Baldwin Insurance Group Ownership 2024 | Who Owns Baldwin Insurance Group Now?
Institutional Ownership
104.24%
Insider Ownership
1.54%
Retail Ownership
-5.78%
Institutional Holders
188.00
Baldwin Insurance Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 16.04% | 0.02% | 9,919,196 | 208,488 | 2.15% | 351,833,882 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.18% | 0.00% | 6,298,860 | 131,044 | 2.12% | 223,420,565 | Jun 30, 2024 |
| BLACKROCK INC. | 7.68% | 0.00% | 4,751,731 | 341,254 | 7.74% | 168,543,899 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 6.85% | 0.92% | 4,238,755 | 215,580 | 5.36% | 150,348,640 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 5.57% | 0.14% | 3,445,265 | -1,419 | -0.04% | 122,204,000 | Jun 30, 2024 |
| BAMCO INC /NY/ | 5.27% | 0.33% | 3,260,000 | 66 | 0.00% | 115,632,200 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.98% | 0.29% | 3,083,281 | 157,631 | 5.39% | 109,363,977 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 3.59% | 0.37% | 2,219,148 | -516,302 | -18.87% | 78,713,180 | Jun 30, 2024 |
| STATE STREET CORP | 2.79% | 0.00% | 1,727,164 | 403,151 | 30.45% | 61,262,507,000 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 2.54% | 0.08% | 1,573,750 | 88,807 | 5.98% | 55,821,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.49% | 0.00% | 1,541,031 | 127,450 | 9.02% | 54,671,413 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 2.32% | 1.71% | 1,434,943 | -110,913 | -7.17% | 50,897,438 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.75% | 0.01% | 1,082,243 | 72,563 | 7.19% | 38,386,215 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 1.66% | 0.01% | 1,027,296 | 82,783 | 8.76% | 36,438,000 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.51% | 0.32% | 931,959 | 325,751 | 53.74% | 33,056,586 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 1.40% | 1.29% | 868,745 | -24,847 | -2.78% | 30,814,385 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.23% | 0.00% | 763,104 | 734,098 | 2530.85% | 27,068,000 | Jun 30, 2024 |
| VENATOR MANAGEMENT LLC | 1.21% | 8.05% | 750,900 | -31,375 | -4.01% | 26,634,423 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1.19% | 1.37% | 735,417 | 3,304 | 0.45% | 26,085,241 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 1.15% | 0.73% | 709,623 | -161,042 | -18.50% | 25,170,328 | Jun 30, 2024 |
Baldwin Insurance Group's largest institutional shareholder is FMR LLC, holding 16.04% of the company's total share outstanding, currently valued at $351.83M. The top 10 institutional shareholders own together 65.50% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VENATOR MANAGEMENT LLC | 1.21% | 8.05% | 750,900 | -31,375 | -4.01% | 26,634,423 | Jun 30, 2024 |
| OTTER CREEK ADVISORS, LLC | 0.30% | 4.30% | 186,615 | 36,358 | 24.20% | 6,619,232 | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.41% | 2.58% | 256,130 | -53,000 | -17.14% | 9,084,932 | Jun 30, 2024 |
| ESTUARY CAPITAL MANAGEMENT LP | 0.27% | 1.93% | 168,619 | -24,682 | -12.77% | 5,980,916 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 2.32% | 1.71% | 1,434,943 | -110,913 | -7.17% | 50,897,438 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.77% | 1.40% | 474,977 | 1,394 | 0.29% | 16,847,434 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1.19% | 1.37% | 735,417 | 3,304 | 0.45% | 26,085,241 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 1.40% | 1.29% | 868,745 | -24,847 | -2.78% | 30,814,385 | Jun 30, 2024 |
| PATHWAY FINANCIAL ADVISORS LLC | 0.21% | 1.22% | 127,323 | -14,064 | -9.95% | 4,516,147 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 6.85% | 0.92% | 4,238,755 | 215,580 | 5.36% | 150,348,640 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 1.15% | 0.73% | 709,623 | -161,042 | -18.50% | 25,170,328 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.53% | 0.48% | 328,294 | -41,249 | -11.16% | 11,644,588 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.85% | 0.40% | 528,736 | -26,436 | -4.76% | 18,754,266 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 3.59% | 0.37% | 2,219,148 | -516,302 | -18.87% | 78,713,180 | Jun 30, 2024 |
| BAMCO INC /NY/ | 5.27% | 0.33% | 3,260,000 | 66 | 0.00% | 115,632,200 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.51% | 0.32% | 931,959 | 325,751 | 53.74% | 33,056,586 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.98% | 0.29% | 3,083,281 | 157,631 | 5.39% | 109,363,977 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.66% | 0.28% | 411,290 | - | - | 14,588,456 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.11% | 0.22% | 686,528 | 686,528 | 100.00% | 24,352,000 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.02% | 0.22% | 11,949 | 11,949 | 100.00% | 423,831 | Jun 30, 2024 |
