Who Owns The Baldwin Insurance Group, Inc. (BWIN)?Hedge Fund & Institutional Holders

$21.10+0.29 (+1.39%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8127717700015065e+229T

% of Float Held

Infinity%

QoQ Change in Holders

+15 / -4

Price History

$16.50$26.20$35.89$45.59$55.29Sep 24Jun 25Mar 26

BWIN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of New York Mellon CorpNew Position+2.9M+$65.0M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.New Position+1.9M+$44.0M
Woodline Partners LPNew Position+1.5M+$35.0M
FENIMORE ASSET MANAGEMENT INCNew Position+583K+$14.0M
Philadelphia Financial Management of San Francisco, LLCNew Position+556K+$13.4M
Tributary Capital Management, LLCNew Position+378K+$9.1M
MILFORD FUNDS LTDNew Position+346K+$8.3M
BALYASNY ASSET MANAGEMENT L.P.New Position+302K+$7.0M
BECK MACK & OLIVER LLCNew Position+290K+$7.0M
SG Americas Securities, LLCNew Position+280K+$6.7M
FRONTIER CAPITAL MANAGEMENT CO LLCNew Position+257K+$6.2M
CITADEL ADVISORS LLCNew Position+270K+$5.0M
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+220K+$5.0M
KORNITZER CAPITAL MANAGEMENT INC /KSNew Position+180K+$4.3M
Summit Creek Advisors LLCNew Position+148K+$3.6M

BWIN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Capital Research Global InvestorsDecreased-1.5M-$127.2B
Champlain Investment Partners, LLCDecreased-265K-$110.4B
MACQUARIE GROUP LTDClosed Position-2.2M-$61.0B
JPMORGAN CHASE & CODecreased-191K-$42.7B
Capital World InvestorsClosed Position-1.3M-$35.5B
WESTFIELD CAPITAL MANAGEMENT CO LPClosed Position-1.1M-$30.2B
ROYAL BANK OF CANADADecreased-93K-$28.0B
JANUS HENDERSON GROUP PLCDecreased-22K-$22.7B
NORTHERN TRUST CORPDecreased-56K-$18.2B
BANK OF AMERICA CORP /DE/Decreased-26K-$16.5B
Rockefeller Capital Management L.P.Decreased-414K-$15.1B
Invesco Ltd.Decreased-441K-$14.2B
AMERIPRISE FINANCIAL INCDecreased-494K-$14.2B
SEI INVESTMENTS CODecreased-59K-$11.4B
Tidal Investments LLCClosed Position-304K-$8.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC7,543,813$181.3M0.51%Share
2FMR LLC7,398,874$177.0M0.01%Share
3VANGUARD GROUP INC6,269,603$150.7M0.00%Share
4Champlain Investment Partners, LLC3,650,410$87.7M0.89%Share
5Capital International Investors3,618,132$86.0M0.01%Share
6BAMCO INC /NY/3,010,428$72.3M0.20%Share
7Capital Research Global Investors3,017,071$72.0M0.01%Share
8WESTWOOD HOLDINGS GROUP INC2,851,518$68.5M0.56%Share
9BlackRock, Inc.2,628,597$63.0M0.00%Share
10FMR LLC2,632,023$63.0M0.00%Share
11STATE STREET CORP2,131,619$51.0M0.00%Share
12BlackRock, Inc.2,008,933$48.0M0.00%Share
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,862,656$44.0M0.07%Share
14GEODE CAPITAL MANAGEMENT, LLC1,505,805$36.0M0.00%Share
15Woodline Partners LP1,458,314$35.0M0.14%Share
16Bank of New York Mellon Corp1,434,729$34.0M0.01%Share
17JPMORGAN CHASE & CO1,158,891$27.0M0.00%Share
18DIMENSIONAL FUND ADVISORS LP1,081,261$25.0M0.01%Share
19Bank of New York Mellon Corp991,008$23.0M0.00%Share
20AMERICAN CENTURY COMPANIES INC993,079$23.0M0.01%Share
21KENNEDY CAPITAL MANAGEMENT LLC819,695$19.7M0.42%Share
22Venator Management LLC773,695$18.0M4.06%Share
23FMR LLC765,344$18.0M0.00%Share
24Aristotle Capital Boston, LLC738,160$17.7M0.97%Share
25UBS Group AG657,118$15.8M0.00%Share
26ROYAL BANK OF CANADA664,416$15.0M0.00%Share
27Fiera Capital Corp637,543$15.0M0.05%Share
28FENIMORE ASSET MANAGEMENT INC582,850$14.0M0.29%Share
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC599,426$14.0M0.00%Share
30JANUS HENDERSON GROUP PLC608,576$14.0M0.01%Share
31MetLife Investment Management, LLC619,292$14.0M0.07%Share
32CONFLUENCE INVESTMENT MANAGEMENT LLC562,429$13.5M0.20%Share
33Philadelphia Financial Management of San Francisco, LLC556,299$13.4M1.43%Share
34NORTHERN TRUST CORP526,376$12.0M0.00%Share
35VANGUARD GROUP INC492,626$11.8M0.00%Share
36T. Rowe Price Investment Management, Inc.452,226$10.9M0.01%Share
37Tributary Capital Management, LLC378,218$9.1M0.90%Share
38STATE OF WISCONSIN INVESTMENT BOARD387,478$9.0M0.02%Share
39MILFORD FUNDS LTD346,319$8.3M0.16%Share
40Fiera Capital Corp353,670$8.0M0.03%Share
41SEI INVESTMENTS CO344,426$8.0M0.01%Share
42BALYASNY ASSET MANAGEMENT L.P.301,576$7.0M0.01%Share
43BECK MACK & OLIVER LLC289,775$7.0M0.13%Share
44SG Americas Securities, LLC279,770$6.7M0.01%Share
45FRONTIER CAPITAL MANAGEMENT CO LLC256,901$6.2M0.07%Share
46NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO98,259$6.1M0.00%Share
47GOLDMAN SACHS GROUP INC275,209$6.0M0.00%Share
48BANK OF AMERICA CORP /DE/288,818$6.0M0.00%Share
49MORGAN STANLEY242,799$5.0M0.00%Share
50Nuveen, LLC237,453$5.0M0.00%Share

BWIN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025206$1.9B+48
Q3 2025158$2.0T-36
Q2 2025194$2.5T-24
Q1 2025218$3.0T+20
Q4 2024198$64.7T+18
Q3 2024180$2022.3T+27
Q2 2024153$1152.5T+14
Q1 2024139$913.3T—

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As of Q4 2025, 50 institutional investors hold BWIN (The Baldwin Insurance Group, Inc.). The largest holder is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC with $181.3M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BWIN?

As of Q4 2025, 50 institutional investors report holding BWIN (The Baldwin Insurance Group, Inc.) in their 13F filings.

Who is the largest institutional holder of BWIN?

The largest institutional holder of BWIN is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC with $181.3M in shares.

Is institutional ownership of BWIN increasing or decreasing?

This quarter, 15 institutions opened new positions in BWIN and 4 closed their positions.