Baldwin Insurance Group, Inc. (Nasdaq: BWIN), an SEC filer in Insurance Agents, Brokers & Service, closed at $30.68, +1.7%, on 2026-08-28, with a market cap of $2.0B as of 2026-08-27, a return on equity of -5.7%, a net margin of -2.2% and 3-year sales growth of 15.3%. Institutional ownership, earnings history and filed financials are on the tabs below.
% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FMR LLC | 13,954,06214.0M | $306M | — | ADD 29% |
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6,794,4926.8M | $149M | — | TRIM -10% |
| 3 | BlackRock, Inc. | 6,651,3006.7M | $146M | — | ADD 25% |
| 4 | Bank of New York Mellon Corp | 3,918,0873.9M | $86M | — | ADD 36% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,475,1313.5M | $76M | — | NEW |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3,464,9193.5M | $76M | — | NEW |
| 7 | BAMCO INC /NY/tracked | 2,710,0682.7M | $59M | — | TRIM -10% |
| 8 | WESTWOOD HOLDINGS GROUP INC | 2,577,1962.6M | $57M | — | TRIM -10% |
| 9 | STATE STREET CORP | 2,473,2542.5M | $54M | — | ADD 16% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2,151,0332.2M | $47M | — | ADD 24% |
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | +3,475,131 | $76M | OPEN |
| VANGUARD CAPITAL MANAGEMENT LLC | +3,464,919 | $76M | OPEN |
| FMR LLC | +3,157,711 | $69M | ADD |
| Annis Gardner Whiting Capital Advisors, LLC | +1,702,189 | $37M | ADD |
| NOMURA HOLDINGS INC | +1,543,018 | $34M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −6,851,874 | $150M | CLOSE |
| Champlain Investment Partners, LLC | −2,616,150 | $57M | TRIM |
| Capital International Investors | −1,974,575 | $43M | TRIM |
| Capital Research Global Investors | −1,474,222 | $32M | TRIM |
| Woodline Partners LP | −968,374 | $21M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| FMR LLC | 8.4M | 8.6M | 8.2M | 10.8M | 10.8M | 14.0M | $306M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.9M | 5.6M | 5.4M | 5.1M | 7.5M | 6.8M | $149M |
| BlackRock, Inc. | 5.1M | 5.1M | 5.2M | 5.2M | 5.3M | 6.7M | $146M |
| Bank of New York Mellon Corp | 957K | 837K | 866K | 2.3M | 2.9M | 3.9M | $86M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 3.5M | $76M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 3.5M | $76M |
| BAMCO INC /NY/tracked | 3.0M | 3.0M | 3.0M | 3.0M | 3.0M | 2.7M | $59M |
| WESTWOOD HOLDINGS GROUP INC | 2.0M | 1.8M | 1.9M | 2.5M | 2.9M | 2.6M | $57M |
| STATE STREET CORP | 2.1M | 2.1M | 2.1M | 2.1M | 2.1M | 2.5M | $54M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 1.6M | 1.7M | 1.7M | 1.7M | 2.2M | $47M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
SEC Schedule 13D/G XML · group aggregate.