The largest Baldwin Insurance Group shareholder by % of total assets is VENATOR MANAGEMENT LLC. The company owns 750.90K shares of Baldwin Insurance Group (BRP), representing 8.05% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.23% | 0.00% | 763,104 | 734,098 | 2530.85% | 27,068,000 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.11% | 0.22% | 686,528 | 686,528 | 100.00% | 24,352,000 | Jun 30, 2024 |
| STATE STREET CORP | 2.79% | 0.00% | 1,727,164 | 403,151 | 30.45% | 61,262,507,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.68% | 0.00% | 4,751,731 | 341,254 | 7.74% | 168,543,899 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.51% | 0.32% | 931,959 | 325,751 | 53.74% | 33,056,586 | Jun 30, 2024 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.56% | 0.18% | 345,789 | 221,668 | 178.59% | 12,265,136 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 6.85% | 0.92% | 4,238,755 | 215,580 | 5.36% | 150,348,640 | Jun 30, 2024 |
| FMR LLC | 16.04% | 0.02% | 9,919,196 | 208,488 | 2.15% | 351,833,882 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.98% | 0.29% | 3,083,281 | 157,631 | 5.39% | 109,363,977 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.24% | 0.01% | 145,965 | 145,965 | 100.00% | 5,177,379 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.18% | 0.00% | 6,298,860 | 131,044 | 2.12% | 223,420,565 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.21% | 0.00% | 129,794 | 129,794 | 100.00% | 4,603,793 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.49% | 0.00% | 1,541,031 | 127,450 | 9.02% | 54,671,413 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 2.54% | 0.08% | 1,573,750 | 88,807 | 5.98% | 55,821,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.14% | 0.01% | 85,000 | 85,000 | 100.00% | 3,014,950 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 1.66% | 0.01% | 1,027,296 | 82,783 | 8.76% | 36,438,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.17% | 0.01% | 102,184 | 79,068 | 342.05% | 3,624,466 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.22% | 0.00% | 134,163 | 78,690 | 141.85% | 4,758,761 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.75% | 0.01% | 1,082,243 | 72,563 | 7.19% | 38,386,215 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.22% | 0.00% | 138,147 | 70,582 | 104.47% | 4,900,074 | Jun 30, 2024 |
As of Jun 30 2024, Baldwin Insurance Group's largest institutional buyer is PRICE T ROWE ASSOCIATES INC /MD/. The company purchased 734.10K stocks of BRP, valued at $27.07M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 0.84% | 0.02% | 520,227 | -959,419 | -64.84% | 18,815,543 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 3.59% | 0.37% | 2,219,148 | -516,302 | -18.87% | 78,713,180 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -356,889 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | 0.00% | 79,212 | -298,206 | -79.01% | 2,809,650 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 1.15% | 0.73% | 709,623 | -161,042 | -18.50% | 25,170,328 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 2.32% | 1.71% | 1,434,943 | -110,913 | -7.17% | 50,897,438 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.07% | 0.00% | 45,938 | -57,416 | -55.55% | 1,629,421 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.36% | 0.00% | 222,360 | -54,296 | -19.63% | 7,887,109 | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.41% | 2.58% | 256,130 | -53,000 | -17.14% | 9,084,932 | Jun 30, 2024 |
| SMITH CHAS P & ASSOCIATES PA CPAS | - | - | - | -52,295 | -100.00% | - | Jun 30, 2024 |
| WASHINGTON TRUST BANK | - | - | - | -52,131 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.09% | 0.01% | 53,444 | -52,126 | -49.38% | 1,895,659 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.93% | 0.01% | 574,344 | -44,102 | -7.13% | 20,371,982 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.53% | 0.48% | 328,294 | -41,249 | -11.16% | 11,644,588 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -39,751 | -100.00% | - | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.86% | 0.03% | 533,349 | -33,510 | -5.91% | 18,917,886,000 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.27% | 0.02% | 167,363 | -32,133 | -16.11% | 5,936,366 | Jun 30, 2024 |
