Company · Ownership research

Baldwin Insurance Group, Inc. BWIN

CIK 0001781755 · CUSIP 05589G102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 05589G102 (BWIN), not CUSIP 05589G902 (BWIN), CUSIP 05589G952 (BWIN), and does not merge CUSIPs.

This page lists the top 20 of 172 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	FMR LLC CIK 315066 · Amended · View history	$281.03M 9,710,708 shares	0.02%	+102.11K(+1.10%)Added	SEC filing ↗ Nov 5, 2026	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$178.50M 6,167,816 shares	0.00%	+60.54K(+1.00%)Added	SEC filing ↗ May 10, 2024	▾
03	BlackRock Inc. CIK 1364742 · View history	$127.64M 4,410,477 shares	0.00%	-201.93K(-4.40%)Reduced	SEC filing ↗ May 10, 2024	▾
04	Champlain Investment Partners, LLC CIK 1315478 · View history	$116.43M 4,023,175 shares	0.67%	+462.49K(+13.00%)Added	SEC filing ↗ May 13, 2024	▾
05	MACQUARIE GROUP LTD CIK 1418333 · View history	$99.75M 3,446,684 shares	0.11%	-96.18K(-2.70%)Reduced	SEC filing ↗ May 14, 2024	▾
06	BAMCO INC /NY/ CIK 1017918 · View history	$94.34M 3,259,934 shares	0.25%	-66(0.00%)Reduced	SEC filing ↗ May 15, 2024	▾
07	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$84.67M 2,925,650 shares	0.22%	+2.72M(+1,314.90%)Added	SEC filing ↗ May 8, 2024	▾
08	WESTWOOD HOLDINGS GROUP INC CIK 1165002 · Amended · View history	$79.16M 2,735,450 shares	0.62%	-279.82K(-9.30%)Reduced	SEC filing ↗ Jun 6, 2024	▾
09	Aristotle Capital Boston, LLC CIK 1633911 · View history	$44.74M 1,545,856 shares	1.36%	+26.17K(+1.70%)Added	SEC filing ↗ May 15, 2024	▾
10	LOOMIS SAYLES & CO L P CIK 312348 · View history	$42.98M 1,484,943 shares	0.06%	-47.20K(-3.10%)Reduced	SEC filing ↗ May 14, 2024	▾
11	Boston Partners CIK 1386060 · Amended · View history	$42.59M 1,479,646 shares	0.05%	+215.08K(+17.00%)Added	SEC filing ↗ May 28, 2024	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$40.92M 1,413,581 shares	0.00%	+43.33K(+3.20%)Added	SEC filing ↗ May 13, 2024	▾
13	STATE STREET CORP CIK 93751 · View history	$38.32M 1,324,013 shares	0.00%	+7.51K(+0.60%)Added	SEC filing ↗ May 15, 2024	▾
14	Bank of New York Mellon Corp CIK 1390777 · View history	$35.67M 1,232,483 shares	0.01%	-73.99K(-5.70%)Reduced	SEC filing ↗ Apr 25, 2024	▾
15	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$29.22M 1,009,680 shares	0.01%	+20.85K(+2.10%)Added	SEC filing ↗ May 10, 2024	▾
16	ROYAL BANK OF CANADA CIK 1000275 · Amended · View history	$27.33M 944,513 shares	0.01%	-27.33K(-2.80%)Reduced	SEC filing ↗ Nov 5, 2024	▾
17	EMERALD ADVISERS, LLC CIK 1015083 · View history	$25.86M 893,592 shares	1.04%	+5.38K(+0.60%)Added	SEC filing ↗ May 8, 2024	▾
18	PEREGRINE CAPITAL MANAGEMENT LLC CIK 764529 · View history	$25.20M 870,665 shares	0.72%	-46.26K(-5.00%)Reduced	SEC filing ↗ Apr 26, 2024	▾
19	Venator Management LLC CIK 1838211 · View history	$22.64M 782,275 shares	6.70%	-2.40K(-0.30%)Reduced	SEC filing ↗ May 13, 2024	▾
20	EMERALD MUTUAL FUND ADVISERS TRUST CIK 1352895 · View history	$21.19M 732,113 shares	1.10%	+1.63K(+0.20%)Added	SEC filing ↗ May 8, 2024	▾

Showing 20 / 172 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

172

Cancelled or null records excluded

Disclosed shares

63,158,890

Not deduplicated across managers

Disclosed value

$1.83B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Baldwin Insurance Group, Inc. · Q1 2024

Explore all 172 reporting institutions.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.