BWIN Institutional Ownership & Shareholders
BALDWIN INSURANCE GROUP INC/ (BWIN) is currently held by 226 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of BWIN tracked by InsiderSet, reporting ownership valued at approximately $392.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $471.04M, representing an estimated gain of +20.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed BWIN value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., William Blair Investment Management, Llc, and several other long-term asset managers with concentrated positions in BALDWIN INSURANCE GROUP INC/ (BWIN).
This page ranks the largest institutional BWIN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
226
Total Reported Value
$2.39B
Largest Holder
Fmr Llc
Largest Position
$392.11M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 14,752,216 | $392,113,901 | $471,038,257 | +$78,924,356 | +20.13% | |
| Blackrock, Inc. | 0.00% | 7,251,950 | $192,756,821 | $231,554,764 | +$38,797,943 | +20.13% | |
| William Blair Investment Management, Llc | 0.54% | 6,732,965 | $178,962,210 | $214,983,572 | +$36,021,362 | +20.13% | |
| Vanguard Portfolio Management Llc | 0.00% | 3,262,912 | $86,728,201 | $104,184,780 | +$17,456,579 | +20.13% | |
| Vanguard Capital Management Llc | 0.00% | 3,166,381 | $84,162,407 | $101,102,545 | +$16,940,138 | +20.13% | |
| Bank Of New York Mellon Corp | 0.01% | 3,077,351 | $81,795,997 | $98,259,817 | +$16,463,820 | +20.13% | |
| Bamco Inc | 0.11% | 2,712,386 | $72,095,220 | $86,606,485 | +$14,511,265 | +20.13% | |
| State Street Corp | 0.00% | 2,665,874 | $70,829,267 | $85,121,357 | +$14,292,090 | +20.18% | |
| Geode Capital Management, Llc | 0.00% | 2,339,453 | $62,193,866 | $74,698,734 | +$12,504,868 | +20.11% | |
| Morgan Stanley | 0.00% | 2,277,033 | $60,523,570 | $72,705,664 | +$12,182,094 | +20.13% | |
| Woodline Partners Lp | 0.19% | 2,264,135 | $60,180,708 | $72,293,831 | +$12,113,123 | +20.13% | |
| Frontier Capital Management Co Llc | 0.52% | 2,097,658 | $55,755,750 | $66,978,220 | +$11,222,470 | +20.13% | |
| T. Rowe Price Investment Management, Inc. | 0.04% | 2,010,989 | $53,453,000 | $64,210,879 | +$10,757,879 | +20.13% | |
| Westwood Holdings Group Inc | 0.39% | 1,938,370 | $51,521,873 | $61,892,154 | +$10,370,281 | +20.13% | |
| Nomura Asset Management International Inc. | 0.08% | 1,912,711 | $50,840,000 | $61,072,862 | +$10,232,862 | +20.13% | |
| Capital International Investors | 0.01% | 1,690,697 | $44,938,726 | $53,983,955 | +$9,045,229 | +20.13% | |
| Ubs Group Ag | 0.01% | 1,641,349 | $43,627,056 | $52,408,274 | +$8,781,218 | +20.13% | |
| Annis Gardner Whiting Capital Advisors, Llc | 6.31% | 1,582,587 | $42,065,163 | $50,532,003 | +$8,466,840 | +20.13% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,346,168 | $35,779,984 | $42,983,144 | +$7,203,160 | +20.13% | |
| Capital Research Global Investors | 0.00% | 1,308,203 | $34,772,036 | $41,770,922 | +$6,998,886 | +20.13% | |
| Boston Partners | 0.03% | 1,192,820 | $31,698,386 | $38,086,743 | +$6,388,357 | +20.15% | |
| Bank Of America Corp | 0.00% | 1,184,085 | $31,472,980 | $37,807,834 | +$6,334,854 | +20.13% | |
| Point72 Asset Management, L.P. | 0.04% | 1,038,190 | $27,595,090 | $33,149,407 | +$5,554,317 | +20.13% | |
| Champlain Investment Partners, Llc | 0.59% | 863,038 | $22,939,550 | $27,556,803 | +$4,617,253 | +20.13% | |
| Northern Trust Corp | 0.00% | 810,264 | $21,536,818 | $25,871,730 | +$4,334,912 | +20.13% | |
| Bridgewater Advisors Inc. | 1.17% | 728,743 | $21,482,223 | $23,268,764 | +$1,786,541 | +8.32% | |
| Venator Management Llc | 4.63% | 773,345 | $20,555,510 | $24,692,906 | +$4,137,396 | +20.13% | |
| Janus Henderson Group Plc | 0.01% | 881,885 | $19,348,404 | $28,158,588 | +$8,810,184 | +45.53% | |
