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BWIN · Baldwin Insurance Group, Inc.

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$28.22 -0.41 (-1.43%) At close · Jul 29 Earnings today
Market Cap
$4.02B
Shares
142.57M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 220
Total Value: $1,903,256,106
Total Shares: 86,179,023
Showing 1–100 of 220 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding BWIN

All superinvestors →
Joel Greenblatt $228,000

Holder Concentration

Across 218 13F filers
Top Holder
16.0%
Jun 2023 → Mar 2026 · range 10.3% – 16.0%
of institutional value
Top 5
40.0%
Jun 2023 → Mar 2026 · range 38.8% – 45.3%
of institutional value
Top 10
53.6%
Jun 2023 → Mar 2026 · range 53.6% – 62.9%
of institutional value
HHI
499
Jun 2023 → Mar 2026 · range 434 – 591
Broadly held
Showing 100 of 220
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega FMR LLC $306,152,118 16.09% 13,954,062
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $149,071,154 7.83% 6,794,492
Mega BlackRock, Inc. $145,929,516 7.67% 6,651,300
Mega Bank of New York Mellon Corp Bank $85,962,823 4.52% 3,918,087
Mega VANGUARD CAPITAL MANAGEMENT LLC $76,020,322 3.99% 3,464,919
Large BAMCO INC /NY/ $59,458,891 3.12% 2,710,068
Large WESTWOOD HOLDINGS GROUP INC $56,543,680 2.97% 2,577,196
Mega STATE STREET CORP $54,263,192 2.85% 2,473,254
Mega GEODE CAPITAL MANAGEMENT, LLC $47,193,663 2.48% 2,151,033
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $43,438,633 2.28% 1,979,883
Mega MORGAN STANLEY $39,562,358 2.08% 1,803,207
Small Annis Gardner Whiting Capital Advisors, LLC $37,682,783 1.98% 1,717,538
Mega Capital International Investors $36,059,640 1.89% 1,643,557
Mega T. Rowe Price Investment Management, Inc. $34,507,297 1.81% 1,572,803
Large NOMURA HOLDINGS INC $33,853,814 1.78% 1,543,018
Mega Capital Research Global Investors $33,850,107 1.78% 1,542,849
Mega DIMENSIONAL FUND ADVISORS LP $29,265,127 1.54% 1,333,871
Mega UBS Group AG $27,794,140 1.46% 1,266,825
Large Artisan Partners Limited Partnership $26,722,261 1.40% 1,217,970
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $24,187,796 1.27% 1,102,452
Large Fiera Capital Corp $22,900,357 1.20% 1,043,772
Mid Champlain Investment Partners, LLC $22,691,664 1.19% 1,034,260
Mega AMERICAN CENTURY COMPANIES INC $22,570,314 1.19% 1,028,729
Mid Fenimore Asset Management Inc $21,142,635 1.11% 795,434
Large MetLife Investment Management, LLC $20,572,984 1.08% 937,693
Mega JANUS HENDERSON GROUP PLC $19,348,556 1.02% 881,885
Mega BANK OF AMERICA CORP /DE/ Bank $18,614,047 0.98% 848,407
Mega ROYAL BANK OF CANADA Bank $17,075,483 0.90% 778,281
Small Venator Management LLC $16,967,189 0.89% 773,345
Large Boston Partners $16,953,103 0.89% 772,703
Mega NORTHERN TRUST CORP Bank $16,484,090 0.87% 751,326
Mega GOLDMAN SACHS GROUP INC $14,973,435 0.79% 682,472
Mid Aristotle Capital Boston, LLC $14,964,396 0.79% 682,060
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $14,880,234 0.78% 678,224
Mid KENNEDY CAPITAL MANAGEMENT LLC $14,101,189 0.74% 642,716
Mega VANGUARD FIDUCIARY TRUST CO Bank $12,390,329 0.65% 564,737
Large Man Group plc $11,778,532 0.62% 536,852
Large Corient Private Wealth LLC $11,023,994 0.58% 502,461
Large Woodline Partners LP $10,749,283 0.56% 489,940
Large SEI INVESTMENTS CO $10,008,457 0.53% 456,174
Large Point72 Asset Management, L.P. $9,806,697 0.52% 446,978
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $9,684,502 0.51% 364,353
Mid Tributary Capital Management, LLC $9,508,569 0.50% 357,734
