The Baldwin Insurance Group, Inc. BWIN
32.03 USD +0.04 (+0.11%)
Nov 4, 2026, 12:28 PM EST
31.99 Day range 32.08
15.88 52-week range 32.71
- YTD
- +33.28%
- 1 year
- +39.18%
Held by funds
94 US ETFs and mutual funds hold BWIN · largest positions
Ownership
Held by insiders 2.58%
Held by institutions 102.90%
Float held by institutions 105.62%
Institutions 320
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| FMR, LLC | 15.11% | 14,752,216 | 471.92M | Jun 29, 2026 |
| Blackrock Inc. | 7.43% | 7,251,950 | 231.99M | Jun 29, 2026 |
| William Blair Investment Management, LLC | 6.90% | 6,732,965 | 215.39M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.34% | 3,262,912 | 104.38M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.24% | 3,166,381 | 101.29M | Jun 29, 2026 |
| Bank Of New York Mellon Corporation | 3.15% | 3,077,351 | 98.44M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | 3.81% | 3,718,875 | 118.97M | Aug 30, 2026 |
| BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd. | 2.77% | 2,700,000 | 86.37M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.57% | 2,511,213 | 80.33M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.23% | 2,173,804 | 69.54M | Jun 29, 2026 |
| Fidelity Puritan Trust-Fidelity Balanced Fund | 2.07% | 2,019,383 | 64.60M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.60% | 1,563,988 | 50.03M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BALDWIN TREVOR | Chief Executive Officer | Stock Award(Grant) | Mar 2, 2026 | 134,192 |
| COHEN JAY A | Director | Stock Award(Grant) | Jun 30, 2026 | 18,623 |
| GALBRAITH DANIEL | Officer and Beneficial Owner of more than 10% of a Class of Security | Stock Award(Grant) | Mar 2, 2026 | 44,444 |
| HALE BRADFORD | Chief Financial Officer | Stock Award(Grant) | Mar 2, 2026 | 195,296 |
| KADOW JOSEPH JOHN | Director | Stock Award(Grant) | Sep 30, 2026 | 25,424 |
| LICHON CORBYN N. | Officer | Stock Award(Grant) | Mar 31, 2026 | 57,291 |