Institutional Ownership
The Baldwin Insurance Grp In
CUSIP 05589G102COM CL ABWINQ1 2026
13D / 13G Filings
64
Schedule 13D/13G on record
Beneficial Filers
23
Distinct reporting persons
Largest Stake
63.9%
Max % of class reported
Institutional Holders
211
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
64 filings · latest Feb 13, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 13, 2026 | Capital International Investors | 13G | 5.1% | 3.62M | SEC |
| 2 | Feb 12, 2026 | Capital Research Global Investors | 13G/A | 4.2% | 3.02M | SEC |
| 3 | Feb 12, 2026 | Champlain Investment Partners, LLC | 13G | 3.8% | 3.65M | SEC |
| 4 | Feb 12, 2026 | Champlain Investment Partners, LLC | 13G | 5.5% | 3.92M | SEC |
| 5 | Dec 1, 2025 | William Blair Investment Management, LLC | 13G/A | 10.9% | 7.80M | SEC |
| 6 | Nov 5, 2025 | Fmr LLC | 13G/A | 15.0% | 10.70M | SEC |
| 7 | Aug 13, 2025 | Capital Research Global Investors | 13G | 6.4% | 4.51M | SEC |
| 8 | May 15, 2025 | L. Lowry Baldwin | 13G/A | 22.5% | 20.40M | SEC |
| 9 | Feb 12, 2025 | William Blair Investment Management, LLC | 13G | 7.3% | 4.91M | SEC |
| 10 | Feb 12, 2025 | Fmr LLC | 13G/A | 12.4% | 8.40M | SEC |
54 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for The Baldwin Insurance Grp In.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fmr LLC | 13.95M | $306.15M |
| 2 | William Blair Investment Management, LLC | 6.79M | $149.07M |
| 3 | Blackrock, Inc. | 6.65M | $145.93M |
| 4 | Bank Of New York Mellon Corp | 3.92M | $85.96M |
| 5 | Bamco Inc /Ny/ | 2.71M | $59.46M |
| 6 | Westwood Holdings Group Inc | 2.58M | $56.54M |
| 7 | State Street Corp | 2.47M | $54.26M |
| 8 | Geode Capital Management, LLC | 2.15M | $47.20M |
| 9 | Nomura Asset Management International Inc. | 1.98M | $43.44M |
| 10 | Morgan Stanley | 1.80M | $39.56M |