The Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership & Insider Trading

227 institutions reported holding The Baldwin Insurance Group, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 14 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

BWINThe Baldwin Insurance Group, Inc.Follow BWIN — free

Insurance Brokers · Financials

—

Price chart with a free account

Market cap: 4.5B
P/E TTM: —
Dividend yield: —
52-week: —
Next earnings: 9 Nov, in 16 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

227 institutions held 64.1% of the shares. Across filers that reported both quarters, shares held changed -0.0%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	227	89	-0.0%	59	30	68	19
Mar 26	215	90	+11.0%	86	38	46	25
Dec 25	205	81	-2.1%	70	31	50	40
Sep 25	208	81	+4.3%	57	28	65	37
Jun 25	224	77	+6.3%	85	27	60	18
Mar 25	219	73	+7.2%	74	33	54	19
Dec 24	206	68	+1.8%	74	21	54	35
Sep 24	217	65	+0.6%	56	43	69	12

The Baldwin Insurance Group, Inc. — questions

Who owns The Baldwin Insurance Group, Inc. stock?: 227 institutions reported The Baldwin Insurance Group, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: FMR LLC (10.6%), BlackRock, Inc. (5.2%), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (4.8%).
Are The Baldwin Insurance Group, Inc. insiders buying or selling?: 14 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from The Baldwin Insurance Group, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.