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BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

210 managers (218 13F filers) reported a position in BWIN shares at 2026-03-31, 90,468,448 shares in all. 38 filers opened a position and 30 filers sold out during the quarter.

Managers
210
13F filers
218
New
38
Added
92
Reduced
50
Sold out
30
Shares held by filers
90,468,448

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CoreCap Advisors, LLC24$527<0.01%013F-HRTimeline
Torren Management, LLC21$461<0.01%-54013F-HRTimeline
QUADRANT CAPITAL GROUP LLC19$417<0.01%-17213F-HR/ATimeline
Bruce G. Allen Investments, LLC19$417<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16$351<0.01%-21113F-HRTimeline
Blue Trust, Inc.6$132<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3$66<0.01%013F-HRTimeline
Dunhill Financial, LLC1$39<0.01%-113F-HRTimeline
Hughes Financial Services, LLC1$22<0.01%013F-HRTimeline
Covestor Ltd6$00%+313F-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