Baldwin Insurance Group, Inc. 13F holders
228 funds reported a position in Baldwin Insurance Group, Inc. in their 13F for the quarter ended 30 June 2026, together 89.6 million shares worth $2.38 billion. Against the quarter before, 30 opened a position, 67 added, 76 trimmed and 25 sold out; together they sold a net 211,405 shares. The largest holders: FMR LLC, BlackRock, Inc. and William Blair Investment Management, LLC.
Funds holding228+10 on Q1 2026
Shares they held89.6Mworth $2.38 billion
Net sold on the quarter211,405 sharesabout $5.6 million at the funds' values
Funds buying to selling97 to 101opened or added, to cut or sold
Opened 30Added 67Held 52Trimmed 76Sold out 25
What each fund did in BWIN against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BWIN in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 33 reported a position in Baldwin Insurance Group, Inc.: 5 opened one, 12 added, 8 trimmed and 6 sold out, a net 556,042 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Baldwin Insurance Group, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 14.8 million shares worth $392.1 million, 0.0% of its reported book. New this quarter: Citadel Advisors, Millennium Management. In the quarter, 5 funds added or opened a position and 1 trimmed or sold out; together they bought a net 1.4 million shares, about $37.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 14,752,216 | $392.1 million | 0.0% | +798,154 | added | 30 June 2026 | 13F |
| Geode Capital Management | 2,339,453 | $62.2 million | 0.0% | +188,420 | added | 30 June 2026 | 13F |
| Capital Research Global Investors | 1,308,203 | $34.8 million | 0.0% | -234,646 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 1,038,190 | $27.6 million | 0.0% | +591,212 | added | 30 June 2026 | 13F |
| Citadel Advisors | 73,992 | $2.0 million | 0.0% | +73,992 | new | 30 June 2026 | 13F |
| Millennium Management | 9,662 | $256,816 | 0.0% | +9,662 | new | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 14,752,216 | 16.47% | $392.1 million | 0.02% | +798,154 | 13F |
| BlackRock, Inc. | 7,251,950 | 8.09% | $192.8 million | 0.00% | +600,650 | 13F |
| William Blair Investment Management, LLC | 6,732,965 | 7.52% | $179.0 million | 0.54% | -61,527 | 13F |
| Vanguard Portfolio Management LLC | 3,262,912 | 3.64% | $86.7 million | 0.00% | -212,219 | 13F |
| Vanguard Capital Management LLC | 3,166,381 | 3.53% | $84.2 million | 0.00% | -298,538 | 13F |
| Bank of New York Mellon Corp | 3,077,351 | 3.43% | $81.8 million | 0.01% | -840,736 | 13F |
| Bamco Inc. | 2,712,386 | 3.03% | $72.1 million | 0.11% | +2,318 | 13F |
| State Street Corp. | 2,665,874 | 2.98% | $70.8 million | 0.00% | +192,620 | 13F |
| Geode Capital Management, LLC | 2,339,453 | 2.61% | $62.2 million | 0.00% | +188,420 | 13F |
| Morgan Stanley | 2,277,033 | 2.54% | $60.5 million | 0.00% | +473,826 | 13F |
| Woodline Partners LP | 2,264,135 | 2.53% | $60.2 million | 0.19% | +1,774,195 | 13F |
| Frontier Capital Management Co. LLC | 2,097,658 | 2.34% | $55.8 million | 0.52% | +995,206 | 13F |
| T. Rowe Price Investment Management, Inc. | 2,010,989 | 2.24% | $53.5 million | 0.04% | +438,186 | 13F |
| Westwood Holdings Group Inc. | 1,938,370 | 2.16% | $51.5 million | 0.39% | -638,826 | 13F |
| Nomura Asset Management International Inc. | 1,912,711 | 2.13% | $50.8 million | 0.08% | -67,172 | 13F |
| Capital International Investors | 1,690,697 | 1.89% | $44.9 million | 0.01% | +47,140 | 13F |
| UBS Group AG | 1,641,349 | 1.83% | $43.6 million | 0.01% | +374,524 | 13F |
| Annis Gardner Whiting Capital Advisors, LLC | 1,582,587 | 1.77% | $42.1 million | 6.31% | -134,951 | 13F |
| Dimensional Fund Advisors LP | 1,346,168 | 1.50% | $35.8 million | 0.01% | +12,297 | 13F |
| Capital Research Global Investors | 1,308,203 | 1.46% | $34.8 million | 0.01% | -234,646 | 13F |
| Boston Partners | 1,192,820 | 1.33% | $31.7 million | 0.03% | +420,117 | 13F |
| Bank of America Corp. | 1,184,085 | 1.32% | $31.5 million | 0.00% | +335,678 | 13F |
| Point72 Asset Management, L.P. | 1,038,190 | 1.16% | $27.6 million | 0.04% | +591,212 | 13F |
| Champlain Investment Partners, LLC | 863,038 | 0.96% | $22.9 million | 0.59% | -171,222 | 13F |
| Northern Trust Corp. | 810,264 | 0.90% | $21.5 million | 0.00% | +58,938 | 13F |
| Bridgewater Advisors Inc. | 728,743 | 0.81% | $21.5 million | 1.17% | new | 13F |