| VENATOR MANAGEMENT LLC | 1.21% | 8.05% | 750,900 | -31,375 | -4.01% | 26,634,423 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -29,892 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -29,693 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Baldwin Insurance Group's biggest institutional seller is BOSTON PARTNERS. The company sold -0.96M shares of BRP, valued at $18.82M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GW&K INVESTMENT MANAGEMENT, LLC | 1.11% | 0.22% | 686,528 | 686,528 | 100.00% | 24,352,000 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.24% | 0.01% | 145,965 | 145,965 | 100.00% | 5,177,379 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.21% | 0.00% | 129,794 | 129,794 | 100.00% | 4,603,793 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.14% | 0.01% | 85,000 | 85,000 | 100.00% | 3,014,950 | Jun 30, 2024 |
| PENSERRA CAPITAL MANAGEMENT LLC | 0.08% | 0.02% | 50,579 | 50,579 | 100.00% | 1,794,000 | Jun 30, 2024 |
| ZIONS BANCORPORATION, N.A. | 0.06% | 0.11% | 37,385 | 37,385 | 100.00% | 1,326,046 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 35,431 | 35,431 | 100.00% | 1,256,738 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 30,913 | 30,913 | 100.00% | 1,096,484 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 0.05% | 0.00% | 29,462 | 29,462 | 100.00% | 1,045,017 | Jun 30, 2024 |
| OLIVER LUXXE ASSETS LLC | 0.04% | 0.17% | 22,046 | 22,046 | 100.00% | 781,972 | Jun 30, 2024 |
| PREMIER FUND MANAGERS LTD | 0.03% | 0.03% | 20,781 | 20,781 | 100.00% | 727,000 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.03% | 0.00% | 20,000 | 20,000 | 100.00% | 709,400 | Jun 30, 2024 |
| TOTH FINANCIAL ADVISORY CORP | 0.03% | 0.07% | 16,015 | 16,015 | 100.00% | 568,053 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.02% | 0.22% | 11,949 | 11,949 | 100.00% | 423,831 | Jun 30, 2024 |
| LIDO ADVISORS, LLC | 0.02% | 0.00% | 10,000 | 10,000 | 100.00% | 354,700 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.02% | 0.00% | 9,549 | 9,549 | 100.00% | 338,703 | Jun 30, 2024 |
| COMMERCE BANK | 0.01% | 0.00% | 9,215 | 9,215 | 100.00% | 326,856 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.01% | 0.00% | 8,600 | 8,600 | 100.00% | 305,042 | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | 0.01% | 0.01% | 8,506 | 8,506 | 100.00% | 302,000 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 8,022 | 8,022 | 100.00% | 284,540 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.01% | 0.00% | 7,766 | 7,766 | 100.00% | 275,460 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.00% | 7,700 | 7,700 | 100.00% | 273,119 | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.01% | 0.00% | 7,585 | 7,585 | 100.00% | 269,040 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.01% | 0.00% | 5,992 | 5,992 | 100.00% | 212,536 | Jun 30, 2024 |
| CETERA TRUST COMPANY, N.A | 0.01% | 0.12% | 5,445 | 5,445 | 100.00% | 193,134 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.02% | 4,029 | 4,029 | 100.00% | 142,909 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 0.00% | 4,023 | 4,023 | 100.00% | 142,696 | Jun 30, 2024 |
| KBC GROUP NV | 0.00% | 0.00% | 1,792 | 1,792 | 100.00% | 64,000 | Jun 30, 2024 |
| ASSETMARK, INC | 0.00% | 0.00% | 970 | 970 | 100.00% | 34,406 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 101 | 101 | 100.00% | 3,583 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 95 | 95 | 100.00% | 3,370 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 67 | 67 | 100.00% | 2,377 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 54 | 54 | 100.00% | 1,915 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 18 | 18 | 100.00% | 630 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 12 | 12 | 100.00% | 525 | Jun 30, 2024 |
Baldwin Insurance Group's largest new institutional shareholder by number of shares is GW&K INVESTMENT MANAGEMENT, LLC, purchased 686.53K shares, valued at $24.35M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -356,889 | -100.00% | - | Jun 30, 2024 |
| SMITH CHAS P & ASSOCIATES PA CPAS | - | - | - | -52,295 | -100.00% | - | Jun 30, 2024 |
