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 230 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	$392.11M 14,752,216 shares	0.02%	+798.15K(+5.70%)Added	SEC filing ↗ Aug 13, 2026	▾
02	BlackRock, Inc. CIK 2012383 · View history	$192.76M 7,251,950 shares	0.00%	+600.65K(+9.00%)Added	SEC filing ↗ Aug 7, 2026	▾
03	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$178.96M 6,732,965 shares	0.54%	-61.53K(-0.90%)Reduced	SEC filing ↗ Aug 12, 2026	▾
04	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · View history	$86.73M 3,262,912 shares	0.00%	-212.22K(-6.10%)Reduced	SEC filing ↗ Aug 13, 2026	▾
05	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · View history	$84.16M 3,166,381 shares	0.00%	-298.54K(-8.60%)Reduced	SEC filing ↗ Aug 13, 2026	▾
06	Bank of New York Mellon Corp CIK 1390777 · View history	$81.80M 3,077,351 shares	0.01%	-840.74K(-21.50%)Reduced	SEC filing ↗ Aug 6, 2026	▾
07	BAMCO INC /NY/ CIK 1017918 · View history	$72.10M 2,712,386 shares	0.11%	+2.32K(+0.10%)Added	SEC filing ↗ Aug 14, 2026	▾
08	STATE STREET CORP CIK 93751 · Amended · View history	$70.83M 2,665,874 shares	0.00%	+192.62K(+7.80%)Added	SEC filing ↗ Sep 22, 2026	▾
09	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$62.19M 2,339,453 shares	0.00%	+188.42K(+8.80%)Added	SEC filing ↗ Aug 12, 2026	▾
10	MORGAN STANLEY CIK 895421 · View history	$60.52M 2,277,033 shares	0.00%	+473.83K(+26.30%)Added	SEC filing ↗ Aug 13, 2026	▾
11	Woodline Partners LP CIK 1784547 · View history	$60.18M 2,264,135 shares	0.19%	+1.77M(+362.10%)Added	SEC filing ↗ Aug 14, 2026	▾
12	FRONTIER CAPITAL MANAGEMENT CO LLC CIK 351173 · View history	$55.76M 2,097,658 shares	0.52%	+995.21K(+90.30%)Added	SEC filing ↗ Aug 14, 2026	▾
13	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$53.45M 2,010,989 shares	0.04%	+438.19K(+27.90%)Added	SEC filing ↗ Aug 14, 2026	▾
14	WESTWOOD HOLDINGS GROUP INC CIK 1165002 · View history	$51.52M 1,938,370 shares	0.39%	-638.83K(-24.80%)Reduced	SEC filing ↗ Aug 14, 2026	▾
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 921739 · View history	$50.84M 1,912,711 shares	0.08%	-67.17K(-3.40%)Reduced	SEC filing ↗ Aug 14, 2026	▾
16	Capital International Investors CIK 1562230 · View history	$44.94M 1,690,697 shares	0.01%	+47.14K(+2.90%)Added	SEC filing ↗ Aug 12, 2026	▾
17	UBS Group AG CIK 1610520 · View history	$43.63M 1,641,349 shares	0.01%	+374.52K(+29.60%)Added	SEC filing ↗ Aug 13, 2026	▾
18	Annis Gardner Whiting Capital Advisors, LLC CIK 1998414 · View history	$42.07M 1,582,587 shares	6.31%	-134.95K(-7.90%)Reduced	SEC filing ↗ Aug 10, 2026	▾
19	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$35.78M 1,346,168 shares	0.01%	+12.30K(+0.90%)Added	SEC filing ↗ Aug 11, 2026	▾
20	Capital Research Global Investors CIK 1422848 · View history	$34.77M 1,308,203 shares	0.00%	-234.65K(-15.20%)Reduced	SEC filing ↗ Aug 12, 2026	▾

Showing 20 / 230 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

230

Cancelled or null records excluded

Disclosed shares

89,558,737

Not deduplicated across managers

Disclosed value

$2.38B

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. · Q2 2026

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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.