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The Baldwin Insurance Group (BWIN) Institutional Ownership

The Baldwin Insurance Group logo
$43.43 +0.97 (+2.28%)
As of 04/14/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for The Baldwin Insurance Group (NASDAQ:BWIN)

Current
Institutional Ownership
Percentage
77.49%
Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$468.28K
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BWIN Institutional Buying and Selling by Quarter

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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
4/14/2025Harbor Capital Advisors Inc.97,778$4.37M0.2%+89.5%0.083%
4/14/2025Toth Financial Advisory Corp17,335$775K0.1%+3.3%0.015%
4/14/2025Fenimore Asset Management Inc340,727$15.23M0.3%N/A0.290%
4/10/2025 Heritage Family Offices LLP5,446$243K0.1%N/A0.005%
4/8/2025 Rhumbline Advisers93,160$4.16M0.0%+3.9%0.079%
4/7/2025 GAMMA Investing LLC18,189$813K0.0%+10,061.5%0.015%
4/4/2025 Moody National Bank Trust Division5,480$245K0.0%N/A0.005%
4/1/2025 Confluence Investment Management LLC423,042$18.91M0.3%-2.1%0.360%
3/18/2025California State Teachers Retirement System62,408$2.42M0.0%N/A0.053%
3/17/2025Wealth Enhancement Advisory Services LLC126,933$4.92M0.0%N/A0.108%
2/19/2025Public Employees Retirement System of Ohio86,512$3.35M0.0%N/A0.074%
2/18/2025Continuum Advisory LLC1,944$75K0.0%N/A0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC177,875$6.89M0.0%N/A0.151%
2/17/2025Westwood Holdings Group Inc.1,990,818$77.16M0.6%N/A1.693%
2/17/2025Two Sigma Investments LP39,456$1.53M0.0%N/A0.034%
2/17/2025State of Wyoming2,126$82K0.0%N/A0.002%
2/17/2025Select Equity Group L.P.33,741$1.31M0.0%N/A0.029%
2/17/2025Royal Bank of Canada875,256$33.93M0.0%N/A0.744%
2/17/2025Point72 Asset Management L.P.317,273$12.30M0.0%N/A0.270%
2/17/2025ProShare Advisors LLC18,771$728K0.0%N/A0.016%
2/17/2025Nuveen Asset Management LLC267,836$10.38M0.0%N/A0.228%
2/17/2025Millennium Management LLC53,980$2.09M0.0%N/A0.046%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,857$1.47M0.0%N/A0.032%
2/17/2025Laird Norton Wetherby Trust Company LLC30,780$1.19M0.2%N/A0.026%
2/17/2025Janus Henderson Group PLC571,058$22.13M0.0%N/A0.486%
2/17/2025Ensign Peak Advisors Inc27,198$1.05M0.0%N/A0.023%
2/17/2025D. E. Shaw & Co. Inc.99,562$3.86M0.0%N/A0.085%
2/17/2025Captrust Financial Advisors8,650$335K0.0%N/A0.007%
2/17/2025Baird Financial Group Inc.55,831$2.16M0.0%N/A0.047%
2/17/2025Balyasny Asset Management L.P.420,168$16.29M0.0%N/A0.357%
2/17/2025Bamco Inc. NY3,010,000$116.67M0.3%N/A2.560%
2/17/2025Bank of America Corp DE726,798$28.17M0.0%N/A0.618%
2/17/2025Ameriprise Financial Inc.9,756$378K0.0%N/A0.008%
2/17/2025Aristotle Capital Boston LLC521,256$20.20M0.7%N/A0.443%
2/14/2025Freestone Grove Partners LP101,376$3.93M0.0%N/A0.086%
2/14/2025Comerica Bank59,349$2.30M0.0%N/A0.050%
2/14/2025Schonfeld Strategic Advisors LLC12,540$486K0.0%N/A0.011%
2/14/2025Emerald Mutual Fund Advisers Trust514,838$19.96M1.2%N/A0.438%
2/14/2025Lido Advisors LLC10,045$389K0.0%N/A0.009%
2/14/2025Northern Trust Corp791,507$30.68M0.0%N/A0.673%
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2/14/2025The Manufacturers Life Insurance Company 35,507$1.38M0.0%N/A0.030%
2/14/2025Aquatic Capital Management LLC22,543$874K0.0%N/A0.019%
2/14/2025Johnson Financial Group Inc.1,528$63K0.0%N/A0.001%
2/14/2025Voya Investment Management LLC19,818$768K0.0%-7.8%0.017%
2/14/2025T. Rowe Price Investment Management Inc.1,993,871$77.28M0.0%N/A1.696%
2/14/2025Price T Rowe Associates Inc. MD49,373$1.91M0.0%N/A0.042%
2/14/2025Tower Research Capital LLC TRC 2,199$85K0.0%N/A0.002%
2/14/2025TD Waterhouse Canada Inc.933$36K0.0%N/A0.001%
2/14/2025MetLife Investment Management LLC40,177$1.56M0.0%N/A0.034%
2/14/2025BI Asset Management Fondsmaeglerselskab A S46,463$1.80M0.0%N/A0.040%
2/14/2025Capital Research Global Investors2,259,342$87.57M0.0%N/A1.921%
2/14/2025Dimensional Fund Advisors LP1,127,200$43.69M0.0%N/A0.959%
2/14/2025First Trust Advisors LP122,727$4.76M0.0%N/A0.104%
2/14/2025Commerce Bank8,840$343K0.0%N/A0.008%
2/14/2025Capital International Investors2,555,208$99.04M0.0%N/A2.173%
2/13/2025CANADA LIFE ASSURANCE Co18,427$713K0.0%N/A0.016%
2/13/2025Champlain Investment Partners LLC2,005,171$77.72M0.5%N/A1.705%
2/13/2025NewEdge Advisors LLC10,375$402K0.0%N/A0.009%
2/13/2025Defined Financial Planning LLC5,915$229K0.2%N/A0.005%
2/13/2025Mariner LLC13,229$513K0.0%N/A0.011%
2/13/2025Barclays PLC119,682$4.64M0.0%N/A0.102%
2/13/2025Summit Investment Advisors Inc.6,973$270K0.2%N/A0.006%
2/13/2025Granite Investment Partners LLC297,367$11.53M0.5%N/A0.253%
2/13/2025Rockefeller Capital Management L.P.129,883$5.03M0.0%N/A0.110%
2/13/2025Kennedy Capital Management LLC352,621$13.67M0.3%N/A0.300%
2/13/2025Bessemer Group Inc.31,580$1.22M0.0%N/A0.027%
2/13/2025Raymond James Financial Inc.39,021$1.51M0.0%N/A0.033%
2/13/2025Advisory Services Network LLC13,355$518K0.0%N/A0.011%
2/13/2025Renaissance Technologies LLC46,600$1.81M0.0%N/A0.040%
2/13/2025Legal & General Group Plc72,093$2.79M0.0%N/A0.061%
2/13/2025Invesco Ltd.62,267$2.41M0.0%N/A0.053%
2/13/2025FMR LLC8,398,745$325.54M0.0%N/A7.143%
2/13/2025Russell Investments Group Ltd.62,922$2.44M0.0%N/A0.054%
2/13/2025Envestnet Asset Management Inc.108,824$4.22M0.0%N/A0.093%
2/13/2025Dynamic Technology Lab Private Ltd13,460$522K0.1%N/A0.011%
2/13/2025Wells Fargo & Company MN75,784$2.94M0.0%N/A0.064%
2/12/2025Annis Gardner Whiting Capital Advisors LLC7,000$271K0.1%N/A0.006%
2/12/2025Pitcairn Co.9,997$387K0.0%N/A0.009%
2/12/2025ExodusPoint Capital Management LP14,023$544K0.0%N/A0.012%
2/12/2025Geode Capital Management LLC1,562,735$60.59M0.0%N/A1.329%
2/12/2025Alliancebernstein L.P.82,208$3.19M0.0%N/A0.070%
2/12/2025Venator Management LLC722,570$28.01M8.1%N/A0.615%
2/12/2025Premier Fund Managers Ltd1,142$44K0.0%N/A0.001%
2/12/2025Pictet Asset Management Holding SA8,576$332K0.0%N/A0.007%
2/12/2025Loomis Sayles & Co. L P1,141,544$44.25M4.8%N/A0.971%
2/12/2025JPMorgan Chase & Co.1,673,944$64.88M0.0%+35.4%1.424%
2/11/2025Zions Bancorporation N.A.52,983$2.05M0.1%N/A0.045%
2/11/2025Prudential Financial Inc.4,600$178K0.0%N/A0.004%
2/11/2025Corebridge Financial Inc.33,138$1.28M0.0%N/A0.028%
2/11/2025Emerald Advisers LLC867,072$33.61M1.3%N/A0.737%
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2/11/2025Vanguard Group Inc.6,587,486$255.33M0.0%N/A5.603%
2/11/2025LPL Financial LLC67,046$2.73M0.0%N/A0.057%
2/11/2025KLP Kapitalforvaltning AS13,200$512K0.0%N/A0.011%
2/11/2025Sei Investments Co.331,957$12.87M0.0%N/A0.282%
2/11/2025American Century Companies Inc.68,223$2.64M0.0%N/A0.058%
2/11/2025Quantbot Technologies LP37,111$1.44M0.1%N/A0.032%
2/11/2025Boston Partners525,965$20.68M0.0%N/A0.447%
2/10/2025William Blair Investment Management LLC4,907,589$190.22M0.5%N/A4.174%
2/10/2025Cibc World Markets Corp6,237$242K0.0%N/A0.005%
2/10/2025Nicholas Company Inc.184,940$7.17M0.1%N/A0.157%
(Data available from 1/1/2016 forward)

