The Baldwin Insurance Group, Inc. (BWIN) Ownership
BWIN ownership summary
as of October 18, 2026- Institutions
- 102.8% of shares outstanding
- Insiders
- 2.58% of shares outstanding
- Shares outstanding
- 97.6M
- Float
- 89.5M shares available to trade
- Short interest
- 8.84% 7.5M shares short
- Days to cover
- 1.57 short interest down 41.0% vs prior month
- Institutions 102.83%
- Insiders 2.58%
BWIN top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | FMR Inc | 10.49% | 14.8M | $470.7M | +798,154 (+5.7%) | June 30, 2026 |
| 2 | BlackRock Inc | 5.16% | 7.3M | $231.4M | +600,650 (+9.0%) | June 30, 2026 |
| 3 | William Blair Investment Management, LLC | 4.79% | 6.7M | $214.8M | −61,527 (−0.9%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 2.32% | 3.3M | $104.1M | −212,219 (−6.1%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 2.25% | 3.2M | $101.0M | −298,538 (−8.6%) | June 30, 2026 |
| 6 | Bank of New York Mellon Corp | 2.19% | 3.1M | $98.2M | −840,736 (−21.5%) | June 30, 2026 |
| 7 | BAMCO Inc | 1.93% | 2.7M | $86.6M | +2,318 (+0.1%) | June 30, 2026 |
| 8 | State Street Corp | 1.90% | 2.7M | $85.1M | +192,620 (+7.8%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 1.66% | 2.3M | $74.7M | +188,420 (+8.8%) | June 30, 2026 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.62% | 2.3M | $72.7M | +473,826 (+26.3%) | June 30, 2026 |
| 11 | Woodline Partners LP | 1.61% | 2.3M | $72.2M | +1.8M (+362.1%) | June 30, 2026 |
| 12 | Frontier Capital Management CO Inc | 1.49% | 2.1M | $66.9M | +995,206 (+90.3%) | June 30, 2026 |
| 13 | T. Rowe Price Investment Management,Inc. | 1.43% | 2.0M | $64.2M | +438,186 (+27.9%) | June 30, 2026 |
| 14 | Westwood Holdings Group Inc | 1.38% | 1.9M | $61.9M | −638,826 (−24.8%) | June 30, 2026 |
| 15 | Delaware Management Holdings Inc | 1.36% | 1.9M | $61.0M | −67,172 (−3.4%) | June 30, 2026 |
| 16 | Capital Research & Mgmt Co - Division 3 | 1.20% | 1.7M | $54.0M | +47,140 (+2.9%) | June 30, 2026 |
| 17 | UBS Group AG | 1.17% | 1.6M | $52.4M | +374,524 (+29.6%) | June 30, 2026 |
| 18 | Annis Gardner Whiting Capital Advisors LLC | 1.12% | 1.6M | $50.5M | −134,951 (−7.9%) | June 30, 2026 |
| 19 | Dimensional Fund Advisors, Inc. | 0.96% | 1.3M | $43.0M | +12,297 (+0.9%) | June 30, 2026 |
| 20 | Capital Research Global Investors | 0.93% | 1.3M | $41.7M | −234,646 (−15.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 5.9M shares and 8 cut 2.5M.
BWIN top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Strategic Advisers Fidelity US TtlStk | 2.64% | 3.7M | $118.7M | +7,883 (+0.2%) | August 31, 2026 |
| 2 | American Funds SMALLCAP World A | 2.07% | 2.9M | $93.1M | −102,975 (−3.4%) | June 30, 2026 |
| 3 | iShares Russell 2000 ETF | 1.79% | 2.5M | $80.1M | −28,928 (−1.1%) | September 30, 2026 |
| 4 | Vanguard MStar Total Stk Mkt Idx Invest | 1.55% | 2.2M | $69.5M | −3,252 (−0.1%) | August 31, 2026 |
| 5 | Fidelity Balanced | 1.44% | 2.0M | $64.6M | −1,563 (−0.1%) | July 31, 2026 |
| 6 | Baron Small Cap Retail | 1.20% | 1.7M | $54.0M | −1.0M (−37.3%) | September 30, 2026 |
| 7 | Vanguard Small Cap Index | 1.12% | 1.6M | $50.1M | +638 (+0.0%) | August 31, 2026 |
| 8 | Nomura Small Cap Core I | 1.10% | 1.6M | $49.5M | — | August 31, 2026 |
| 9 | Fidelity Small Cap Value Fund | 0.83% | 1.2M | $37.1M | −70,100 (−5.7%) | July 31, 2026 |
| 10 | Fidelity Small Cap Index | 0.76% | 1.1M | $34.2M | +8,925 (+0.8%) | July 31, 2026 |
| 11 | T. Rowe Price Small-Cap Value | 0.74% | 1.0M | $33.1M | −9,493 (−0.9%) | August 31, 2026 |
| 12 | iShares Russell 2000 Growth ETF | 0.64% | 907K | $28.9M | −1,148 (−0.1%) | September 30, 2026 |
| 13 | Vanguard MStar Small Cap Growth Indx Inv | 0.64% | 904K | $28.8M | +3,443 (+0.4%) | August 31, 2026 |
| 14 | Fidelity Small Cap Stock | 0.61% | 854K | $27.2M | — | July 31, 2026 |
