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Baldwin Insurance Group Inc/ (BWIN)

CUSIP: 05589G102 | NYSE | Financial Services · Insurance Brokers | Mid Cap | 558 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC2,866,1443.0%Newly reportedSep 30, 202614,752,216 sh (Jun 30, 2026)
13GGlazer Capital, LLC5,179,9065.3%New 5%+ stakeSep 18, 2026Not yet in a 13F
13G/AFMR LLC2,866,144
3.0% of class · Sep 30, 2026Newly reported
14,752,216 sh (Jun 30, 2026)
13GGlazer Capital, LLC5,179,906
5.3% of class · Sep 18, 2026New 5%+ stake
Not yet in a 13F

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,416,140
0.0% of portfolio›$45.0M
Bank of New York Mellon Corp848,065
0.0% of portfolio›$27.0M
Tributary Capital Management, LLC342,996
1.0% of portfolio›$10.9M
Equitable Trust Co282,998
0.4% of portfolio›$9.0M
Fenimore Asset Management Inc269,627
0.2% of portfolio›$8.6M
Fifth Third Bancorp224,686
0.0% of portfolio›$7.1M
Nicholas Company, Inc.184,275
0.1% of portfolio›$5.9M
Smith Chas P & Associates PA Cpas150,183
0.2% of portfolio›$4.8M
HB Wealth Management, LLC103,486
0.0% of portfolio›$3.3M
Summit Creek Advisors LLC86,844
1.1% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC83,983
0.0% of portfolio›$2.7M
Creative Planning80,897
0.0% of portfolio›$2.6M
Pathway Financial Advisors LLC76,394
0.3% of portfolio›$2.4M
Confluence Investment Management LLC58,631
0.0% of portfolio›$1.9M
ABC Arbitrage SA58,514
0.2% of portfolio›$1.9M
Transmarket Holdings LP56,085
1.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D37,294
0.0% of portfolio›$1.2M
Washington Trust Bank36,217
0.1% of portfolio›$1.2M
Assetmark, Inc33,027
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.30,777
0.0% of portfolio›$978.0K
Sunburst Financial Group, LLC29,281
0.1% of portfolio›$930.8K
Harbor Capital Advisors, Inc.25,208
0.1% of portfolio›$801.0K
Americana Partners, LLC24,246
0.0% of portfolio›$770.8K
Arizona State Retirement System22,011
0.0% of portfolio›$699.7K
AM Investment Strategies LLC21,389
0.2% of portfolio›$680.0K
Jefferies Financial Group Inc.17,600
0.0% of portfolio›$559.5K
Dodds Wealth, LLC15,792
0.1% of portfolio›$502.0K
Citigroup Inc13,886
0.0% of portfolio›$441.4K
Pictet Asset Management Holding SA12,487
0.0% of portfolio›$397.0K
ProShare Advisors LLC12,173
0.0% of portfolio›$387.0K
Principal Financial Group Inc11,199
0.0% of portfolio›$356.0K
Imc-Chicago, LLC9,430
0.0% of portfolio›$299.8K
Xponance LLC9,281
0.0% of portfolio›$295.0K
Oppenheimer Asset Management Inc.8,449
0.0% of portfolio›$268.6K
Quadrant Private Wealth Management, LLC8,001
0.0% of portfolio›$254.4K
Entrewealth, LLC7,261
0.1% of portfolio›$230.8K
Cyndeo Wealth Partners, LLC6,360
0.0% of portfolio›$202.2K
US Bancorp \de\5,450
0.0% of portfolio›$173.3K
Sterling Capital Management LLC3,199
0.0% of portfolio›$101.7K
Wolverine Asset Management LLC3,071
0.0% of portfolio›$97.6K
IFP Advisors, Inc2,955
0.0% of portfolio›$93.9K
KBC Group NV2,861
0.0% of portfolio›$91.0K
Gamma Investing LLC1,791
0.0% of portfolio›$56.9K
Larson Financial Group LLC1,344
0.0% of portfolio›$42.7K
Signaturefd, LLC1,276
0.0% of portfolio›$40.6K
Versant Capital Management, Inc1,258
0.0% of portfolio›$40.0K
Farther Finance Advisors, LLC1,039
0.0% of portfolio›$33.0K
