BWIN · Baldwin Insurance Group, Inc. · Shareholders & Ownership
$31.90
+0.03 (+0.08%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$4.45B
Shares
139.50M
Volume · Oct 20
485.75K
Avg daily vol (3M)
2.6M
Every disclosed holder of BWIN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BWIN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 88,933,975 | 63.75% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 25,118,815 | 18.01% |
| Remaining | 25,445,544 | 18.24% |
| Registered funds (N-PORT, not summed) | 43,934,071 | 31.49% |
Shares outstanding: 139,498,334, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BWIN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
12,537,590 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,251,950 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,555,851 | ||
| 2.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
905,379 | ||
| 2.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
178,850 | ||
| 2.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
109,544 | ||
| 2.5 |
iShares ESG Aware MSCI USA Small-Cap ETF
Fund
S000061604 · Registered fund · May 31, 2026
iShares Trust, not summed
|
65,686 | ||
| 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
CIK 1644956 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,732,965 | ||
| 3.1 |
William Blair Small Cap Growth Fund
Fund
S000008602 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
612,611 | ||
| 3.2 |
William Blair Small-Mid Cap Growth Fund
Fund
S000008603 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
599,910 | ||
| 3.3 |
William Blair Small-Mid Cap Core Fund
Fund
S000066499 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
132,096 | ||
| 3.4 |
William Blair Growth Fund
Fund
S000008594 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
38,379 | ||
| 4 |
GLAZER CAPITAL, LLC
13G
CIK 1076809 · Registered investment adviser · Sep 18, 2026
Rule 13d-1(c), passive investor
|
5,179,906 | ||
| 5 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,262,912 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,166,381 | ||
| 7 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,077,351 | ||
| 7.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
2,963 | ||
| 8 |
SMALLCAP World Fund Inc
Fund
S000009599 · Registered fund · Jun 30, 2026
SMALLCAP World Fund Inc, not summed
|
2,916,599 | ||
| 9 |
FMR LLC
13G
CIK 315066 · Holding company · Sep 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
2,866,144 | ||
| 9.1 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,752,216 | ||
| 9.2 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
3,697,792 | ||
| 9.3 |
Fidelity Balanced Fund
Fund
S000007151 · Registered fund · May 31, 2026
Fidelity Puritan Trust, not summed
|
2,026,641 | ||
| 9.4 |
Fidelity Small Cap Value Fund
Fund
S000007194 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
1,162,119 | ||
| 9.5 |
Fidelity U.S. Equity Central Fund
Fund
S000070098 · Registered fund · Jun 30, 2026
Fidelity Central Investment Portfolios LLC, not summed
|
1,083,300 | ||
| 10 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,712,386 | ||
| 10.1 |
BARON SMALL CAP FUND
Fund
S000000584 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
2,700,000 | ||
| 10.2 |
Baron Financials ETF
Fund
S000096484 · Registered fund · Jun 30, 2026
Baron ETF Trust, not summed
|
9,730 | ||
| 11 |
|
2,665,874 | ||
| 11.1 |
State Street(R) SPDR(R) S&P(R) Insurance ETF
Fund
S000006979 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
422,819 | ||
| 11.2 |
State Street Institutional Small-Cap Equity Fund
Fund
S000001631 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL FUNDS, not summed
|
86,120 | ||
| 11.3 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
34,105 | ||
| 11.4 |
State Street Small-Cap Equity V.I.S. Fund
Fund
S000001636 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
3,771 | ||
| 11.5 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
2,476 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,339,453 | ||
| 13 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,277,033 | ||
| 13.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
194 | ||
| 14 |
Woodline Partners LP
13F
CIK 1784547 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,264,135 | ||
| 15 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,173,804 | ||
| 16 |
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
CIK 351173 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,097,658 | ||
| 17 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,010,989 | ||
| 18 |
WESTWOOD HOLDINGS GROUP INC
13F
CIK 1165002 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,938,370 | ||
| 19 |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
13F
CIK 921739 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,912,711 | ||
| 19.1 |
Nomura Small Cap Core Fund
Fund
S000002400 · Registered fund · May 29, 2026