| WASHINGTON TRUST BANK | - | - | - | -52,131 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -39,751 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -29,892 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -29,693 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -26,646 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -16,099 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -15,358 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -13,200 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -9,608 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -8,376 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -4,509 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,592 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,190 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -685 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| WHITTIER TRUST CO | - | - | - | -392 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -206 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -85 | -100.00% | - | Jun 30, 2024 |
| RFP FINANCIAL GROUP LLC | - | - | - | -79 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -45 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
Baldwin Insurance Group's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -0.36M shares, valued at -, as of undefined.
Baldwin Insurance Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPARROW FUNDS | 5.50% | 19,600 | - | - | Feb 29, 2024 |
| Western Asset Middle Market Income Fund Inc. | 1.34% | 1,080,805 | 1,080,805 | - | Oct 31, 2022 |
| BNY MELLON VARIABLE INVESTMENT FUND | 1.06% | 256,567 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.80% | 130,761 | - | - | Jan 31, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.66% | 221,100 | - | - | Dec 31, 2023 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.46% | 3,250,000 | - | - | Mar 31, 2024 |
| First Eagle Credit Opportunities Fund | 0.32% | 3,000,000 | 3,000,000 | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.25% | 194,500 | -5,000 | -2.51% | Mar 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.17% | 502,964 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.10% | 1,130,147 | 309,867 | 37.78% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 45,663 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.07% | 234,200 | - | - | Mar 31, 2024 |
| BLACKROCK FLOATING RATE INCOME TRUST | 0.07% | 267,627 | -686 | -0.26% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.06% | 698,800 | - | - | Jan 31, 2024 |
| BUFFALO FUNDS | 0.06% | 408,415 | - | - | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.06% | 313,848 | 37,064 | 13.39% | Dec 31, 2023 |
| Federated Hermes MDT Series | 0.05% | 126,611 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.05% | 2,757,449 | 389,836 | 16.47% | Feb 29, 2024 |
| BLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC. | 0.05% | 435,765 | -1,117 | -0.26% | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.04% | 33,300 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.04% | 315,526 | -300 | -0.09% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.04% | 97,447 | 2,500 | 2.63% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.03% | 733,968 | - | - | Mar 31, 2024 |
| BLACKROCK Ltd DURATION INCOME TRUST | 0.03% | 393,852 | 169,426 | 75.49% | Mar 31, 2024 |
| Natixis Funds Trust II | 0.03% | 4,138,205 | - | - | Feb 29, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.03% | 860,846 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.02% | 202,504 | -16,900 | -7.70% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.02% | 108,388 | -38,384 | -26.15% | Mar 31, 2024 |
| BLACKROCK DEBT STRATEGIES FUND, INC. | 0.02% | 392,984 | -1,007 | -0.26% | Mar 31, 2024 |
| ROYCE FUND | 0.02% | 148,000 | - | - | Mar 31, 2024 |
| HARBOR FUNDS | 0.02% | 446,292 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.02% | 1,601,158 | 45,100 | 2.90% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 105,381 | -3,477 | -3.19% | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 155,056 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,889 | -407 | -4.38% | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 127,608 | 95,112 | 292.69% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 53,762 | -28,299 | -34.49% | Jan 31, 2024 |
| Natixis Funds Trust II | 0.01% | 1,875,555 | -4,809 | -0.26% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,541,178 | -902,943 | -14.01% | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 837,011 | -82,300 | -8.95% | Feb 29, 2024 |
| MADISON FUNDS | 0.01% | 74,057 | -73,229 | -49.72% | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.01% | 246,884 | - | - | Dec 31, 2023 |
