Who Owns BWIN?
The Baldwin Insurance Group, Inc. — Institutional Ownership & 13F Holdings
$22.41
-0.87 (-3.74%)
Market Cap
$1.7B
Shares Outstanding
67,937,518
Institutional Holders
218
Total Inst. Value
$11.1B
% of Float Held
107.9%
QoQ Holder Change
+79
Institutional data as of Q1 2025
New Positions
46
Closed Positions
26
Increased
78
Decreased
61
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NICHOLAS COMPANY, INC. | $8.3B | 185,025 |
| 2 | FMR LLC | $386.0M | 8,636,575 |
| 3 | VANGUARD GROUP INC | $292.4M | 6,543,104 |
| 4 | BlackRock, Inc. | $226.3M | 5,063,314 |
| 5 | T. Rowe Price Investment Management, Inc. | $144.5M | 3,232,521 |
| 6 | BAMCO INC /NY/ | $134.5M | 3,010,000 |
| 7 | Champlain Investment Partners, LLC | $118.3M | 2,647,275 |
| 8 | Capital International Investors | $114.2M | 2,555,208 |
| 9 | Capital Research Global Investors | $113.8M | 2,546,269 |
| 10 | MACQUARIE GROUP LTD | $111.8M | 2,502,233 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NICHOLAS COMPANY, INC. | +85 | $8.3B |
| FMR LLC | +238K | $386.0M |
| T. Rowe Price Investment Management, Inc. | +1.2M | $144.5M |
| Champlain Investment Partners, LLC | +642K | $118.3M |
| Capital Research Global Investors | +287K | $113.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | -213K | $79.5M |
| EMERALD ADVISERS, LLC | -122K | $33.3M |
| Bank of New York Mellon Corp | -120K | $37.4M |
| JPMORGAN CHASE & CO | -111K | $69.8M |
| Aristotle Capital Boston, LLC | -98K | $18.9M |
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Frequently Asked Questions
How many institutional investors hold BWIN?
As of Q1 2025, 218 institutional investors report holding BWIN (The Baldwin Insurance Group, Inc.) in their 13F filings.
What percentage of The Baldwin Insurance Group, Inc. is owned by institutions?
Institutional investors hold approximately 107.9% of The Baldwin Insurance Group, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most BWIN?
The largest institutional holder of BWIN is NICHOLAS COMPANY, INC. with $8.3B in shares.
Are institutions buying or selling BWIN?
This quarter, 46 institutions opened new positions in BWIN and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.