$BWIN

$31.99 +$0.03 (0.09%) Close

$BWIN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 92.8M shares outstanding

Who owns BWIN?

By type of holder

Institutions 96.4% Insiders 0.0% Everyone else 3.7%

Concentration Top 10 holders own 51.6%

FMR LLC 15.9% · BlackRock, Inc. 7.8%

Institutional ownership

96.4%

-0.4 pts vs last qtr

Institutional holders

225

+9 vs last qtr

Net shares bought

−320.7K

by institutions in Q2 2026

New / sold out

38 / 29

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Woodline Partners LP +1.8M
Frontier Capital Management Co LLC +995.2K

Biggest sellers in Q2 2026

Nomura Holdings Inc −1.5M
Artisan Partners Limited Partnership SOLD OUT −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$13.4M

7 notices from 3 people

Shares covered

592.0K

0.64% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Krystyn Elizabeth Officer $6.94M
Roche James Morgan Officer $6.12M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+150.0%

+20.11% a year

Each share's claim on the business

−60.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $271M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years61% 3–5 years7% 1–3 years16% Under 1 year16%

Quarterly turnover

12.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BWIN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	14.8M	15.90%	+798.2K (+5.7%)	≤2021	0.0%
Shares held by quarter Peak holding14.8M (Q2'26) Change over 8 quarters+4.8M Share of the company15.900% FMR LLC's full portfolio →
B BlackRock, Inc.	7.3M	7.82%	+600.7K (+9.0%)	≤2021	0.0%
Shares held by quarter Peak holding7.3M (Q2'26) Change over 8 quarters+2.3M Share of the company7.820% BlackRock, Inc.'s full portfolio →

FMR LLC

14.8M

% of company

15.90%

Change vs last qtr

+798.2K (+5.7%)

Held since

≤2021

BlackRock, Inc.

7.3M

% of company

7.82%

Change vs last qtr

+600.7K (+9.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding The Baldwin Insurance Group, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BWIN on Form N-PORT; together they hold 47.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SA Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II	$115M	3.7M	4.01%	0.04%	August 31, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$77.5M	2.9M	3.14%	0.08%	June 30, 2026

Strategic Advisers Fidelity U.S. Total Stock Fund

Fidelity Rutland Square Trust II

Position value

$115M

% of company

4.01%

% of the fund

0.04%

As of

August 31, 2026

SMALLCAP World Fund Inc

Position value

$77.5M

% of company

3.14%

% of the fund

0.08%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding The Baldwin Insurance Group, Inc. and how much of the fund the position is.

Comments