BALDWIN INSURANCE GROUP INC/ (BWIN) Institutional Shareholders
BALDWIN INSURANCE GROUP INC/ (BWIN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.91B in BWIN holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of BWIN tracked by InsiderSet, reporting ownership valued at approximately $306.15M in its March 31, 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 $387.09M, representing an estimated gain of +26.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed BWIN value among the investors covered in this analysis. Major shareholders include Fmr Llc, William Blair Investment Management, Llc, Blackrock, Inc., 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
210
Total Reported Value
$1.91B
Largest Holder
Fmr Llc
Largest Position
$306.15M
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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% | 13,954,062 | $306,152,121 | $387,085,680 | +$80,933,559 | +26.44% | |
| William Blair Investment Management, Llc | 0.49% | 6,794,492 | $149,071,154 | $188,479,208 | +$39,408,054 | +26.44% | |
| Blackrock, Inc. | 0.00% | 6,651,300 | $145,929,512 | $184,507,062 | +$38,577,550 | +26.44% | |
| Bank Of New York Mellon Corp | 0.02% | 3,918,087 | $85,962,834 | $108,687,733 | +$22,724,899 | +26.44% | |
| Vanguard Portfolio Management Llc | 0.00% | 3,475,131 | $76,244,374 | $96,400,134 | +$20,155,760 | +26.44% | |
| Vanguard Capital Management Llc | 0.00% | 3,464,919 | $76,020,323 | $96,116,853 | +$20,096,530 | +26.44% | |
| Bamco Inc | 0.18% | 2,710,068 | $59,458,892 | $75,177,286 | +$15,718,394 | +26.44% | |
| Westwood Holdings Group Inc | 0.41% | 2,577,196 | $56,543,679 | $71,491,417 | +$14,947,738 | +26.44% | |
| State Street Corp | 0.00% | 2,473,254 | $54,263,193 | $68,608,066 | +$14,344,873 | +26.44% | |
| Geode Capital Management, Llc | 0.00% | 2,151,033 | $47,202,976 | $59,669,655 | +$12,466,679 | +26.41% | |
| Nomura Asset Management International Inc. | 0.07% | 1,979,883 | $43,439,000 | $54,921,954 | +$11,482,954 | +26.43% | |
| Morgan Stanley | 0.00% | 1,803,207 | $39,562,362 | $50,020,962 | +$10,458,600 | +26.44% | |
| Annis Gardner Whiting Capital Advisors, Llc | 6.03% | 1,717,538 | $37,682,784 | $47,644,504 | +$9,961,720 | +26.44% | |
| Capital International Investors | 0.01% | 1,643,557 | $36,059,641 | $45,592,271 | +$9,532,630 | +26.44% | |
| Nomura Holdings Inc | 0.28% | 1,543,018 | $33,853,815 | $42,803,319 | +$8,949,504 | +26.44% | |
| Capital Research Global Investors | 0.01% | 1,542,849 | $33,850,107 | $42,798,631 | +$8,948,524 | +26.44% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,333,871 | $29,265,377 | $37,001,582 | +$7,736,205 | +26.43% | |
| Ubs Group Ag | 0.00% | 1,266,825 | $27,794,140 | $35,141,726 | +$7,347,586 | +26.44% | |
| Artisan Partners Limited Partnership | 0.04% | 1,217,970 | $26,722,262 | $33,786,488 | +$7,064,226 | +26.44% | |
| Frontier Capital Management Co Llc | 0.25% | 1,102,452 | $24,187,797 | $30,582,018 | +$6,394,221 | +26.44% | |
| Fiera Capital Corp | 0.08% | 1,043,772 | $22,900,357 | $28,954,235 | +$6,053,878 | +26.44% | |
| Champlain Investment Partners, Llc | 0.29% | 1,034,260 | $22,691,664 | $28,690,372 | +$5,998,708 | +26.44% | |
