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Disclosery

BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

219 managers (227 13F filers) reported a position in BWIN shares at 2026-06-30, 89,407,229 shares in all. 36 filers opened a position and 25 filers sold out during the quarter.

Managers
219
13F filers
227
New
36
Added
69
Reduced
78
Sold out
25
Shares held by filers
89,407,229

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC14,752,216$392M0.02%+798,15413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,251,950$193M<0.01%+600,65013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding7,114,685$189M-486,168Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6,732,965$179M0.54%-61,52713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,077,351$81.8M0.01%-840,73613F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital2,712,386$72.1M0.11%+2,31813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,665,874$70.8M<0.01%+192,62013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,339,453$62.2M<0.01%+188,42013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,277,033$60.5M<0.01%+473,82613F-HRTimelineGroup
Woodline Partners LP2,264,135$60.2M0.19%+1,774,19513F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC2,097,658$55.8M0.52%+995,20613F-HRTimeline
T. Rowe Price Investment Management, In…2,010,989$53.5M0.04%+438,18613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,973,631$52.5M-1,549,270Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,938,370$51.5M0.39%-638,82613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,825,203$48.5M+362,207Timeline
Capital International Investorsin group Capital International Investo…1,690,697$44.9M0.01%+47,14013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,582,587$42.1M6.31%-134,95113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,346,168$35.8M0.01%+12,29713F-HRTimelineGroup
Capital Research Global Investorsin group Capital Research Global Inves…1,308,203$34.8M<0.01%-234,64613F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp1,192,820$31.7M0.03%+420,11713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,184,085$31.5M<0.01%+335,67813F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,038,190$27.6M0.04%+591,21213F-HRTimelineGroup
Champlain Investment Partners, LLC863,038$22.9M0.59%-171,22213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP810,264$21.5M<0.01%+58,93813F-HRTimelineGroup
Bridgewater Advisors Inc.728,743$21.5M1.17%new13F-HRTimeline
Fenimore Asset Management Inc795,434$21.1M0.44%+92,12613F-HRTimeline
Venator Management LLC773,345$20.6M4.63%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co723,413$19.2M<0.01%+45,18913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…692,797$18.4M0.08%-244,89613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC673,005$17.9M<0.01%-9,46713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA651,487$17.3M<0.01%-126,79413F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC612,135$16.3M0.29%-30,58113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp596,374$15.9M0.06%-447,39813F-HRTimelineGroup
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…568,427$15.1M1.01%-113,63313F-HRTimelineGroup
1776 Wealth LLC537,410$14.3M5.03%+178,21913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO446,679$11.9M0.01%-9,49513F-HRTimelineGroup
BECK MACK & OLIVER LLC438,020$11.6M0.23%+10,93513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO410,190$10.9M<0.01%-13,94813F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.405,426$10.8M0.01%+60613F-HRTimelineGroup
Nuveen, LLCin group TIAA392,561$10.4M<0.01%+121,75713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND364,353$9.68M0.01%-333,82713F-HRTimeline
Tributary Capital Management, LLC357,734$9.51M0.78%-10,63413F-HRTimeline
Jupiter Topco LLCin group Janus Henderson329,652$8.76M<0.01%13F-HRTimelineGroup
Freestone Grove Partners LP327,679$8.71M0.06%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD325,131$8.64M0.02%-42,78013F-HRTimeline
EQUITABLE TRUST CO282,998$7.52M0.31%013F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC245,502$6.53M0.21%-21,40813F-HRTimeline
MAI Capital Management221,435$5.89M0.02%-2213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN197,936$5.26M<0.01%+57,22613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…185,553$4.93M0.01%+106,36013F-HRTimelineGroup
NICHOLAS COMPANY, INC.184,180$4.9M0.09%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP173,017$4.6M0.2%-190,43613F-HRTimeline
Gillson Capital LP172,991$4.6M0.27%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…171,922$4.57M0.14%new13F-HRTimelineGroup
Man Group plcin group Man Group plc166,028$4.41M0.01%-370,82413F-HRTimelineGroup
Swiss National Bank155,500$4.13M<0.01%+14,80013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management153,172$4.07M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC144,486$3.84M<0.01%-47313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…129,339$3.44M0.01%-5,07413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/125,590$3.34M<0.01%-90,34013F-HRTimeline
