THE BALDWIN INSURANCE GRP IN (BWIN)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
219
Reporting holders
$2.4B
Reported value
0.2%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $392.1M | 14,752,216 | 0.02% | 25q | +5.7%+$21.2M |
| BlackRock, Inc. | $192.8M | 7,251,950 | 0.00% | 8q | +9.0%+$16.0M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $179.0M | 6,732,965 | 0.54% | 11q | -0.9%-$1.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86.7M | 3,262,912 | 0.00% | 2q | -6.1%-$5.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $84.2M | 3,166,381 | 0.00% | 2q | -8.6%-$7.9M |
| Bank of New York Mellon Corp | $81.8M | 3,077,351 | 0.01% | 27q | -21.5%-$22.3M |
| BAMCO INC /NY/ | $72.1M | 2,712,386 | 0.11% | 27q | HELD |
| STATE STREET CORP | $70.8M | 2,665,874 | 0.00% | 27q | +7.8%+$5.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $62.2M | 2,339,453 | 0.00% | 27q | +8.8%+$5.0M |
| MORGAN STANLEY | $60.5M | 2,277,033 | 0.00% | 27q | +26.3%+$12.6M |
| Woodline Partners LP | $60.2M | 2,264,135 | 0.19% | 3q | +362.1%+$47.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $55.8M | 2,097,658 | 0.52% | 3q | +90.3%+$26.5M |
| WESTWOOD HOLDINGS GROUP INC | $51.5M | 1,938,370 | 0.39% | 17q | -24.8%-$17.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50.8M | 1,912,711 | 0.08% | 3q | -3.4%-$1.8M |
| Capital International Investors | $44.9M | 1,690,697 | 0.01% | 9q | +2.9%+$1.3M |
| UBS Group AG | $43.6M | 1,641,349 | 0.01% | 27q | +29.6%+$10.0M |
| Annis Gardner Whiting Capital Advisors, LLC | $42.1M | 1,582,587 | 6.31% | 5q | -7.9%-$3.6M |
| DIMENSIONAL FUND ADVISORS LP | $35.8M | 1,346,168 | 0.01% | 20q | +0.9%+$326.8K |
| Capital Research Global Investors | $34.8M | 1,308,203 | 0.00% | 7q | -15.2%-$6.2M |
| Boston Partners | $31.7M | 1,192,820 | 0.03% | 3q | +54.4%+$11.2M |
| BANK OF AMERICA CORP /DE/ | $31.5M | 1,184,085 | 0.00% | 27q | +39.6%+$8.9M |
| Point72 Asset Management, L.P. | $27.6M | 1,038,190 | 0.03% | 4q | +132.3%+$15.7M |
| Corient Private Wealth LP | $27.6M | 1,036,556 | 0.02% | 7q | +106.3%+$14.2M |
| Champlain Investment Partners, LLC | $22.9M | 863,038 | 0.59% | 22q | -16.6%-$4.6M |
| NORTHERN TRUST CORP | $21.5M | 810,264 | 0.00% | 27q | +7.8%+$1.6M |
| Bridgewater Advisors Inc. | $21.5M | 728,743 | 1.17% | new | NEW |
| Fenimore Asset Management Inc | $21.1M | 795,434 | 0.44% | 6q | +13.1%+$2.4M |
| Venator Management LLC | $20.6M | 773,345 | 4.63% | 23q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.2M | 723,413 | 0.00% | 27q | +6.7%+$1.2M |
| Sixth Street Partners Management Company, L.P. | $19.2M | 723,413 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $18.4M | 692,797 | 0.08% | 27q | -26.1%-$6.5M |
| GOLDMAN SACHS GROUP INC | $17.9M | 673,005 | 0.00% | 27q | -1.4%-$251.6K |
| ROYAL BANK OF CANADA | $17.3M | 651,487 | 0.00% | 27q | -16.3%-$3.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $16.3M | 612,135 | 0.29% | 27q | -4.8%-$812.8K |
| Fiera Capital Corp | $15.9M | 596,374 | 0.06% | 5q | -42.9%-$11.9M |
| VANGUARD FIDUCIARY TRUST CO | $15.5M | 581,482 | 0.00% | 2q | +3.0%+$445.1K |
| Aristotle Capital Boston, LLC | $15.1M | 568,427 | 1.01% | 25q | -16.7%-$3.0M |
| 1776 Wealth LLC | $14.3M | 537,410 | 5.03% | 2q | +49.6%+$4.7M |
