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BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

209 managers (213 13F filers) reported a position in BWIN shares at 2025-09-30, 79,238,510 shares in all. 29 filers opened a position and 42 filers sold out during the quarter.

Managers
209
13F filers
213
New
29
Added
70
Reduced
75
Sold out
42
Shares held by filers
79,238,510

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42$1.19K<0.01%-22713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35$987<0.01%new13F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC31$875<0.01%013F-HRTimelineGroup
Park Place Capital Corp27$762<0.01%013F-HRTimeline
Fortitude Family Office, LLC20$564<0.01%013F-HRTimeline
Smartleaf Asset Management LLC18$502<0.01%-5713F-HRTimeline
Versant Capital Management, Inc13$367<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3$85<0.01%new13F-HRTimeline
Covestor Ltd3$00%013F-HRTimelineValue 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