BWINThe Baldwin Insurance Group, Inc.

$30.42

Who owns BWIN

213 institutions reported holding BWIN for 2026Q1, together 92% of the company, more than the 204 a quarter earlier.

213

Institutions reporting a position · as of 2026Q1 · up from 204 the quarter before

Shares held by institutions
88.8M

Shares held by institutions · 92% of the company · long US equity positions only, as reported on Form 13F

Reported value
$1.95B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
40%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
26
New positions
38
Positions exited
34
Added to
89
Reduced
48
Top 10 holdersof the company
52%
Institutional ownership by quarter, 2019Q4 to 2026Q1
QuarterFilersSharesReported value
2026Q121388.8M$1.95B
2025Q420480.6M$1.94B
2025Q321179.0M$2.23B
2025Q222376.5M$3.28B
2025Q121772.4M$3.24B
2024Q420567.6M$2.62B
2024Q321765.0M$3.24B
2024Q218164.2M$2.28B
2024Q116963.0M$1.82B
2023Q416060.3M$1.45B
2023Q315159.0M$1.37B
2023Q214557.1M$1.41B
2023Q114155.2M$1.41B
2022Q414955.1M$1.39B
2022Q314955.5M$1.46B
2022Q215056.3M$1.36B
Largest reported holders, 2026Q1
HolderShares% of companyValue
FMR LLC14.0M14%$306M
VANGUARD GROUP INC7.6M7.8%$167M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6.8M7.0%$149M
BlackRock Inc.6.7M6.9%$146M
Bank of New York Mellon Corp3.9M4.0%$86M
BAMCO INC /NY/2.7M2.8%$59M
WESTWOOD HOLDINGS GROUP INC2.6M2.7%$57M
STATE STREET CORP2.5M2.6%$54M
GEODE CAPITAL MANAGEMENT LLC2.2M2.2%$47M
NOMURA HOLDINGS INC2.0M2.0%$43M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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