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Baldwin Insurance Group, Inc.

BWIN
Exchange
Nasdaq
Industry
Insurance Agents, Brokers & Service
SEC CIK
0001781755

No open-market purchases or sales by Baldwin Insurance Group, Inc. insiders were filed in the last 90 days; 228 institutions reported holding it in 13F filings for Q2 2026, worth $2.38B in total; no superinvestor holds it.

Key figures

Insider buysOpen market, last 90 days
0
Insider sellsOpen market, last 90 days
0
13F holdersQ2 2026, +13 vs. previous quarter
228
13F valueReported value at the end of Q2 2026
$2.38B
Superinvestors holdingAt the end of Q2 2026
0

Price chart

Superinvestors holding BWIN, Q2 2026

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No superinvestor reported holding BWIN at the end of Q2 2026.

Latest insider trades

Open-market purchases and sales by Baldwin Insurance Group, Inc. insiders from Form 4, newest first.

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Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
May 15, 2026 (view filing)May 141 dayCohen Seth BalaGeneral CounselSSaleClass A Common Stock−15.0K$20.01−$300.1K−51.7%14.0K after
May 8, 2026 (view filing)May 6-72 daysKrystyn ElizabethOther: Member of 10% Owner GroupSSaleClass A Common Stock−202.0K$21.19−$4.28M−100.0%0 after4 lots
Mar 6, 2026 (view filing)Mar 6Same dayKrystyn ElizabethOther: Member of 10% Owner GroupSSaleClass A Common Stock−120.0K$21.25−$2.55M−100.0%0 after2 lots
Mar 4, 2026 (view filing)Mar 2-32 daysSparks Paul EugeneDirectorPPurchaseClass A Common Stock+44.2K$22.66+$1.00M+4.6%996.7K after2 lots
Dec 15, 2025 (view filing)Dec 11-154 daysRoche James MorganSee RemarksSSaleClass A Common Stock−240.0K$23.93−$5.74M−85.1%42.1K after4 lots
Dec 9, 2025 (view filing)Dec 54 daysRoche James MorganSee RemarksSSaleClass A Common Stock−15.0K$25.08−$376.2K−26.3%42.1K after
Aug 15, 2025 (view filing)Aug 132 daysCohen Seth BalaGeneral CounselSSaleClass A Common Stock−2.77K$34.00−$94.3K−21.0%10.5K after
Aug 7, 2025 (view filing)Aug 7Same dayHale BradfordChief Financial OfficerPPurchaseClass A Common Stock+10.0K$28.72+$287.2K+7.4%144.7K after
Jun 13, 2025 (view filing)Jun 11-122 daysBaldwin TrevorChief Executive OfficerSSaleClass A Common Stock−175.0K$39.38−$6.89M−86.3%27.7K after3 lots
Jun 13, 2025 (view filing)Jun 12-131 dayRoche James MorganSee RemarksSSaleClass A Common Stock−37.6K$40.06−$1.51M−47.2%42.1K after2 lots

Top 10 13F holders, Q2 2026

The largest institutional positions in Baldwin Insurance Group, Inc. at the end of Q2 2026; share changes are against Q1 2026.

See all 228 holders
Institutions holding BWIN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC14,752,216$392.1M0.02%+798,154+5.7%Added
BlackRock, Inc.7,251,950$192.8M0.00%+600,650+9.0%Added
William Blair Investment Management, LLC6,732,965$179.0M0.54%−61,527−0.9%Reduced
Vanguard Portfolio Management LLC3,262,912$86.7M0.00%−212,219−6.1%Reduced
Vanguard Capital Management LLC3,166,381$84.2M0.00%−298,538−8.6%Reduced
Bank of New York Mellon Corp3,077,351$81.8M0.01%−840,736−21.5%Reduced
Bamco Inc2,712,386$72.1M0.11%+2,318+0.1%Added
State Street Corp2,665,874$70.8M0.00%+192,620+7.8%Added
Geode Capital Management, LLC2,339,453$62.2M0.00%+188,420+8.8%Added
Morgan Stanley2,277,033$60.5M0.00%+473,826+26.3%Added