The Baldwin Insurance Group, Inc. BWIN

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31.99 USD +0.07 (+0.22%)

At closeNov 3, 2026, 4:01 PM EST

31.99 0.00 0.00%

After hours · Nov 3, 4:01 PM ET

31.94 Day range 32.00
15.88 52-week range 32.71
YTD
+33.13%
1 year
+42.75%

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 102.90%
Float held by institutions 105.62%
Institutions 320

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
FMR, LLC15.11%14,752,216471.92MJun 29, 2026
Blackrock Inc.7.43%7,251,950231.99MJun 29, 2026
William Blair Investment Management, LLC6.90%6,732,965215.39MJun 29, 2026
Vanguard Portfolio Management LLC3.34%3,262,912104.38MJun 29, 2026
Vanguard Capital Management LLC3.24%3,166,381101.29MJun 29, 2026
Bank Of New York Mellon Corporation3.15%3,077,35198.44MJun 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%3,718,875118.97MAug 30, 2026
BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.2.77%2,700,00086.37MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.57%2,511,21380.33MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.23%2,173,80469.54MJun 29, 2026
Fidelity Puritan Trust-Fidelity Balanced Fund2.07%2,019,38364.60MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.60%1,563,98850.03MJun 29, 2026
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