13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
BWIN

BALDWIN INSURANCE GROUP INC

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

CUSIP 05589g102·231 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.3%
vs prior quarter
13F value held
$1.4B
65.0% inst. owned
of float
Holders
231
-82 QoQ
filers reporting
Activity
+43 / −66
+924 added · −825 reduced
this quarter
Concentration
22.27%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

231 institutions reported BWIN in Q1 2026. FMR LLC leads at 22.3% of the visible book. -82 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$306M14.0M0.02%Q1 202602
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$149M6.8M0.49%Q1 202603
BlackRock, Inc.
CIK 0002012383
$146M6.7M0.00%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$86M3.9M0.02%Q1 202605
Vanguard Portfolio Management
CIK 0002100121
$76M3.5M0.00%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$76M3.5M0.00%Q1 202607
BAMCO INC /NY/
CIK 0001017918
$59M2.7M0.18%Q1 202608
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$57M2.6M0.41%Q1 202609
STATE STREET CORP
CIK 0000093751
$54M2.5M0.00%Q1 202610
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$47M2.2M0.00%Q1 202611
Delaware Management Holdings, Inc.
CIK 0000921739
$43M2.0M0.07%Q1 202612
MORGAN STANLEY
CIK 0000895421
$40M1.8M0.00%Q1 202613
Capital International Investors
CIK 0001562230
$36M1.6M0.01%Q1 202614
NOMURA HOLDINGS INC
CIK 0001163653
$34M1.5M0.09%Q1 202615
Capital Research Global Investors
CIK 0001422848
$34M1.5M0.01%Q1 202616
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$29M1.3M0.01%Q1 202617
UBS Group AG
CIK 0001610520
$28M1.3M0.00%Q1 202618
Artisan Partners Limited Partnership
CIK 0001466153
$27M1.2M0.04%Q1 202619
FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 0000351173
$24M1.1M0.25%Q1 202620
Fiera Capital Corp
CIK 0001505817
$23M1.0M0.08%Q1 2026
Page 1 of 12
211 more holders available. Log in →