BWIN

The Baldwin Insurance Group, Inc.

TickerBWIN
Sector · IndustryFinancial ServicesInsurance Brokers
13D/G
SecurityCommon Stock · US
CUSIP05589G102

BWIN institutional ownership changes in Q2 2026: 64 institutions opened or added positions, 60 trimmed or exited. BWIN (The Baldwin Insurance Group, Inc.) is held by 123 institutional investors as of Q2 2026. Top institutional shareholders: FMR LLC ($392.1M), BlackRock, Inc. ($192.8M), William Blair Investment Management, LLC ($179M). Net institutional sentiment: Mixed.

123
Holders
(8 Elite)
$2.1B
Total Value
52% (124)
Consensus
64 buying60 selling
Fund holdings as of
BWIN

Smart Money Verdict

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Held by 123 funds
8 elite

Who's Trading

Source dates: Price Nov 5, 2026 · Insiders Oct 16, 2026 · Activists Oct 7, 2026 · Congress Nov 18, 2025

InsiderBLBaldwin LowryW 8K sh
ActivistFMR LLCFMR LLC3.0%
InsiderSESparks Paul EugeneVest 824 sh
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Top Holders

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Action
Increased
14.8M(+5.7%)$392.1M0.0%+28.84%
33
Increased
7.3M(+9.0%)$192.8M0.0%-23.65%
33
Decreased
6.7M(-0.9%)$179M0.5%+2.42%
0
Decreased
3.3M(-6.1%)$86.7M0.0%+45.81%
0
Decreased
3.2M(-8.6%)$84.2M0.0%+45.81%
0
Decreased
3.1M(-21.5%)$81.8M0.0%+26.76%
0
Increased
2.7M(+0.1%)$72.1M0.1%+74.78%
35
Increased
2.7M(+7.8%)$70.8M0.0%+11.38%
32
Increased
2.3M(+8.8%)$62.2M0.0%+24.11%
32
Increased
2.3M(+26.3%)$60.5M0.0%+28.11%
36
Increased
2.3M(+362.1%)$60.2M0.2%+22.91%
57
Increased
2.1M(+90.3%)$55.8M0.5%+31.12%
65
Decreased
1.9M(-24.8%)$51.5M0.4%+16.25%
0
Decreased
1.9M(-3.4%)$50.8M0.1%+33.81%
0
Increased
1.7M(+2.9%)$44.9M0.0%-26.71%
30
Increased
1.6M(+29.6%)$43.6M0.0%+19.37%
37
Increased
1.3M(+0.9%)$35.8M0.0%+24.57%
29
Decreased
1.3M(-15.2%)$34.8M0.0%-21.79%
0
Increased
1.2M(+54.4%)$31.7M0.0%+35.22%
41
Increased
1.2M(+39.6%)$31.5M0.0%+19.96%
38

Showing 1-20 of 135

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BWINBWINThe Baldwin Insurance Group, Inc.

Other Financial Services stocks held by institutions

Questions investors ask about BWIN

Who owns BWIN?

123 institutional investors held BWIN on June 30, 2026, led by FMR LLC ($392.1M), BlackRock, Inc. ($192.8M) and William Blair Investment Management, LLC ($179M).

How many hedge funds hold BWIN?

123 institutional investors reported BWIN in their 13F filings for the quarter ended June 30, 2026, $2.1B in all. 8 of them are rated Elite.

Are institutions buying or selling BWIN?

Buying, on balance. In Q2 2026, 64 institutions opened or added to positions in BWIN and 60 institutions trimmed or exited.

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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