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 222 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	$385.97M 8,636,575 shares	0.02%	+237.83K(+2.80%)Added	SEC filing ↗ Nov 5, 2026	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$292.41M 6,543,104 shares	0.01%	-44.38K(-0.70%)Reduced	SEC filing ↗ May 9, 2025	▾
03	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$248.59M 5,562,470 shares	0.70%	+654.88K(+13.30%)Added	SEC filing ↗ May 9, 2025	▾
04	BlackRock, Inc. CIK 2012383 · View history	$226.28M 5,063,314 shares	0.00%	-46.20K(-0.90%)Reduced	SEC filing ↗ May 2, 2025	▾
05	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$144.46M 3,232,521 shares	0.10%	+1.24M(+62.10%)Added	SEC filing ↗ May 14, 2025	▾
06	BAMCO INC /NY/ CIK 1017918 · View history	$134.52M 3,010,000 shares	0.40%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
07	Champlain Investment Partners, LLC CIK 1315478 · View history	$118.31M 2,647,275 shares	0.86%	+642.10K(+32.00%)Added	SEC filing ↗ May 14, 2025	▾
08	Capital International Investors CIK 1562230 · View history	$114.19M 2,555,208 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ May 12, 2025	▾
09	Capital Research Global Investors CIK 1422848 · View history	$113.79M 2,546,269 shares	0.02%	+286.93K(+12.70%)Added	SEC filing ↗ May 12, 2025	▾
10	MACQUARIE GROUP LTD CIK 1418333 · Amended · View history	$111.83M 2,502,233 shares	0.14%	+56.36K(+2.30%)Added	SEC filing ↗ Aug 14, 2025	▾
11	STATE STREET CORP CIK 93751 · View history	$94.19M 2,107,703 shares	0.00%	+25.69K(+1.20%)Added	SEC filing ↗ May 15, 2025	▾
12	WESTWOOD HOLDINGS GROUP INC CIK 1165002 · View history	$79.46M 1,778,024 shares	0.60%	-212.79K(-10.70%)Reduced	SEC filing ↗ May 9, 2025	▾
13	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$72.23M 1,615,889 shares	0.01%	+53.15K(+3.40%)Added	SEC filing ↗ May 13, 2025	▾
14	JPMORGAN CHASE & CO CIK 19617 · View history	$69.83M 1,562,468 shares	0.01%	-111.48K(-6.70%)Reduced	SEC filing ↗ May 12, 2025	▾
15	LOOMIS SAYLES & CO L P CIK 312348 · View history	$49.96M 1,117,939 shares	0.07%	-23.61K(-2.10%)Reduced	SEC filing ↗ May 14, 2025	▾
16	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$49.57M 1,109,066 shares	0.01%	-18.13K(-1.60%)Reduced	SEC filing ↗ May 13, 2025	▾
17	WESTFIELD CAPITAL MANAGEMENT CO LP CIK 1177719 · View history	$48.12M 1,076,847 shares	0.23%	+229.35K(+27.10%)Added	SEC filing ↗ May 9, 2025	▾
18	Bank of New York Mellon Corp CIK 1390777 · View history	$37.40M 836,946 shares	0.01%	-119.99K(-12.50%)Reduced	SEC filing ↗ Apr 29, 2025	▾
19	ROYAL BANK OF CANADA CIK 1000275 · Amended · View history	$36.82M 823,871 shares	0.01%	-51.38K(-5.90%)Reduced	SEC filing ↗ May 15, 2025	▾
20	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$34.94M 774,652 shares	0.02%	+203.59K(+35.70%)Added	SEC filing ↗ May 15, 2025	▾

Showing 20 / 222 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

222

Cancelled or null records excluded

Disclosed shares

72,624,062

Not deduplicated across managers

Disclosed value

$3.25B

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 2025

Explore all 222 reporting institutions.

This page includes 20 of 222 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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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.