BWIN Baldwin Insurance Group, Inc.: institutional ownership and insider trading
246 funds reported holding $2.58B of Baldwin Insurance Group, Inc. in their latest 13F filings; in Q2 2026 funds net sold $2.28M, with 38 new positions and 25 funds selling out; over the last 12 months insiders bought $1.00M and sold $13.3M on the open market; over its last four quarters it reported revenue of $1.74B and net income of −$102M.
BWIN revenue and earnings
- Quarter ended Jun 30, 2026: revenue $493M, net income −$39.0M, EPS -0.42
- Quarter ended Mar 31, 2026: revenue $532M, net income $2.34M, EPS 0.02
- Quarter ended Dec 31, 2025: revenue $347M, net income −$46.2M, EPS -0.38
- Quarter ended Sep 30, 2025: revenue $365M, net income −$18.7M, EPS -0.27
Famous investors holding BWIN
- Ken Griffin (Citadel Advisors): $2.41M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $257K, 0.0% of the portfolio
Largest institutional holders of BWIN
- FMR LLC — $392M
- BlackRock, Inc. (BLK) — $193M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC — $179M
- VANGUARD GROUP INC — $165M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $86.7M
- VANGUARD CAPITAL MANAGEMENT LLC — $84.2M
- Bank of New York Mellon Corp (BK, BK-PK) — $81.8M
- BAMCO INC /NY/ — $72.1M
- STATE STREET CORP (STT, STT-PG) — $70.8M
- GEODE CAPITAL MANAGEMENT, LLC — $62.2M
Recent BWIN insider trades
- May 14, 2026: Cohen Seth Bala sold 15,000 shares ($300K)
- May 7, 2026: Krystyn Elizabeth sold 202,000 shares ($4.28M)
- Mar 6, 2026: Krystyn Elizabeth sold 119,987 shares ($2.55M)
- Mar 3, 2026: Sparks Paul Eugene bought 44,200 shares ($1.00M)
Members of Congress trading BWIN
- Oct 3, 2025: Gilbert Ray Cisneros, Jr. sold $1.00K–$15.0K
- Sep 23, 2025: Josh Gottheimer sold $1.00K–$15.0K
- Apr 10, 2025: Scott Franklin sold part of $500K–$1.00M
- Feb 7, 2025: Scott Franklin sold part of $1.00M–$5.00M
- Feb 6, 2025: Scott Franklin sold part of $15.0K–$50.0K
- May 29, 2024: Josh Gottheimer bought $1.00K–$15.0K
5%+ owners
- L. Lowry Baldwin: 17.0% (Schedule 13G/A, filed May 8, 2026)
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 7.0% (Schedule 13G/A, filed May 7, 2026)
- Glazer Capital, LLC: 5.4% (Schedule 13G, filed Sep 25, 2026)