BWIN · Company research
The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
38records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2015437 | 53581521 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EQUITABLE TRUST CO | 33250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282998 | 7522087 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612135 | 16270548 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28930 | 768959 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 106 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364353 | 9684503 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27325 | 726 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 2625 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184180 | 4895504 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23998 | 637867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148 | 3934 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317 | 8426 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80665 | 2144076 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11345 | 301550 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 362 | 9622 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Venator Management LLC | 1838211 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 773345 | 20555510 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344 | 9144 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 692797 | 18414544 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fenimore Asset Management Inc | 884566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 795434 | 21142636 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9166 | 243632 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2360463 | 88806 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Summit Creek Advisors LLC | 1333709 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66487 | 1767224 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3475 | 92366 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 0 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Madison Asset Management, LLC | 1299351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103470 | 2750233 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 647 | 17197 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76325 | 2028718 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1497140 | 39793981 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26040 | 692143 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245502 | 6525443 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89248 | 2372212 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Tributary Capital Management, LLC | 1441888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357734 | 9508570 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17600 | 467808 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120032 | 3190440 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CSM Advisors, LLC | 1863523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51388 | 1365 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3475 | 76242 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10285 | 225653 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.