| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $86.7M | -6.1% | 4.725% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $84.2M | -8.6% | 4.586% | 0.00% |
| 6 | Bank of New York Mellon Corp | 3.1M | $81.8M | -21.5% | 4.457% | 0.01% |
| 7 | BAMCO INC /NY/ | 2.7M | $72.1M | +0.1% | 3.928% | 0.11% |
| 8 | STATE STREET CORP | 2.7M | $70.8M | +7.8% | 3.861% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $62.2M | +8.8% | 3.388% | 0.00% |
| 10 | MORGAN STANLEY | 2.3M | $60.5M | +26.3% | 3.298% | 0.00% |
| 11 | Woodline Partners LP | 2.3M | $60.2M | +362.1% | 3.279% | 0.19% |
| 12 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2.1M | $55.8M | +90.3% | 3.038% | 0.52% |
| 13 | WESTWOOD HOLDINGS GROUP INC | 1.9M | $51.5M | -24.8% | 2.807% | 0.39% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.9M | $50.8M | -3.4% | 2.770% | 0.08% |
| 15 | Capital International Investors | 1.7M | $44.9M | +2.9% | 2.449% | 0.01% |
| 16 | UBS Group AG | 1.6M | $43.6M | +29.6% | 2.377% | 0.01% |
| 17 | Annis Gardner Whiting Capital Advisors, LLC | 1.6M | $42.1M | -7.9% | 2.292% | 6.31% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $35.8M | +0.9% | 1.950% | 0.01% |
| 19 | Capital Research Global Investors | 1.3M | $34.8M | -15.2% | 1.895% | 0.00% |
| 20 | Boston Partners | 1.2M | $31.7M | +54.4% | 1.727% | 0.03% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.2M | $31.5M | +39.6% | 1.715% | 0.00% |
| 22 | Point72 Asset Management, L.P. | 1.0M | $27.6M | +132.3% | 1.504% | 0.03% |
| 23 | Champlain Investment Partners, LLC | 863K | $22.9M | -16.6% | 1.250% | 0.59% |
| 24 | NORTHERN TRUST CORP | 810K | $21.5M | +7.8% | 1.173% | 0.00% |
| 25 | Bridgewater Advisors Inc. | 729K | $21.5M | — | 1.055% | 1.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BWIN — a direct measure of their conviction.
| 104.43% |
| +6.73 pp |
| $2.98B |
| +21% |
| Q4 2024 | 206 | 4.6% | 97.70% | +3.80 pp | $2.45B | 19% |
| Q3 2024 | 216 | — | 93.90% | — | $3.02B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
37 institutions opened new positions in BWIN during Q2 2026, while 25 fully exited. 151 added to existing positions and 36 trimmed.
BWIN institutional ownership fell by 0.46 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 55.5% of all reported 13F value in BWIN, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Baldwin Insurance Group, Inc. (BWIN) Institutional Ownership