| Trust for Advised Portfolios | 0.01% | 245,018 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.01% | 73,074 | -6,767 | -8.48% | Jan 31, 2024 |
| OBERWEIS FUNDS | 0.01% | 9,400 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 20,142 | - | - | Mar 31, 2024 |
| FIRST TRUST SERIES FUND | 0.01% | 27,109 | - | - | Jan 31, 2024 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.01% | 94,719 | 39,859 | 72.66% | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.01% | 1,372,789 | 32,228 | 2.40% | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 162 | 39 | 31.71% | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,510 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 21,522 | 341 | 1.61% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.01% | 835,000 | - | - | Jan 31, 2024 |
| BlackRock Credit Strategies Fund | 0.01% | 35,892 | 14,946 | 71.36% | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.01% | 540,415 | 509,787 | 1664.45% | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.00% | 82,403 | 4,170 | 5.33% | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 387,715 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 277,055 | -1,244 | -0.45% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 167,458 | -662 | -0.39% | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 154,974 | -11,097 | -6.68% | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 65,263 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 26,300 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 299,177 | 268,416 | 872.59% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 612,479 | 20,316 | 3.43% | Feb 29, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 204,437 | 204,437 | - | Feb 29, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.00% | 12,000 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 5,997 | -11,899 | -66.49% | Feb 29, 2024 |
| KP Funds | 0.00% | 119,693 | 75,103 | 168.43% | Sep 30, 2020 |
| TIAA-CREF LIFE FUNDS | 0.00% | 7,113 | -223 | -3.04% | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 24,488 | - | - | Dec 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 15,129 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 76,526 | - | - | Mar 31, 2024 |
| FRANKLIN MUTUAL SERIES FUNDS | 0.00% | 53,266 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 9,412 | 8,152 | 646.98% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,876 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 615,068 | -335,633 | -35.30% | Dec 31, 2023 |
| Advisors' Inner Circle Fund II | 0.00% | 1,450,000 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 53,441 | - | - | Jan 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 1,916,405 | 486,365 | 34.01% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 7,411 | -259 | -3.38% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 135,564 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 38,941 | -3,113 | -7.40% | Mar 31, 2024 |
| LEGG MASON PARTNERS INCOME TRUST | 0.00% | 1,067,137 | -2,736 | -0.26% | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 10,860 | - | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 124,184 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 14,075 | - | - | Jan 31, 2024 |
| Voya PARTNERS INC | 0.00% | 82,492 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 10,550 | - | - | Feb 29, 2024 |
| ARTISAN PARTNERS FUNDS INC | 0.00% | 1,464,000 | 1,464,000 | - | Mar 31, 2024 |
| FIDELITY INCOME FUND /MA/ | 0.00% | 503,175 | - | - | Jan 31, 2024 |
| BARON SELECT FUNDS | 0.00% | 9,934 | -66 | -0.66% | Mar 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 85,777 | - | - | Mar 28, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 3,255,039 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 19,229 | -6,458 | -25.14% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 5,479 | -807 | -12.84% | Aug 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 847,376 | 298,569 | 54.40% | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 56,524 | -35,597 | -38.64% | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 3,462 | - | - | Mar 28, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 20,060 | -4,081 | -16.90% | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 66,088 | - | - | Mar 31, 2024 |
Baldwin Insurance Group's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 19.60K shares, compromising 5.50% of its total assets.
