The Baldwin Insurance Group, Inc.
Ownership
Ownership Structure
Who owns The Baldwin Insurance Group, Inc. (BWIN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 91.7% of the shares are freely tradable; institutional investors hold 94.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| FMR Inc | 10.49 | 14,752,216 | +5.7 | 06/30/2026 |
| BlackRock Inc | 5.16 | 7,251,950 | +9.0 | 06/30/2026 |
| William Blair Investment Management, LLC | 4.79 | 6,732,965 | -0.9 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.32 | 3,262,912 | -6.1 | 06/30/2026 |
| Vanguard Capital Management, LLC | 2.25 | 3,166,381 | -8.6 | 06/30/2026 |
| Bank of New York Mellon Corp | 2.19 | 3,077,351 | -21.5 | 06/30/2026 |
| BAMCO Inc | 1.93 | 2,712,386 | +0.1 | 06/30/2026 |
| State Street Corp | 1.90 | 2,665,874 | +7.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Strategic Advisers Fidelity US TtlStk | 2.64 | 3,718,875 | +0.2 | 08/31/2026 |
| iShares Russell 2000 ETF | 1.79 | 2,511,213 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Sullivan Chris Thomas | Director | 86,506 | 2,759,541 $ | Oct 1, 2026 | direct |
| Matas Barbara Ruth | Director | 20,424 | 651,526 $ | Oct 1, 2026 | direct |
| Kadow Joseph John | Director | 20,424 | 651,526 $ | Oct 1, 2026 | direct |
| Cohen Jay A | Director | 19,447 | 620,359 $ | Oct 1, 2026 | direct |
| Parasuraman Sunita | Director | 15,269 | 487,081 $ | Oct 1, 2026 | direct |
| Williams Myron K | Director | 15,269 | 487,081 $ | Oct 1, 2026 | direct |
| Shook Ellyn | Director | 15,269 | 487,081 $ | Oct 1, 2026 | direct |
| Muthukrishnan Sathish | Director | 11,078 | 353,388 $ | Oct 1, 2026 | direct |
| Baldwin Lowry | Director | 8,350 | 266,365 $ | Oct 14, 2026 | indirect |
| Sparks Paul Eugene | Director | 2,862 | 91,298 $ | Oct 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 14, 2026 | Baldwin Lowry | Director | Other | 8,350 | 0.00 | – |
| Oct 1, 2026 | Sparks Paul Eugene | Director | Other | 244 | 31.77 | 7,752 |
| Oct 1, 2026 | Sparks Paul Eugene | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Muthukrishnan Sathish | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Parasuraman Sunita | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Williams Myron K | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Cohen Jay A | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Matas Barbara Ruth | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Shook Ellyn | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Kadow Joseph John | Director | Other | 824 | 0.00 | – |
| Oct 1, 2026 | Sullivan Chris Thomas | Director | Other | 824 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.