BWIN

Baldwin Insurance Group Inc/

+$44.6M

Net Activity

Institutions Holding

216

Popularity Rank

#2708

Avg Weight

0.10%

Total Value

$2.0B

Ownership Trend

216 institutions currently hold BWIN, with 130 net buyers and 82 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

82

Net Buying Institutions

130

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$306.2M
WB
William Blair Investment Management, LLC
$149.1M
BI
BlackRock, Inc.
$145.9M
BO
Bank of New York Mellon Corp
$86.0M
VP
Vanguard Portfolio Management LLC
$76.2M

Top 5 by Conviction

AG
Annis Gardner Whiting Capital Advisors, LLC
6.03%
VM
Venator Management LLC
4.08%
1W
1776 Wealth LLC
3.10%
AC
Aristotle Capital Boston, LLC
0.93%
TC
Tributary Capital Management, LLC
0.78%
View all 216 holding institutions

Quarterly Activity

Recent Activity

+$1.3B

Total Buy Value

$840.5M

Total Sell Value

New buy38
Trim51
Add92
Sold out31

130

Net Buyers

82

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding BALDWIN INSURANCE GROUP INC/ (BWIN)?
Major stakeholders currently include FMR LLC ($306.2M), William Blair Investment Management, LLC ($149.1M), BlackRock, Inc. ($145.9M). Based on the latest 13F filings, there are a total of 216 tracked investment funds and institutions maintaining positions in BWIN.
What is the overall institutional sentiment toward BWIN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $44.6M, driven by 130 managers accumulating shares while 82 reduced their exposure.
Which institutions have been selling or reducing their BWIN positions?
In the latest period, 51 funds trimmed their holdings, and 31 managers completely exited their positions. The aggregate reported sell value was $840.5M.
Are there any notable investors adding BWIN to their portfolios?
Yes, buying activity remains notable. 38 institutions opened new positions in {ticker}, and 92 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3B.

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