Companies / Baldwin Insurance Group, Inc.
Baldwin Insurance Group, Inc.
Nasdaq: BWINCIK 1781755TAMPA, FL
Financials · FY2025
Ownership
139.5M shares outstanding · as of Jul 24, 2026
Ownership
Share classes
| Class A | 69.42% | |
| Class B | 30.58% |
| Insiders | 10.44% | 14,567,108 |
| 10%+ / strategic | 11.79% | 16,453,469 |
| Institutions | 58.88% | 82,134,176 |
| Public float | 18.88% | 26,343,581 |
% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.
Insiders 18
View all →| Insider | % of shares | Shares |
|---|---|---|
Baldwin LowryDirector · 10% owner | 8.99% | 12,537,590 |
Bigh, LLC10% owner | 8.99% | 12,537,590 |
Sparks Paul EugeneDirector | 0.80% | 1,111,535 |
Roche James MorganSee Remarks | 0.23% | 322,437 |
Hale BradfordChief Financial Officer | 0.13% | 184,338 |
Baldwin TrevorCEOChief Executive Officer · Director | 0.07% | 104,549 |
Sullivan Chris ThomasDirector | 0.06% | 83,254 |
Lichon Corbyn N.Chief Accounting Officer | 0.04% | 55,258 |
Galbraith DanielSee Remarks | 0.03% | 43,486 |
Cohen Seth BalaGeneral Counsel | 0.02% | 29,024 |
Institutional holders 208
View all →| Holder | Value | % of shares |
|---|---|---|
| $259.44M | 7.74% | |
| $192.76M | 5.20% | |
| $181.28M | 5.41% | |
| $164.65M | 4.91% | |
| $86.94M | 2.59% | |
| $85.96M | 2.81% | |
| $72.50M | 2.16% | |
| $70.83M | 1.91% | |
| $59.46M | 1.94% | |
| $56.54M | 1.85% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Champlain Investment Partners, LLC 13F manager | Trim | Common stock | $-57.40M | -2.6M -71.67% | 1,034,260 0.74% of shares | high |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Add | Common stock | $51.32M | +1.9M +36.29% | 7,251,950 5.20% of shares | high |
| Q1 2026 as of | Nomura Holdings Inc 13F manager | New | Common stock | $33.85M | +1.5M | 1,543,018 1.11% of shares | medium |
| Q1 2026 as of | Bank of New York Mellon Corp/The 13F manager | Add | Common stock | $22.91M | +1.0M +36.33% | 3,918,087 2.81% of shares | medium |
| Q1 2026 as of | Boston Partners 13F manager | Add | Common stock | $15.94M | +725K +1507.25% | 772,703 0.55% of shares | medium |
| Q2 2026 as of | State Street Corporation 13F manager | Add | Common stock | $14.19M | +534K +25.06% | 2,665,874 1.91% of shares | medium |
| Q1 2026 as of | Philadelphia Financial Management of San Francisco, LLC 13F manager | Exit | Common stock | $-13.37M | -556K -100.00% | 0 | medium |
| Q2 2026 as of | Fiera Capital Corp 13F manager | Trim | Common stock | $-10.49M | -395K -39.83% | 596,374 0.43% of shares | medium |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Vanguard Group Inc | Passive13G/A | — |
| Champlain Investment Partners, LLC | Passive13G | — |
| Champlain Investment Partners, LLC | Passive13G | — |
| Capital Research Global Investors | Passive13G/A | — |
| Capital International Investors | Passive13G | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| BWIN | — | 05589G102 |