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 $2.34B 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 $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 $470.60M, representing an estimated gain of +20.02% 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, 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
224
Total Reported Value
$2.34B
Largest Holder
Fmr Llc
Largest Position
$392.11M
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $470,595,690 | +$78,481,789 | +20.02% | |
| Blackrock, Inc. | 0.00% | 7,251,950 | $192,756,821 | $231,337,205 | +$38,580,384 | +20.02% | |
| William Blair Investment Management, Llc | 0.54% | 6,732,965 | $178,962,210 | $214,781,584 | +$35,819,374 | +20.02% | |
| Vanguard Portfolio Management Llc | 0.00% | 3,262,912 | $86,728,201 | $104,086,893 | +$17,358,692 | +20.02% | |
| Vanguard Capital Management Llc | 0.00% | 3,166,381 | $84,162,407 | $101,007,554 | +$16,845,147 | +20.02% | |
| Bank Of New York Mellon Corp | 0.01% | 3,077,351 | $81,795,997 | $98,167,497 | +$16,371,500 | +20.02% | |
| Bamco Inc | 0.11% | 2,712,386 | $72,095,220 | $86,525,113 | +$14,429,893 | +20.02% | |
| State Street Corp | 0.00% | 2,665,874 | $70,829,267 | $85,041,381 | +$14,212,114 | +20.07% | |
| Geode Capital Management, Llc | 0.00% | 2,339,453 | $62,193,866 | $74,628,551 | +$12,434,685 | +19.99% | |
| Morgan Stanley | 0.00% | 2,277,033 | $60,523,570 | $72,637,353 | +$12,113,783 | +20.01% | |
| Woodline Partners Lp | 0.19% | 2,264,135 | $60,180,708 | $72,225,907 | +$12,045,199 | +20.02% | |
| Frontier Capital Management Co Llc | 0.52% | 2,097,658 | $55,755,750 | $66,915,290 | +$11,159,540 | +20.02% | |
| Westwood Holdings Group Inc | 0.39% | 1,938,370 | $51,521,873 | $61,834,003 | +$10,312,130 | +20.02% | |
| Nomura Asset Management International Inc. | 0.08% | 1,912,711 | $50,840,000 | $61,015,481 | +$10,175,481 | +20.01% | |
| Capital International Investors | 0.01% | 1,690,697 | $44,938,726 | $53,933,234 | +$8,994,508 | +20.02% | |
| Ubs Group Ag | 0.01% | 1,641,349 | $43,627,056 | $52,359,033 | +$8,731,977 | +20.02% | |
| Annis Gardner Whiting Capital Advisors, Llc | 6.31% | 1,582,587 | $42,065,163 | $50,484,525 | +$8,419,362 | +20.02% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,346,168 | $35,779,984 | $42,942,759 | +$7,162,775 | +20.02% | |
| Capital Research Global Investors | 0.00% | 1,308,203 | $34,772,036 | $41,731,676 | +$6,959,640 | +20.02% | |
| Boston Partners | 0.03% | 1,192,820 | $31,698,386 | $38,050,958 | +$6,352,572 | +20.04% | |
| Bank Of America Corp | 0.00% | 1,184,085 | $31,472,980 | $37,772,312 | +$6,299,332 | +20.02% | |
| Point72 Asset Management, L.P. | 0.04% | 1,038,190 | $27,595,090 | $33,118,261 | +$5,523,171 | +20.02% | |
| Champlain Investment Partners, Llc | 0.59% | 863,038 | $22,939,550 | $27,530,912 | +$4,591,362 | +20.02% | |
| Northern Trust Corp | 0.00% | 810,264 | $21,536,818 | $25,847,422 | +$4,310,604 | +20.02% | |
| Bridgewater Advisors Inc. | 1.17% | 728,743 | $21,482,223 | $23,246,902 | +$1,764,679 | +8.21% | |
| Fenimore Asset Management Inc | 0.44% | 795,434 | $21,142,636 | $25,374,345 | +$4,231,709 | +20.02% | |
| Venator Management Llc | 4.63% | 773,345 | $20,555,510 | $24,669,706 | +$4,114,196 | +20.02% | |
| Janus Henderson Group Plc | 0.01% | 881,885 | $19,348,404 | $28,132,132 | +$8,783,728 | +45.40% | |
| Charles Schwab Investment Management Inc | 0.00% | 723,413 | $19,228,318 | $23,076,875 | +$3,848,557 | +20.02% | |
| Sixth Street Partners Management Company, L.P. | 0.00% | 723,413 | $19,228,318 | $23,076,875 | +$3,848,557 | +20.02% | |
| Metlife Investment Management, Llc | 0.08% | 692,797 | $18,414,544 | $22,100,224 | +$3,685,680 | +20.02% | |
| Goldman Sachs Group Inc | 0.00% | 673,005 | $17,888,473 | $21,468,860 | +$3,580,387 | +20.02% | |
| Royal Bank Of Canada | 0.00% | 651,487 | $17,317,000 | $20,782,435 | +$3,465,435 | +20.01% | |
| Kennedy Capital Management Llc | 0.29% | 612,135 | $16,270,548 | $19,527,107 | +$3,256,559 | +20.02% | |
| Fiera Capital Corp | 0.06% | 596,374 | $15,851,621 | $19,024,331 | +$3,172,710 | +20.02% | |
| Vanguard Fiduciary Trust Co | 0.00% | 581,482 | $15,455,792 | $18,549,276 | +$3,093,484 | +20.02% | |
| Aristotle Capital Boston, Llc | 1.01% | 568,427 | $15,108,787 | $18,132,821 | +$3,024,034 | +20.02% | |
| 1776 Wealth Llc | 5.03% | 537,410 | $14,284,358 | $17,143,379 | +$2,859,021 | +20.02% | |
| Corient Private Wealth Llc | 0.02% | 518,278 | $13,775,830 | $16,533,068 | +$2,757,238 | +20.02% | |
| Sei Investments Co | 0.01% | 446,679 | $11,872,729 | $14,249,060 | +$2,376,331 | +20.02% | |
| Beck Mack & Oliver Llc | 0.23% | 438,020 | $11,642,572 | $13,972,838 | +$2,330,266 | +20.02% | |
| Jpmorgan Chase & Co | 0.00% | 410,190 | $10,884,509 | $13,085,061 | +$2,200,552 | +20.22% | |
| Cibc Bancorp Usa Inc. | 0.01% | 405,426 | $10,776,223 | $12,933,089 | +$2,156,866 | +20.02% | |
| Nuveen, Llc | 0.00% | 392,561 | $10,434,272 | $12,522,696 | +$2,088,424 | +20.02% | |
| New York State Common Retirement Fund | 0.01% | 364,353 | $9,684,503 | $11,622,861 | +$1,938,358 | +20.02% | |
| Tributary Capital Management, Llc | 0.78% | 357,734 | $9,508,570 | $11,411,715 | +$1,903,145 | +20.02% | |
| Freestone Grove Partners Lp | 0.06% | 327,679 | $8,709,708 | $10,452,960 | +$1,743,252 | +20.02% | |
| State Of Wisconsin Investment Board | 0.02% | 325,131 | $8,641,982 | $10,371,679 | +$1,729,697 | +20.02% | |
| Peregrine Capital Management Llc | 0.21% | 245,502 | $6,525,443 | $7,831,514 | +$1,306,071 | +20.02% | |
| Mai Capital Management | 0.02% | 221,435 | $5,885,743 | $7,063,777 | +$1,178,034 | +20.02% |
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.