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. 77.6% of the shares are freely tradable; institutional investors hold 94.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| FMR Inc | 14.41 | 13,954,062 | +29.2 | 03/31/2026 |
| William Blair Investment Management, LLC | 6.95 | 6,732,965 | -0.9 | 06/30/2026 |
| BlackRock Inc | 6.87 | 6,651,300 | +25.0 | 03/31/2026 |
| Bank of New York Mellon Corp | 4.05 | 3,918,087 | +36.3 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 3.59 | 3,475,131 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.58 | 3,464,919 | +0.0 | 03/31/2026 |
| BAMCO Inc | 2.80 | 2,710,068 | -10.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Strategic Advisers Fidelity US TtlStk | 3.83 | 3,710,992 | +0.4 | 07/31/2026 |
| American Funds SMALLCAP World A | 3.01 | 2,916,599 | -3.4 | 06/30/2026 |
| Baron Small Cap Strategy | 2.79 | 2,700,000 | +0.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: September 17, 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.