| Fenimore Asset Management Inc | 795,434 | 0.89% | $21.1 million | 0.44% | +92,126 | 13F |
| Venator Management LLC | 773,345 | 0.86% | $20.6 million | 4.63% | no change | 13F |
| Charles Schwab Investment Management Inc. | 723,413 | 0.81% | $19.2 million | 0.00% | +45,189 | 13F |
| MetLife Investment Management, LLC | 692,797 | 0.77% | $18.4 million | 0.08% | -244,896 | 13F |
| Goldman Sachs Group Inc. | 673,005 | 0.75% | $17.9 million | 0.00% | -9,467 | 13F |
| Royal Bank of Canada | 651,487 | 0.73% | $17.3 million | 0.00% | -126,794 | 13F |
| Kennedy Capital Management LLC | 612,135 | 0.68% | $16.3 million | 0.29% | -30,581 | 13F |
| Fiera Capital Corp | 596,374 | 0.67% | $15.9 million | 0.06% | -447,398 | 13F |
| Vanguard Fiduciary Trust Co. | 581,482 | 0.65% | $15.5 million | 0.00% | +16,745 | 13F |
| Aristotle Capital Boston, LLC | 568,427 | 0.63% | $15.1 million | 1.01% | -113,633 | 13F |
| 1776 Wealth LLC | 537,410 | 0.60% | $14.3 million | 5.04% | +178,219 | 13F |
| Sei Investments Co. | 446,679 | 0.50% | $11.9 million | 0.01% | -9,495 | 13F |
| Beck Mack & Oliver LLC | 438,020 | 0.49% | $11.6 million | 0.23% | +10,935 | 13F |
| JPMorgan Chase & Co. | 410,190 | 0.46% | $10.9 million | 0.00% | -13,948 | 13F |
| CIBC Bancorp USA Inc. | 405,426 | 0.45% | $10.8 million | 0.01% | +606 | 13F |
| Nuveen, LLC | 392,561 | 0.44% | $10.4 million | 0.00% | +121,757 | 13F |
| New York State Common Retirement Fund | 364,353 | 0.41% | $9.7 million | 0.01% | -333,827 | 13F |
| Tributary Capital Management, LLC | 357,734 | 0.40% | $9.5 million | 0.78% | -10,634 | 13F |
| Jupiter Topco LLC | 329,652 | 0.37% | $8.8 million | 0.00% | first 13F | 13F |
| Freestone Grove Partners LP | 327,679 | 0.37% | $8.7 million | 0.06% | new | 13F |
| State of Wisconsin Investment Board | 325,131 | 0.36% | $8.6 million | 0.02% | -42,780 | 13F |
| Equitable Trust Co. | 282,998 | 0.32% | $7.5 million | 0.31% | no change | 13F |
| Peregrine Capital Management LLC | 245,502 | 0.27% | $6.5 million | 0.21% | -21,408 | 13F |
| MAI Capital Management | 221,435 | 0.25% | $5.9 million | 0.02% | -22 | 13F |
The 50 largest of the 228 funds that reported a position in BWIN in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on BWIN
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 8,500 | $225,930 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 8,000 | $212,640 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 October 2026 | 13G/A | FMR LLC and 3 others | 2.9 million | 3.0% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 25 September 2026 | 13G | Glazer Capital, LLC and 3 others | 5.2 million | 5.3% | 18 September 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 14 May 2026 | 13G/A | Capital International Investors and 1 other | 1.6 million | 1.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 May 2026 | 13G/A | L. Lowry Baldwin and 13 others | 19.9 million | 17.0% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 7 May 2026 | 13G/A | William Blair Investment Management, LLC and 1 other | 6.8 million | 7.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G | Capital International Investors and 1 other | 3.6 million | 5.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | Capital Research Global Investors and 1 other | 3.0 million | 4.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G | Champlain Investment Partners, LLC and 1 other | 3.7 million | 3.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G | Champlain Investment Partners, LLC and 1 other | 3.9 million | 5.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 1 December 2025 | 13G/A | William Blair Investment Management, LLC and 1 other | 7.8 million | 10.9% | 30 November 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 November 2025 | 13G/A | FMR LLC and 3 others | 10.7 million | 15.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 24 September 2026 | 25,534 | $31.85 | SEC |
| 15 September 2026 | 11,243 | $32.00 | SEC |
| 11 September 2026 | 2,502 | $29.39 | SEC |
| 10 September 2026 | 185 | $28.23 | SEC |
| 2 September 2026 | 1,640 | $30.26 | SEC |
| 31 August 2026 | 73 | $30.68 | SEC |
| 28 August 2026 | 6,144 | $30.16 | SEC |
| 26 August 2026 | 240 | $30.91 | SEC |
| 17 August 2026 | 3 | $31.51 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.