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

THE BALDWIN INSURANCE GRP IN

245 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·245 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.7B
visible holders
Holders
245
filers reporting
Concentration
22.59%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

245 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 2026
02
BlackRock, Inc.
CIK 0002012383
$193M7.3M0.00%Q2 2026
03
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$179M6.7M0.54%Q2 2026
04
Vanguard Portfolio Management
CIK 0002100121· Index
$87M3.3M0.00%Q2 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$84M3.2M0.00%Q2 2026
06
Bank of New York Mellon Corp
CIK 0001390777
$82M3.1M0.01%Q2 2026
07
BAMCO INC /NY/
CIK 0001017918
$72M2.7M0.11%Q2 2026
08
STATE STREET CORP
CIK 0000093751
$71M2.7M0.00%Q2 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$62M2.3M0.00%Q2 2026
10
MORGAN STANLEY
CIK 0000895421
$61M2.3M0.00%Q2 2026
11
Woodline Partners LP
CIK 0001784547
$60M2.3M0.19%Q2 2026
12
FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 0000351173
$56M2.1M0.52%Q2 2026
13
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$52M1.9M0.39%Q2 2026
14
Delaware Management Holdings, Inc.
CIK 0000921739
$51M1.9M0.08%Q2 2026
15
Capital International Investors
CIK 0001562230
$45M1.7M0.01%Q2 2026
16
UBS Group AG
CIK 0001610520
$44M1.6M0.01%Q2 2026
17
Annis Gardner Whiting Capital Advisors, LLC
CIK 0001998414
$42M1.6M6.31%Q2 2026
18
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$36M1.3M0.01%Q2 2026
19
Capital Research Global Investors
CIK 0001422848
$35M1.3M0.00%Q2 2026
20
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$35M1.6M0.02%Q1 2026
Page 1 of 13
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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