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 220 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	$306.15M 13,954,062 shares	0.02%	+3.16M(+29.20%)Added	SEC filing ↗ May 15, 2026	▾
02	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$149.07M 6,794,492 shares	0.49%	-749.32K(-9.90%)Reduced	SEC filing ↗ May 8, 2026	▾
03	BlackRock, Inc. CIK 2012383 · View history	$145.93M 6,651,300 shares	0.00%	+1.33M(+25.00%)Added	SEC filing ↗ May 13, 2026	▾
04	Bank of New York Mellon Corp CIK 1390777 · View history	$85.96M 3,918,087 shares	0.02%	+1.04M(+36.30%)Added	SEC filing ↗ May 5, 2026	▾
05	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$76.24M 3,475,131 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
06	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$76.02M 3,464,919 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
07	BAMCO INC /NY/ CIK 1017918 · View history	$59.46M 2,710,068 shares	0.18%	-300.36K(-10.00%)Reduced	SEC filing ↗ May 15, 2026	▾
08	WESTWOOD HOLDINGS GROUP INC CIK 1165002 · View history	$56.54M 2,577,196 shares	0.41%	-274.32K(-9.60%)Reduced	SEC filing ↗ May 15, 2026	▾
09	STATE STREET CORP CIK 93751 · View history	$54.26M 2,473,254 shares	0.00%	+341.63K(+16.00%)Added	SEC filing ↗ May 15, 2026	▾
10	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$47.20M 2,151,033 shares	0.00%	+412.90K(+23.80%)Added	SEC filing ↗ May 15, 2026	▾
11	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 921739 · View history	$43.44M 1,979,883 shares	0.07%	+117.23K(+6.30%)Added	SEC filing ↗ May 15, 2026	▾
12	MORGAN STANLEY CIK 895421 · View history	$39.56M 1,803,207 shares	0.00%	+1.28M(+244.80%)Added	SEC filing ↗ May 15, 2026	▾
13	Annis Gardner Whiting Capital Advisors, LLC CIK 1998414 · View history	$37.68M 1,717,538 shares	6.03%	+1.70M(+11,089.90%)Added	SEC filing ↗ May 6, 2026	▾
14	Capital International Investors CIK 1562230 · View history	$36.06M 1,643,557 shares	0.01%	-1.97M(-54.60%)Reduced	SEC filing ↗ May 13, 2026	▾
15	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$34.51M 1,572,803 shares	0.02%	+417.24K(+36.10%)Added	SEC filing ↗ May 15, 2026	▾
16	NOMURA HOLDINGS INC CIK 1163653 · View history	$33.85M 1,543,018 shares	0.28%	+1.54MNew	SEC filing ↗ May 15, 2026	▾
17	Capital Research Global Investors CIK 1422848 · View history	$33.85M 1,542,849 shares	0.01%	-1.47M(-48.90%)Reduced	SEC filing ↗ May 13, 2026	▾
18	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$29.27M 1,333,871 shares	0.01%	+191.48K(+16.80%)Added	SEC filing ↗ May 7, 2026	▾
19	UBS Group AG CIK 1610520 · View history	$27.79M 1,266,825 shares	0.00%	+580.51K(+84.60%)Added	SEC filing ↗ May 5, 2026	▾
20	Artisan Partners Limited Partnership CIK 1466153 · View history	$26.72M 1,217,970 shares	0.04%	+1.22MNew	SEC filing ↗ May 13, 2026	▾

Showing 20 / 220 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

220

Cancelled or null records excluded

Disclosed shares

90,468,626

Not deduplicated across managers

Disclosed value

$1.99B

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 2026

Explore all 220 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.