Baldwin Insurance Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 188 | 9.30% |
| 31 Mar, 24 | 172 | 6.17% |
| 31 Dec, 23 | 162 | 5.88% |
| 30 Sep, 23 | 153 | 3.38% |
| 30 Jun, 23 | 148 | 2.07% |
| 31 Mar, 23 | 145 | -4.61% |
| 31 Dec, 22 | 152 | 2.01% |
| 30 Sep, 22 | 149 | 0.68% |
| 30 Jun, 22 | 148 | - |
| 31 Mar, 22 | 148 | -1.99% |
| 31 Dec, 21 | 151 | 7.09% |
| 30 Sep, 21 | 141 | 17.50% |
| 30 Jun, 21 | 120 | 6.19% |
| 31 Mar, 21 | 113 | -11.72% |
| 31 Dec, 20 | 128 | 33.33% |
| 30 Sep, 20 | 96 | -1.03% |
| 30 Jun, 20 | 97 | 59.02% |
| 31 Mar, 20 | 61 | -7.58% |
| 31 Dec, 19 | 66 | - |
As of 30 Jun 24, 188 institutions are holding Baldwin Insurance Group's shares, representing an increase of 9.30% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 64,478,099 | 2.12% |
| 31 Mar, 24 | 63,138,660 | 4.56% |
| 31 Dec, 23 | 60,384,142 | 1.88% |
| 30 Sep, 23 | 59,269,657 | 3.61% |
| 30 Jun, 23 | 57,204,642 | 1.47% |
| 31 Mar, 23 | 56,377,333 | 1.46% |
| 31 Dec, 22 | 55,567,821 | -0.04% |
| 30 Sep, 22 | 55,590,191 | -1.37% |
| 30 Jun, 22 | 56,364,672 | 6.15% |
| 31 Mar, 22 | 53,100,061 | 0.97% |
| 31 Dec, 21 | 52,587,557 | -2.78% |
| 30 Sep, 21 | 54,093,497 | 28.52% |
| 30 Jun, 21 | 42,088,225 | 3.06% |
| 31 Mar, 21 | 40,840,270 | 1.87% |
| 31 Dec, 20 | 40,090,616 | 39.00% |
| 30 Sep, 20 | 28,842,925 | -10.32% |
| 30 Jun, 20 | 32,163,460 | 89.52% |
| 31 Mar, 20 | 16,970,644 | 2.17% |
| 31 Dec, 19 | 16,609,860 | - |
Baldwin Insurance Group (BRP) has 64.48M shares outstanding as of 30 Jun 24, up 2.12% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 104.24% | 1.00% |
| 31 Mar, 24 | 102.07% | 1.01% |
| 31 Dec, 23 | 100.41% | 1.05% |
| 30 Sep, 23 | 97.89% | 1.08% |
| 30 Jun, 23 | 95.19% | 1.03% |
| 31 Mar, 23 | 96.02% | 1.05% |
| 31 Dec, 22 | 95.81% | 1.02% |
| 30 Sep, 22 | 97.05% | 1.09% |
| 30 Jun, 22 | 94.16% | 1.15% |
| 31 Mar, 22 | 90.56% | 0.99% |
| 31 Dec, 21 | 95.83% | 0.71% |
| 30 Sep, 21 | 116.46% | 1.27% |
| 30 Jun, 21 | 95.91% | 1.13% |
| 31 Mar, 21 | 92.28% | 0.42% |
| 31 Dec, 20 | 147.52% | 1.89% |
| 30 Sep, 20 | 88.26% | 0.34% |
| 30 Jun, 20 | 161.36% | 2.13% |
| 31 Mar, 20 | 87.11% | 1.18% |
| 31 Dec, 19 | 85.78% | - |
As of 30 Jun 24, Baldwin Insurance Group is held by 104.24% institutional shareholders, representing a 1.00% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 112 | 34.94% |
| 31 Mar, 24 | 83 | -3.49% |
| 31 Dec, 23 | 86 | 16.22% |
| 30 Sep, 23 | 74 | -5.13% |
| 30 Jun, 23 | 78 | 9.86% |
| 31 Mar, 23 | 71 | -10.13% |
| 31 Dec, 22 | 79 | 23.44% |
| 30 Sep, 22 | 64 | -31.18% |
| 30 Jun, 22 | 93 | 13.41% |
| 31 Mar, 22 | 82 | -1.20% |
| 31 Dec, 21 | 83 | -3.49% |
| 30 Sep, 21 | 86 | 34.38% |
| 30 Jun, 21 | 64 | 8.47% |
| 31 Mar, 21 | 59 | -39.80% |
| 31 Dec, 20 | 98 | 75.00% |
| 30 Sep, 20 | 56 | -36.36% |
| 30 Jun, 20 | 88 | 131.58% |
| 31 Mar, 20 | 38 | -42.42% |
| 31 Dec, 19 | 66 | - |
