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Baldwin Insurance
BWIN
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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
80.96%
Private companies
11.01%
Individuals & Insiders
8.03%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
FMR LLC
15.23%
14.75M
0.80%
+798.16K
06/30/2026
BIGH, LLC
12.95%
12.54M
0.03%
+0
03/31/2026
BlackRock, Inc.
7.49%
7.25M
0.61%
+600.65K
06/30/2026
William Blair Investment Management, LLC
7.19%
6.96M
0.08%
-64.33K
06/30/2026
Vanguard Capital Management, LLC
3.87%
3.75M
0.30%
-281.79K
06/30/2026
Vanguard Portfolio Management, LLC
3.37%
3.26M
0.23%
-212.22K
06/30/2026
BNY Asset Management
3.17%
3.07M
0.88%
-840.78K
06/30/2026
Capital Research and Management Company
3.10%
3.00M
0.20%
-187.51K
06/30/2026
Baron Capital Group, Inc.
2.80%
2.71M
<0.01%
+2.32K
06/30/2026
State Street Investment Management
2.75%
2.67M
0.19%
+192.62K
06/30/2026
Geode Capital Management, LLC
2.42%
2.34M
0.19%
+188.42K
06/30/2026
Woodline Partners LP
2.34%
2.26M
1.83%
+1.77M
06/30/2026
Laura Sherman
Co-founder
2.31%
2.24M
<0.01%
+0
03/31/2026
Morgan Stanley
2.25%
2.18M
0.50%
+487.09K
06/30/2026
T. Rowe Price Group, Inc.
2.21%
2.14M
0.36%
+347.85K
06/30/2026
Frontier Capital Management Co LLC
2.17%
2.10M
1.03%
+995.21K
06/30/2026
Trevor Baldwin
Co-Founder, CEO & Non-Independent Director
2.14%
2.07M
<0.01%
+0
04/06/2026
Westwood Management Corp.
2.00%
1.94M
0.66%
-638.83K
06/30/2026
Nomura Investment Management Business Trust
1.98%
1.91M
0.07%
-67.17K
06/30/2026
UBS Asset Management AG
1.88%
1.83M
0.37%
+362.21K
06/30/2026