Baldwin Insurance Group Inc/ (BWIN) — Institutional Investor Activity (Q2 2026)

BWIN ranks #2635 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BWIN is a top-conviction position for Annis Gardner Whiting Capital Advisors, LLC — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BWIN belongs to FMR LLC, but the position matters far more to Annis Gardner Whiting Capital Advisors, LLC, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Equitable Trust Co has added to its BWIN position for two straight quarters, increasing it by $2.8M to reach $9.0M today.

Confluence Investment Management LLC has trimmed its BWIN position for two straight quarters, cutting it by $12.1M while still holding $1.9M.

BWIN is down 0.1% today, but institutions show net buying of $169.8M this quarter — a divergence between today's price move and the underlying institutional flow.

BWIN reported a net loss of $81.2M over the trailing twelve months.

• Not yet profitable — net loss of $81.2M over the trailing twelve months
• Revenue grew 19.0% year over year
• Net income declined year over year, from -$17.8M to -$81.2M
• Operating cash flow was negative, using $29.4M in cash
• Current ratio of 1.16x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.63x equity — a highly leveraged balance sheet worth noting