| SEI INVESTMENTS CO | $11.9M | 446,679 | 0.01% | 26q | -2.1%-$252.4K |
| BECK MACK & OLIVER LLC | $11.6M | 438,020 | 0.23% | 3q | +2.6%+$290.7K |
| JPMORGAN CHASE & CO | $10.9M | 410,190 | 0.00% | 27q | -3.3%-$370.1K |
| CIBC Bancorp USA Inc. | $10.8M | 405,426 | 0.01% | 3q | HELD |
| Nuveen, LLC | $10.4M | 392,561 | 0.00% | 6q | +45.0%+$3.2M |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.7M | 364,353 | 0.01% | 27q | -47.8%-$8.9M |
| Tributary Capital Management, LLC | $9.5M | 357,734 | 0.78% | 17q | -2.9%-$282.7K |
| Jupiter Topco LLC | $8.8M | 329,652 | 0.00% | new | FIRST |
| Freestone Grove Partners LP | $8.7M | 327,679 | 0.06% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.6M | 325,131 | 0.02% | 27q | -11.6%-$1.1M |
| EQUITABLE TRUST CO | $7.5M | 282,998 | 0.31% | 2q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6.5M | 245,502 | 0.21% | 2q | -8.0%-$569.0K |
| MAI Capital Management | $5.9M | 221,435 | 0.02% | 27q | HELD |
| WELLS FARGO & COMPANY/MN | $5.3M | 197,936 | 0.00% | 27q | -29.7%-$2.2M |
| FIFTH THIRD BANCORP | $4.9M | 185,553 | 0.01% | 2q | +134.3%+$2.8M |
| NICHOLAS COMPANY, INC. | $4.9M | 184,180 | 0.09% | 17q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.9M | 183,854 | 0.00% | 23q | -6.3%-$327.4K |
| PALISADE CAPITAL MANAGEMENT, LP | $4.6M | 173,017 | 0.20% | 2q | -52.4%-$5.1M |
| Lighthouse Investment Partners, LLC | $4.6M | 171,922 | 0.12% | new | NEW |
| Man Group plc | $4.4M | 166,028 | 0.01% | 2q | -69.1%-$9.9M |
| Swiss National Bank | $4.1M | 155,500 | 0.00% | 23q | +10.5%+$393.4K |
| Balyasny Asset Management L.P. | $4.1M | 153,172 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 144,486 | 0.00% | 21q | HELD |
| Rockefeller Capital Management L.P. | $3.4M | 129,339 | 0.01% | 26q | -3.8%-$134.9K |
| RHUMBLINE ADVISERS | $3.2M | 120,032 | 0.00% | 27q | +16.0%+$439.6K |
| DEUTSCHE BANK AG\ | $2.8M | 105,609 | 0.00% | 27q | +32.4%+$687.1K |
| Madison Asset Management, LLC | $2.8M | 103,470 | 0.03% | 16q | HELD |
| HB Wealth Management, LLC | $2.7M | 103,226 | 0.02% | 18q | +38.6%+$764.8K |
| SAPIENT CAPITAL LLC | $2.7M | 100,000 | 0.02% | 6q | +100.0%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 94,048 | 0.00% | 9q | +12.6%+$279.3K |
| CITADEL ADVISORS LLC | $2.4M | 73,992 | 0.00% | 25q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.4M | 89,248 | 0.01% | 14q | -13.8%-$381.3K |
| ALLIANCEBERNSTEIN L.P. | $2.3M | 106,200 | 0.00% | 26q | HELD |
| Pathway Financial Advisors LLC | $2.2M | 76,394 | 0.25% | 19q | -40.7%-$1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.2M | 81,163 | 0.00% | 6q | +12.1%+$232.9K |
| BROWN BROTHERS HARRIMAN & CO | $2.1M | 80,665 | 0.01% | 3q | HELD |
| Invesco Ltd. | $2.1M | 80,591 | 0.00% | 24q | +15.0%+$278.8K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.1M | 77,621 | 0.03% | 26q | -87.8%-$14.9M |
| Laird Norton Wetherby Trust Company, LLC | $2.0M | 74,998 | 0.04% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 39,293 | 0.00% | 14q | +1.8%+$35.0K |
| Summit Creek Advisors LLC | $1.8M | 66,487 | 0.60% | 6q | -50.4%-$1.8M |
| Legal & General Group Plc | $1.7M | 64,269 | 0.00% | 27q | +13.2%+$199.9K |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 63,518 | 0.00% | 3q | -36.5%-$972.2K |
