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Disclosery

BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

203 managers (208 13F filers) reported a position in BWIN shares at 2024-12-31, 67,854,235 shares in all. 21 filers opened a position and 38 filers sold out during the quarter.

Managers
203
13F filers
208
New
21
Added
83
Reduced
64
Sold out
38
Shares held by filers
67,854,235

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FMR LLCin group FMR LLC8,398,745$326M0.02%-1,518,56513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,587,486$255M<0.01%+175,38113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,109,518$198M<0.01%+149,45913F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,907,589$190M0.46%+2,197,64813F-HRTimeline
BAMCO INC /NY/in group Baron Capital3,010,000$117M0.3%013F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…2,555,208$99M0.02%+210,71513F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,445,875$94.8M0.12%-130,73813F-HRTimelineGroup
Capital Research Global Investorsin group Capital Research Global Inves…2,259,342$87.6M0.02%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,082,013$80.7M<0.01%+125,46213F-HRTimelineGroup
Champlain Investment Partners, LLC2,005,171$77.7M0.49%-555,55613F-HRTimeline
T. Rowe Price Investment Management, In…1,993,871$77.3M0.05%+1,110,44413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,990,818$77.2M0.59%+300,91213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,673,944$64.9M0.01%+438,07613F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,562,735$60.6M<0.01%+12,37813F-HRTimelineGroup
EMERALD ADVISERS, LLCgroup of 2 filers holding1,381,910$53.6M-156,022Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,141,544$44.2M0.06%-136,63313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,127,200$43.7M0.01%+19,04913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp956,935$37.1M0.01%+84,84313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA875,256$33.9M0.01%-132,33413F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP847,494$32.8M0.14%+129,03013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP791,507$30.7M<0.01%+54,09613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/726,798$28.2M<0.01%+44,71913F-HRTimelineGroup
Venator Management LLC722,570$28M8.07%-1,23013F-HRTimeline
GW&K Investment Management, LLC644,574$25M0.21%-13,67613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson571,058$22.1M0.01%+37,81713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co557,877$21.6M<0.01%+10,90213F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp525,965$20.7M0.03%+31,39513F-HRTimelineGroup
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…521,256$20.2M0.75%-747,76913F-HRTimelineGroup
Tributary Capital Management, LLC471,809$18.3M1.42%-82413F-HRTimeline
UBS Group AGgroup of 2 filers holding444,518$17.2M+149,782Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC432,066$16.7M0.23%-6,47813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management420,168$16.3M0.04%+212,51113F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC416,576$16.1M0.48%-105,77013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD369,122$14.3M0.04%+31,13013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC366,543$14.2M<0.01%+81,56913F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC352,621$13.7M0.3%-74,65313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO331,957$12.9M0.02%-173,55713F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.317,273$12.3M0.03%new13F-HRTimelineGroup
Granite Investment Partners, LLC297,367$11.5M0.5%-6,64313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY290,634$11.3M<0.01%-8,67313F-HR/ATimelineGroup
Nuveen Asset Management, LLCin group TIAA267,836$10.4M<0.01%-305,50213F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS240,539$9.32M0.18%-25,11113F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc239,000$9.26M0.02%new13F-HRTimelineGroup
NICHOLAS COMPANY, INC.184,940$7.17M0.12%-12013F-HRTimeline
MAI Capital Management179,661$6.96M0.05%+51,97113F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding163,082$6.32M+88,931Timeline
Swiss National Bank131,200$5.09M<0.01%+2,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…129,883$5.03M0.01%-73813F-HRTimelineGroup
Otter Creek Advisors, LLC127,753$4.95M3.41%-10,52213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,933$4.92M0.01%-5,02713F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP122,727$4.76M<0.01%-15,00813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC119,682$4.64M<0.01%+10,60413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding116,464$4.51M+108Timeline
Pathway Financial Advisors LLC115,289$4.47M1.03%013F-HRTimeline
Freestone Grove Partners LP101,376$3.93M0.05%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.99,562$3.86M<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS89,682$3.48M<0.01%+2,25113F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…86,512$3.35M0.01%+13,34013F-HRTimeline