| American Century Companies Inc | 0.01% | 1,028,729 | $22,570,315 | $28,536,942 | +$5,966,627 | +26.44% | |
| Fenimore Asset Management Inc | 0.44% | 795,434 | $21,142,636 | $22,065,339 | +$922,703 | +4.36% | |
| Metlife Investment Management, Llc | 0.10% | 937,693 | $20,572,984 | $26,011,604 | +$5,438,620 | +26.44% | |
| Janus Henderson Group Plc | 0.01% | 881,885 | $19,348,404 | $24,463,490 | +$5,115,086 | +26.44% | |
| Bank Of America Corp | 0.00% | 848,407 | $18,614,057 | $23,534,810 | +$4,920,753 | +26.44% | |
| Royal Bank Of Canada | 0.00% | 778,281 | $17,075,000 | $21,589,515 | +$4,514,515 | +26.44% | |
| Boston Partners | 0.02% | 772,703 | $17,000,889 | $21,434,781 | +$4,433,892 | +26.08% | |
| Venator Management Llc | 4.08% | 773,345 | $16,967,189 | $21,452,590 | +$4,485,401 | +26.44% | |
| Northern Trust Corp | 0.00% | 751,326 | $16,484,092 | $20,841,783 | +$4,357,691 | +26.44% | |
| Goldman Sachs Group Inc | 0.00% | 682,472 | $14,973,435 | $18,931,773 | +$3,958,338 | +26.44% | |
| Aristotle Capital Boston, Llc | 0.93% | 682,060 | $14,973,043 | $18,920,344 | +$3,947,301 | +26.36% | |
| Charles Schwab Investment Management Inc | 0.00% | 678,224 | $14,880,235 | $18,813,934 | +$3,933,699 | +26.44% | |
| Kennedy Capital Management Llc | 0.30% | 642,716 | $14,101,189 | $17,828,942 | +$3,727,753 | +26.44% | |
| Vanguard Fiduciary Trust Co | 0.00% | 564,737 | $12,390,330 | $15,665,804 | +$3,275,474 | +26.44% | |
| Man Group Plc | 0.02% | 536,852 | $11,778,533 | $14,892,274 | +$3,113,741 | +26.44% | |
| Corient Private Wealth Llc | 0.02% | 502,461 | $11,022,963 | $13,938,268 | +$2,915,305 | +26.45% | |
| Woodline Partners Lp | 0.04% | 489,940 | $10,749,284 | $13,590,936 | +$2,841,652 | +26.44% | |
| Sei Investments Co | 0.01% | 456,174 | $10,008,451 | $12,654,267 | +$2,645,816 | +26.44% | |
| Point72 Asset Management, L.P. | 0.02% | 446,978 | $9,806,697 | $12,399,170 | +$2,592,473 | +26.44% | |
| New York State Common Retirement Fund | 0.01% | 364,353 | $9,684,503 | $10,107,152 | +$422,649 | +4.36% | |
| Tributary Capital Management, Llc | 0.78% | 357,734 | $9,508,570 | $9,923,541 | +$414,971 | +4.36% | |
| Beck Mack & Oliver Llc | 0.19% | 427,085 | $9,370,245 | $11,847,338 | +$2,477,093 | +26.44% | |
| Cibc Bancorp Usa Inc. | 0.01% | 404,820 | $8,881,751 | $11,229,707 | +$2,347,956 | +26.44% | |
| State Of Wisconsin Investment Board | 0.02% | 367,911 | $8,071,967 | $10,205,851 | +$2,133,884 | +26.44% | |
| Palisade Capital Management, Lp | 0.27% | 363,453 | $7,974,159 | $10,082,186 | +$2,108,027 | +26.44% | |
| 1776 Wealth Llc | 3.10% | 359,191 | $7,880,651 | $9,963,958 | +$2,083,307 | +26.44% | |
| Peregrine Capital Management Llc | 0.21% | 245,502 | $6,525,443 | $6,810,225 | +$284,782 | +4.36% | |
| Nuveen, Llc | 0.00% | 270,804 | $5,941,440 | $7,512,103 | +$1,570,663 | +26.44% |
Frequently asked questions about BWIN
Who owns the most BWIN stock?
The largest holders of BWIN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BALDWIN INSURANCE GROUP INC/ (BWIN).
Is BWIN widely held by superinvestors?
Many widely followed stocks like BWIN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BWIN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.