Strs Ohio900
0.0% of portfolio›$28.6K
EverSource Wealth Advisors, LLC770
0.0% of portfolio›$24.5K
MTM Investment Management, LLC700
0.0% of portfolio›$22.3K
Heritage Family Offices, LLP660
0.0% of portfolio›$21.0K
Nisa Investment Advisors, LLC652
0.0% of portfolio›$20.7K
Parallel Advisors, LLC642
0.0% of portfolio›$20.4K
Parkside Financial Bank & Trust601
0.0% of portfolio›$19.1K
Caitong International Asset Management Co., Ltd517
0.0% of portfolio›$16.4K
Owl Creek Wealth Partners LLC405
0.0% of portfolio›$12.9K
Private Trust Co NA403
0.0% of portfolio›$12.8K
Fortitude Family Office, LLC391
0.0% of portfolio›$12.4K
Silver Grove Financial Group, Inc.323
0.0% of portfolio›$10.3K
Essential Partners LLC298
0.0% of portfolio›$9.5K
Summit Securities Group LLC193
0.0% of portfolio›$6.1K
Bare Financial Services, Inc181
0.0% of portfolio›$5.8K
Financial Consulate, Inc144
0.0% of portfolio›$4.6K
Atwood & Palmer Inc92
0.0% of portfolio›$2.9K
Root Financial Partners, LLC80
0.0% of portfolio›$2.5K
Mather Group, Llc.78
0.0% of portfolio›$2.5K
Cape Investment Advisory, Inc.77
0.0% of portfolio›$2.4K
SJS Investment Consulting Inc.73
0.0% of portfolio›$2.3K
CoreCap Advisors, LLC31
0.0% of portfolio›$985
Clark Wealth Partners26
0.0% of portfolio›$827
Provenance Wealth Advisors, LLC23
0.0% of portfolio›$731
Torren Management, LLC21
0.0% of portfolio›$668
Ascentis Wealth Management, LLC21
0.0% of portfolio›$667
Pinnacle Wealth Planning Services, Inc.16
0.0% of portfolio›$509
Covestor Ltd12
0.0% of portfolio›$0
Hughes Financial Services, LLC3
0.0% of portfolio›$95
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,416,140$45.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
848,065$27.0M0.0%CoreLowNew York, NY2026-11-05
Tributary Capital Management, LLC
342,996$10.9M1.0%ValueMediumOmaha, NE2026-10-28
Equitable Trust Co
282,998$9.0M0.4%CoreLowNashville, TN2026-10-13
Fenimore Asset Management Inc
269,627$8.6M0.2%CoreLowCobleskill, NY2026-10-08
Fifth Third Bancorp
224,686$7.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Nicholas Company, Inc.
184,275$5.9M0.1%CoreLowMilwaukee, WI2026-11-05
Smith Chas P & Associates PA Cpas
150,183$4.8M0.2%CoreVery LowLakeland, FL2026-10-22
HB Wealth Management, LLC
103,486$3.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Summit Creek Advisors LLC
86,844$2.8M1.1%GARPLowMinneapolis, MN2026-11-03
Wealth Enhancement Advisory Services, LLC
83,983$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
80,897$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Pathway Financial Advisors LLC
76,394$2.4M0.3%ETFLowSouth Burlington, VT2026-10-07
Confluence Investment Management LLC
58,631$1.9M0.0%ValueMediumSt. Louis, MO2026-10-01
ABC Arbitrage SA
58,514$1.9M0.2%YieldVery HighParis, India2026-10-23
Transmarket Holdings LP
56,085$1.8M1.0%Deep ValueVery HighChicago, IL2026-10-27
State of New Jersey Common Pension Fund D
37,294$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Washington Trust Bank
36,217$1.2M0.1%CoreLowSpokane, WA2026-11-03
Assetmark, Inc
33,027$1.0M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
30,777$978.0K0.0%ETFLowFairfield, IA2026-11-02
Sunburst Financial Group, LLC
29,281$930.8K0.1%ETFVery LowVestavia Hills, AL2026-10-09
Harbor Capital Advisors, Inc.
