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Disclosery

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
FMR LLCin group FMR LLC13,954,062$306M0.02%+3,157,71113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding7,600,853$167MnewTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6,794,492$149M0.49%-749,32113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,651,300$146M<0.01%+1,330,13813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,918,087$86M0.02%+1,044,20013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding3,522,901$77.3M+1,660,245Timeline
BAMCO INC /NY/in group Baron Capital2,710,068$59.5M0.18%-300,36013F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,577,196$56.5M0.41%-274,32213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,473,254$54.3M<0.01%+341,63513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,151,033$47.2M<0.01%+412,90113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,803,207$39.6M<0.01%+1,280,24913F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,717,538$37.7M6.03%+1,702,18913F-HRTimeline
Capital International Investorsin group Capital International Investo…1,643,557$36.1M0.01%-1,974,57513F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,572,803$34.5M0.02%+417,24413F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…1,542,849$33.9M0.01%-1,474,22213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,462,996$32.1M+586,118Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,333,871$29.3M0.01%+191,48213F-HRTimelineGroup
Artisan Partners Limited Partnership1,217,970$26.7M0.04%new13F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC1,102,452$24.2M0.25%+845,55113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,043,772$22.9M0.08%+52,55913F-HRTimelineGroup
Champlain Investment Partners, LLC1,034,260$22.7M0.29%-2,616,15013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,028,729$22.6M0.01%+35,65013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…937,693$20.6M0.1%+318,40113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson881,885$19.3M0.01%+98,60013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/848,407$18.6M<0.01%+289,87913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA778,281$17.1M<0.01%-122,88513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp772,703$17M0.02%+724,62713F-HRTimelineGroup
Venator Management LLC773,345$17M4.08%-35013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP751,326$16.5M<0.01%+162,75013F-HRTimelineGroup
Fenimore Asset Management Inc703,308$15.4M0.34%+120,45813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND698,180$15.3M0.02%+478,37013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC682,472$15M<0.01%+302,81913F-HRTimelineGroup
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…682,060$15M0.93%-56,10013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co678,224$14.9M<0.01%+78,79813F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC642,716$14.1M0.3%-176,97913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC638,637$14M0.22%+59,13413F-HRTimeline
Man Group plcin group Man Group plc536,852$11.8M0.02%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP502,461$11M0.02%+468,48013F-HRTimelineGroup
Woodline Partners LP489,940$10.7M0.04%-968,37413F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO456,174$10M0.01%+111,64013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.446,978$9.81M0.02%+337,62513F-HRTimelineGroup
BECK MACK & OLIVER LLC427,085$9.37M0.19%+137,31013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO424,138$9.34M<0.01%-898,89413F-HR/ATimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.404,820$8.88M0.01%13F-HRTimelineGroup
Tributary Capital Management, LLC368,368$8.08M0.78%-9,85013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD367,911$8.07M0.02%-19,56713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP363,453$7.97M0.27%new13F-HRTimeline
1776 Wealth LLC359,191$7.88M3.1%new13F-HRTimeline
EQUITABLE TRUST CO282,998$6.21M0.29%new13F-HRTimeline
Nuveen, LLCin group TIAA270,804$5.94M<0.01%+27,91713F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC266,910$5.86M0.22%new13F-HRTimeline
MAI Capital Management221,457$4.86M0.03%+42,59113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/215,930$4.74M<0.01%+61,80413F-HRTimeline
NICHOLAS COMPANY, INC.184,180$4.04M0.08%-93013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …150,183$3.3M0.18%+92,92313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC144,959$3.18M<0.01%+25,97613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,710$3.09M<0.01%-39,20313F-HR/ATimelineGroup
Swiss National Bank140,700$3.09M<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,413$2.95M0.01%+13,79113F-HRTimelineGroup
Summit Creek Advisors LLC133,917$2.94M0.6%-14,54813F-HRTimeline
