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.
Holders of 5% or more of BWIN
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Baldwin Insurance Group, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Baldwin Lowry | 13G/A | 22.50%20.4M shares | – | May 15, 20251 filing | May 15, 2025 | SEC |
| FMR LLC | 13G/A | 12.40%8.40M shares | – | Feb 12, 20251 filing | Feb 12, 2025 | SEC |
| William Blair Investment Management, LLC | 13G/A | 10.90%7.80M shares | +3.60 ppfrom 7.30% | Feb 12, 20252 filings | Dec 1, 2025 | SEC |
| Capital Research Global Investors | 13G | 6.40%4.51M shares | New | Aug 13, 20251 filing | Aug 13, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
7 Schedule 13D and 13G filings on Baldwin Insurance Group, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Dec 1, 20254:09 PM ET | William Blair Investment Management, LLC | 13G/A | 10.90%7.80M shares | +3.60 ppfrom 7.30% | Nov 30, 2025 | SEC |
| Aug 13, 202511:37 AM ET | Capital Research Global Investors | 13G | 6.40%4.51M shares | New | Jun 30, 2025 | SEC |
| May 15, 20254:50 PM ET | Baldwin Lowryand 6 others | 13G/A | 22.50%20.4M shares | – | Mar 31, 2025 | SEC |
| Feb 12, 20255:24 PM ET | William Blair Investment Management, LLC | 13G | 7.30%4.91M shares | New | Dec 31, 2024 | SEC |
| Feb 12, 20259:16 AM ET | FMR LLCand 1 other | 13G/A | 12.40%8.40M shares | – | Dec 31, 2024 | SEC |
| Nov 14, 20249:55 AM ET | Bamco Incand 4 others | 13G/A | 4.51%3.01M shares | –Below 5% | Sep 30, 2024 | SEC |
| Nov 12, 202411:16 AM ET | Champlain Investment Partners, LLC | 13G | 3.80%2.56M shares | NewBelow 5% | Sep 30, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Baldwin Insurance Group, Inc. shares.
No Form 144 notices for Baldwin Insurance Group, Inc. are on file.