BWIN

Baldwin Insurance Group Inc Cross-source read$29.65 0.88%
FinancialsCUSIP 05589G102· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 24 added, while 15 reduced; the largest holder to move was William Blair Investment Management, LLC (−0.9%). Over the last 180 days, 2 insiders sold and none bought, a net -$4.6M in open-market trades.

Tracked 13F holders
203
125 in Q2 2026 filings
13F value (tracked)
$2.1B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
28 adding · 15 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$4.6M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$29.65 0.88%5Y -14.8%
$13.59$24.14$34.70$45.26$55.812021202220232024202520263117630271531214213127265212721252918131925262627421291134192036346374311543319514540565613922624453438
Hover for who · click for detailEnd-of-day closing prices52w $16.50 – $31.90

Who owns BWIN?

203 tracked 13F filers · ranked by shares held

203 tracked 13F filers disclose a position in BWIN as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1FMR LLC14.8M
$392.1M
+5.7%
Added · +798K sh
Q2 2026
2BlackRock, Inc.7.3M
$192.8M
+9.0%
Added · +601K sh
Q2 2026
3William Blair Investment Management, LLC6.7M
$179.0M
−0.9%
Reduced · −62K sh
Q2 2026
4Bank of New York Mellon Corp3.9M
$86.0M
+36%
Added · +1.0M sh
Q1 2026
5Vanguard Portfolio Management LLC3.3M
$86.7M
−6.1%
Reduced · −212K sh
Q2 2026
6Vanguard Capital Management LLC3.2M
$84.2M
−8.6%
Reduced · −299K sh
Q2 2026
7State Street Corp2.7M
$70.8M
+7.8%
Added · +193K sh
Q2 2026
8Geode Capital Management, LLC2.3M
$62.2M
+8.8%
Added · +188K sh
Q2 2026
9Woodline Partners LP2.3M
$60.2M
+362%
Added · +1.8M sh
Q2 2026
10Frontier Capital Management Co LLC2.1M
$55.8M
+90%
Added · +995K sh
Q2 2026
11T. Rowe Price Investment Management, Inc.2.0M
Withheld
+28%
Added · +438K sh
Q2 2026
12Westwood Holdings Group Inc1.9M
$51.5M
−25%
Reduced · −639K sh
Q2 2026
13Morgan Stanley1.8M
$39.6M
+245%
Added · +1.3M sh
Q1 2026
14Annis Gardner Whiting Capital Advisors, LLC1.6M
$42.1M
−7.8%
Reduced · −135K sh
Q2 2026
15Dimensional Fund Advisors LP1.3M
$29.3M
+17%
Added · +191K sh
Q1 2026
16UBS Group AG1.3M
$27.8M
+85%
Added · +581K sh
Q1 2026
17Artisan Partners Limited Partnership1.2M
$26.7M
New
+1.2M sh
Q1 2026
18Point72 Asset Management, L.P.1.0M
$27.6M
+132%
Added · +591K sh
Q2 2026
19American Century Companies Inc1.0M
$22.6M
+3.6%
Added · +36K sh
Q1 2026
20Janus Henderson Group Ltd.882K
$19.3M
+13%
Added · +99K sh
Q1 2026
21Champlain Investment Partners, LLC863K
$22.9M
−17%
Reduced · −171K sh
Q2 2026
22Bank Of America Corp848K
$18.6M
+52%
Added · +290K sh
Q1 2026
23Royal Bank Of Canada778K
$17.1M
−14%
Reduced · −123K sh
Q1 2026
24Venator Management LLC773K
$20.6M
Held
Q2 2026
25Boston Partners773K
$17.0M
16×
Added · +725K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is BWIN being bought or sold by institutions?

Last quarter, 4 funds opened a new position in BWIN and 24 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
24
added to an existing position
Reduced
15
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BWIN also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT100 funds$144.4B
Amazon.com IncAMZN100 funds$113.7B
Eli Lilly & CoLLY100 funds$54.4B
Alphabet Inc-CL AGOOGL99 funds$101.1B
Nvidia CorpNVDA98 funds$245.9B
Apple IncAAPL97 funds$170.5B
Alphabet Inc-CL CGOOG97 funds$80.5B
Visa Inc-Class A SharesV97 funds$36.2B
JPMorgan Chase & CoJPM97 funds$35.5B
Meta Platforms Inc-Class AMETA95 funds$65.4B
Mastercard Inc - AMA95 funds$33.6B
Costco Wholesale CorpCOST95 funds$19.6B

Ranked by how many of BWIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BWIN.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$4.6M
2 insiders
Net · 180d
-$4.6M
5 open-market transactions
DateInsiderRoleActionSharesValue
May 14, 2026Cohen Seth BalaGeneral CounselSell (S)15K$300K
May 7, 2026Krystyn ElizabethInsiderSell (S)
2 lots, same day
130K$2.8M
May 6, 2026Krystyn ElizabethInsiderSell (S)
2 lots, same day
72K$1.5M
Mar 6, 2026Krystyn ElizabethInsiderSell (S)
2 lots, same day
120K$2.5M
Mar 3, 2026Sparks Paul EugeneDirectorBuy (P)15K$336K
Mar 2, 2026Sparks Paul EugeneDirectorBuy (P)29K$666K
Dec 15, 2025Roche James MorganSee RemarksSell (S)
2 lots, same day
80K$1.9M
Dec 12, 2025Roche James MorganSee RemarksSell (S)100K$2.4M
Dec 11, 2025Roche James MorganSee RemarksSell (S)60K$1.4M
Dec 5, 2025Roche James MorganSee RemarksSell (S)15K$376K
Aug 13, 2025Cohen Seth BalaGeneral CounselSell (S)3K$94K
Aug 7, 2025Hale BradfordChief Financial OfficerBuy (P)10K$287K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5627
Insiders
Form 4 open-market
02-$4.6M
US House
STOCK Act trades
00$0
Sector rotation
BWIN is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

125 tracked filers in Q2 2026 filingsstill filing
097194Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.6B · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for BWIN

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Ask your agent what changed in BWIN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BWIN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BWIN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BWIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.