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Disclosery

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
FMR LLCin group FMR LLC10,755,244$303M0.02%+2,601,53513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,564,633$185M<0.01%-61,15213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,172,775$146M<0.01%-11,82913F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5,104,695$144M0.37%-298,05513F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…4,513,250$127M0.02%013F-HRTimelineGroup
Champlain Investment Partners, LLC3,915,879$110M0.83%+659,43313F-HRTimeline
Capital International Investorsin group Capital International Investo…3,145,429$88.7M0.01%013F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital3,010,203$84.9M0.23%+20313F-HRTimelineGroup
T. Rowe Price Investment Management, In…3,001,010$84.7M0.05%-235,25513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,489,064$70.2M0.5%+568,53413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,293,951$64.7M0.01%+1,427,86813F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,162,471$61M0.07%-369,93013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,116,651$59.7M<0.01%+31,90013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,709,777$48.2M<0.01%+14,01913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,514,115$42.7M<0.01%+158,19913F-HR/ATimelineGroup
Capital World Investors1,259,949$35.5M<0.01%+250,00013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,098,826$31M0.01%+2,14713F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP1,071,136$30.2M0.13%-154,81213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA993,743$28M<0.01%+74613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson805,218$22.7M0.01%-4,72913F-HRTimelineGroup
Venator Management LLC773,695$21.8M5.2%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp759,220$21.4M0.07%-19,72013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding666,626$18.8M+60,946Timeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…655,965$18.5M0.95%+228,94013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP644,697$18.2M<0.01%-135,48013F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC598,238$16.9M0.37%+298,68513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co596,813$16.8M<0.01%+9,90913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/584,238$16.5M<0.01%-102,49013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…534,705$15.1M0.03%+9,29813F-HRTimelineGroup
Fenimore Asset Management Inc507,057$14.3M0.29%+155,65413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.502,839$14.2M<0.01%+16,48913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC502,562$14.2M<0.01%new13F-HRTimelineGroup
Tributary Capital Management, LLC407,726$11.5M1.04%-15,87913F-HR/ATimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC406,113$11.5M0.16%-7,11513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO403,498$11.4M0.01%+127,18913F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD363,339$10.2M0.02%-3,52313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC345,745$9.75M<0.01%+186,98213F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC303,686$8.57M0.04%-2,75613F-HRTimelineGroup
Artemis Investment Management LLP257,664$7.27M0.09%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC253,196$7.14M<0.01%-17,83413F-HRTimelineGroup
EMERALD ADVISERS, LLCgroup of 2 filers holding247,640$6.99M-1,031,001Timeline
Nuveen, LLCin group TIAA238,980$6.74M<0.01%-2,32113F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC228,120$6.44M0.19%-83,02813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY224,822$6.34M<0.01%-50,53713F-HR/ATimelineGroup
Select Equity Group, L.P.220,141$6.21M0.03%-22,76913F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND219,810$6.2M0.01%-37,57413F-HRTimeline
NICHOLAS COMPANY, INC.184,940$5.22M0.09%-8513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding181,166$5.11M-25,835Timeline
KORNITZER CAPITAL MANAGEMENT INC /KS179,519$5.06M0.1%013F-HRTimeline
MAI Capital Management178,832$5.04M0.03%+3,25013F-HRTimeline
Summit Creek Advisors LLC168,444$4.75M0.69%-5,30313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN158,880$4.48M<0.01%+2,18213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…154,742$4.48M0.01%-10,03613F-HRTimeline
Swiss National Bank137,000$3.86M<0.01%+6,80013F-HRTimeline
Otter Creek Advisors, LLC130,677$3.69M3.66%+24,44613F-HRTimeline
Pathway Financial Advisors LLC128,718$3.63M0.48%-12,03513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.111,883$3.16M0.01%new13F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…107,788$3.04M0.11%new13F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC104,951$2.96M0.03%-20,83113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC100,641$2.84M<0.01%-49,24913F-HR/ATimelineGroup
RHUMBLINE ADVISERS99,472$2.81M<0.01%-2,88313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…97,972$2.76M0.47%+67,19213F-HRTimelineGroup
HB Wealth Management, LLC92,747$2.62M0.02%+8,63313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…90,630$2.56M0.01%+28,61913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…84,967$2.4M<0.01%+16,33113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.82,834$2.34M<0.01%+71513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc72,165$2.04M<0.01%-6,31413F-HRTimelineGroup
COMERICA BANK71,568$2.02M0.01%-5,71113F-HRTimeline
Verition Fund Management LLC69,194$1.95M0.01%-49,21313F-HRTimeline
LPL Financial LLC69,014$1.95M<0.01%-9,89413F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…66,493$1.88M<0.01%+4,58113F-HRTimeline
TD Asset Management Inc63,868$1.8M<0.01%-4,13413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/63,426$1.79M<0.01%+4,71313F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…62,359$1.76M0.01%+12,92513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\58,028$1.64M<0.01%+8,71313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP57,752$1.63M<0.01%-38,23113F-HRTimelineGroup
Holocene Advisors, LP57,563$1.62M<0.01%+37,20113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …57,260$1.62M0.14%013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …57,060$1.61M<0.01%-4,43713F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding56,577$1.6M+32,855Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC56,118$1.58M<0.01%-47,78813F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP52,050$1.47M0.06%new13F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.50,396$1.42M0.11%-61,36913F-HRTimeline
SAPIENT CAPITAL LLC50,000$1.4M0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP49,428$1.39M<0.01%-220,42013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,042$1.38M<0.01%new13F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…48,770$1.38M0.07%-7,22613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.43,849$1.24M<0.01%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO42,640$1.2M0.02%+10,98913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…41,947$1.18M0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC41,805$1.18M<0.01%013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…41,339$1.17M<0.01%+3,80013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.41,319$1.17M<0.01%-207,89713F-HRTimelineGroup
Van Hulzen Asset Management, LLC36,719$1.04M0.08%-86013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC35,102$990K0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …34,273$967K<0.01%-2,44613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…32,667$922K<0.01%-5,87013F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,834$870K<0.01%-20213F-HRTimeline
BLAIR WILLIAM & CO/IL30,044$848K<0.01%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC29,046$819K0.01%+1,43613F-HRTimeline
ENTREWEALTH, LLC28,786$812K0.42%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,376$772K<0.01%-1,02813F-HRTimelineGroup
Red Door Wealth Management, LLC27,000$762K0.08%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC25,534$720K<0.01%+17,07013F-HRTimeline
Handelsbanken Fonder AB25,100$708K<0.01%+10,40013F-HRTimeline
Austin Wealth Management, LLC28,786$678K0.11%new13F-HRTimeline
Orion Porfolio Solutions, LLC23,369$659K0.01%+91413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,378$631K<0.01%-1,04613F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM20,884$589K<0.01%+1,02413F-HRTimeline
HighTower Advisors, LLC20,666$583K<0.01%-15,87013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co20,554$573K<0.01%+10213F-HRTimelineGroup
Police & Firemen's Retirement System of…19,455$549K<0.01%+3,51213F-HRTimeline
Washington Trust Bank18,839$531K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mariner, LLCin group Mariner, LLC18,568$524K<0.01%+6,66313F-HRTimelineGroup
GW&K Investment Management, LLC17,762$501K<0.01%-555,76213F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,199$485K<0.01%013F-HRTimeline
Freestone Grove Partners LP17,087$482K<0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC16,700$471K0.03%-113F-HRTimeline
Ensign Peak Advisors, Inc16,448$464K<0.01%-10,75013F-HR/ATimeline
Henshaw Capital LLC15,326$432K0.02%-5,70213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…15,000$423K0.09%+7,35713F-HRTimeline
KLP KAPITALFORVALTNING AS14,600$412K<0.01%013F-HRTimeline
Numerai GP LLC14,518$410K0.06%new13F-HRTimeline
Advisory Services Network, LLC14,416$407K0.01%+3713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC12,743$359K<0.01%-6,47613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,659$357K<0.01%-19,49213F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,637$356K0.02%+26513F-HRTimelineGroup
Elo Mutual Pension Insurance Co12,271$346K0.01%new13F-HRTimeline
ProShare Advisors LLC12,022$339K<0.01%-2,39713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,311$319K<0.01%+3,39513F-HRTimeline
NewEdge Advisors, LLC11,075$312K<0.01%013F-HRTimeline
Quantbot Technologies LP10,145$286K0.01%+2,24013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,098$285K<0.01%+213F-HRTimelineGroup
Quadrant Private Wealth Management, LLC9,770$276K0.05%-3,10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,636$272K<0.01%+3,58113F-HRTimelineGroup
SummitTX Capital, L.P.9,510$268K0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…9,368$264K<0.01%013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS9,228$260K<0.01%-1,11313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,166$259K<0.01%+3,96413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC9,060$256K<0.01%+4513F-HRTimelineGroup
Yarbrough Capital, LLC8,780$248K0.01%new13F-HRTimeline
Quantinno Capital Management LP8,581$242K<0.01%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP8,560$241K<0.01%-27,65213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,548$241K<0.01%-4,98113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,429$238K<0.01%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,421$238K<0.01%-15613F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding8,223$232K+7,440Timeline
Schneider Downs Wealth Management Advis…8,200$231K0.03%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,158$230K<0.01%+10413F-HRTimeline
Creative Planningin group Creative Planning7,933$224K<0.01%+35013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO7,155$202K0.02%-1,24613F-HRTimelineGroup
HHM Wealth Advisors, LLC6,270$177K0.02%013F-HRTimeline
Cetera Trust Company, N.A6,025$170K0.1%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,874$166K0.01%-1,30513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,152$88.9K<0.01%-6,45813F-HRTimelineGroup
IFP Advisors, Inc2,890$81.5K<0.01%+6713F-HR/ATimeline
AMALGAMATED BANK2,308$65K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV2,111$60K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,980$55.9K<0.01%-44113F-HRTimelineGroup
AlphaQuest LLC1,952$55.1K<0.01%+1,39313F-HRTimeline
Caitong International Asset Management …1,395$39.4K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,300$37.2K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC1,263$35K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,167$32.9K0.01%013F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …799$23K<0.01%+4713F-HRTimelineGroup
TD Waterhouse Canada Inc.841$22.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC700$19.7K0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.665$18.8K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC659$18.6K<0.01%-13113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC659$18.6K<0.01%013F-HRTimeline
FIRST HORIZON CORP532$15K<0.01%13F-HRTimeline
Aster Capital Management (DIFC) Ltd516$14.6K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$14.1K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC482$13.6K<0.01%+41213F-HRTimeline
ATWOOD & PALMER INC392$11.1K<0.01%-16713F-HRTimeline
UMB Bank, n.a.370$10.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA367$10.4K<0.01%+19213F-HRTimeline
Point72 (DIFC) Ltd354$9.99K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.352$9.93K<0.01%+9813F-HRTimelineGroup
Point72 Hong Kong Ltd316$8.91K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC267$8K<0.01%+2513F-HRTimelineGroup
GAMMA Investing LLC228$6.43K<0.01%-7713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding225$6.35K-4,991Timeline
Rise Advisors, LLC203$5.73K<0.01%013F-HRTimeline
Sterling Capital Management LLC170$4.8K<0.01%013F-HRTimeline
Larson Financial Group LLC158$4.46K<0.01%+12913F-HRTimeline
QUADRANT CAPITAL GROUP LLC149$4.2K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…124$3.5K<0.01%013F-HRTimeline
Allworth Financial LP109$3.08K<0.01%+5413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.114$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC99$2.79K<0.01%+2413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK89$2.51K<0.01%+8813F-HRTimelineGroup
Arax Advisory Partners75$2.12K<0.01%+6213F-HRTimeline
Parallel Advisors, LLC74$2.09K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC66$1.86K<0.01%+6413F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$1.55K<0.01%-8513F-HRTimeline
Cape Investment Advisory, Inc.55$1.55K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…54$1.52K<0.01%+4513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC51$1.47K<0.01%013F-HRTimeline
J.Safra Asset Management Corp52$1.47K<0.01%-24413F-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