| FIRST TRUST ADVISORS LP | $1.7M | 62,929 | 0.00% | new | NEW |
| NOMURA HOLDINGS INC | $1.6M | 60,920 | 0.00% | 2q | -96.1%-$39.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.5M | 56,002 | 0.00% | 2q | +21.3%+$261.4K |
| CITIGROUP INC | $1.4M | 54,526 | 0.00% | 27q | +219.6%+$995.8K |
| HighTower Advisors, LLC | $1.4M | 51,102 | 0.00% | 2q | -45.1%-$1.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.3M | 50,046 | 0.00% | 26q | +22.5%+$244.1K |
| Caption Management, LLC | $1.3M | options only | 0.01% | new | OPTIONS |
| CAPTRUST FINANCIAL ADVISORS | $1.3M | 49,618 | 0.00% | 9q | -16.0%-$250.6K |
| Russell Investments Group, Ltd. | $1.3M | 48,039 | 0.00% | 9q | -18.9%-$298.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.2M | 45,171 | 0.00% | 9q | +0.6%+$7.0K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 44,575 | 0.00% | 3q | +173.0%+$750.8K |
| Quantinno Capital Management LP | $1.1M | 42,392 | 0.00% | 4q | +299.3%+$844.6K |
| Creative Planning | $1.1M | 40,498 | 0.00% | 9q | -26.7%-$391.7K |
| Orion Porfolio Solutions, LLC | $1.0M | 38,563 | 0.01% | 5q | +60.0%+$384.5K |
| Cerity Partners LLC | $987.3K | 37,144 | 0.00% | new | NEW |
| Bleakley Financial Group, LLC | $969.4K | 36,470 | 0.01% | new | NEW |
| Washington Trust Bank | $962.6K | 36,217 | 0.07% | 6q | HELD |
| CIBC WORLD MARKET INC. | $956.9K | 36,000 | 0.00% | new | NEW |
| Quadrant Private Wealth Management, LLC | $922.0K | 34,686 | 0.21% | 5q | -44.7%-$744.6K |
Showing the largest 100 of 234 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 219 | $2.4B | 88,598,629 | 42 | 58 | 70 | 0.2% |
| Q1 2026 | 206 | $1.9B | 88,679,269 | 40 | 86 | 47 | 0.0% |
| Q4 2025 | 191 | $1.9B | 79,003,384 | 33 | 68 | 45 | 0.1% |
| Q3 2025 | 200 | $2.2B | 77,349,636 | 28 | 58 | 69 | 0.2% |
| Q2 2025 | 209 | $3.2B | 73,750,631 | 27 | 84 | 56 | 0.1% |
| Q1 2025 | 206 | $3.0B | 67,361,955 | 38 | 72 | 54 | 0.1% |
| Q4 2024 | 192 | $2.5B | 63,762,144 | 19 | 69 | 53 | 0.4% |
| Q3 2024 | 197 | $3.1B | 62,372,131 | 44 | 55 | 64 | 0.5% |
| Q2 2024 | 169 | $2.2B | 60,731,985 | 35 | 61 | 42 | 0.5% |
| Q1 2024 | 154 | $1.7B | 58,691,592 | 31 | 45 | 53 | 0.0% |
| Q4 2023 | 145 | $1.3B | 55,755,424 | 23 | 51 | 42 | 0.1% |
| Q3 2023 | 135 | $1.3B | 54,488,236 | 12 | 50 | 39 | 0.1% |
| Q2 2023 | 129 | $1.2B | 49,670,501 | 20 | 49 | 34 | 0.2% |
| Q1 2023 | 117 | $1.3B | 50,065,849 | 11 | 43 | 33 | 0.0% |
| Q4 2022 | 113 | $1.0B | 41,724,933 | 12 | 46 | 34 | 0.0% |
| Q3 2022 | 149 | $1.5B | 56,288,136 | 18 | 43 | 52 | 0.2% |
| Q2 2022 | 148 | $1.4B | 56,358,303 | 29 | 58 | 39 | 0.0% |
| Q1 2022 | 146 | $1.4B | 53,093,741 | 21 | 55 | 45 | 0.4% |
| Q4 2021 | 152 | $1.9B | 52,615,664 | 32 | 51 | 41 | 0.0% |
| Q3 2021 | 137 | $1.7B | 52,138,108 | 30 | 53 | 30 | 0.2% |
| Q2 2021 | 117 | $1.1B | 42,020,789 | 21 | 39 | 38 | 0.0% |
| Q1 2021 | 111 | $1.1B | 40,840,242 | 8 | 50 | 36 | 0.1% |
| Q4 2020 | 128 | $1.2B | 40,102,226 | 39 | 55 | 24 | 0.0% |
| Q3 2020 | 96 | $717.2M | 28,842,924 | 18 | 38 | 33 | 0.0% |
| Q2 2020 | 97 | $556.3M | 32,213,439 | 42 | 46 | 7 | 0.0% |
| Q1 2020 | 61 | $179.1M | 16,973,527 | 11 | 24 | 17 | 0.0% |
| Q4 2019 | 65 | $270.2M | 16,835,287 | 62 | 0 | 0 | 0.0% |