Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK (BWIN)

Historical Holders from Q4 2019 to Q3 2025

Symbol
BWIN on Nasdaq
CUSIP
05589G102
Type / Class
Equity / CLASS A COMMON STOCK
Shares outstanding
71.3M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
79.6M
Holdings value
$2.25B
% of all portfolios
0.002%
Grand Portfolio weight change
+0%
Number of holders
204
Number of buys
95
Number of sells
-113
Average Value change %
0%
Average buys %
+0%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK (BWIN)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Baldwin Lowry 22.5% $866M 20.4M L. Lowry Baldwin Mar 31, 2025
FMR LLC 15% +21.7% $302M $64.8M 10.7M +27.4% FMR LLC Sep 30, 2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7.3% $208M 4.91M WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Dec 31, 2024
Capital Research Global Investors 6.4% $152M 4.51M Capital Research Global Investors Jun 30, 2025
BAMCO INC /NY/ 4.51% $128M 3.01M BAMCO INC /NY/ Sep 30, 2024
Champlain Investment Partners, LLC 3.8% $109M 2.56M Champlain Investment Partners, LLC Sep 30, 2024

Institutional Holders of Baldwin Insurance Group, Inc. - CLASS A COMMON STOCK (BWIN)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 79.6M $2.25B +$51.7M $28.21 204
2025 Q2 76.8M $3.29B +$178M $42.81 222
2025 Q1 72.6M $3.24B +$223M $44.69 217
2024 Q4 67.8M $2.63B +$72.3M $38.76 205
2024 Q3 65.2M $3.25B +$34.6M $49.80 219
2024 Q2 64.5M $2.29B +$56.2M $35.47 183
2024 Q1 63.1M $1.83B +$83.3M $28.94 168
2023 Q4 163K $3.91M -$199K $24.02 2
2023 Q3 59.3M $1.38B +$42.2M $23.23 150
2023 Q2 57.2M $1.42B +$20.1M $24.78 146
2023 Q1 55.8M $1.42B +$22.1M $25.46 139
2022 Q4 54.9M $1.38B -$14M $25.14 144
2022 Q3 55.2M $1.45B -$142M $26.35 140
2022 Q2 56.4M $1.36B +$67.9M $24.15 141
2022 Q1 53.1M $1.42B +$4.7M $26.83 140
2021 Q4 52.2M $1.88B +$19.1M $36.11 142
2021 Q3 51.4M $1.71B +$338M $33.29 131
2021 Q2 42M $1.12B +$12.4M $26.65 115
2021 Q1 37.8M $1.03B +$31.5M $27.25 109
2020 Q4 39.9M $1.2B +$315M $29.97 124
2020 Q3 28.7M $714M -$65.7M $24.91 91
2020 Q2 32.2M $555M +$270M $17.27 97
2020 Q1 16.1M $170M -$4.43M $10.55 60
2019 Q4 16.6M $267M +$255M $16.05 64