112 institutional shareholders have increased their position in BRP stock as of 30 Jun 24 compared to 83 in the previous quarter (a 34.94% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 47 | -24.19% |
| 31 Mar, 24 | 62 | 19.23% |
| 31 Dec, 23 | 52 | 4.00% |
| 30 Sep, 23 | 50 | 21.95% |
| 30 Jun, 23 | 41 | -6.82% |
| 31 Mar, 23 | 44 | -6.38% |
| 31 Dec, 22 | 47 | -14.55% |
| 30 Sep, 22 | 55 | 48.65% |
| 30 Jun, 22 | 37 | -17.78% |
| 31 Mar, 22 | 45 | -4.26% |
| 31 Dec, 21 | 47 | 51.61% |
| 30 Sep, 21 | 31 | -18.42% |
| 30 Jun, 21 | 38 | -5.00% |
| 31 Mar, 21 | 40 | 66.67% |
| 31 Dec, 20 | 24 | -27.27% |
| 30 Sep, 20 | 33 | 371.43% |
| 30 Jun, 20 | 7 | -58.82% |
| 31 Mar, 20 | 17 | - |
| 31 Dec, 19 | - | - |
47 institutional shareholders have reduced their position in BRP stock as of 30 Jun 24 compared to 62 in the previous quarter (a -24.19% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 188 | 9.30% | 64,478,099 | 2.12% | 104.24% | 1.00% | 112 | 34.94% | 47 | -24.19% |
| 31 Mar, 24 | 172 | 6.17% | 63,138,660 | 4.56% | 102.07% | 1.01% | 83 | -3.49% | 62 | 19.23% |
| 31 Dec, 23 | 162 | 5.88% | 60,384,142 | 1.88% | 100.41% | 1.05% | 86 | 16.22% | 52 | 4.00% |
| 30 Sep, 23 | 153 | 3.38% | 59,269,657 | 3.61% | 97.89% | 1.08% | 74 | -5.13% | 50 | 21.95% |
| 30 Jun, 23 | 148 | 2.07% | 57,204,642 | 1.47% | 95.19% | 1.03% | 78 | 9.86% | 41 | -6.82% |
| 31 Mar, 23 | 145 | -4.61% | 56,377,333 | 1.46% | 96.02% | 1.05% | 71 | -10.13% | 44 | -6.38% |
| 31 Dec, 22 | 152 | 2.01% | 55,567,821 | -0.04% | 95.81% | 1.02% | 79 | 23.44% | 47 | -14.55% |
| 30 Sep, 22 | 149 | 0.68% | 55,590,191 | -1.37% | 97.05% | 1.09% | 64 | -31.18% | 55 | 48.65% |
| 30 Jun, 22 | 148 | - | 56,364,672 | 6.15% | 94.16% | 1.15% | 93 | 13.41% | 37 | -17.78% |
| 31 Mar, 22 | 148 | -1.99% | 53,100,061 | 0.97% | 90.56% | 0.99% | 82 | -1.20% | 45 | -4.26% |
| 31 Dec, 21 | 151 | 7.09% | 52,587,557 | -2.78% | 95.83% | 0.71% | 83 | -3.49% | 47 | 51.61% |
| 30 Sep, 21 | 141 | 17.50% | 54,093,497 | 28.52% | 116.46% | 1.27% | 86 | 34.38% | 31 | -18.42% |
| 30 Jun, 21 | 120 | 6.19% | 42,088,225 | 3.06% | 95.91% | 1.13% | 64 | 8.47% | 38 | -5.00% |
| 31 Mar, 21 | 113 | -11.72% | 40,840,270 | 1.87% | 92.28% | 0.42% | 59 | -39.80% | 40 | 66.67% |
| 31 Dec, 20 | 128 | 33.33% | 40,090,616 | 39.00% | 147.52% | 1.89% | 98 | 75.00% | 24 | -27.27% |
| 30 Sep, 20 | 96 | -1.03% | 28,842,925 | -10.32% | 88.26% | 0.34% | 56 | -36.36% | 33 | 371.43% |
| 30 Jun, 20 | 97 | 59.02% | 32,163,460 | 89.52% | 161.36% | 2.13% | 88 | 131.58% | 7 | -58.82% |
| 31 Mar, 20 | 61 | -7.58% | 16,970,644 | 2.17% | 87.11% | 1.18% | 38 | -42.42% | 17 | - |
| 31 Dec, 19 | 66 | - | 16,609,860 | - | 85.78% | - | 66 | - | - | - |
Baldwin Insurance Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Baldwin Insurance Group's stock was made by Galbraith Daniel on May 13 2024, selling 155,600 shares at - per share (valued at -).
