DOSSIER · 13F Holders · Q1 2026Financial Services · Insurance Agents, Brokers & Service
BWIN

THE BALDWIN INSURANCE GRP IN

235 institutions still hold THE BALDWIN INSURANCE GRP IN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05589G102·Insurance Agents, Brokers & Service·235 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.4B
visible holders
Holders
235
filers reporting
Concentration
22.09%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

235 institutions reported BWIN in Q1 2026. FMR LLC leads at 22.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$306M14.0M0.02%Q1 2026
02
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$149M6.8M0.49%Q1 2026
03
BlackRock, Inc.
CIK 0002012383
$146M6.7M0.00%Q1 2026
04
Bank of New York Mellon Corp
CIK 0001390777
$86M3.9M0.02%Q1 2026
05
Vanguard Portfolio Management
CIK 0002100121· Index
$76M3.5M0.00%Q1 2026
06
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$76M3.5M0.00%Q1 2026
07
BAMCO INC /NY/
CIK 0001017918
$59M2.7M0.18%Q1 2026
08
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$57M2.6M0.41%Q1 2026
09
STATE STREET CORP
CIK 0000093751
$54M2.5M0.00%Q1 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$47M2.2M0.00%Q1 2026
11
Delaware Management Holdings, Inc.
CIK 0000921739
$43M2.0M0.07%Q1 2026
12
MORGAN STANLEY
CIK 0000895421
$40M1.8M0.00%Q1 2026
13
Capital International Investors
CIK 0001562230
$36M1.6M0.01%Q1 2026
14
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$35M1.6M0.02%Q1 2026
15
NOMURA HOLDINGS INC
CIK 0001163653
$34M1.5M0.09%Q1 2026
16
Capital Research Global Investors
CIK 0001422848
$34M1.5M0.01%Q1 2026
17
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$29M1.3M0.01%Q1 2026
18
UBS Group AG
CIK 0001610520
$28M1.3M0.00%Q1 2026
19
Artisan Partners Limited Partnership
CIK 0001466153
$27M1.2M0.04%Q1 2026
20
FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 0000351173
$24M1.1M0.25%Q1 2026
Page 1 of 12
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Insiders at THE BALDWIN INSURANCE GRP IN
Shook EllynSullivan Chris ThomasWilliams Myron KKadow Joseph JohnCohen Jay AMatas Barbara RuthMuthukrishnan SathishParasuraman Sunita