BWIN The Baldwin Insurance Group, Inc.

NASDAQ
$31.85

The Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership

What the institutions did with BWIN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
2
filed both this quarter and last
Managers holding
2
+0 on the quarter
Buyers
1
0 opened new
Sellers
1
0 sold out entirely
Buyer share
50.0%
of managers who traded it
Breadth
+0.0
net buyers, as a share of those trading

Only 2 managers reported a position this quarter, so the percentages above describe a very small sample.

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Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 58.6K 97.9%
Versant Capital Management, Inc 1.3K 2.1%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 77.6K 58.6K -19.0K
Versant Capital Management, Inc Increased 1.2K 1.3K +57

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.