Baldwin Insurance Group

BWIN · NASDAQ

$31.89+$0.02 (+0.06%)TodayMarket closed ·
Prev close $31.87

Who owns BWIN

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 30.4% of BWIN’s shares.

  • Fidelity Management & Research Company LLC6.6%
  • William Blair Investment Management, LLC4.7%
  • BlackRock Institutional Trust Company, N.A.4.5%
  • Fidelity Institutional Asset Management3.0%
  • Next 6 largest institutions11.5%
  • All other shareholders69.6%
Top institutional holders of BWIN
HolderShares% of shares
Fidelity Management & Research Company LLC9.46M6.63%
William Blair Investment Management, LLC6.73M4.72%
BlackRock Institutional Trust Company, N.A.6.36M4.46%
Fidelity Institutional Asset Management4.33M3.04%
Vanguard Portfolio Management, LLC3.26M2.29%
Vanguard Capital Management, LLC3.17M2.22%
Baron Capital Management, Inc.2.71M1.90%
State Street Investment Management (US)2.67M1.87%
Geode Capital Management, L.L.C.2.34M1.64%
Woodline Partners LP2.26M1.59%

Largest mutual fund holders

Top mutual fund holders of BWIN
HolderShares% of shares
Fidelity Strategic Advisers Fidelity US Total Stk3.70M2.59%
American Funds SMALLCAP World Fund2.92M2.05%
Baron Small Cap Fund2.70M1.89%
iShares Russell 2000 ETF2.54M1.78%
Vanguard Total Stock Market Index Fund2.18M1.53%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $4.58M (5 trades) of BWIN on the open market, with no buys.

Latest BWIN insider transactions
InsiderTypeSharesValue
Baldwin LowryOther8.35K—
Sparks Paul EugeneTax withholding244$7.75K
Sparks Paul EugeneAward824—
Muthukrishnan SathishAward824—
Parasuraman SunitaAward824—
Williams Myron KAward824—
Cohen Jay AAward824—
SULLIVAN CHRIS THOMASAward824—
Matas Barbara RuthAward824—
Shook EllynAward824—

Short interest

Settled Sep 30, 2026

Shares short
7.50M
Days to cover
1.37
% of shares outstanding
5.26%
Average daily volume
5.47M
Change since last report
−41.0%

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