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The Baldwin Insurance Group (BRP) Institutional Ownership

The Baldwin Insurance Group logo
$32.09 -0.73 (-2.22%)
As of 08/27/2025
Compare

Institutional Ownership Changes (13F Filings) for The Baldwin Insurance Group (NASDAQ:BRP)

Current
Institutional Ownership
Percentage
70.42%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$158.00M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$131.40M
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BRP Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024 JPMorgan Chase & Co.1,235,868$40.36M0.0%+1,946.7%1.051%
12/19/2024 Principal Financial Group Inc.73,232$2.39M0.0%+40.7%0.062%
12/13/2024 Lord Abbett & CO. LLC591,317$19.31M0.1%N/A0.503%
11/16/2024 Geode Capital Management LLC1,550,357$77.22M0.0%+0.6%1.319%
11/15/2024 Barclays PLC109,078$3.56M0.0%+16.9%0.093%
11/15/2024 Continuum Advisory LLC1,650$54K0.0%-63.1%0.001%
11/15/2024 Public Employees Retirement System of Ohio73,172$2.39M0.0%-23.3%0.062%
11/15/2024First National Bank of Omaha13,900$454K0.0%-3.4%0.012%
11/15/2024 State Street Corp1,956,551$63.90M0.0%+13.3%1.664%
11/15/2024 Systematic Financial Management LP13,559$443K0.0%N/A0.012%
11/15/2024 Janus Henderson Group PLC533,241$17.42M0.0%-0.1%0.454%
11/15/2024 HighTower Advisors LLC4,007$131K0.0%N/A0.003%
11/15/2024 Bamco Inc. NY3,010,000$98.31M0.3%-7.7%2.561%
11/14/2024 Rockefeller Capital Management L.P.130,621$4.27M0.0%-22.0%0.111%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,187$4.74M0.0%+5.1%0.124%
11/13/2024 Quantbot Technologies LP968$32K0.0%N/A0.001%
11/13/2024 FMR LLC9,917,310$323.90M0.0%0.0%8.437%
11/13/2024 The Manufacturers Life Insurance Company34,982$1.14M0.0%-2.1%0.030%
11/13/2024 Loomis Sayles & Co. L P1,278,177$41.75M0.1%-18.8%1.087%
11/12/2024 Westfield Capital Management Co. LP718,464$23.47M0.1%N/A0.611%
11/12/2024 Penserra Capital Management LLC39,491$1.29M0.0%-21.9%0.034%
11/12/2024 Pitcairn Co.9,861$322K0.0%-14.4%0.008%
11/12/2024 Champlain Investment Partners LLC2,560,727$83.63M0.5%-39.6%2.178%
11/12/2024 Otter Creek Advisors LLC138,275$4.52M2.9%-25.9%0.118%
11/12/2024 Charles Schwab Investment Management Inc.546,975$17.86M0.0%+2.2%0.465%
11/9/2024 Intech Investment Management LLC15,603$510K0.0%N/A0.013%
11/8/2024 King Luther Capital Management Corp26,890$878K0.0%N/A0.023%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.21,871$714K0.0%N/A0.019%
11/8/2024 Commerce Bank8,925$291K0.0%-3.1%0.008%
11/7/2024 MAI Capital Management127,690$4.17M0.0%-7.6%0.109%
11/6/2024 Schneider Downs Wealth Management Advisors LP8,200$268K0.1%N/A0.007%
11/6/2024 Natixis Advisors LLC30,264$988K0.0%+4.4%0.026%
11/6/2024 Black Swift Group LLC5,000$163K0.0%N/A0.004%
11/6/2024Zions Bancorporation N.A.44,251$1.45M0.1%+18.4%0.038%
11/6/2024 Oppenheimer & Co. Inc.17,419$569K0.0%N/A0.015%
11/4/2024 State of New Jersey Common Pension Fund D44,405$1.45M0.0%-16.9%0.038%
11/1/2024 Atria Investments Inc9,108$297K0.0%-4.6%0.008%
11/1/2024 Verdence Capital Advisors LLC7,530$246K0.0%+5.6%0.006%
10/31/2024 Confluence Investment Management LLC438,544$14.32M0.2%+26.8%0.373%
10/31/2024 Kornitzer Capital Management Inc. KS265,650$8.68M0.2%-35.4%0.226%
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10/31/2024 Principal Financial Group Inc.73,232$2.39M0.0%+40.7%0.062%
10/29/2024 Emerald Advisers LLC884,299$28.88M1.1%+1.8%0.752%
10/29/2024 Harbor Capital Advisors Inc.50,870$1.66M0.1%N/A0.043%
10/29/2024 Emerald Mutual Fund Advisers Trust653,633$21.35M1.1%-11.1%0.556%
10/24/2024 Tributary Capital Management LLC472,633$15.44M1.2%-0.5%0.402%
10/24/2024 New World Advisors LLC14,957$488K0.1%N/A0.013%