| 15 | Fidelity Small Cap Discovery | 0.52% | 738K | $23.5M | +11,661 (+1.6%) | July 31, 2026 |
| 16 | Fidelity Select Financials Port | 0.51% | 719K | $22.9M | +283,904 (+65.2%) | August 31, 2026 |
| 17 | BNY Mellon Sm/Md Cp Gr I | 0.49% | 689K | $22.0M | −121,136 (−15.0%) | August 31, 2026 |
| 18 | Fidelity Series Small Cap Discovery | 0.46% | 648K | $20.7M | +10,000 (+1.6%) | July 31, 2026 |
| 19 | Fidelity Advisor Stock Selec Mid Cp I | 0.44% | 622K | $19.8M | −1,600 (−0.3%) | August 31, 2026 |
| 20 | William Blair Small-Mid Cap Growth I | 0.41% | 581K | $18.5M | −3,200 (−0.5%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
BWIN insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-06 | Elizabeth Krystyn | Sell | $21.25 | 119,987 | $2.5M |
| 2026-03-03 | Paul Eugene Sparks | Buy | $22.10 | 15,200 | $335,920 |
| 2026-03-02 | Paul Eugene Sparks | Buy | $22.96 | 29,000 | $665,840 |
| 2025-12-15 | James Morgan Roche | Sell | $24.03 | 80,000 | $1.9M |
| 2025-12-12 | James Morgan Roche | Sell | $24.20 | 100,000 | $2.4M |
| 2025-12-11 | James Morgan Roche | Sell | $23.34 | 60,000 | $1.4M |
| 2025-12-05 | James Morgan Roche | Sell | $25.08 | 15,000 | $376,200 |
| 2025-10-03 | Gilbert Ray Cisneros, Jr. | Sell | $28.80 | — | — |
| 2025-09-23 | Josh Gottheimer | Sell | $29.83 | — | — |
| 2025-08-07 | Bradford Hale | Buy | $28.72 | 10,000 | $287,200 |
| 2025-06-13 | James Morgan Roche | Sell | $40.07 | 26,679 | $1.1M |
| 2025-06-12 | James Morgan Roche | Sell | $40.03 | 10,894 | $436,087 |
| 2025-06-12 | Trevor Baldwin | Sell | $39.83 | 117,000 | $4.7M |
| 2025-06-11 | Trevor Baldwin | Sell | $38.48 | 58,000 | $2.2M |
| 2025-06-09 | Lowry Baldwin | Sell | $38.98 | 50,000 | $1.9M |
| 2025-06-04 | James Morgan Roche | Sell | $40.08 | 7,142 | $286,251 |
| 2025-06-03 | Seth Bala Cohen | Sell | $39.58 | 4,496 | $177,952 |
| 2025-05-28 | Lowry Baldwin | Sell | $38.32 | 62,500 | $2.4M |
| 2025-05-16 | James Morgan Roche | Sell | $40.04 | 3,572 | $143,023 |
| 2025-05-15 | James Morgan Roche | Sell | $40.01 | 14,222 | $569,022 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
BWIN shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns BWIN
Institutional investors own 102.8% of Baldwin Insurance's shares and insiders 2.58%. The largest holder is FMR Inc with 10.49% of the shares (14.8M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 8 reduced their stake in the latest filings. Short interest is 8.84% of the float, or 1.57 days of average trading volume. The share count rose 283.6% since 2019.
Related: BWIN analyst forecast, BWIN key metrics. See the BWIN stock overview for the latest quote and news.
BWIN ownership FAQ
Who owns the most Baldwin Insurance stock?
The largest shareholders of Baldwin Insurance are FMR Inc (10.49%), BlackRock Inc (5.16%), William Blair Investment Management, LLC (4.79%), Vanguard Portfolio Management, LLC (2.32%), Vanguard Capital Management, LLC (2.25%).
What percentage of Baldwin Insurance is owned by institutions?
Institutions hold 102.8% of Baldwin Insurance's shares outstanding; insiders hold 2.58%.
Which funds own Baldwin Insurance?
The largest fund holders of Baldwin Insurance are Strategic Advisers Fidelity US TtlStk (2.64%), American Funds SMALLCAP World A (2.07%), iShares Russell 2000 ETF (1.79%), Vanguard MStar Total Stk Mkt Idx Invest (1.55%), Fidelity Balanced (1.44%).
What is Baldwin Insurance's short interest?
7.5M shares of Baldwin Insurance were sold short, 8.84% of the float; at the average daily volume it would take 1.57 days to cover.
Are insiders buying or selling Baldwin Insurance?
Of the latest 20 reported insider transactions in Baldwin Insurance (since May 15, 2025), 3 were purchases and 17 were sales.
How many shares of Baldwin Insurance are outstanding?
Baldwin Insurance has 97.6M shares outstanding, of which 89.5M are in the public float.