Delaware Group Equity Funds V, not summed
|
1,551,313 | ||
| 20 |
Capital International Investors
13F
CIK 1562230 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,690,697 | ||
| 21 |
|
1,641,349 | ||
| 22 |
Annis Gardner Whiting Capital Advisors, LLC
13F
CIK 1998414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,582,587 | ||
| 23 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,563,988 | ||
| 24 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,346,168 | ||
| 24.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
383,621 | ||
| 24.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
231,744 | ||
| 24.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
220,457 | ||
| 24.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
73,864 | ||
| 24.5 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
73,033 | ||
| 25 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,308,203 | ||
| 26 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,192,820 | ||
| 27 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,184,085 | ||
| 28 |
BNY Mellon Small/Mid Cap Growth Fund
Fund
S000011499 · Registered fund · Jun 30, 2026
BNY Mellon Investment Funds I, not summed
|
1,054,196 | ||
| 29 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,038,190 | ||
| 30 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
914,371 | ||
| 31 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
897,745 | ||
| 32 |
Champlain Investment Partners, LLC
13F
CIK 1315478 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
863,038 | ||
| 32.1 |
Champlain Small Company Fund
Fund
S000005803 · Registered fund · Jun 30, 2026
ADVISORS' INNER CIRCLE FUND II, not summed
|
338,000 | ||
| 33 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
810,264 | ||
| 33.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
49,635 | ||
| 33.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
158 | ||
| 34 |
Venator Management LLC
13F
CIK 1838211 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
773,345 | ||
| 35 |
Bridgewater Advisors Inc.
13F
CIK 1600319 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
728,743 | ||
| 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
723,413 | ||
| 36.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
377,255 | ||
| 36.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
238,197 | ||
| 36.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
53,958 | ||
| 36.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
43,249 | ||
| 37 |
MetLife Investment Management, LLC
13F
CIK 1529735 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
692,797 | ||
| 37.1 |
MetLife Small Company Equity Fund
Fund
S000063587 · Registered fund · Jun 30, 2026
ADVISORS' INNER CIRCLE III, not summed
|
3,134 | ||
| 38 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
673,005 | ||
| 38.1 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
79,372 | ||
| 38.2 |
Goldman Sachs Small Cap Growth Insights Fund
Fund
S000014930 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
33,050 | ||
| 38.3 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
7,808 | ||
| 38.4 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
7,604 | ||
| 38.5 |
Goldman Sachs Multi-Manager Global Equity Fund
Fund
S000049146 · Registered fund · Jul 31, 2026
Goldman Sachs Trust II, not summed
|
5,068 | ||
| 39 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
651,487 | ||
| 40 |
FAM SMALL CAP FUND
Fund
S000035925 · Registered fund · Jun 30, 2026
Fenimore Asset Management Trust, not summed
|
623,564 | ||
| 41 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
612,135 | ||
| 41.1 |
Kennedy Capital Small Cap Growth Fund
Fund
S000076117 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST II, not summed
|
261 | ||
| 42 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
596,374 | ||
| 43 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
581,482 | ||
| 44 |
Aristotle Capital Boston, LLC
13F
CIK 1633911 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
568,427 | ||
| 45 |
1776 Wealth LLC
13F
CIK 1803140 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
537,410 | ||
| 46 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
491,803 | ||
| 47 |
SEI INVESTMENTS CO
13F
CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
446,679 | ||
| 47.1 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
16,000 | ||
| 48 |
BECK MACK & OLIVER LLC
13F
CIK 10742 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
438,020 | ||
| 49 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
410,190 | ||
| 50 |
CIBC Bancorp USA Inc.
13F
CIK 1711924 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
405,426 |
51 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 340 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.
Key facts
CIK
1781755
CUSIP
05589G102
13F (30d)
21 filings
21 filers
Visit website
Investor relations