10/24/2024 Wealth Enhancement Advisory Services LLC131,960$4.31M0.0%-9.6%0.112%
10/19/2024 Cyndeo Wealth Partners LLC4,414$144K0.0%N/A0.004%
10/16/2024 ZWJ Investment Counsel Inc.4,464$146K0.0%N/A0.004%
10/16/2024 Heritage Family Offices LLP4,850$158K0.1%N/A0.004%
10/11/2024 Creative Planning9,979$326K0.0%+31.3%0.008%
10/11/2024 Oliver Luxxe Assets LLC39,960$1.31M0.2%+81.3%0.034%
10/11/2024 Smith Chas P & Associates PA Cpas4,548$149K0.0%N/A0.004%
10/9/2024 Private Advisory Group LLC19,050$622K0.1%N/A0.016%
10/8/2024 Pathway Financial Advisors LLC115,289$3.77M1.0%-9.5%0.098%
10/7/2024 Diversified Trust Co25,200$823K0.0%-33.3%0.021%
10/3/2024 SG Americas Securities LLC18,241$596K0.0%N/A0.016%
8/21/2024 Truist Financial Corp10,859$380K0.0%+11.8%0.009%
8/16/2024 Algert Global LLC18,688$663K0.0%-52.7%0.016%
8/16/2024 Driehaus Capital Management LLC931,959$33.06M0.3%+53.7%0.793%
8/15/2024 Select Equity Group L.P.29,462$1.05M0.0%N/A0.025%
8/15/2024 Lighthouse Investment Partners LLC68,714$2.44M0.1%+107.1%0.058%
8/15/2024 The Manufacturers Life Insurance Company35,717$1.27M0.0%+21.7%0.030%
8/15/2024 Millennium Management LLC79,212$2.81M0.0%-79.0%0.067%
8/14/2024 ProShare Advisors LLC8,071$286K0.0%-25.4%0.007%
8/13/2024 Westwood Holdings Group Inc.2,219,148$78.71M0.4%-18.9%1.888%
8/13/2024 Sei Investments Co.533,349$18.92M0.0%-5.9%0.454%
8/13/2024 Granite Investment Partners LLC328,294$11.65M0.5%-11.2%0.279%
8/12/2024 Venator Management LLC750,900$26.63M8.1%-4.0%0.639%
8/9/2024 Renaissance Technologies LLC34,000$1.21M0.0%+275.3%0.029%
8/9/2024 Dimensional Fund Advisors LP1,082,243$38.39M0.0%+7.2%0.921%
8/8/2024 Envestnet Asset Management Inc.115,992$4.11M0.0%-10.7%0.099%
8/8/2024 William Blair Investment Management LLC3,083,281$109.36M0.3%+5.4%2.623%
8/8/2024Zions Bancorporation N.A.37,385$1.33M0.1%N/A0.032%
8/8/2024 State of New Jersey Common Pension Fund D53,444$1.90M0.0%-49.4%0.045%
8/7/2024 Van Hulzen Asset Management LLC77,997$2.77M0.2%+109.1%0.066%
8/7/2024 Wedbush Securities Inc.8,506$302K0.0%N/A0.007%
8/6/2024 Emerald Advisers LLC868,745$30.81M1.3%-2.8%0.739%
8/6/2024 Emerald Mutual Fund Advisers Trust735,417$26.09M1.4%+0.5%0.626%
8/6/2024 Otter Creek Advisors LLC186,615$6.62M4.3%+24.2%0.159%
8/5/2024 Arizona State Retirement System18,123$643K0.0%+7.9%0.015%
8/1/2024 Rhumbline Advisers90,327$3.20M0.0%+11.5%0.077%
8/1/2024 Natixis Advisors LLC28,983$1.03M0.0%+9.2%0.025%
7/29/2024 Peregrine Capital Management LLC709,623$25.17M0.7%-18.5%0.604%
7/29/2024 Principal Financial Group Inc.52,058$1.85M0.0%+16.1%0.044%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank15,292$542K0.0%+5.9%0.013%
7/26/2024 Cambridge Investment Research Advisors Inc.31,034$1.10M0.0%+1.2%0.026%
7/26/2024 Bank of New York Mellon Corp1,036,608$36.77M0.0%-15.9%0.882%
7/25/2024 Tributary Capital Management LLC474,977$16.85M1.4%+0.3%0.404%
7/24/2024 Pathway Financial Advisors LLC127,323$4.52M1.2%-9.9%0.108%
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7/20/2024 First Horizon Advisors Inc.1,415$50K0.0%+31.6%0.001%
7/20/2024 Continuum Advisory LLC4,477$159K0.0%-8.6%0.004%
7/16/2024 Envestnet Portfolio Solutions Inc.7,585$269K0.0%N/A0.006%
7/16/2024 Wealth Enhancement Advisory Services LLC145,965$5.18M0.0%N/A0.124%
7/16/2024 Diversified Trust Co37,800$1.34M0.0%+11.2%0.032%
7/3/2024 Moody National Bank Trust Division7,420$263K0.0%+6.3%0.006%
7/1/2024 Confluence Investment Management LLC345,789$12.27M0.2%+178.6%0.294%
5/16/2024 California State Teachers Retirement System61,009$1.77M0.0%-4.5%0.052%
5/16/2024 Kennedy Capital Management LLC555,172$16.07M0.3%-9.5%0.476%
5/15/2024 Public Employees Retirement System of Ohio121,582$3.52M0.0%-25.2%0.104%
(Data available from 1/1/2016 forward)