| Charles Schwab Investment Management Inc | 0.00% | 723,413 | $19,228,318 | $23,098,577 | +$3,870,259 | +20.13% | |
| Metlife Investment Management, Llc | 0.08% | 692,797 | $18,414,544 | $22,121,008 | +$3,706,464 | +20.13% | |
| Goldman Sachs Group Inc | 0.00% | 673,005 | $17,888,473 | $21,489,050 | +$3,600,577 | +20.13% | |
| Royal Bank Of Canada | 0.00% | 651,487 | $17,317,000 | $20,801,980 | +$3,484,980 | +20.12% | |
| Kennedy Capital Management Llc | 0.29% | 612,135 | $16,270,548 | $19,545,471 | +$3,274,923 | +20.13% | |
| Fiera Capital Corp | 0.06% | 596,374 | $15,851,621 | $19,042,222 | +$3,190,601 | +20.13% | |
| Vanguard Fiduciary Trust Co | 0.00% | 581,482 | $15,455,792 | $18,566,720 | +$3,110,928 | +20.13% | |
| Aristotle Capital Boston, Llc | 1.01% | 568,427 | $15,108,787 | $18,149,874 | +$3,041,087 | +20.13% | |
| 1776 Wealth Llc | 5.03% | 537,410 | $14,284,358 | $17,159,501 | +$2,875,143 | +20.13% | |
| Sei Investments Co | 0.01% | 446,679 | $11,872,729 | $14,262,460 | +$2,389,731 | +20.13% | |
| Beck Mack & Oliver Llc | 0.23% | 438,020 | $11,642,572 | $13,985,979 | +$2,343,407 | +20.13% | |
| Tributary Capital Management, Llc | 1.00% | 342,996 | $10,903,843 | $10,951,862 | +$48,019 | +0.44% | |
| Jpmorgan Chase & Co | 0.00% | 410,190 | $10,884,509 | $13,097,367 | +$2,212,858 | +20.33% | |
| Cibc Bancorp Usa Inc. | 0.01% | 405,426 | $10,776,223 | $12,945,252 | +$2,169,029 | +20.13% | |
| Nuveen, Llc | 0.00% | 392,561 | $10,434,272 | $12,534,473 | +$2,100,201 | +20.13% | |
| New York State Common Retirement Fund | 0.01% | 364,353 | $9,684,503 | $11,633,791 | +$1,949,288 | +20.13% | |
| Equitable Trust Co | 0.38% | 282,998 | $8,996,506 | $9,036,126 | +$39,620 | +0.44% | |
| Freestone Grove Partners Lp | 0.06% | 327,679 | $8,709,708 | $10,462,790 | +$1,753,082 | +20.13% | |
| State Of Wisconsin Investment Board | 0.02% | 325,131 | $8,641,982 | $10,381,433 | +$1,739,451 | +20.13% | |
| Fenimore Asset Management Inc | 0.19% | 269,627 | $8,571,442 | $8,609,190 | +$37,748 | +0.44% | |
| Peregrine Capital Management Llc | 0.21% | 245,502 | $6,525,443 | $7,838,879 | +$1,313,436 | +20.13% | |
| Mai Capital Management | 0.02% | 221,435 | $5,885,743 | $7,070,420 | +$1,184,677 | +20.13% |
Frequently asked questions about BWIN
Who are the largest institutional holders of BWIN?
The largest institutional holders of BWIN reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., William Blair Investment Management, Llc, Vanguard Portfolio Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported BWIN position.
What is BWIN institutional ownership?
This page tracks BWIN positions reported by institutional investment managers through SEC Form 13F. BALDWIN INSURANCE GROUP INC/ (BWIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BWIN?
InsiderSet currently tracks 226 institutional managers reporting BWIN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BWIN shareholders.
How much BWIN stock do institutions own?
Institutional investment managers disclosed approximately $2.39B in BWIN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BWIN institutional ownership last updated?
The latest BWIN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BWIN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BWIN position after the reporting date.
Are institutions buying or selling BWIN?
Institutional buying and selling can be analyzed by comparing BWIN positions across consecutive 13F reporting periods. InsiderSet's BWIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BWIN ownership changes.
How has BWIN institutional ownership changed over time?
InsiderSet tracks BWIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.