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Disclosery

BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

223 managers (227 13F filers) reported a position in BWIN shares at 2025-06-30, 76,817,411 shares in all. 31 filers opened a position and 26 filers sold out during the quarter.

Managers
223
13F filers
227
New
31
Added
92
Reduced
68
Sold out
26
Shares held by filers
76,817,411

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Global Retirement Partners, LLC75$3.21K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC75$3.2K<0.01%+5713F-HRTimeline
Parallel Advisors, LLC74$3.17K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC73$3.12K<0.01%013F-HR/ATimelineGroup
SIGNATUREFD, LLC70$3K<0.01%-39013F-HRTimeline
Allworth Financial LP55$2.35K<0.01%+2413F-HRTimeline
Cape Investment Advisory, Inc.55$2.35K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC51$2.18K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.47$2K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC31$1.33K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC29$1.24K<0.01%new13F-HRTimeline
Park Place Capital Corp27$1.12K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC20$856<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.14$600<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18$590<0.01%new13F-HRTimeline
Arax Advisory Partners13$557<0.01%-1313F-HRTimeline
Steward Partners Investment Advisory, L…9$385<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.2$86<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2$86<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$43<0.01%013F-HRTimelineGroup
Hemington Wealth Management3$00%-213F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd3$00%-113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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