BRP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRP shares?

During the previous two years, 111 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($323.90M), Vanguard Group Inc. ($146.70M), William Blair Investment Management LLC ($109.36M), Bamco Inc. NY ($98.31M), Champlain Investment Partners LLC ($83.63M), Westwood Holdings Group Inc. ($78.71M), and Geode Capital Management LLC ($77.22M).Learn more on The Baldwin Insurance Group's institutional investors.

What percentage of The Baldwin Insurance Group's stock is owned by institutional investors?

70.42% of The Baldwin Insurance Group's stock is owned by institutional investors. Learn more on BRP's institutional investor holdings.

Which institutional investors have been buying The Baldwin Insurance Group's stock?

Of the 85 institutional investors that purchased The Baldwin Insurance Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.94M), Westwood Holdings Group Inc. ($1.27M), Boston Partners ($1.26M), JPMorgan Chase & Co. ($1.18M), Westfield Capital Management Co. LP ($718.46K), Lord Abbett & CO. LLC ($591.32K), and Confluence Investment Management LLC ($438.54K).

How much institutional buying is happening at The Baldwin Insurance Group?

Institutional investors have bought a total of 3,172,679 shares in the last 24 months. This purchase volume represents approximately $158.00M in transactions.

Which of The Baldwin Insurance Group's major shareholders have been selling company stock?

Of the 23 institutional investors that sold The Baldwin Insurance Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Champlain Investment Partners LLC ($1.68M), Loomis Sayles & Co. L P ($295.57K), Bamco Inc. NY ($250K), Kornitzer Capital Management Inc. KS ($145.64K), Emerald Mutual Fund Advisers Trust ($81.78K), Otter Creek Advisors LLC ($48.34K), and Rockefeller Capital Management L.P. ($36.74K).

How much institutional selling is happening at The Baldwin Insurance Group?

Institutional investors have sold a total of 2,638,639 shares in the last 24 months. This volume of shares sold represents approximately $131.40M in transactions.


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This page (NASDAQ:BRP) was last updated on 8/28/2025 by MarketBeat.com Staff
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