Who owns The Baldwin Insurance Group, Inc.?
Institutional ownership of BWIN from SEC Form 13F filings across 166 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
166
13F holders
$1.89B
value, 2026 filers
88.2%
of shares outstanding (71.5M sh)
34
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BWIN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 14.8M | $392.1M | 0.0% | 18.2% | +5.7% |
| 2 | BlackRock, Inc. | 7.3M | $192.8M | 0.0% | 8.9% | +9.0% |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.7M | $179.0M | 0.5% | 8.3% | -0.9% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $86.7M | 0.0% | 4% | -6.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $84.2M | 0.0% | 3.9% | -54.3% |
| 6 | Bank of New York Mellon Corp | 3.1M | $81.8M | 0.0% | 3.8% | -21.5% |
| 7 | BAMCO INC /NY/ | 2.7M | $72.1M | 0.1% | 3.3% | +0.1% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $62.2M | 0.0% | 2.9% | +8.8% |
| 9 | MORGAN STANLEY | 2.3M | $60.5M | 0.0% | 2.8% | +26.3% |
| 10 | Woodline Partners LP | 2.3M | $60.2M | 0.2% | 2.8% | +131.1% |
| 11 | WESTWOOD HOLDINGS GROUP INC | 1.9M | $51.5M | 0.4% | 2.4% | -24.8% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.9M | $50.8M | 0.1% | 2.4% | -3.4% |
| 13 | Capital International Investors | 1.7M | $44.9M | 0.0% | 2.1% | +2.9% |
| 14 | UBS Group AG | 1.6M | $43.6M | 0.0% | 2% | +29.6% |
| 15 | Capital Research Global Investors | 1.3M | $34.8M | 0.0% | 1.6% | -15.2% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.2M | $31.5M | 0.0% | 1.5% | +39.6% |
| 17 | Point72 Asset Management, L.P. | 1.0M | $27.6M | 0.0% | 1.3% | +132.3% |
| 18 | NORTHERN TRUST CORP | 810,264 | $21.5M | 0.0% | 1% | +7.8% |
| 19 | Sixth Street Partners Management Company, L.P.NEW | 723,413 | $19.2M | 3.3% | 0.9% | new |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 723,413 | $19.2M | 0.0% | 0.9% | +6.7% |
| 21 | MetLife Investment Management, LLC | 692,797 | $18.4M | 0.1% | 0.9% | -26.1% |
| 22 | GOLDMAN SACHS GROUP INC | 673,005 | $17.9M | 0.0% | 0.8% | -1.4% |
| 23 | ROYAL BANK OF CANADA | 651,487 | $17.3M | 0.0% | 0.8% | -16.3% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 581,482 | $15.5M | 0.0% | 0.7% | +3.0% |
| 25 | Corient Private Wealth LP | 518,278 | $13.8M | 0.0% | 0.6% | +3.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.