BWIN

Baldwin Insurance Group Inc$27.50 7.34%
FinancialsUSCUSIP 05589G102· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
172
+12 QoQ
13F Value (tracked)
$1.7B
Insider Net · 180d
-$6.1M
1↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)30 adding · 10 trimming
Insider net (180d)-$6.1M

Price & smart-money activity

$27.50 7.34%5Y +8.7%
$13.58$24.27$34.97$45.66$56.3520212022202320242025202631173027312120322726212720252818192426262128233182035326353611472819443937485543422563652
Hover for who · click for detailEnd-of-day closing prices52w $16.50 – $42.99
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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.

Top institutional holders

172 tracked 13F filers
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$306.2M
14.0M
+29%
Added · +3.2M sh
Q1 2026
2WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$149.1M
6.8M
−9.9%
Reduced · −749K sh
Q1 2026
3BlackRock, Inc.
$145.9M
6.7M
+25%
Added · +1.3M sh
Q1 2026
4Bank of New York Mellon Corp
$86.0M
3.9M
+36%
Added · +1.0M sh
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$76.2M
3.5M
New
+3.5M sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$76.0M
3.5M
New
+3.5M sh
Q1 2026
7WESTWOOD HOLDINGS GROUP INC
$56.5M
2.6M
−9.6%
Reduced · −274K sh
Q1 2026
8STATE STREET CORP
$54.3M
2.5M
+16%
Added · +342K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$47.2M
2.2M
+24%
Added · +413K sh
Q1 2026
10MORGAN STANLEY
$39.6M
1.8M
+245%
Added · +1.3M sh
Q1 2026
11T. Rowe Price Investment Management, Inc.
Withheld
1.6M
+36%
Added · +417K sh
Q1 2026
12DIMENSIONAL FUND ADVISORS LP
$29.3M
1.3M
+17%
Added · +191K sh
Q1 2026
13UBS Group AG
$27.8M
1.3M
+85%
Added · +581K sh
Q1 2026
14Artisan Partners Limited Partnership
$26.7M
1.2M
New
+1.2M sh
Q1 2026
15FRONTIER CAPITAL MANAGEMENT CO LLC
$24.2M
1.1M
+329%
Added · +846K sh
Q1 2026
16Fiera Capital Corp
$22.9M
1.0M
+5.3%
Added · +53K sh
Q1 2026
17Champlain Investment Partners, LLC
$22.7M
1.0M
−72%
Reduced · −2.6M sh
Q1 2026
18AMERICAN CENTURY COMPANIES INC
$22.6M
1.0M
+3.6%
Added · +36K sh
Q1 2026
19MetLife Investment Management, LLC
$20.6M
938K
+51%
Added · +318K sh
Q1 2026
20JANUS HENDERSON GROUP PLC
$19.3M
882K
+13%
Added · +99K sh
Q1 2026
21BANK OF AMERICA CORP /DE/
$18.6M
848K
+52%
Added · +290K sh
Q1 2026
22ROYAL BANK OF CANADA
$17.1M
778K
−14%
Reduced · −123K sh
Q1 2026
23Boston Partners
$17.0M
773K
16×
Added · +725K sh
Q1 2026
24NORTHERN TRUST CORP
$16.5M
751K
+28%
Added · +163K sh
Q1 2026
25FENIMORE ASSET MANAGEMENT INC
$15.4M
703K
+21%
Added · +120K 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.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
22
funds
Reduced
10
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1.0M
1 insiders
Sells · 180d
$7.1M
2 insiders
Net
-$6.1M
9 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 1, 2026Shook EllynDirectorGrant (A)1K$0
Jul 1, 2026SULLIVAN CHRIS THOMASDirectorGrant (A)1K$0
Jul 1, 2026Williams Myron KDirectorGrant (A)1K$0
Jul 1, 2026KADOW JOSEPH JOHNDirectorGrant (A)1K$0
Jul 1, 2026Cohen Jay ADirectorGrant (A)1K$0
Jul 1, 2026Matas Barbara RuthDirectorGrant (A)1K$0
Jul 1, 2026Muthukrishnan SathishDirectorGrant (A)1K$0
Jul 1, 2026Parasuraman SunitaDirectorGrant (A)1K$0
Jul 1, 2026Sparks Paul EugeneDirectorTax withholding (F)416$11K
Jul 1, 2026Sparks Paul EugeneDirectorGrant (A)1K$0
May 14, 2026Cohen Seth BalaGeneral CounselSell (S)15K$300K
May 7, 2026Krystyn ElizabethInsiderSell (S)32K$672K

Institutional ownership over time

171 funds+24 since Q3 2024
086172Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.7B · 2 values withheld

Funds that own BWIN also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN76 funds$28.0B
ELI LILLY & COLLY76 funds$10.2B
MICROSOFT CORPMSFT75 funds$35.1B
BROADCOM INCAVGO75 funds$17.3B
ALPHABET INC-CL CGOOG75 funds$15.5B
META PLATFORMS INC-CLASS AMETA75 funds$15.4B
MASTERCARD INC - AMA75 funds$7.8B
NVIDIA CORPNVDA74 funds$49.5B
APPLE INCAAPL74 funds$42.2B
ALPHABET INC-CL AGOOGL74 funds$23.3B
JPMORGAN CHASE & COJPM74 funds$11.8B
VISA INC-CLASS A SHARESV74 funds$7.1B

Ranked by how many of BWIN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.