Pathway Financial Advisors LLC128,718$2.88M0.36%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd122,105$2.68M0.05%+97,97913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.106,223$2.55M<0.01%+24,08013F-HRTimeline
CWM, LLCin group CWM, LLC114,948$2.52M0.01%+114,21013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…103,595$2.27M0.01%013F-HRTimeline
RHUMBLINE ADVISERS103,492$2.27M<0.01%+17,33913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC103,324$2.27M0.03%-95813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC100,095$2.2M<0.01%+87,34013F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS98,480$2.16M0.05%-81,03913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…97,862$2.15M<0.01%+29,74113F-HRTimeline
HighTower Advisors, LLC93,077$2.04M<0.01%new13F-HRTimeline
Campbell & CO Investment Adviser LLC90,230$1.98M0.11%+57,71413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,508$1.87M<0.01%-55,10713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO80,665$1.77M0.01%+80,50013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\79,759$1.75M<0.01%+19,80613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…79,193$1.74M<0.01%new13F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…74,915$1.64M0.04%-23,07613F-HRTimelineGroup
HB Wealth Management, LLC74,451$1.63M0.01%+70313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …72,402$1.59M<0.01%+12,87313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.70,102$1.54M<0.01%+8,69013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC62,701$1.38M0.21%-4,20013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…59,269$1.3M<0.01%-39,76113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS59,046$1.3M<0.01%+15,96313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc56,750$1.25M<0.01%-15,21813F-HRTimelineGroup
Creative Planningin group Creative Planning55,233$1.21M<0.01%+27,59313F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding51,478$1.13M+4,115Timeline
SAPIENT CAPITAL LLC50,000$1.1M0.02%013F-HR/ATimeline
LPL Financial LLC48,396$1.06M<0.01%-18,05213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.48,258$1.06M0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…44,908$985K<0.01%+11,77013F-HRTimelineGroup
SummitTX Capital, L.P.43,124$946K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC42,303$928K<0.01%+9,56713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …40,864$897K<0.01%+9,16713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,590$847K<0.01%+27,33313F-HRTimelineGroup
ENTREWEALTH, LLC37,337$819K0.37%013F-HRTimeline
Washington Trust Bank36,217$795K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DIVERSIFIED TRUST CO33,483$735K0.01%-26,31913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…32,739$718K<0.01%-8,60013F-HRTimeline
Cambridge Investment Research Advisors,…31,183$684K<0.01%+3413F-HRTimeline
Aptus Capital Advisors, LLC29,613$650K0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.29,451$646K0.05%+5,88313F-HRTimeline
Sunburst Financial Group, LLC29,281$642K0.12%new13F-HR/ATimeline
Red Door Wealth Management, LLC27,000$592K0.06%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC26,783$588K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,633$584K<0.01%+3,66613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…26,483$581K0.04%-16,46913F-HRTimeline
Advisory Services Network, LLC26,415$580K0.01%+2,05813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,293$577K<0.01%-36913F-HRTimelineGroup
Police & Firemen's Retirement System of…25,862$567K<0.01%+6,40713F-HRTimeline
Americana Partners, LLC24,156$530K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC24,098$529K<0.01%+6,66213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC23,688$520K<0.01%-87,62613F-HRTimelineGroup
Numerai GP LLC23,664$519K0.05%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …22,806$500K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,954$482K<0.01%-1,40313F-HRTimeline
Brooklyn Investment Group21,914$481K0.02%new13F-HRTimeline
Handelsbanken Fonder AB21,700$476K<0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC16,726$444K0.03%+713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM19,699$432K<0.01%-20413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC18,767$412K<0.01%-7,30413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,199$377K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,061$374K<0.01%+13,16313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,241$364K<0.01%+15,94113F-HRTimelineGroup
Holocene Advisors, LP16,446$361K<0.01%-46,79613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,328$358K<0.01%-17,89513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC15,981$351K<0.01%+3,23813F-HRTimelineGroup
Centiva Capital, LP15,879$348K0.02%new13F-HRTimeline