RHUMBLINE ADVISERS120,032$3.19M<0.01%+16,54013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\105,609$2.81M<0.01%+25,85013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC103,470$2.75M0.03%+14613F-HRTimelineGroup
HB Wealth Management, LLC103,226$2.74M0.02%+28,77513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,048$2.49M<0.01%+10,54013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…89,248$2.37M0.01%-14,34713F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…88,806$2.36M<0.01%-9,05613F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.106,200$2.33M<0.01%-2313F-HRTimeline
Pathway Financial Advisors LLC76,394$2.17M0.25%-52,32413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …81,163$2.16M<0.01%+8,76113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO80,665$2.14M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.80,591$2.14M<0.01%+10,48913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC77,621$2.06M0.03%-561,01613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…74,998$1.99M0.04%+8313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,992$1.97M<0.01%new13F-HRTimelineGroup
Summit Creek Advisors LLC66,487$1.77M0.6%-67,43013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc64,269$1.71M<0.01%+7,51913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,518$1.69M<0.01%-36,57713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP62,929$1.67M<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC54,526$1.45M<0.01%+37,46513F-HRTimelineGroup
CSM Advisors, LLC51,388$1.36M0.03%new13F-HRTimeline
HighTower Advisors, LLC51,102$1.36M<0.01%-41,97513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …50,046$1.33M<0.01%+9,18213F-HRTimelineGroup
SAPIENT CAPITAL LLC50,000$1.33M0.02%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS49,618$1.32M<0.01%-9,42813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…48,039$1.28M<0.01%-11,23013F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding46,683$1.24M-4,795Timeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…45,171$1.2M<0.01%+26313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,575$1.18M<0.01%+28,24713F-HRTimelineGroup
Quantinno Capital Management LP42,392$1.13M<0.01%+31,77513F-HRTimeline
Creative Planningin group Creative Planning40,498$1.08M<0.01%-14,73513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,293$1.04M<0.01%+70313F-HRTimelineGroup
Orion Porfolio Solutions, LLC38,563$1.03M0.01%+14,46513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC37,144$987K<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC36,470$969K0.01%new13F-HRTimeline
Washington Trust Bank36,217$963K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC WORLD MARKET INC.36,000$957K<0.01%new13F-HRTimeline
SG Americas Securities, LLC34,725$923K<0.01%+19,33713F-HRTimeline
Quadrant Private Wealth Management, LLC34,686$922K0.21%-28,01513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…32,739$870K<0.01%013F-HRTimeline
Jain Global LLC32,371$860K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…30,823$819K<0.01%-36013F-HR/ATimeline
Aptus Capital Advisors, LLC29,632$788K0.01%+1913F-HRTimeline
Sunburst Financial Group, LLC29,281$778K0.13%013F-HRTimeline
Police & Firemen's Retirement System of…28,930$769K0.01%+3,06813F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP27,680$736K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
HARBOR CAPITAL ADVISORS, INC.27,325$726K0.05%-2,12613F-HRTimeline
Red Door Wealth Management, LLC27,000$718K0.07%013F-HRTimeline
ENTREWEALTH, LLC24,868$711K0.26%-12,46913F-HRTimeline
DIVERSIFIED TRUST CO26,734$711K0.01%-6,74913F-HRTimeline
Americana Partners, LLC24,156$642K0.01%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP23,998$638K0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC22,816$606K<0.01%-3,47713F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …22,806$606K<0.01%013F-HRTimelineGroup
LPL Financial LLC22,693$603K<0.01%-25,70313F-HRTimeline
Handelsbanken Fonder AB21,700$577K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM21,377$568K<0.01%+1,67813F-HRTimeline
Mariner, LLCin group Mariner, LLC21,341$567K<0.01%-20,96213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,422$543K<0.01%-6,21113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL19,152$509K<0.01%-2,80213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC18,729$498K<0.01%+2,74813F-HRTimelineGroup
IMC-Chicago, LLC17,698$470K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS17,600$468K<0.01%+2,30013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,199$457K<0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC17,177$457K<0.01%-1,59013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP16,750$445K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Group, LLC16,709$444K0.03%-1713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC16,341$434K<0.01%-7,34713F-HRTimelineGroup
