Baldwin Insurance Group Inc/
$31.01+2.5%
+$169.8M
Net Activity
+2.95% total shares
Institutions Holding
233
Popularity Rank
#2645
Avg Weight
0.11%
Total Value
$2.5B
Market Cap
$2.1B
233 institutions currently hold BWIN, with 116 net buyers and 103 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
103
Net Buying Institutions
116
Top 5 by Value
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Across its top 20 institutional holders, BWIN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 37/100).
BWIN ranks #2645 out of 37501 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.
Fidelity has added to its BWIN position for two straight quarters, increasing it by $132.7M to reach $392.1M today.
Westwood Holdings Group Inc has trimmed its BWIN position for two straight quarters, cutting it by $17.0M while still holding $51.5M.
BWIN is up 2.5% today, and institutions have been net buyers of $169.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
BWIN reported a net loss of $81.2M over the trailing twelve months.
+$387.8M
Total Buy Value
$265.8M
Total Sell Value
116
Net Buyers
103
Net Sellers
BWIN
Q2 2026
Top 5 Institutional Movers
+$86.0M
+$49.4M
+$46.8M
-$32.2M
BWIN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
Baldwin Insurance Group (ticker: BWIN) put out a press release on July 30, 2026, reporting its financial results for the quarter ended June 30, 2026. The release was attached to this 8-K as an exhibit, and it was furnished to the SEC rather than formally filed. The excerpt doesn't include specific revenue or profit figures, so we don't see the actual numbers here.
View Full Filing (SEC EDGAR)05589G102, 057755209
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Access BWIN's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BWINCLI
npx alphasmo stocks get BWIN