13F Insight
DOSSIER · 13F Holders · Q2 2026Financial Services · Insurance Agents, Brokers & Service
BWIN

THE BALDWIN INSURANCE GRP IN

242 institutions still hold THE BALDWIN INSURANCE GRP IN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05589G102·Insurance Agents, Brokers & Service·242 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
242
filers reporting
Concentration
22.59%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

242 institutions reported BWIN in Q2 2026. FMR LLC leads at 22.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$392M14.8M0.02%Q2 202602
BlackRock, Inc.
CIK 0002012383
$193M7.3M0.00%Q2 202603
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$179M6.7M0.54%Q2 202604
Vanguard Portfolio Management
CIK 0002100121· Index
$87M3.3M0.00%Q2 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$84M3.2M0.00%Q2 202606
Bank of New York Mellon Corp
CIK 0001390777
$82M3.1M0.01%Q2 202607
BAMCO INC /NY/
CIK 0001017918
$72M2.7M0.11%Q2 202608
STATE STREET CORP
CIK 0000093751
$71M2.7M0.00%Q2 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$62M2.3M0.00%Q2 202610
MORGAN STANLEY
CIK 0000895421
$61M2.3M0.00%Q2 202611
Woodline Partners LP
CIK 0001784547
$60M2.3M0.19%Q2 202612
FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 0000351173
$56M2.1M0.52%Q2 202613
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$52M1.9M0.39%Q2 202614
Delaware Management Holdings, Inc.
CIK 0000921739
$51M1.9M0.08%Q2 202615
Capital International Investors
CIK 0001562230
$45M1.7M0.01%Q2 202616
UBS Group AG
CIK 0001610520
$44M1.6M0.01%Q2 202617
Annis Gardner Whiting Capital Advisors, LLC
CIK 0001998414
$42M1.6M6.31%Q2 202618
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$36M1.3M0.01%Q2 202619
Capital Research Global Investors
CIK 0001422848
$35M1.3M0.00%Q2 202620
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$35M1.6M0.02%Q1 2026
Page 1 of 13
222 more holders available. Log in →
Insiders at THE BALDWIN INSURANCE GRP IN
Baldwin Lowry →Matas Barbara Ruth →Sullivan Chris Thomas →Shook Ellyn →Muthukrishnan Sathish →Cohen Jay A →Sparks Paul Eugene →Kadow Joseph John →