Mid BECK MACK & OLIVER LLC $9,370,244 0.49% 427,085
Mega JPMORGAN CHASE & CO $9,305,585 0.49% 424,138
Large CIBC Bancorp USA Inc. Bank $8,881,750 0.47% 404,820
Large STATE OF WISCONSIN INVESTMENT BOARD $8,071,967 0.42% 367,911
Mid PALISADE CAPITAL MANAGEMENT, LP $7,974,158 0.42% 363,453
Small 1776 Wealth LLC $7,880,650 0.41% 359,191
Mid EQUITABLE TRUST CO Bank $7,522,086 0.40% 282,998
Mid PEREGRINE CAPITAL MANAGEMENT LLC $6,525,443 0.34% 245,502
Mega Nuveen, LLC $5,941,438 0.31% 270,804
Mid MAI Capital Management $4,858,766 0.26% 221,457
Mega PRICE T ROWE ASSOCIATES INC /MD/ $4,737,503 0.25% 215,930
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $4,303,988 0.23% 196,171
Mid NICHOLAS COMPANY, INC. $4,040,909 0.21% 184,180
Mid SMITH CHAS P & ASSOCIATES PA CPAS $3,295,015 0.17% 150,183
Mega ENVESTNET ASSET MANAGEMENT INC $3,180,400 0.17% 144,959
Mega WELLS FARGO & COMPANY/MN $3,087,176 0.16% 140,710
Mega Swiss National Bank Bank $3,086,958 0.16% 140,700
Large Rockefeller Capital Management L.P. $2,949,021 0.15% 134,413
Small Summit Creek Advisors LLC $2,938,138 0.15% 133,917
Large Curated Wealth Partners LLC $2,794,381 0.15% 105,131
Mid HB Wealth Management, LLC $2,743,747 0.14% 103,226
Mid XTX Topco Ltd $2,678,983 0.14% 122,105
Large CWM, LLC $2,521,959 0.13% 114,948
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,499,795 0.13% 94,048
Mega ALLIANCEBERNSTEIN L.P. $2,330,532 0.12% 106,223
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $2,272,874 0.12% 103,595
Mega RHUMBLINE ADVISERS $2,270,614 0.12% 103,492
Mid Madison Asset Management, LLC $2,266,928 0.12% 103,324
Mega AQR CAPITAL MANAGEMENT LLC $2,196,081 0.12% 100,095
Mid KORNITZER CAPITAL MANAGEMENT INC /KS $2,160,651 0.11% 98,480
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,147,092 0.11% 97,862
Large HighTower Advisors, LLC $2,042,109 0.11% 93,077
Micro Pathway Financial Advisors LLC $2,030,552 0.11% 76,394
Mid Campbell & CO Investment Adviser LLC $1,979,646 0.10% 90,230
Large BROWN BROTHERS HARRIMAN & CO $1,769,790 0.09% 80,665
Mega DEUTSCHE BANK AG\ Bank $1,749,910 0.09% 79,759
Large FIFTH THIRD BANCORP Bank $1,737,494 0.09% 79,193
Mid Laird Norton Wetherby Trust Company, LLC Bank $1,643,635 0.09% 74,915
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,588,499 0.08% 72,402
Mega Invesco Ltd. $1,538,036 0.08% 70,102
Small Quadrant Private Wealth Management, LLC $1,375,659 0.07% 62,701
Mid SAPIENT CAPITAL LLC $1,329,000 0.07% 50,000
Large Russell Investments Group, Ltd. $1,300,359 0.07% 59,269
Large CAPTRUST FINANCIAL ADVISORS $1,295,469 0.07% 59,046
Mega Legal & General Group Plc $1,245,094 0.07% 56,750
Large Creative Planning $1,211,812 0.06% 55,233
Mega LPL Financial LLC $1,061,808 0.06% 48,396
Large Jefferies Financial Group Inc. $1,058,780 0.06% 48,258
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,012,925 0.05% 46,168
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $985,281 0.05% 44,908
Mid SummitTX Capital, L.P. $946,140 0.05% 43,124
Large Mariner, LLC $928,127 0.05% 42,303
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $896,556 0.05% 40,864
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $846,664 0.04% 38,590
Large Cambridge Investment Research Advisors, Inc. $819,275 0.04% 30,823
Micro ENTREWEALTH, LLC $819,173 0.04% 37,337
Small Washington Trust Bank Bank $794,600 0.04% 36,217
Key facts CIK 1781755 CUSIP 05589G102 13F (30d) 45 filings 44 filers Visit website Investor relations

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