Baldwin Insurance Group Ownership | Who Owns Baldwin Insurance Group?

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Baldwin Insurance Group Ownership Summary

Baldwin Insurance Group is owned by 104.26% institutional investors, 1.54% insiders. Fmr is the largest institutional shareholder, holding 16.04% of BRP shares. Baron Small Cap Retail is the top mutual fund, with 4.91% of its assets in Baldwin Insurance Group shares.

BRP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Baldwin Insurance Group	104.26%	1.54%	-5.80%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Insurance Brokers Stocks	46.62%	13.67%	39.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	9.92M	16.04%	$351.83M
Vanguard group	6.30M	10.18%	$223.42M
Blackrock	4.75M	7.68%	$168.54M
Champlain investment partners	4.24M	6.85%	$150.35M
Macquarie group	3.45M	5.57%	$122.20M
Bamco inc /ny/	3.26M	5.27%	$115.63M
William blair investment management	3.08M	4.98%	$109.36M
Westwood group	2.22M	3.59%	$78.71M
State street	1.73M	2.79%	$61.26M
Loomis sayles & co l p	1.57M	2.54%	$55.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Venator management	750.90K	8.05%	$26.63M
Otter creek advisors	186.62K	4.30%	$6.62M
Annis gardner whiting capital advisors	256.13K	2.58%	$9.08M
Aristotle capital boston	1.43M	1.71%	$50.90M
Tributary capital management	474.98K	1.40%	$16.85M
Emerald mutual fund advisers trust	735.42K	1.37%	$26.09M
Emerald advisers	868.75K	1.29%	$30.81M
Pathway financial advisors	127.32K	1.22%	$4.52M
Champlain investment partners	4.24M	0.92%	$150.35M
Peregrine capital management	709.62K	0.73%	$25.17M

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	763.10K	0.00%	734.10K
Gw&k investment management	686.53K	0.22%	686.53K
State street	1.73M	0.00%	403.15K
Blackrock	4.75M	0.00%	341.25K
Driehaus capital management	931.96K	0.32%	325.75K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	520.23K	0.02%	-959.42K
Westwood group	2.22M	0.37%	-516.30K
Point72 asset management	-	-	-356.89K
Millennium management	79.21K	0.00%	-298.21K
Bank of new york mellon	1.04M	0.01%	-195.88K

New Positions

Holder	Shares	% Assets	Change	Value
Gw&k investment management	686.53K	0.22%	686.53K	$24.35M
Wealth enhancement advisory services	145.97K	0.01%	145.97K	$5.18M
Capital investors	129.79K	0.00%	129.79K	$4.60M
Parallax volatility advisers	65.00K	0.01%	65.00K	$2.31M
Penserra capital management	50.58K	0.02%	50.58K	$1.79M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-12.00
Smartleaf asset management	-18.00
Hwg lp	-19.00
Quest partners	-45.00
Rfp financial group	-79.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	190	10.47%	64,488,977	2.14%	104	1.00%	114	39.02%	47	-25.40%
Mar 31, 2024	172	5.52%	63,138,660	4.32%	102	1.01%	82	-4.65%	63	18.87%
Dec 31, 2023	163	6.54%	60,522,746	2.11%	100	1.05%	86	16.22%	53	6.00%
Sep 30, 2023	153	3.38%	59,269,657	3.61%	97	1.08%	74	-5.13%	50	21.95%
Jun 30, 2023	148	2.07%	57,204,642	1.47%	95	1.03%	78	9.86%	41	-6.82%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Baron Small Cap Retail	3.25M	4.91%	-
Baron Opp. Small Cap Growth Strategy	3.25M	4.91%	-
Champlain Small Company Fund, LLC	3.18M	4.81%	635.00
Delaware US Small Cap Core Equity (SMA)	2.74M	4.14%	-32.03K
Delaware Small Cap Core I	2.74M	4.14%	-
Vanguard Total Stock Mkt Idx Inv	2.02M	3.05%	26.30K
Champlain Small Company Adv	1.66M	2.50%	205.00K
Vanguard Small Cap Index	1.64M	2.48%	3.90K
iShares Russell 2000 ETF	1.61M	2.43%	202.82K
Strategic Advisers Fidelity US TtlStk	1.59M	2.41%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 09, 2024	Galbraith Daniel	See Remarks	Sell	$115.98K
May 09, 2024	Galbraith Daniel	See Remarks	Sell	$31.99K
May 10, 2024	Galbraith Daniel	See Remarks	Sell	$747.96K
May 10, 2024	Galbraith Daniel	See Remarks	Sell	$2.41M
May 09, 2024	Galbraith Daniel	See Remarks	Sell	$2.13M

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	9
2024 Q1	-	4
2023 Q4	2	12
2023 Q3	-	13
2023 Q2	-	1

BRP Ownership FAQ

Who Owns Baldwin Insurance Group?

Baldwin Insurance Group shareholders are primarily institutional investors at 104.26%, followed by 1.54% insiders and -5.80% retail investors. The average institutional ownership in Baldwin Insurance Group's industry, Insurance Brokers Stocks, is 46.62%, which Baldwin Insurance Group exceeds.

Who owns the most shares of Baldwin Insurance Group?

Baldwin Insurance Group’s largest shareholders are Fmr (9.92M shares, 16.04%), Vanguard group (6.3M shares, 10.18%), and Blackrock (4.75M shares, 7.68%). Together, they hold 33.90% of Baldwin Insurance Group’s total shares outstanding.

Does Blackrock own Baldwin Insurance Group?

Yes, BlackRock owns 7.68% of Baldwin Insurance Group, totaling 4.75M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 168.54M$. In the last quarter, BlackRock increased its holdings by 341.25K shares, a 7.74% change.

Who is Baldwin Insurance Group’s biggest shareholder by percentage of total assets invested?

Venator management is Baldwin Insurance Group’s biggest shareholder by percentage of total assets invested, with 8.05% of its assets in 750.9K Baldwin Insurance Group shares, valued at 26.63M$.

Who is the top mutual fund holder of Baldwin Insurance Group shares?

Baron Small Cap Retail is the top mutual fund holder of Baldwin Insurance Group shares, with 4.91% of its total shares outstanding invested in 3.25M Baldwin Insurance Group shares.

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