25,208$801.0K0.1%ValueHighChicago, IL2026-10-22
Americana Partners, LLC
24,246$770.8K0.0%CoreMediumHouston, TX2026-10-28
Arizona State Retirement System
22,011$699.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
AM Investment Strategies LLC
21,389$680.0K0.2%CoreVery LowChattanooga, TN2026-11-05
Jefferies Financial Group Inc.
17,600$559.5K0.0%CoreVery HighNew York, NY2026-11-05
Dodds Wealth, LLC
15,792$502.0K0.1%ETFVery LowGreenwood Village, CO2026-11-02
Citigroup Inc
13,886$441.4K0.0%CoreMediumNew York, NY2026-11-04
Pictet Asset Management Holding SA
12,487$397.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
12,173$387.0K0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
11,199$356.0K0.0%CoreLowDes Moines, IA2026-11-02
Imc-Chicago, LLC
9,430$299.8K0.0%GARPVery HighChicago, IL2026-11-05
Xponance LLC
9,281$295.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oppenheimer Asset Management Inc.
8,449$268.6K0.0%CoreMediumNew York, NY2026-10-27
Quadrant Private Wealth Management, LLC
8,001$254.4K0.0%GrowthLowCenter Valley, PA2026-11-04
Entrewealth, LLC
7,261$230.8K0.1%ETFLowAustin, TX2026-10-14
Cyndeo Wealth Partners, LLC
6,360$202.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
US Bancorp \de\
5,450$173.3K0.0%IndexLowMinneapolis, MN2026-11-05
Sterling Capital Management LLC
3,199$101.7K0.0%GARPMediumCharlotte, NC2026-10-22
Wolverine Asset Management LLC
3,071$97.6K0.0%Deep ValueVery HighChicago, IL2026-11-02
IFP Advisors, Inc
2,955$93.9K0.0%GrowthLowTampa, FL2026-10-16
KBC Group NV
2,861$91.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
1,791$56.9K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
1,344$42.7K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
1,276$40.6K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
1,258$40.0K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
1,039$33.0K0.0%IndexLowSan Francisco, CA2026-10-08
Strs Ohio
900$28.6K0.0%CoreMediumColumbus, OH2026-10-30
EverSource Wealth Advisors, LLC
770$24.5K0.0%CoreMediumBirmingham, AL2026-11-04
MTM Investment Management, LLC
700$22.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Heritage Family Offices, LLP
660$21.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Nisa Investment Advisors, LLC
652$20.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parallel Advisors, LLC
642$20.4K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
601$19.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Caitong International Asset Management Co., Ltd
517$16.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Owl Creek Wealth Partners LLC
405$12.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Private Trust Co NA
403$12.8K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
391$12.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Silver Grove Financial Group, Inc.
323$10.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Essential Partners LLC
298$9.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Summit Securities Group LLC
193$6.1K0.0%CoreVery HighNew York, NY2026-11-05
Bare Financial Services, Inc
181$5.8K0.0%ETFVery LowGap, PA2026-11-04
Financial Consulate, Inc
144$4.6K0.0%ETFLowHunt Valley, MD2026-10-23
Atwood & Palmer Inc
92$2.9K0.0%CoreVery LowKansas City, MO2026-10-08
Root Financial Partners, LLC
80$2.5K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
78$2.5K0.0%ETFMediumChicago, IL2026-10-14
Cape Investment Advisory, Inc.
77$2.4K0.0%ETFLowMcdonough, GA2026-10-13
SJS Investment Consulting Inc.
73$2.3K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
31$9850.0%ETFMediumSouthfield, MI2026-10-08
Clark Wealth Partners
26$8270.0%ETFVery LowO'Fallon, IL2026-10-19
Provenance Wealth Advisors, LLC
23$7310.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
21$6680.0%ETFMediumSan Diego, CA2026-10-29
Ascentis Wealth Management, LLC
21$6670.0%Agg GrowthLowDallas, TX2026-11-03
Pinnacle Wealth Planning Services, Inc.
16$5090.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
12$00.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
3$950.0%ETFLowHerndon, VA2026-10-30