The Baldwin Insurance Group (BWIN) Institutional Ownership $41.23 +0.36 (+0.88%) As of 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for The Baldwin Insurance Group (NASDAQ:BWIN)CurrentInstitutional OwnershipPercentage77.49%Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$117.32MNumber ofInstitutional Sellers(last 12 months)0 Get BWIN Insider Trade Alerts Want to know when executives and insiders are buying or selling The Baldwin Insurance Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BWIN Institutional Buying and Selling by Quarter The Baldwin Insurance Group Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025Red Door Wealth Management LLC27,000$1.05M0.2%N/A0.023% 1/17/2025Janney Montgomery Scott LLC6,944$269K0.0%N/A0.006% 1/17/2025SG Americas Securities LLC10,195$395K0.0%N/A0.009% 1/17/2025Cetera Trust Company N.A5,470$212K0.1%N/A0.005% 1/17/2025Nisa Investment Advisors LLC850$33K0.0%N/A0.001% 1/15/2025 HB Wealth Management LLC63,667$2.47M0.0%N/A0.054% 1/10/2025 Harbor Capital Advisors Inc.51,607$2M0.1%N/A0.044% 1/10/2025 Wealth Enhancement Advisory Services LLC131,960$5.12M0.0%N/A0.112% 1/7/2025 Diversified Trust Co20,336$788K0.0%N/A0.017% 1/2/2025 Confluence Investment Management LLC432,066$16.75M0.2%N/A0.367% 1/1/2025Peapack Gladstone Financial Corp5,289$263K0.0%N/A0.004% 12/26/2024JPMorgan Chase & Co.1,235,868$61.55M0.0%+1,946.7%1.051% 12/13/2024Lord Abbett & CO. LLC591,317$29.45M0.1%N/A0.503% (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, 13 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were JPMorgan Chase & Co. ($61.55M), Lord Abbett & CO. LLC ($29.45M), Confluence Investment Management LLC ($16.75M), Wealth Enhancement Advisory Services LLC ($5.12M), HB Wealth Management LLC ($2.47M), Harbor Capital Advisors Inc. ($2M), and Red Door Wealth Management LLC ($1.05M).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 13 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: JPMorgan Chase & Co. ($1.18M), Lord Abbett & CO. LLC ($591.32K), Confluence Investment Management LLC ($432.07K), Wealth Enhancement Advisory Services LLC ($131.96K), HB Wealth Management LLC ($63.67K), Harbor Capital Advisors Inc. ($51.61K), and Red Door Wealth Management LLC ($27K). How much institutional buying is happening at The Baldwin Insurance Group? Institutional investors have bought a total of 2,522,185 shares in the last 24 months. This purchase volume represents approximately $117.32M in transactions. Related Companies RYAN Major Shareholders EG Major Shareholders EQH Major Shareholders AEG Major Shareholders KNSL Major Shareholders GL Major Shareholders BNRE Major Shareholders JXN Major Shareholders VOYA Major Shareholders ESNT Major Shareholders This page (NASDAQ:BWIN) was last updated on 1/17/2025 by MarketBeat.com Staff From Our PartnersI was wrong. Dead wrong. I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredStunning Trump Exec Order LeakedThis secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode in 2025! 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