Dockside LLC16,220$431K0.1%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC16,140$429K<0.01%+1,24513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,129$429K<0.01%-486,33213F-HR/ATimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,004$399K0.02%-11,47913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,045$347K<0.01%+1,05513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,045$342K<0.01%-4,19613F-HRTimelineGroup
ProShare Advisors LLC12,841$341K<0.01%-1,03513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,918$317K0.01%+4313F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,166$297K<0.01%013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC10,813$287K<0.01%-1613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,033$267K<0.01%+613F-HRTimelineGroup
Aurdan Capital Management, LLC9,700$258K0.07%013F-HRTimeline
XPONANCE LLC9,668$257K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,662$257K<0.01%new13F-HRTimelineGroup
Cloud Capital Management, LLC9,508$252K0.09%+1013F-HRTimeline
Core Wealth Advisors, Inc.9,424$250K0.05%013F-HRTimeline
Cetera Trust Company, N.A8,950$238K0.12%+88013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,902$237K0.01%+1,06813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,851$235K<0.01%-6813F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP8,500$226K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,429$224K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC8,313$221K<0.01%new13F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC8,300$221K0.01%-1,54413F-HRTimeline
Schonfeld Strategic Advisors LLC7,916$210K<0.01%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co7,510$199K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC6,270$167K0.02%013F-HRTimeline
Quantbot Technologies LP6,236$166K0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc5,498$146K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,298$141K<0.01%+26913F-HRTimelineGroup
KBC Group NVin group KBC Group NV4,246$113K<0.01%013F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S4,108$109K<0.01%13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,086$109K<0.01%-5,56813F-HRTimelineGroup
Lavaca Capital LLC3,800$101K0.01%new13F-HRTimeline
NewEdge Advisors, LLC3,475$92.4K<0.01%013F-HRTimeline
IFP Advisors, Inc2,811$74.7K<0.01%-10513F-HRTimeline
GROUP ONE TRADING LLC2,631$69.9K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,087$55.5K<0.01%+1,34613F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,342$35.7K<0.01%-32613F-HRTimelineGroup
Dorato Capital Management1,333$35.3K0.02%013F-HRTimeline
Larson Financial Group LLC1,261$33.5K<0.01%-35013F-HRTimeline
Versant Capital Management, Inc1,201$31.9K<0.01%+36313F-HRTimeline
Arax Advisory Partners1,105$29.4K<0.01%+93713F-HRTimeline
SIGNATUREFD, LLC1,040$27.6K<0.01%-24813F-HRTimeline
Integrated Wealth Concepts LLC933$24.8K<0.01%new13F-HRTimeline
GAMMA Investing LLC727$19.3K<0.01%-16213F-HRTimeline
MTM Investment Management, LLC700$18.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…694$18.4K<0.01%-58413F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC672$17.9K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC647$17.2K<0.01%-313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.624$16.6K<0.01%+21413F-HRTimelineGroup
Continuum Advisory, LLC570$15.2K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.544$14.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC514$13.6K<0.01%+21413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$13.3K<0.01%-3313F-HRTimelineGroup
Parallel Advisors, LLC490$13K<0.01%-1513F-HRTimeline
Allworth Financial LP434$11.5K<0.01%-33113F-HRTimeline
PRIVATE TRUST CO NA430$11.4K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC405$10.8K<0.01%+24513F-HRTimeline
ATWOOD & PALMER INC392$10.4K<0.01%013F-HRTimeline
UMB Bank, n.a.370$9.84K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …352$9.36K<0.01%-5,74913F-HRTimeline
Sterling Capital Management LLC344$9.14K<0.01%-27613F-HRTimeline
ROTHSCHILD INVESTMENT LLC337$8.96K<0.01%+4813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC317$8.43K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.312$8.29K<0.01%new13F-HRTimeline
Essential Partners LLC298$7.92K<0.01%-17213F-HRTimeline
J.Safra Asset Management Corp253$6.72K<0.01%+15613F-HRTimeline
Stone House Investment Management, LLC195$5.18K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC172$4.57K<0.01%new13F-HRTimeline
Bare Financial Services, Inc169$4.49K<0.01%-2213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK148$3.93K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC119$3.25K<0.01%013F-HRTimeline

Events

  • GLAZER CAPITAL, LLC and 1 other reporting person reported 5,179,906 BWIN shares, 5.35% of the class, as of 2026-09-18, in a 13G filed 2026-09-25. 0001076809-26-000105

    Accepted , ingested