Baldwin Insurance Group, Inc. - Common Stock (BWIN)

Historical Holders from Q4 2019 to Q3 2025

Symbol
BWIN on Nasdaq
Type / Class
Equity / Common Stock
Shares outstanding
71,547,606
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
79,628,716
Holdings value
$2,246,298,398
% of all portfolios
0%
Number of holders
210
Number of buys
98
Number of sells
-115
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Baldwin Insurance Group, Inc. - Common Stock (BWIN)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Baldwin Lowry 22% $866,213,807 20,400,702 L. Lowry Baldwin 31 Mar 2025
FMR LLC 15% +22% $301,768,611 +$64,840,036 10,697,221 +27% FMR LLC 30 Sep 2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 11% +51% $176,016,411 +$65,252,127 7,798,689 +59% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 30 Nov 2025
Capital Research Global Investors 6.4% $151,509,802 4,513,250 Capital Research Global Investors 30 Jun 2025
BAMCO INC /NY/ 4.5% $127,804,600 3,010,000 BAMCO INC /NY/ 30 Sep 2024
Champlain Investment Partners, LLC 3.8% $108,728,468 2,560,727 Champlain Investment Partners, LLC 30 Sep 2024

Institutional Holders of Baldwin Insurance Group, Inc. - Common Stock (BWIN)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 79,628,716 $2,246,298,398 +$51,826,807 $28.21 210
2025 Q2 76,784,001 $3,286,680,738 +$177,842,704 $42.81 222
2025 Q1 72,590,343 $3,243,858,140 +$222,924,879 $44.69 217
2024 Q4 67,846,664 $2,630,785,675 +$72,261,213 $38.76 205
2024 Q3 65,222,842 $3,248,322,331 +$34,646,211 $49.80 219
2024 Q2 64,468,928 $2,287,073,965 +$56,211,434 $35.47 183
2024 Q1 63,137,529 $1,826,824,938 +$83,306,139 $28.94 168
2023 Q4 162,745 $3,909,135 -$199,415 $24.02 2
2023 Q3 59,262,464 $1,376,664,272 +$42,246,654 $23.23 150
2023 Q2 57,204,642 $1,417,573,664 +$20,109,369 $24.78 146
2023 Q1 55,794,246 $1,420,461,618 +$22,083,357 $25.46 139
2022 Q4 54,937,425 $1,381,042,798 -$14,048,558 $25.14 144
2022 Q3 55,200,881 $1,454,502,303 -$141,676,568 $26.35 140
2022 Q2 56,357,160 $1,361,020,319 +$67,904,973 $24.15 141
2022 Q1 53,086,087 $1,424,880,961 +$4,700,269 $26.83 140
2021 Q4 52,192,943 $1,882,850,259 +$19,075,818 $36.11 142
2021 Q3 51,354,346 $1,709,825,724 +$337,950,029 $33.29 131
2021 Q2 42,020,770 $1,119,849,478 +$12,357,160 $26.65 115
2021 Q1 37,837,750 $1,030,865,178 +$31,522,658 $27.25 109
2020 Q4 39,945,945 $1,197,113,021 +$315,282,758 $29.97 124
2020 Q3 28,651,896 $713,865,103 -$65,724,120 $24.91 91
2020 Q2 32,163,439 $555,403,567 +$270,018,959 $17.27 97
2020 Q1 16,100,723 $169,858,855 -$4,425,007 $10.55 60
2019 Q4 16,606,847 $266,518,217 +$255,087,434 $16.05 64