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Disclosery

BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

204 managers (206 13F filers) reported a position in BWIN shares at 2025-12-31, 80,709,523 shares in all. 37 filers opened a position and 44 filers sold out during the quarter.

Managers
204
13F filers
206
New
37
Added
79
Reduced
54
Sold out
44
Shares held by filers
80,709,523

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC10,796,351$259M0.01%+41,10713F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC7,543,813$181M0.51%+2,439,11813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,851,874$165M<0.01%+287,24113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,321,162$128M<0.01%+148,38713F-HRTimelineGroup
Champlain Investment Partners, LLC3,650,410$87.7M0.89%-265,46913F-HRTimeline
Capital International Investorsin group Capital International Investo…3,618,132$86.9M0.01%+472,70313F-HRTimelineGroup
Capital Research Global Investorsin group Capital Research Global Inves…3,017,071$72.5M0.01%-1,496,17913F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital3,010,428$72.3M0.2%+22513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,873,887$69.1M0.01%+579,93613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,851,518$68.5M0.56%+362,45413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,131,619$51.2M<0.01%+14,96813F-HRTimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD1,862,656$44.8M0.07%13F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,738,132$41.8M<0.01%+28,35513F-HRTimelineGroup
Woodline Partners LP1,458,314$35M0.14%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,323,032$31.8M<0.01%-191,08313F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,155,559$27.8M0.02%-1,845,45113F-HR/ATimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,142,389$27.5M0.01%+43,56313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC993,079$23.9M0.01%+647,33413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp991,213$23.8M0.08%+231,99313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA901,166$21.7M<0.01%-92,57713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding876,878$21.1M+210,252Timeline
KENNEDY CAPITAL MANAGEMENT LLC819,695$19.7M0.42%+221,45713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson783,285$18.8M0.01%-21,93313F-HRTimelineGroup
Venator Management LLC773,695$18.6M4.19%013F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…738,160$17.7M0.97%+82,19513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…619,292$14.9M0.07%+577,34513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co599,426$14.4M<0.01%+2,61313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP588,576$14.1M<0.01%-56,12113F-HRTimelineGroup
Fenimore Asset Management Inc582,850$14M0.29%+75,79313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC579,503$13.9M0.21%+173,39013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/558,528$13.4M<0.01%-25,71013F-HRTimelineGroup
Philadelphia Financial Management of Sa…556,299$13.4M2.76%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY522,958$12.6M<0.01%+298,13613F-HR/ATimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD387,478$9.31M0.02%+24,13913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC379,653$9.12M<0.01%+126,45713F-HR/ATimelineGroup
Tributary Capital Management, LLC378,218$9.09M0.9%-29,50813F-HRTimeline
MILFORD FUNDS LTD346,319$8.32M0.16%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO344,534$8.28M0.01%-58,96413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management301,576$7.25M0.01%new13F-HRTimelineGroup
BECK MACK & OLIVER LLC289,775$6.96M0.13%new13F-HRTimeline
SG Americas Securities, LLC279,770$6.72M0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC269,838$6.48M<0.01%new13F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC256,901$6.17M0.07%new13F-HRTimeline
Nuveen, LLCin group TIAA242,887$5.84M<0.01%+3,90713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND219,810$5.28M0.01%013F-HRTimeline
NICHOLAS COMPANY, INC.185,110$4.45M0.08%+17013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN179,913$4.32M<0.01%+21,03313F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS179,519$4.31M0.09%013F-HRTimeline
MAI Capital Management178,866$4.3M0.02%+3413F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…176,047$4.23M0.14%+68,25913F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/154,126$3.71M<0.01%+90,70013F-HRTimeline
Select Equity Group, L.P.153,228$3.68M0.02%-66,91313F-HRTimeline
Summit Creek Advisors LLC148,465$3.57M0.56%-19,97913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,615$3.46M<0.01%-16,12713F-HRTimeline
Swiss National Bank140,700$3.38M<0.01%+3,70013F-HRTimeline
Pathway Financial Advisors LLC128,718$3.21M0.4%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,622$2.9M0.01%-414,08313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,983$2.86M<0.01%-62,18313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC111,314$2.67M<0.01%+10,67313F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.109,353$2.63M<0.01%-2,53013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC104,282$2.51M0.03%-66913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…103,595$2.49M0.01%+12,96513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…99,030$2.38M<0.01%+14,06313F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…97,991$2.35M0.05%+1913F-HRTimelineGroup
Verition Fund Management LLC95,581$2.3M0.01%+26,38713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP87,008$2.09M<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS86,153$2.07M<0.01%-13,31913F-HRTimeline
ALLIANCEBERNSTEIN L.P.82,143$1.97M<0.01%-69113F-HRTimeline
HB Wealth Management, LLC73,748$1.77M0.01%-18,99913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc71,968$1.73M<0.01%-19713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…68,121$1.64M<0.01%+1,62813F-HRTimeline
Quadrant Private Wealth Management, LLC66,901$1.61M0.26%+57,13113F-HRTimeline
LPL Financial LLC66,448$1.6M<0.01%-2,56613F-HRTimeline
Holocene Advisors, LP63,242$1.52M<0.01%+5,67913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.61,412$1.48M<0.01%-441,42713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\59,953$1.44M<0.01%+1,92513F-HRTimelineGroup
DIVERSIFIED TRUST CO59,802$1.44M0.03%+17,16213F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …59,529$1.43M<0.01%+2,46913F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …57,260$1.38M0.07%013F-HRTimelineGroup
SAPIENT CAPITAL LLC50,000$1.27M0.02%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp48,076$1.16M<0.01%new13F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding47,363$1.14M-9,214Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC44,130$1.06M<0.01%+2,32513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS43,083$1.04M<0.01%+31,77213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…42,952$1.03M0.05%-5,81813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…41,339$993K<0.01%013F-HRTimeline
Austin Wealth Management, LLC37,337$979K0.14%+8,55113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC38,933$936K0.01%new13F-HRTimelineGroup
TWINBEECH CAPITAL LP37,773$908K0.06%new13F-HRTimeline
Washington Trust Bank36,217$870K0.06%+17,37813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,223$822K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP33,981$817K<0.01%-15,44713F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…33,138$796K<0.01%+47113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,736$787K<0.01%+14,16813F-HRTimelineGroup
Campbell & CO Investment Adviser LLC32,516$781K0.04%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …31,697$762K<0.01%-2,57613F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,149$749K<0.01%+31513F-HRTimeline
ENTREWEALTH, LLC37,337$731K0.33%+8,55113F-HRTimeline
COMERICA BANK27,880$670K<0.01%-43,68813F-HRTimeline
Creative Planningin group Creative Planning27,640$664K<0.01%+19,70713F-HRTimelineGroup
Red Door Wealth Management, LLC27,000$649K0.07%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC26,783$644K<0.01%+1,24913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,662$641K<0.01%-71413F-HRTimelineGroup
Quantinno Capital Management LP26,087$627K<0.01%+17,50613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC26,071$626K0.01%-2,97513F-HRTimeline
Advisory Services Network, LLC24,357$585K0.01%+9,94113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,126$580K0.02%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.23,568$566K0.04%-26,82813F-HRTimeline
BLAIR WILLIAM & CO/IL23,357$561K<0.01%-6,68713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,967$552K<0.01%+58913F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…22,740$546K<0.01%new13F-HRTimelineGroup
Handelsbanken Fonder AB21,700$521K<0.01%-3,40013F-HRTimeline
VARCOV Co.21,524$517K0.2%13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM19,903$478K<0.01%-98113F-HRTimeline
ExodusPoint Capital Management, LP19,612$471K0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…19,455$468K<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC17,436$419K<0.01%-5,93313F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,199$413K<0.01%013F-HRTimeline
Bleakley Financial Group, LLC17,023$409K0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC16,719$402K0.03%+1913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…15,349$369K0.07%+34913F-HRTimeline
KLP KAPITALFORVALTNING AS15,300$368K<0.01%+70013F-HRTimeline
ProShare Advisors LLC13,045$313K<0.01%+1,02313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,755$307K<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC12,743$306K<0.01%013F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,368$297K0.01%-26913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,098$285K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,257$271K<0.01%new13F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,166$268K<0.01%+1,79813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,752$258K<0.01%-45,36613F-HRTimelineGroup
FJ Capital Management LLC10,454$251K0.03%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,890$214K<0.01%-493,67213F-HRTimelineGroup
Yarbrough Capital, LLC8,780$211K0.01%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP8,560$206K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,429$203K<0.01%013F-HRTimeline
Cetera Trust Company, N.A8,070$194K0.1%+2,04513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,956$191K<0.01%+4,80413F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co7,510$181K<0.01%-13,04413F-HRTimelineGroup
HHM Wealth Advisors, LLC6,270$151K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,874$141K<0.01%013F-HRTimelineGroup
Ensign Peak Advisors, Inc5,498$132K<0.01%-10,95013F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC5,160$124K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,269$103K<0.01%-5,36713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,898$93.7K<0.01%-8,76113F-HRTimelineGroup
NewEdge Advisors, LLC3,475$83.5K<0.01%-7,60013F-HRTimeline
IFP Advisors, Inc2,879$69.2K<0.01%-1113F-HRTimeline
AMALGAMATED BANK2,243$54K<0.01%-6513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,191$52.6K<0.01%-6,35713F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,111$51K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC1,931$46.4K0.02%new13F-HRTimeline
Dorato Capital Management1,333$35.4K0.03%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,300$31.2K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,211$29.1K<0.01%+1,05313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,167$28K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,159$28K<0.01%+36013F-HRTimelineGroup
AlphaQuest LLC1,022$24.6K<0.01%-93013F-HRTimeline
SIGNATUREFD, LLC978$23.5K<0.01%+49613F-HRTimeline
FIRST HORIZON CORP959$23K<0.01%+42713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC883$21.2K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC811$19.5K<0.01%+58313F-HRTimeline
Versant Capital Management, Inc783$18.8K<0.01%+77013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.773$18.6K<0.01%-1,20713F-HRTimelineGroup
CWM, LLCin group CWM, LLC738$18K<0.01%+47113F-HRTimelineGroup
MTM Investment Management, LLC700$16.8K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC639$15.4K<0.01%-2013F-HRTimeline
Torren Management, LLC561$13.5K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$12K<0.01%013F-HR/ATimelineGroup
Sterling Capital Management LLC467$11.2K<0.01%+29713F-HRTimeline
PRIVATE TRUST CO NA430$10.3K<0.01%+6313F-HRTimeline
Farther Finance Advisors, LLC395$9.49K<0.01%+32913F-HRTimeline
ATWOOD & PALMER INC392$9.42K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…378$9.08K<0.01%+33613F-HRTimelineGroup
UMB Bank, n.a.370$8.89K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP313$7.52K<0.01%+20413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC317$6.81K<0.01%new13F-HRTimeline
Arax Advisory Partners266$6.39K<0.01%+19113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.227$5.46K<0.01%new13F-HRTimeline
Bare Financial Services, Inc200$4.81K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC191$4.59K<0.01%+4213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO165$3.96K<0.01%new13F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd160$3.85K<0.01%-35613F-HRTimeline
Private Wealth Management Group, LLC157$3.77K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.152$3.65K<0.01%-20013F-HRTimelineGroup
Parallel Advisors, LLC125$3K<0.01%+5113F-HRTimeline
Federation des caisses Desjardins du Qu…124$2.98K<0.01%013F-HRTimeline
SageView Advisory Group, LLC115$2.76K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC99$2.38K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.66$1.59K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.55$1.32K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC53$1.32K<0.01%+213F-HRTimeline
J.Safra Asset Management Corp52$1.25K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC40$1.02K<0.01%+2213F-HRTimeline
Motiv8 Investments LLC60$1K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$817<0.01%new13F-HRTimeline
CoreCap Advisors, LLC24$577<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$553<0.01%-3213F-HRTimeline
Stone House Investment Management, LLC9$216<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…9$216<0.01%-4513F-HRTimeline
SBI Securities Co., Ltd.3$72<0.01%013F-HRTimeline
Essential Partners LLC3$72<0.01%new13F-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