
Institutions
217
Top holders
10
BWIN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
Baldwin Insurance Group, Inc. SEC filings
Baldwin Insurance Group, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 05589G102
Recent filing periods:
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
BAMCO INC /NY/
Disclosed value leader
FMR LLC
Comparable rows
15/15
Latest evidence
30 Sep 2024
13D/G
13F
Lead comparable stake: 4.5%
13D/G row: BAMCO INC /NY/
Showing 1-6 of 15 holder rows.
Quick read
BAMCO INC /NY/ leads the comparable SEC ownership view at 4.5%.
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.
Comparable ownership
Top 5
BAMCO INC /NY/
4.5%
FMR LLC
8.5%
VANGUARD GROUP INC
5.4%
BlackRock Finance, Inc.
4.1%
Champlain Investment Partners, LLC
3.6%
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 |
|---|---|---|---|---|---|
| BAMCO INC /NY/ |
13D/G
13F
Company
|
4.5%
|
$126,299,600
3,010,000 shares
|
$0 | 30 Sep 2024 |
| FMR LLC |
13F
Company
|
8.5%
|
$351,833,882
9,919,196 shares
|
— | 30 Jun 2024 |
| VANGUARD GROUP INC |
13F
Company
|
5.4%
|
$223,420,565
6,298,860 shares
|
— | 30 Jun 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
4.1%
|
$168,543,899
4,751,731 shares
|
— | 30 Jun 2024 |
| Champlain Investment Partners, LLC |
13F
Company
|
3.6%
|
$150,348,640
4,238,755 shares
|
— | 30 Jun 2024 |
| MACQUARIE GROUP LTD |
13F
Company
|
2.9%
|
$122,204,000
3,445,265 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
217
Shares
65,222,842
Rows available
217
| 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 Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
180
Q3 2024 holders
217
Holder diff
37
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend