The Baldwin Insurance Group (BWIN) Institutional Ownership

$39.18 -1.07 (-2.66%)

Closing price 02/21/2025 04:00 PM Eastern

Extended Trading

$37.16 -2.02 (-5.16%)

As of 02/21/2025 06:54 PM Eastern

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Current Institutional Ownership Percentage: 77.49%
Number of Institutional Buyers (last 12 months): 141
Total Institutional Inflows (last 12 months): $2.16B

Number of Institutional Sellers (last 12 months): 1
Total Institutional Outflows (last 12 months): $65.00K

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BWIN Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/19/2025	Public Employees Retirement System of Ohio	86,512	$3.35M	0.0%	N/A	0.074%
2/18/2025	Continuum Advisory LLC	1,944	$75K	0.0%	N/A	0.002%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	177,875	$6.89M	0.0%	N/A	0.151%
2/17/2025	Westwood Holdings Group Inc.	1,990,818	$77.16M	0.6%	N/A	1.693%
2/17/2025	Two Sigma Investments LP	39,456	$1.53M	0.0%	N/A	0.034%
2/17/2025	State of Wyoming	2,126	$82K	0.0%	N/A	0.002%
2/17/2025	Select Equity Group L.P.	33,741	$1.31M	0.0%	N/A	0.029%
2/17/2025	Royal Bank of Canada	875,256	$33.93M	0.0%	N/A	0.744%
2/17/2025	Point72 Asset Management L.P.	317,273	$12.30M	0.0%	N/A	0.270%
2/17/2025	ProShare Advisors LLC	18,771	$728K	0.0%	N/A	0.016%
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2/17/2025	Nuveen Asset Management LLC	267,836	$10.38M	0.0%	N/A	0.228%
2/17/2025	Millennium Management LLC	53,980	$2.09M	0.0%	N/A	0.046%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	37,857	$1.47M	0.0%	N/A	0.032%
2/17/2025	Laird Norton Wetherby Trust Company LLC	30,780	$1.19M	0.2%	N/A	0.026%
2/17/2025	Janus Henderson Group PLC	571,058	$22.13M	0.0%	N/A	0.486%
2/17/2025	Ensign Peak Advisors Inc	27,198	$1.05M	0.0%	N/A	0.023%
2/17/2025	D. E. Shaw & Co. Inc.	99,562	$3.86M	0.0%	N/A	0.085%
2/17/2025	Captrust Financial Advisors	8,650	$335K	0.0%	N/A	0.007%
2/17/2025	Baird Financial Group Inc.	55,831	$2.16M	0.0%	N/A	0.047%
2/17/2025	Balyasny Asset Management L.P.	420,168	$16.29M	0.0%	N/A	0.357%
2/17/2025	Bamco Inc. NY	3,010,000	$116.67M	0.3%	N/A	2.560%
2/17/2025	Bank of America Corp DE	726,798	$28.17M	0.0%	N/A	0.618%
2/17/2025	Ameriprise Financial Inc.	9,756	$378K	0.0%	N/A	0.008%
2/17/2025	Aristotle Capital Boston LLC	521,256	$20.20M	0.7%	N/A	0.443%
2/14/2025	Freestone Grove Partners LP	101,376	$3.93M	0.0%	N/A	0.086%
2/14/2025	Comerica Bank	59,349	$2.30M	0.0%	N/A	0.050%
2/14/2025	Schonfeld Strategic Advisors LLC	12,540	$486K	0.0%	N/A	0.011%
2/14/2025	Emerald Mutual Fund Advisers Trust	514,838	$19.96M	1.2%	N/A	0.438%
2/14/2025	Lido Advisors LLC	10,045	$389K	0.0%	N/A	0.009%
2/14/2025	Northern Trust Corp	791,507	$30.68M	0.0%	N/A	0.673%
2/14/2025	The Manufacturers Life Insurance Company	35,507	$1.38M	0.0%	N/A	0.030%
2/14/2025	Aquatic Capital Management LLC	22,543	$874K	0.0%	N/A	0.019%
2/14/2025	Johnson Financial Group Inc.	1,528	$63K	0.0%	N/A	0.001%
2/14/2025	Voya Investment Management LLC	19,818	$768K	0.0%	-7.8%	0.017%
2/14/2025	T. Rowe Price Investment Management Inc.	1,993,871	$77.28M	0.0%	N/A	1.696%
2/14/2025	Price T Rowe Associates Inc. MD	49,373	$1.91M	0.0%	N/A	0.042%
2/14/2025	Tower Research Capital LLC TRC	2,199	$85K	0.0%	N/A	0.002%
2/14/2025	TD Waterhouse Canada Inc.	933	$36K	0.0%	N/A	0.001%
2/14/2025	MetLife Investment Management LLC	40,177	$1.56M	0.0%	N/A	0.034%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	46,463	$1.80M	0.0%	N/A	0.040%
[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED (Ad) Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy. Democrats smeared RFK Jr as a fraud, liar and even a murderer…. to stop him from revealing Big Pharma’s biggest secrets… Which is exactly why I’ve made the short video that reveals everything.
2/14/2025	Capital Research Global Investors	2,259,342	$87.57M	0.0%	N/A	1.921%
2/14/2025	Dimensional Fund Advisors LP	1,127,200	$43.69M	0.0%	N/A	0.959%
2/14/2025	First Trust Advisors LP	122,727	$4.76M	0.0%	N/A	0.104%
2/14/2025	Commerce Bank	8,840	$343K	0.0%	N/A	0.008%
2/14/2025	Capital International Investors	2,555,208	$99.04M	0.0%	N/A	2.173%
2/13/2025	CANADA LIFE ASSURANCE Co	18,427	$713K	0.0%	N/A	0.016%
2/13/2025	Champlain Investment Partners LLC	2,005,171	$77.72M	0.5%	N/A	1.705%
2/13/2025	NewEdge Advisors LLC	10,375	$402K	0.0%	N/A	0.009%
2/13/2025	Defined Financial Planning LLC	5,915	$229K	0.2%	N/A	0.005%
2/13/2025	Mariner LLC	13,229	$513K	0.0%	N/A	0.011%
2/13/2025	Barclays PLC	119,682	$4.64M	0.0%	N/A	0.102%
2/13/2025	Summit Investment Advisors Inc.	6,973	$270K	0.2%	N/A	0.006%
2/13/2025	Granite Investment Partners LLC	297,367	$11.53M	0.5%	N/A	0.253%
2/13/2025	Rockefeller Capital Management L.P.	129,883	$5.03M	0.0%	N/A	0.110%
2/13/2025	Kennedy Capital Management LLC	352,621	$13.67M	0.3%	N/A	0.300%
2/13/2025	Bessemer Group Inc.	31,580	$1.22M	0.0%	N/A	0.027%
2/13/2025	Raymond James Financial Inc.	39,021	$1.51M	0.0%	N/A	0.033%
2/13/2025	Advisory Services Network LLC	13,355	$518K	0.0%	N/A	0.011%
2/13/2025	Renaissance Technologies LLC	46,600	$1.81M	0.0%	N/A	0.040%
2/13/2025	Legal & General Group Plc	72,093	$2.79M	0.0%	N/A	0.061%
2/13/2025	Invesco Ltd.	62,267	$2.41M	0.0%	N/A	0.053%
2/13/2025	FMR LLC	8,398,745	$325.54M	0.0%	N/A	7.143%
2/13/2025	Russell Investments Group Ltd.	62,922	$2.44M	0.0%	N/A	0.054%
2/13/2025	Envestnet Asset Management Inc.	108,824	$4.22M	0.0%	N/A	0.093%
2/13/2025	Dynamic Technology Lab Private Ltd	13,460	$522K	0.1%	N/A	0.011%
2/13/2025	Wells Fargo & Company MN	75,784	$2.94M	0.0%	N/A	0.064%
2/12/2025	Annis Gardner Whiting Capital Advisors LLC	7,000	$271K	0.1%	N/A	0.006%
2/12/2025	Pitcairn Co.	9,997	$387K	0.0%	N/A	0.009%
2/12/2025	ExodusPoint Capital Management LP	14,023	$544K	0.0%	N/A	0.012%
2/12/2025	Geode Capital Management LLC	1,562,735	$60.59M	0.0%	N/A	1.329%
2/12/2025	Alliancebernstein L.P.	82,208	$3.19M	0.0%	N/A	0.070%
2/12/2025	Venator Management LLC	722,570	$28.01M	8.1%	N/A	0.615%
2/12/2025	Premier Fund Managers Ltd	1,142	$44K	0.0%	N/A	0.001%
2/12/2025	Pictet Asset Management Holding SA	8,576	$332K	0.0%	N/A	0.007%
2/12/2025	Loomis Sayles & Co. L P	1,141,544	$44.25M	4.8%	N/A	0.971%
2/12/2025	JPMorgan Chase & Co.	1,673,944	$64.88M	0.0%	+35.4%	1.424%
2/11/2025	Zions Bancorporation N.A.	52,983	$2.05M	0.1%	N/A	0.045%
2/11/2025	Prudential Financial Inc.	4,600	$178K	0.0%	N/A	0.004%
2/11/2025	Corebridge Financial Inc.	33,138	$1.28M	0.0%	N/A	0.028%
2/11/2025	Emerald Advisers LLC	867,072	$33.61M	1.3%	N/A	0.737%
2/11/2025	Vanguard Group Inc.	6,587,486	$255.33M	0.0%	N/A	5.603%
2/11/2025	LPL Financial LLC	67,046	$2.73M	0.0%	N/A	0.057%
2/11/2025	KLP Kapitalforvaltning AS	13,200	$512K	0.0%	N/A	0.011%
2/11/2025	Sei Investments Co.	331,957	$12.87M	0.0%	N/A	0.282%
2/11/2025	American Century Companies Inc.	68,223	$2.64M	0.0%	N/A	0.058%
2/11/2025	Quantbot Technologies LP	37,111	$1.44M	0.1%	N/A	0.032%
2/11/2025	Boston Partners	525,965	$20.68M	0.0%	N/A	0.447%
2/10/2025	William Blair Investment Management LLC	4,907,589	$190.22M	0.5%	N/A	4.174%
2/10/2025	Cibc World Markets Corp	6,237	$242K	0.0%	N/A	0.005%
2/10/2025	Nicholas Company Inc.	184,940	$7.17M	0.1%	N/A	0.157%
[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED (Ad) Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy. Democrats smeared RFK Jr as a fraud, liar and even a murderer…. to stop him from revealing Big Pharma’s biggest secrets… Which is exactly why I’ve made the short video that reveals everything.
2/10/2025	Corient Private Wealth LLC	35,448	$1.37M	0.0%	N/A	0.030%
2/10/2025	Envestnet Portfolio Solutions Inc.	7,640	$296K	0.0%	N/A	0.006%
2/10/2025	Natixis Advisors LLC	22,272	$863K	0.0%	N/A	0.019%
2/10/2025	Madison Investment Advisors LLC	81,541	$3.16M	0.0%	N/A	0.069%
2/10/2025	Swiss National Bank	131,200	$5.09M	0.0%	N/A	0.112%
2/7/2025	King Luther Capital Management Corp	34,683	$1.34M	0.0%	N/A	0.029%
2/7/2025	PNC Financial Services Group Inc.	12,325	$478K	0.0%	N/A	0.010%
2/6/2025	Raymond James Financial Inc.	39,021	$1.51M	0.0%	N/A	0.033%
2/6/2025	Arizona State Retirement System	19,366	$751K	0.0%	N/A	0.016%
2/6/2025	Verdence Capital Advisors LLC	5,541	$215K	0.0%	N/A	0.005%

(Data available from 1/1/2016 forward)

BWIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWIN shares?: During the previous two years, 142 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 141 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 55,187,869 shares in the last 24 months. This purchase volume represents approximately $2.16B 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: Voya Investment Management LLC ($1.68K).
How much institutional selling is happening at The Baldwin Insurance Group?: Institutional investors have sold a total of 1,677 shares in the last 24 months. This volume of shares sold represents approximately $65.00K in transactions.

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This page (NASDAQ:BWIN) was last updated on 2/22/2025 by MarketBeat.com Staff

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The Baldwin Insurance Group (BWIN) Institutional Ownership

BWIN Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

BWIN Institutional Ownership - Frequently Asked Questions

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The Baldwin Insurance Group (BWIN) Institutional Ownership

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

BWIN Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

BWIN Institutional Ownership - Frequently Asked Questions

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