Baldwin Insurance Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 17 | 20 | 85.00% |
| Q1 2024 | 13 | 29 | 44.83% |
| Q4 2023 | 20 | 21 | 95.24% |
| Q3 2023 | 13 | 23 | 56.52% |
| Q2 2023 | 18 | 14 | 128.57% |
| Q1 2023 | 8 | 13 | 61.54% |
| Q4 2022 | 13 | 10 | 130.00% |
| Q3 2022 | 37 | 27 | 137.04% |
| Q2 2022 | 23 | 8 | 287.50% |
| Q1 2022 | 16 | 7 | 228.57% |
| Q4 2021 | 14 | 16 | 87.50% |
| Q3 2021 | 12 | 27 | 44.44% |
| Q2 2021 | 21 | 7 | 300.00% |
| Q1 2021 | 5 | - | - |
| Q4 2020 | 7 | 32 | 21.88% |
| Q3 2020 | 5 | 22 | 22.73% |
| Q2 2020 | 15 | 34 | 44.12% |
| Q1 2020 | 3 | 1 | 300.00% |
| Q4 2019 | 45 | 37 | 121.62% |
17 total buy trades, and 20 total sell trades (buy/sell ratio of 0.85%) were made by Baldwin Insurance Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 9 | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | 2 | 12 | 16.67% |
| Q3 2023 | - | 13 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 5 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 4 | - | - |
| Q1 2022 | 8 | - | - |
| Q4 2021 | - | 9 | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 16 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 20 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 6 | 8 | 75.00% |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 9 open market sell trades of Baldwin Insurance Group's stocks.
Baldwin Insurance Group Peer Ownership
BRP Ownership FAQ
Who Owns Baldwin Insurance Group?
Baldwin Insurance Group is owned by institutional shareholders (104.24%), insiders (1.54%), and public (-5.78%). The largest institutional shareholder of Baldwin Insurance Group is FMR LLC (16.04% of total shares) and the top mutual fund owner is SPARROW FUNDS (5.50% of total shares).
Who are the major institutional shareholders of Baldwin Insurance Group?
Baldwin Insurance Group's major institutional shareholders are FMR LLC, VANGUARD GROUP INC, BLACKROCK INC., CHAMPLAIN INVESTMENT PARTNERS, LLC, and MACQUARIE GROUP LTD. The top five shareholders own together 46.32% of the company's share outstanding.
How many Baldwin Insurance Group shareholders are there?
As of Jun 2024, there are 188 institutional shareholders of Baldwin Insurance Group.
What percentage of Baldwin Insurance Group is owned by FMR LLC?
FMR LLC owns 9.92M shares of Baldwin Insurance Group, representing 16.04% of the company's total shares outstanding, valued at $351.83M (as of Jun 2024).
What percentage of Baldwin Insurance Group is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.3M shares of Baldwin Insurance Group (BRP), compromising 10.18% of the company, valued at $223.42M.
What percentage of Baldwin Insurance Group is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Baldwin Insurance Group. The company owns 4.75M of the company's shares outstanding (worth $168.54M).