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BWIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWIN shares?

During the previous two years, 147 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($325.54M), Vanguard Group Inc. ($255.33M), William Blair Investment Management LLC ($190.22M), Bamco Inc. NY ($116.67M), Capital International Investors ($99.04M), Capital Research Global Investors ($87.57M), and Champlain Investment Partners LLC ($77.72M).Learn more on BWIN's institutional investors.

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

77.49% of The Baldwin Insurance Group stock is owned by institutional investors. Learn more on BWIN's institutional investor holdings.

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

Of the 146 institutional investors that purchased The Baldwin Insurance Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($8.40M), Vanguard Group Inc. ($6.59M), William Blair Investment Management LLC ($4.91M), Bamco Inc. NY ($3.01M), Capital International Investors ($2.56M), Capital Research Global Investors ($2.26M), and Champlain Investment Partners LLC ($2.01M).

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

Institutional investors have bought a total of 55,797,072 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

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

The following institutional investors have sold The Baldwin Insurance Group stock in the last 24 months: Confluence Investment Management LLC ($9.02K), and Voya Investment Management LLC ($1.68K).

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

Institutional investors have sold a total of 10,701 shares in the last 24 months. This volume of shares sold represents approximately $468.28K in transactions.


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This page (NASDAQ:BWIN) was last updated on 4/15/2025 by MarketBeat.com Staff
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