SG Americas Securities, LLC15,388$338K<0.01%-264,38213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…15,379$337K<0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS15,300$336K<0.01%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,895$327K<0.01%new13F-HRTimelineGroup
ProShare Advisors LLC13,876$304K<0.01%+83113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,990$263K<0.01%+3,10013F-HR/ATimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,875$261K0.01%-49313F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,166$245K<0.01%013F-HRTimelineGroup
Scientech Research LLC11,079$243K0.2%new13F-HRTimeline
Waverly Advisors, LLC10,914$239K<0.01%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC10,829$238K<0.01%new13F-HRTimeline
Quantinno Capital Management LP10,617$233K<0.01%-15,47013F-HRTimeline
Gotham Asset Management, LLC10,392$228K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,280$226K<0.01%-33,85013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,027$220K<0.01%-7113F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC9,844$216K0.01%new13F-HRTimeline
Aurdan Capital Management, LLC9,700$213K0.06%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,654$212K0.01%+1,69813F-HRTimelineGroup
Cloud Capital Management, LLC9,498$208K0.09%new13F-HRTimeline
Core Wealth Advisors, Inc.9,424$207K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,919$196K<0.01%+6,72813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,429$185K<0.01%013F-HRTimeline
Cetera Trust Company, N.A8,070$177K0.1%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,834$172K0.01%+1,96013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co7,510$166K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC6,270$138K0.02%013F-HRTimeline
Caitong International Asset Management …6,101$134K0.02%new13F-HRTimeline
Ensign Peak Advisors, Inc5,498$121K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\5,029$110K<0.01%+76013F-HRTimelineGroup
KBC Group NVin group KBC Group NV4,246$93K<0.01%+2,13513F-HRTimelineGroup
NewEdge Advisors, LLC3,475$76.2K<0.01%013F-HR/ATimeline
IFP Advisors, Inc2,916$64K<0.01%+3713F-HRTimeline
Parkside Financial Bank & Trust2,138$46.9K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC1,931$42.4K0.04%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,668$36.6K<0.01%+50913F-HRTimelineGroup
Larson Financial Group LLC1,611$35.3K<0.01%+40013F-HRTimeline
Dorato Capital Management1,333$30.3K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,288$28.3K<0.01%+31013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,278$28K<0.01%+90013F-HR/ATimelineGroup
GAMMA Investing LLC889$19.5K<0.01%+7813F-HRTimeline
Versant Capital Management, Inc838$18.4K<0.01%+5513F-HRTimeline
Allworth Financial LP765$16.8K<0.01%+45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.741$16.3K<0.01%-3213F-HRTimelineGroup
MTM Investment Management, LLC700$15.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC672$14.7K0.01%-49513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC650$14.3K<0.01%+1113F-HRTimeline
Sterling Capital Management LLC620$13.6K<0.01%+15313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…533$11.7K<0.01%+3313F-HRTimelineGroup
Parallel Advisors, LLC505$11.1K<0.01%+38013F-HR/ATimeline
Aster Capital Management (DIFC) Ltd245$10.9K<0.01%+8513F-HRTimeline
Essential Partners LLC470$10.3K<0.01%+46713F-HRTimeline
PRIVATE TRUST CO NA430$9.43K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.410$8.99K<0.01%+25813F-HR/ATimelineGroup
ATWOOD & PALMER INC392$8.61K<0.01%013F-HRTimeline
UMB Bank, n.a.370$8.12K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOS ANGELES CAPITAL MANAGEMENT LLC317$6.96K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC300$6.46K<0.01%-9513F-HRTimeline
ROTHSCHILD INVESTMENT LLC289$6.34K<0.01%+26613F-HRTimeline
Bare Financial Services, Inc191$4.19K<0.01%-913F-HRTimeline
Owl Creek Wealth Partners LLC160$3.51K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK148$3.25K<0.01%+14713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…124$2.72K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC119$2.63K<0.01%+6613F-HRTimeline
J.Safra Asset Management Corp97$2.13K<0.01%+4513F-HRTimeline
Keating Financial Advisory Services, In…91$2K<0.01%new13F-HRTimeline
Arax Advisory Partners168$1.29K<0.01%-9813F-HRTimeline
Investors Portfolio Services LLC58$1.15K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC48$1.05K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB41$900<0.01%+713F-HRTimeline
Kilter Group LLC32$703<0.01%new13F-HRTimeline
Root Financial Partners, LLC31$680<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC27$594<0.01%-1313F-HRTimeline
Park Place Capital Corp27$592<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