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 208 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 · View history	$259.44M 10,796,351 shares	0.01%	+41.11K(+0.40%)Added	SEC filing ↗ Feb 17, 2026	▾
02	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$181.28M 7,543,813 shares	0.51%	+2.44M(+47.80%)Added	SEC filing ↗ Feb 9, 2026	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$164.65M 6,851,874 shares	0.00%	+287.24K(+4.40%)Added	SEC filing ↗ Jan 29, 2026	▾
04	BlackRock, Inc. CIK 2012383 · View history	$127.87M 5,321,162 shares	0.00%	+148.39K(+2.90%)Added	SEC filing ↗ Feb 12, 2026	▾
05	Champlain Investment Partners, LLC CIK 1315478 · View history	$87.72M 3,650,410 shares	0.89%	-265.47K(-6.80%)Reduced	SEC filing ↗ Feb 13, 2026	▾
06	Capital International Investors CIK 1562230 · View history	$86.94M 3,618,132 shares	0.01%	+472.70K(+15.00%)Added	SEC filing ↗ Feb 11, 2026	▾
07	Capital Research Global Investors CIK 1422848 · View history	$72.50M 3,017,071 shares	0.01%	-1.50M(-33.20%)Reduced	SEC filing ↗ Feb 11, 2026	▾
08	BAMCO INC /NY/ CIK 1017918 · View history	$72.34M 3,010,428 shares	0.20%	+225(0.00%)Added	SEC filing ↗ Feb 17, 2026	▾
09	Bank of New York Mellon Corp CIK 1390777 · View history	$69.06M 2,873,887 shares	0.01%	+579.94K(+25.30%)Added	SEC filing ↗ Feb 10, 2026	▾
10	WESTWOOD HOLDINGS GROUP INC CIK 1165002 · View history	$68.52M 2,851,518 shares	0.56%	+362.45K(+14.60%)Added	SEC filing ↗ Feb 17, 2026	▾
11	STATE STREET CORP CIK 93751 · View history	$51.22M 2,131,619 shares	0.00%	+14.97K(+0.70%)Added	SEC filing ↗ Feb 13, 2026	▾
12	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 921739 · View history	$44.76M 1,862,656 shares	0.07%	—	SEC filing ↗ Feb 17, 2026	▾
13	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$41.77M 1,738,132 shares	0.00%	+28.36K(+1.70%)Added	SEC filing ↗ Feb 9, 2026	▾
14	Woodline Partners LP CIK 1784547 · View history	$35.04M 1,458,314 shares	0.14%	+1.46MNew	SEC filing ↗ Feb 17, 2026	▾
15	JPMORGAN CHASE & CO CIK 19617 · View history	$31.79M 1,323,032 shares	0.00%	-191.08K(-12.60%)Reduced	SEC filing ↗ Feb 11, 2026	▾
16	T. Rowe Price Investment Management, Inc. CIK 1897612 · Amended · View history	$27.77M 1,155,559 shares	0.02%	-1.85M(-61.50%)Reduced	SEC filing ↗ Feb 19, 2026	▾
17	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$27.46M 1,142,389 shares	0.01%	+43.56K(+4.00%)Added	SEC filing ↗ Feb 12, 2026	▾
18	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$23.86M 993,079 shares	0.01%	+647.33K(+187.20%)Added	SEC filing ↗ Feb 13, 2026	▾
19	Fiera Capital Corp CIK 1505817 · View history	$23.82M 991,213 shares	0.08%	+231.99K(+30.60%)Added	SEC filing ↗ Feb 11, 2026	▾
20	ROYAL BANK OF CANADA CIK 1000275 · View history	$21.66M 901,166 shares	0.00%	-92.58K(-9.30%)Reduced	SEC filing ↗ Feb 17, 2026	▾

Showing 20 / 208 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

208

Cancelled or null records excluded

Disclosed shares

80,709,701

Not deduplicated across managers

Disclosed value

$1.94B

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. · Q4 2025

Explore all 208 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.