BWIN The Baldwin Insurance Group, Inc.
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.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FMR LLC | 14.8M | 16.5% |
| 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 |
| Corient Private Wealth LP | Reduced | 502.5K | 16.1K | -486.3K |
| 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 |
| STATE STREET CORP | Increased | 2.5M | 2.7M | +192.6K |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | 363.5K | 173.0K | -190.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.2M | 2.3M | +188.4K |
| 1776 Wealth LLC | Increased | 359.2K | 537.4K | +178.2K |
| Gillson Capital LP | New | 0 | 173.0K | +173.0K |
| Lighthouse Investment Partners, LLC | New | 0 | 171.9K | +171.9K |
| Champlain Investment Partners, LLC | Reduced | 1.0M | 863.0K | -171.2K |
| Balyasny Asset Management L.P. | New | 0 | 153.2K | +153.2K |
| Annis Gardner Whiting Capital Advisors, LLC | Reduced | 1.7M | 1.6M | -135.0K |
| ROYAL BANK OF CANADA | Reduced | 778.3K | 651.5K | -126.8K |
| XTX Topco Ltd | Sold Out | 122.1K | 0 | -122.1K |
| Nuveen, LLC | Increased | 270.8K | 392.6K | +121.8K |
| Aristotle Capital Boston, LLC | Reduced | 682.1K | 568.4K | -113.6K |
| FIFTH THIRD BANCORP | Increased | 79.2K | 185.6K | +106.4K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | Sold Out | 98.5K | 0 | -98.5K |
| Fenimore Asset Management Inc | Increased | 703.3K | 795.4K | +92.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 215.9K | 125.6K | -90.3K |
| Campbell & CO Investment Adviser LLC | Sold Out | 90.2K | 0 | -90.2K |
| CITADEL ADVISORS LLC | New | 0 | 74.0K | +74.0K |
| Summit Creek Advisors LLC | Reduced | 133.9K | 66.5K | -67.4K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 2.0M | 1.9M | -67.2K |
| FIRST TRUST ADVISORS LP | New | 0 | 62.9K | +62.9K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 6.8M | 6.7M | -61.5K |
| NORTHERN TRUST CORP | Increased | 751.3K | 810.3K | +58.9K |
| WELLS FARGO & COMPANY/MN | Increased | 140.7K | 197.9K | +57.2K |
| Pathway Financial Advisors LLC | Reduced | 128.7K | 76.4K | -52.3K |
| CSM Advisors, LLC | New | 0 | 51.4K | +51.4K |
| Jefferies Financial Group Inc. | Sold Out | 48.3K | 0 | -48.3K |
| Capital International Investors | Increased | 1.6M | 1.7M | +47.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 678.2K | 723.4K | +45.2K |
| SummitTX Capital, L.P. | Sold Out | 43.1K | 0 | -43.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | 367.9K | 325.1K | -42.8K |
| HighTower Advisors, LLC | Reduced | 93.1K | 51.1K | -42.0K |
| CITIGROUP INC | Increased | 17.1K | 54.5K | +37.5K |
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.