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The Baldwin Insurance Group, Inc. BWIN

Set alert

Price alert · BWIN

All alert types
31.97 USD +0.04 +0.14%

As of Nov 3, 9:47 AM ET

Bid
31.96 × 7
Ask
31.97 × 33
31.94 Day range 31.97
15.88 52-week range 32.71
YTD
+33.02%
1 year
+42.64%
Open
31.95
Prev close
31.92
Mkt cap
4.50B
Vol
42.16K
Avg vol
2.61M
EPS
-1.04
P/E
0.00
Div yield
0.00%
More statistics
Low
31.94
High
31.97
Forward P/E
12.88
Beta
0.98
Short ratio
1.63
Inst. own
102.83%
Dividend
0.00
Ex-div date
Earnings
Mar 2, 2027
50-d avg
31.46
200-d avg
25.09
1y target
32.42

3M chart

Chart tools
Interval
1m5m15m30m

Events in this range
  • Sep 14, 2026Downgrade: William Blair · Outperform → Market Perform
  • Sep 15, 2026Rating: BMO Capital · Market Perform → Market Perform
  • Oct 1, 2026Downgrade: JP Morgan · Overweight → Neutral
  • Oct 2, 2026Downgrade: UBS · Buy → Neutral
  • Oct 12, 2026Downgrade: TD Cowen · Buy → Hold
  • Nov 3, 2026Earnings: 0.42; estimate 0.4322; surprise -2.82%
Signals (9)
NameDateAgo
SMA: BullishOct 30, 20264 days ago
SMA: BearishOct 29, 20265 days ago
MACD: Sell SignalSep 25, 20261 month ago
MACD: Buy SignalSep 16, 20261 month ago
SMA: BullishSep 14, 20261 month ago
SMA: BullishSep 10, 20261 month ago
SMA: BearishSep 9, 20261 month ago
SMA: BearishSep 8, 20261 month ago
MACD: Sell SignalAug 25, 20262 months ago

Held by funds

94 US ETFs and mutual funds hold BWIN · largest positions

Funds holding BWIN, by value held
FundValue heldWeight in fund
IWM $78.02M0.10%
VTI $69.50M0.00%
FBALX $62.30M0.09%
VB $48.53M0.03%
FCVIX $33.99M0.62%
FSSNX $33.12M0.10%
IWO $29.02M0.21%
VXF $27.82M0.03%
VBK $27.01M0.06%
FSLCX $26.27M1.99%
FSCRX $22.69M1.03%
VTWO $17.89M0.10%
SCHA $13.18M0.06%
FIDSX $12.07M1.40%
FSMAX $11.38M0.03%
KIE $10.55M2.04%
FFSIX $7.93M1.17%
FSKAX $4.85M0.00%
FTASX $4.22M0.05%
VFH $4.10M0.03%

Ownership

Held by insiders 2.58%
Held by institutions 102.83%
Float held by institutions 105.56%
Institutions 313

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
FMR, LLC15.11%14,752,216470.89MJun 29, 2026
Blackrock Inc.7.43%7,251,950231.48MJun 29, 2026
William Blair Investment Management, LLC6.90%6,732,965214.92MJun 29, 2026
Vanguard Portfolio Management LLC3.34%3,262,912104.15MJun 29, 2026
Vanguard Capital Management LLC3.24%3,166,381101.07MJun 29, 2026
Bank Of New York Mellon Corporation3.15%3,077,35198.23MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 3.81%3,718,875118.71MAug 30, 2026
BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.2.77%2,700,00086.18MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.57%2,511,21380.16MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.23%2,173,80469.39MJun 29, 2026
Fidelity Puritan Trust-Fidelity Balanced Fund2.07%2,019,38364.46MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.60%1,563,98849.92MJun 29, 2026

Insiders

Recent Form 4 trades →
BWIN insiders
InsiderRelationLatest transactionDateShares held
BALDWIN TREVORChief Executive OfficerStock Award(Grant)Mar 2, 2026134,192
COHEN JAY ADirectorStock Award(Grant)Jun 30, 202618,623
GALBRAITH DANIELOfficer and Beneficial Owner of more than 10% of a Class of SecurityStock Award(Grant)Mar 2, 202644,444
HALE BRADFORDChief Financial OfficerStock Award(Grant)Mar 2, 2026195,296
KADOW JOSEPH JOHNDirectorStock Award(Grant)Sep 30, 202625,424
LICHON CORBYN N.OfficerStock Award(Grant)Mar 31, 202657,291