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BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

220 managers (228 13F filers) reported a position in BWIN shares at 2026-06-30, 89,558,559 shares in all. 35 filers opened a position and 25 filers sold out during the quarter.

Managers
220
13F filers
228
New
35
Added
69
Reduced
79
Sold out
25
Shares held by filers
89,558,559

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
WHITTIER TRUST CO OF NEVADA INC119$3.25K<0.01%013F-HRTimeline
Fulcrum Asset Management LLP100$2.62K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…89$2.37K<0.01%-213F-HRTimeline
Clearstead Advisors, LLC78$2.07K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC64$1.7K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.60$1.59K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC58$1.54K<0.01%013F-HRTimeline
Covestor Ltd31$1K<0.01%+2513F-HRTimeline
Kilter Group LLC32$851<0.01%013F-HRTimeline
CoreCap Advisors, LLC31$824<0.01%+713F-HRTimeline
SJS Investment Consulting Inc.28$745<0.01%new13F-HRTimeline
Park Place Capital Corp27$718<0.01%013F-HRTimeline
Smartleaf Asset Management LLC27$709<0.01%013F-HRTimeline
Torren Management, LLC21$558<0.01%013F-HRTimeline
Bogart Wealth, LLC20$532<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC19$505<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16$425<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$106<0.01%+113F-HRTimeline
Hughes Financial Services, LLC2$53<0.01%+113F-HRTimeline
Dunhill Financial, LLC1$47<0.01%013F-HRTimeline

Events

  • FMR LLC and 1 other reporting person reported 2,866,144 BWIN shares, 3% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0000315066-26-002344

    Accepted , ingested
  • 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