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Disclosery

BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

218 managers (222 13F filers) reported a position in BWIN shares at 2025-03-31, 72,624,062 shares in all. 37 filers opened a position and 21 filers sold out during the quarter.

Managers
218
13F filers
222
New
37
Added
84
Reduced
64
Sold out
21
Shares held by filers
72,624,062

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brooklyn Investment Group46$2.06K<0.01%new13F-HRTimeline
Allworth Financial LP31$1.34K<0.01%-413F-HRTimeline
Arax Advisory Partners26$1.16K<0.01%-3013F-HRTimeline
SVB WEALTH LLC23$1.03K<0.01%new13F-HRTimeline
Stephens Consulting, LLC20$894<0.01%new13F-HRTimeline
HWG Holdings LP19$849<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC18$811<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC18$804<0.01%+213F-HRTimeline
Riggs Asset Managment Co. Inc.14$626<0.01%013F-HRTimeline
CoreCap Advisors, LLC11$492<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9$403<0.01%new13F-HRTimeline
Global Financial Private Client, LLC4$179<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.2$90<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$45<0.01%013F-HRTimelineGroup
Caitong International Asset Management …1$45<0.01%-3513F-HRTimeline
Hemington Wealth Management5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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