BWIN The Baldwin Insurance Group, Inc.

NASDAQ
$30.41

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 June 30, 2026.

Managers reporting
248
filed a 13F this quarter
Managers holding
223
+10 on the quarter
Buyers
106
35 opened new
Sellers
101
25 sold out entirely
Buyer share
51.2%
of managers who traded it
Breadth
+2.4
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
FMR LLC 14.8M 16.4%
BlackRock, Inc. 7.3M 8.1%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 6.7M 7.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 3.3M 3.6%
VANGUARD CAPITAL MANAGEMENT LLC 3.2M 3.5%
Bank of New York Mellon Corp 3.1M 3.4%
BAMCO INC /NY/ 2.7M 3.0%
STATE STREET CORP 2.7M 3.0%
GEODE CAPITAL MANAGEMENT, LLC 2.3M 2.6%
MORGAN STANLEY 2.3M 2.5%
Woodline Partners LP 2.3M 2.5%
FRONTIER CAPITAL MANAGEMENT CO LLC 2.1M 2.3%
T. Rowe Price Investment Management, Inc. 2.0M 2.2%
WESTWOOD HOLDINGS GROUP INC 1.9M 2.2%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1.9M 2.1%
Capital International Investors 1.7M 1.9%
UBS Group AG 1.6M 1.8%
Annis Gardner Whiting Capital Advisors, LLC 1.6M 1.8%
DIMENSIONAL FUND ADVISORS LP 1.3M 1.5%
Capital Research Global Investors 1.3M 1.5%
Boston Partners 1.2M 1.3%
BANK OF AMERICA CORP /DE/ 1.2M 1.3%
Point72 Asset Management, L.P. 1.0M 1.2%
Champlain Investment Partners, LLC 863.0K 1.0%
NORTHERN TRUST CORP 810.3K 0.9%

Largest changes

Manager Action Previous Current Change
Woodline Partners LP Increased 489.9K 2.3M +1.8M
NOMURA HOLDINGS INC Reduced 1.5M 60.9K -1.5M
Artisan Partners Limited Partnership Sold Out 1.2M 0 -1.2M
AMERICAN CENTURY COMPANIES INC Sold Out 1.0M 0 -1.0M
FRONTIER CAPITAL MANAGEMENT CO LLC Increased 1.1M 2.1M +995.2K
Bank of New York Mellon Corp Reduced 3.9M 3.1M -840.7K
FMR LLC Increased 14.0M 14.8M +798.2K
Bridgewater Advisors Inc. New 0 728.7K +728.7K
WESTWOOD HOLDINGS GROUP INC Reduced 2.6M 1.9M -638.8K
BlackRock, Inc. Increased 6.7M 7.3M +600.7K
Point72 Asset Management, L.P. Increased 447.0K 1.0M +591.2K
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 638.6K 77.6K -561.0K
MORGAN STANLEY Increased 1.8M 2.3M +473.8K
Fiera Capital Corp Reduced 1.0M 596.4K -447.4K
T. Rowe Price Investment Management, Inc. Increased 1.6M 2.0M +438.2K
Boston Partners Increased 772.7K 1.2M +420.1K
UBS Group AG Increased 1.3M 1.6M +374.5K
Man Group plc Reduced 536.9K 166.0K -370.8K
BANK OF AMERICA CORP /DE/ Increased 848.4K 1.2M +335.7K
NEW YORK STATE COMMON RETIREMENT FUND Reduced 698.2K 364.4K -333.8K
Freestone Grove Partners LP New 0 327.7K +327.7K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 3.5M 3.2M -298.5K
MetLife Investment Management, LLC Reduced 937.7K 692.8K -244.9K
Capital Research Global Investors Reduced 1.5M 1.3M -234.6K
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 3.5M 3.3M -212.2K

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.