Companies / Baldwin Insurance Group, Inc. / Institutional holders

Baldwin Insurance Group, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
FMR LLC	$259.44M	10,796,351	7.74%
BlackRock, Inc.	$192.76M	7,251,950	5.20%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$181.28M	7,543,813	5.41%
VANGUARD GROUP INC	$164.65M	6,851,874	4.91%
Capital International Investors	$86.94M	3,618,132	2.59%
Bank of New York Mellon Corp/The	$85.96M	3,918,087	2.81%
Capital Research Global Investors	$72.50M	3,017,071	2.16%
STATE STREET CORPORATION	$70.83M	2,665,874	1.91%
BAMCO INC /NY	$59.46M	2,710,068	1.94%
WESTWOOD HOLDINGS GROUP INC	$56.54M	2,577,196	1.85%
GEODE CAPITAL MANAGEMENT, LLC	$47.20M	2,151,033	1.54%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$44.76M	1,862,656	1.34%
Woodline Partners LP	$35.04M	1,458,314	1.05%
NOMURA HOLDINGS INC	$33.85M	1,543,018	1.11%
JPMORGAN CHASE & CO	$31.79M	1,323,032	0.95%
Dimensional Fund Advisors LP	$27.46M	1,142,389	0.82%
AMERICAN CENTURY COMPANIES INC	$23.86M	993,079	0.71%
Champlain Investment Partners, LLC	$22.69M	1,034,260	0.74%
KENNEDY CAPITAL MANAGEMENT LLC	$19.70M	819,695	0.59%
JANUS HENDERSON GROUP PLC	$19.35M	881,885	0.63%
Venator Management LLC	$18.59M	773,695	0.55%
Aristotle Capital Boston, LLC	$17.74M	738,160	0.53%
Royal Bank of Canada	$17.07M	778,281	0.56%
Boston Partners	$17.00M	772,703	0.55%
UBS Group AG	$16.49M	686,318	0.49%
Fiera Capital Corp	$15.85M	596,374	0.43%
MetLife Investment Management, LLC	$14.88M	619,292	0.44%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$14.40M	599,426	0.43%
NORTHERN TRUST CORP	$14.14M	588,576	0.42%
FENIMORE ASSET MANAGEMENT INC	$14.01M	582,850	0.42%
BANK OF AMERICA CORP /DE	$13.42M	558,528	0.40%
Philadelphia Financial Management of San Francisco, LLC	$13.37M	556,299	0.40%
Morgan Stanley	$12.57M	522,958	0.37%
BECK MACK & OLIVER LLC	$9.37M	427,085	0.31%
STATE OF WISCONSIN INVESTMENT BOARD	$9.31M	387,478	0.28%
THE GOLDMAN SACHS GROUP, INC.	$9.12M	379,653	0.27%
Tributary Capital Management, LLC	$9.09M	378,218	0.27%
MILFORD FUNDS LTD	$8.32M	346,319	0.25%
SEI INVESTMENTS CO	$8.28M	344,534	0.25%
PALISADE CAPITAL MANAGEMENT, LP	$7.97M	363,453	0.26%
Balyasny Asset Management L.P.	$7.25M	301,576	0.22%
Citadel Advisors LLC	$6.48M	269,838	0.19%
FRONTIER CAPITAL MANAGEMENT CO.,LLC	$6.17M	256,901	0.18%
Nuveen, LLC	$5.84M	242,887	0.17%
NEW YORK STATE COMMON RETIREMENT FUND	$5.28M	219,810	0.16%
MAI Capital Management	$4.86M	221,457	0.16%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.58M	190,560	0.14%
NICHOLAS COMPANY, INC.	$4.45M	185,110	0.13%
WELLS FARGO & COMPANY/MN	$4.32M	179,913	0.13%
KORNITZER CAPITAL MANAGEMENT INC /KS	$4.31M	179,519	0.13%