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BWIN THE BALDWIN INSURANCE GRP IN

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COM CL A (common), issuer CIK 1781755

Filings received so far for Q3 2026: 9 13F filers report a position in BWIN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Fenimore Asset Management Inc269,627$8.57M0.19%-525,80713F-HRTimeline
Pathway Financial Advisors LLC76,394$2.43M0.27%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC58,631$1.86M0.03%-18,99013F-HRTimeline
Sunburst Financial Group, LLC29,281$931K0.15%013F-HRTimeline
GAMMA Investing LLC1,791$56.9K<0.01%+1,06413F-HRTimeline
Versant Capital Management, Inc1,258$40K<0.01%+5713F-HRTimeline
Farther Finance Advisors, LLC1,039$33K<0.01%+52513F-HRTimeline
ATWOOD & PALMER INC92$2.93K<0.01%-30013F-HRTimeline
CoreCap Advisors, LLC31$985<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