BALDWIN INSURANCE GROUP INC/ BWIN
$28.41
+5.6% 52w: $16.50 – $44.54
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data16.5030.5244.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
218
+12 QoQ
13F value
$1.99B
+1.7% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$261K calls / — puts
Institutional value by quarter
Number of holders
Who owns BWIN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 14.0M | $306.2M | 0.0% | +29.2% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 6.8M | $149.1M | 0.5% | -9.9% |
| BlackRock, Inc. | Index provider | 6.7M | $145.9M | 0.0% | +25.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.9M | $86.0M | 0.0% | +36.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.5M | $76.2M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.5M | $76.0M | 0.0% | — |
| BAMCO INC /NY/ | Other | 2.7M | $59.5M | 0.2% | -10.0% |
| WESTWOOD HOLDINGS GROUP INC | Other | 2.6M | $56.5M | 0.4% | -9.6% |
| STATE STREET CORP | Index provider | 2.5M | $54.3M | 0.0% | +16.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.2M | $47.2M | 0.0% | +23.8% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 2.0M | $43.4M | 0.1% | +6.3% |
| MORGAN STANLEY | Bank broker | 1.8M | $39.6M | 0.0% | +244.8% |
| Annis Gardner Whiting Capital Advisors, LLC | Diversified mechanical | 1.7M | $37.7M | 6.0% | +11089.9% |
| Capital International Investors | Long only active | 1.6M | $36.1M | 0.0% | -54.6% |
| T. Rowe Price Investment Management, Inc. | Long only active | 1.6M | $34.5M | 0.0% | -2.2% |
| NOMURA HOLDINGS INC | Bank broker | 1.5M | $33.9M | 0.3% | New |
| Capital Research Global Investors | Long only active | 1.5M | $33.9M | 0.0% | -48.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.3M | $29.3M | 0.0% | +16.8% |
| UBS Group AG | Bank broker | 1.3M | $27.8M | 0.0% | +84.6% |
| Artisan Partners Limited Partnership | Other | 1.2M | $26.7M | 0.0% | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Other | 1.1M | $24.2M | 0.2% | +329.1% |
| Fiera Capital Corp | Other | 1.0M | $22.9M | 0.1% | +5.3% |
| Champlain Investment Partners, LLC | Other | 1.0M | $22.7M | 0.3% | -71.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 1.0M | $22.6M | 0.0% | +3.6% |
| MetLife Investment Management, LLC | Insurance | 937.7K | $20.6M | 0.1% | +51.4% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 881.9K | $19.3M | 0.0% | +12.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 848.4K | $18.6M | 0.0% | +51.9% |
| ROYAL BANK OF CANADA | Bank broker | 778.3K | $17.1M | 0.0% | -13.6% |
| Boston Partners | Other | 772.7K | $17.0M | 0.0% | +1507.3% |
| Venator Management LLC ★3 | Fundamental concentrated | 773.3K | $17.0M | 4.1% | 0.0% |
| NORTHERN TRUST CORP | Index provider | 751.3K | $16.5M | 0.0% | +27.7% |
| Fenimore Asset Management Inc ★2 | Fundamental diversified | 703.3K | $15.4M | 0.3% | +20.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 698.2K | $15.3M | 0.0% | +217.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 682.5K | $15.0M | 0.0% | +79.8% |
| Aristotle Capital Boston, LLC | Other | 682.1K | $15.0M | 0.9% | -7.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 678.2K | $14.9M | 0.0% | +13.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 642.7K | $14.1M | 0.3% | -21.6% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 638.6K | $14.0M | 0.2% | +10.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 564.7K | $12.4M | 0.0% | — |
| Man Group plc | Quant stat arb | 536.9K | $11.8M | 0.0% | New |
| Corient Private Wealth LLC | Diversified mechanical | 502.5K | $11.0M | 0.0% | +639.3% |
| Woodline Partners LP | Other | 489.9K | $10.7M | 0.0% | -66.4% |
| SEI INVESTMENTS CO | Diversified mechanical | 456.2K | $10.0M | 0.0% | +32.4% |
| Point72 Asset Management, L.P. | Multistrat pod | 447.0K | $9.8M | 0.0% | +308.7% |
| BECK MACK & OLIVER LLC ★2 | Fundamental diversified | 427.1K | $9.4M | 0.2% | +47.4% |
| JPMORGAN CHASE & CO | Bank broker | 424.1K | $9.3M | 0.0% | -67.9% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 404.8K | $8.9M | 0.0% | — |
| Tributary Capital Management, LLC | Other | 368.4K | $8.1M | 0.8% | -2.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 367.9K | $8.1M | 0.0% | -5.0% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 363.5K | $8.0M | 0.3% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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