ALLIANCEBERNSTEIN L.P.82,208$3.19M<0.01%+10,90813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,784$2.94M<0.01%+6,45913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc72,093$2.79M<0.01%+3,44413F-HRTimelineGroup
LPL Financial LLC67,046$2.73M<0.01%+11,48813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC68,223$2.64M<0.01%+37,04313F-HRTimelineGroup
HB Wealth Management, LLC63,667$2.47M0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…62,922$2.44M<0.01%-22,36613F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…62,408$2.42M<0.01%-13913F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.62,267$2.41M<0.01%-83,19613F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding59,947$2.32M-13,373Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\59,381$2.3M<0.01%+19,76013F-HR/ATimelineGroup
COMERICA BANK59,349$2.3M0.01%+2,97013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC56,732$2.2M<0.01%+9,22013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,831$2.16M<0.01%-9513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC53,980$2.09M<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC53,881$2.09M0.15%-24,87213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC53,700$2.08M0.01%+36,30713F-HRTimelineGroup
Zions Bancorporation, N.A.52,983$2.05M0.13%+8,73213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.51,607$2M0.09%+73713F-HRTimeline
Oliver Luxxe Assets LLC39,960$1.99M0.36%013F-HR/ATimeline
PRICE T ROWE ASSOCIATES INC /MD/49,373$1.91M<0.01%-272,10113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND49,247$1.91M<0.01%013F-HR/ATimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…47,471$1.84M0.01%+3,06613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC46,600$1.81M<0.01%+5,80013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…46,463$1.8M0.02%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…40,177$1.56M0.01%+2,18313F-HRTimelineGroup
TD Asset Management Inc39,954$1.55M<0.01%+33,55413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,456$1.53M<0.01%-81913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,021$1.51M<0.01%13F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…37,857$1.47M<0.01%+1,81213F-HRTimelineGroup
Quantbot Technologies LP37,111$1.44M0.05%+36,14313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …35,507$1.38M<0.01%+52513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP35,448$1.37M<0.01%new13F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP34,683$1.34M0.01%+7,79313F-HRTimeline
Select Equity Group, L.P.33,741$1.31M0.01%-19,69013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.33,138$1.28M0.01%-2,07513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC31,580$1.22M<0.01%-7,09513F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,033$1.2M<0.01%-113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…30,780$1.19M0.16%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,881$1.12M<0.01%+17,18013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC28,420$1.1M0.01%+12,81713F-HRTimeline
Ensign Peak Advisors, Inc27,198$1.05M<0.01%013F-HRTimeline
Red Door Wealth Management, LLC27,000$1.05M0.16%+21,50013F-HRTimeline
Verition Fund Management LLC24,461$948K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC22,543$874K0.02%+20,24313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,272$863K<0.01%-7,99213F-HRTimelineGroup
Henshaw Capital LLC21,028$815K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO20,336$788K0.02%-4,86413F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,818$768K<0.01%-1,67713F-HR/ATimelineGroup
ARIZONA STATE RETIREMENT SYSTEM19,366$751K<0.01%+32113F-HRTimeline
ProShare Advisors LLC18,771$728K<0.01%+6,32713F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…18,439$715K<0.01%+3,14713F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co18,427$713K<0.01%+2,47213F-HRTimelineGroup
New World Advisors LLC18,295$709K0.17%+3,33813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,199$667K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP16,785$651K0.08%+77013F-HRTimeline
Cornerstone Wealth Group, LLC16,710$648K0.05%+1013F-HRTimeline
Handelsbanken Fonder AB14,700$570K<0.01%+2,20013F-HRTimeline
ExodusPoint Capital Management, LP14,023$544K0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…14,020$543K0.01%13F-HRTimeline
Dynamic Technology Lab Private Ltd13,460$522K0.08%new13F-HRTimeline
Advisory Services Network, LLC13,355$518K0.01%+4,06513F-HRTimeline
Mariner, LLCin group Mariner, LLC13,229$513K<0.01%+3,19213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS13,200$512K<0.01%13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,666$491K0.03%-1,23413F-HRTimelineGroup
