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

CUSIP: 05589G102

Q2 2025 13F Holders as of 30 Jun 2025

Holder snapshot 7 signals
Share change
+4,193,683
Put/Call ratio
0%
SEC-reported price per share
$42.81
Number of holders
222
Value change
+$177,842,699
Number of buys
124
Open additional details 1 more signal available
Number of sells
91
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
95,538,133

Security key

05589G102

Report period

Q2 2025

Institutions

222

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
BAMCO INC /NY/
Disclosed value leader
FMR LLC
Comparable rows
1/15
Latest evidence
01 Apr 2025
13F 13D/G 3/4/5 Lead comparable stake: 4.5% 14 rows are not safely comparable across share classes. 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%.

1 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 BAMCO INC /NY/'s linked filing trail.
Comparable ownership Top 1
BAMCO INC /NY/ 4.5%

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/
13F 13D/G
Company
4.5%
Reported 13D/G · 30 Sep 2024
$134,516,900
3,010,000 shares
— 31 Mar 2025
Laura Sherman
3/4/5
Member of 10% owner group
—
mixed-class rows
$194,698,666
4,473,762 shares
mixed-class rows
— 01 Apr 2025
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
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 Q2 2025

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

Institutions
222
Shares
76,784,001
Rows available
222
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 Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
217
Q2 2025 holders
222
Holder diff
5
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 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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