# THE BALDWIN INSURANCE GRP IN (BWIN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BWIN/

- Reporting holders: 9
- Reported value: $13.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $8.6M | 269,627 | 0.2% | 7 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $2.4M | 76,394 | 0.3% | 20 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $1.9M | 58,631 | 0.0% | 27 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $930.8K | 29,281 | 0.1% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $56.9K | 1,791 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $40.0K | 1,258 | 0.0% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $33.0K | 1,039 | 0.0% | 6 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $2.9K | 92 | 0.0% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $985 | 31 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $13.9M |
| Q2 2026 | 235 | $2.5B |
| Q1 2026 | 218 | $2.0B |
| Q4 2025 | 206 | $2.0B |
| Q3 2025 | 216 | $2.3B |
| Q2 2025 | 227 | $3.3B |
| Q1 2025 | 222 | $3.2B |
| Q4 2024 | 211 | $2.6B |
| Q3 2024 | 221 | $3.3B |
| Q2 2024 | 188 | $2.3B |
| Q1 2024 | 172 | $1.8B |
| Q4 2023 | 162 | $1.5B |