Schonfeld Strategic Advisors LLC12,540$486K<0.01%+5,04013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,325$478K<0.01%-43713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,199$473K<0.01%+2,99113F-HRTimelineGroup
NewEdge Advisors, LLC10,375$402K<0.01%-1,35013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,234$397K<0.01%-49013F-HRTimelineGroup
SG Americas Securities, LLC10,195$395K<0.01%-8,04613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,045$389K<0.01%+4513F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO9,997$387K0.02%+13613F-HRTimelineGroup
TRUST POINT INC.9,981$387K0.03%-9,79813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,756$378K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK8,840$343K<0.01%-8513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,650$335K<0.01%-1,45613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,576$332K<0.01%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,429$327K<0.01%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,281$321K<0.01%-9113F-HRTimeline
Schneider Downs Wealth Management Advis…8,200$318K0.06%013F-HRTimeline
Creative Planningin group Creative Planning8,097$314K<0.01%-1,88213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC7,665$297K<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…7,000$271K0.08%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,973$270K0.01%+30213F-HRTimelineGroup
ALTFEST L J & CO INC6,943$269K0.03%+1,45613F-HRTimeline
Janney Montgomery Scott LLC6,944$269K<0.01%+2013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,887$267K<0.01%+2313F-HRTimelineGroup
HHM Wealth Advisors, LLC6,270$243K0.03%013F-HRTimeline
CIBC WORLD MARKETS CORP6,237$242K<0.01%new13F-HRTimeline
Defined Financial Planning LLC5,915$229K0.24%13F-HRTimeline
Verdence Capital Advisors LLC5,541$215K0.02%-1,98913F-HRTimeline
Cetera Trust Company, N.A5,470$212K0.14%+2513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,600$202K<0.01%-1,42713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,160$200K0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV3,279$127K<0.01%+1,48713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,199$85.2K<0.01%+1,62313F-HRTimelineGroup
State of Wyoming2,126$82.4K0.01%-71013F-HRTimeline
AMALGAMATED BANK2,080$81K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,944$75.3K0.01%+29413F-HRTimeline
STRS OHIO1,900$73.6K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC1,700$65.9K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,528$62.6K<0.01%+1,39813F-HRTimelineGroup
Parkside Financial Bank & Trust1,520$58.9K0.01%+19513F-HRTimeline
First Horizon Advisors, Inc.1,415$54.8K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,334$51.7K<0.01%-3,53513F-HR/ATimeline
Premier Fund Managers Ltd1,142$44K<0.01%-19,63913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,095$42.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC970$37.6K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.933$36.1K<0.01%-10013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC850$32.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC834$32.3K0.01%+16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.632$24.5K<0.01%-13,51013F-HR/ATimelineGroup
ATWOOD & PALMER INC580$22.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$19.4K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.464$18K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.Safra Asset Management Corp316$12.1K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC298$11K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC253$10K<0.01%+1113F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC189$7.33K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC179$6.94K<0.01%-4713F-HRTimeline
QUADRANT CAPITAL GROUP LLC177$6.86K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA175$6.78K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…144$5.58K<0.01%013F-HRTimeline
SIGNATUREFD, LLC102$3.95K<0.01%-62713F-HRTimeline
IFP Advisors, Inc75$3.84K<0.01%-1213F-HRTimeline
Lindbrook Capital, LLC81$3.14K<0.01%013F-HRTimeline
Parallel Advisors, LLC74$2.87K<0.01%-1413F-HRTimeline
Eagle Bay Advisors LLC74$2.87K<0.01%-8613F-HRTimeline
Global Retirement Partners, LLC72$2.79K<0.01%-2813F-HRTimeline
Sterling Capital Management LLC68$2.64K<0.01%013F-HRTimeline
Arax Advisory Partners56$2.17K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$2.13K<0.01%-513F-HRTimeline
Quarry LP41$1.59K<0.01%new13F-HRTimeline
Allworth Financial LP35$1.46K<0.01%+413F-HRTimeline
Caitong International Asset Management …36$1.4K<0.01%13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…32$1.33K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$930<0.01%+1213F-HRTimelineGroup
Amundiin group Amundi20$729<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC18$690<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC16$620<0.01%+313F-HRTimeline
Riggs Asset Managment Co. Inc.14$538<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