13FBOX
THE BALDWIN INSURANCE GRP IN · 13F Institutional Holdings
Options Calculator Rankings
T

THE BALDWIN INSURANCE GRP IN

BWIN
Institutions
232
Combined AUM (Q2 2026)
$2.40B
Combined Shares (Q2 2026)
90.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12.4M
116 · 44 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10.6M
104 · 29 Exit · ≈
⚖️ Net
+1.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.40B
Institutions
232
New Buys
44
Adds
72
Reduces
75
Exits
29
Unchanged
41
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.02%0.02%#52$392.1M14.8M$306.2M14.0M+798,154+5.72%Add
BlackRock, Inc.
<0.01%<0.01%#102$192.8M7.3M$145.9M6.7M+600,650+9.03%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.54%0.49%#9$179.0M6.7M$149.1M6.8M-61,527-0.91%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#90$86.7M3.3M$76.2M3.5M-212,219-6.11%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#117$84.2M3.2M$76.0M3.5M-298,538-8.62%Reduce
Bank of New York Mellon Corp
0.01%0.02%#56$81.8M3.1M$86.0M3.9M-840,736-21.46%Reduce
BAMCO INC /NY/
0.11%0.18%#26$72.1M2.7M$59.5M2.7M+2,318+0.09%Add
STATE STREET CORP
<0.01%<0.01%#111$70.8M2.7M$54.3M2.5M+192,620+7.79%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#96$62.2M2.3M$47.2M2.2M+188,420+8.76%Add
MORGAN STANLEY
<0.01%<0.01%#98$60.5M2.3M$6.3M224,822+2.1M+912.82%Add
Woodline Partners LP
0.19%0.04%#22$60.2M2.3M$10.7M489,940+1.8M+362.12%Add
FRONTIER CAPITAL MANAGEMENT CO LLC
0.52%0.25%#10$55.8M2.1M$24.2M1.1M+995,206+90.27%Add
T. Rowe Price Investment Management, Inc.
0.04%0.02%#40$53.5M2.0M$34.5M1.6M+438,186+27.86%Add
WESTWOOD HOLDINGS GROUP INC
0.39%0.41%#12$51.5M1.9M$56.5M2.6M-638,826-24.79%Reduce
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.08%0.07%#31$50.8M1.9M$43.4M2.0M-67,172-3.39%Reduce
Capital International Investors
0.01%0.01%#66$44.9M1.7M$36.1M1.6M+47,140+2.87%Add
UBS Group AG
0.01%<0.01%#80$43.6M1.6M$27.8M1.3M+374,524+29.56%Add
Annis Gardner Whiting Capital Advisors, LLC
6.31%6.03%#1$42.1M1.6M$37.7M1.7M-134,951-7.86%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#75$35.8M1.3M$29.3M1.3M+12,297+0.92%Add
Capital Research Global Investors
<0.01%0.01%#86$34.8M1.3M$33.9M1.5M-234,646-15.21%Reduce
Boston Partners
0.03%0.02%#45$31.7M1.2M$17.0M772,703+420,117+54.37%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#112$31.5M1.2M$18.6M848,407+335,678+39.57%Add
Point72 Asset Management, L.P.
0.03%0.01%#43$27.6M1.0M$9.8M446,978+591,212+132.27%Add
Champlain Investment Partners, LLC
0.59%0.29%#8$22.9M863,038$22.7M1.0M-171,222-16.56%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#106$21.5M810,264$16.5M751,326+58,938+7.84%Add
Bridgewater Advisors Inc.
1.17%#4$21.5M728,743$00+728,743New Buy
FENIMORE ASSET MANAGEMENT INC
0.44%0.34%#11$21.1M795,434$15.4M703,308+92,126+13.10%Add
Venator Management LLC
4.63%4.08%#3$20.6M773,345$17.0M773,34500.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#105$19.2M723,413$14.9M678,224+45,189+6.66%Add
MetLife Investment Management, LLC
0.08%0.1%#30$18.4M692,797$20.6M937,693-244,896-26.12%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#121$17.9M673,005$15.0M682,472-9,467-1.39%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#104$17.3M651,487$17.1M778,281-126,794-16.29%Reduce
KENNEDY CAPITAL MANAGEMENT LLC
0.29%0.3%#14$16.3M612,135$14.1M642,716-30,581-4.76%Reduce
Fiera Capital Corp
0.06%0.08%#35$15.9M596,374$22.9M1.0M-447,398-42.86%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#94$15.5M581,482$12.4M564,737+16,745+2.97%Add
Aristotle Capital Boston, LLC
1.01%0.93%#5$15.1M568,427$15.0M682,060-113,633-16.66%Reduce
1776 Wealth LLC
5.03%3.1%#2$14.3M537,410$7.9M359,191+178,219+49.62%Add
Corient Private Wealth LLC
0.01%0.02%#62$13.8M518,278$11.0M502,461+15,817+3.15%Add
SEI INVESTMENTS CO
0.01%0.01%#63$11.9M446,679$10.0M456,174-9,495-2.08%Reduce
BECK MACK & OLIVER LLC
0.23%0.22%#18$11.6M438,020$9.4M427,085+10,935+2.56%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#159$10.9M410,190$9.3M424,138-13,948-3.29%Reduce
CIBC Bancorp USA Inc.
0.01%0.01%#57$10.8M405,426$8.9M404,820+606+0.15%Add
Nuveen, LLC
<0.01%<0.01%#107$10.4M392,561$5.9M270,804+121,757+44.96%Add
NEW YORK STATE COMMON RETIREMENT FUND
0.01%0.02%#60$9.7M364,353$15.3M698,180-333,827-47.81%Reduce
Tributary Capital Management, LLC
0.78%0.78%#6$9.5M357,734$8.1M368,368-10,634-2.89%Reduce
Jupiter Topco LLC
<0.01%#93$8.8M329,652$00+329,652New Buy
Freestone Grove Partners LP
0.06%#36$8.7M327,679$00+327,679New Buy
STATE OF WISCONSIN INVESTMENT BOARD
0.02%0.02%#50$8.6M325,131$8.1M367,911-42,780-11.63%Reduce
EQUITABLE TRUST CO
0.31%0.29%#13$7.5M282,998$6.2M282,99800.00%Unchanged
PEREGRINE CAPITAL MANAGEMENT LLC
0.21%0.22%#19$6.5M245,502$5.9M266,910-21,408-8.02%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow