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Baldwin Insurance Group

US · BWIN #2474 by market cap Listed 1970
31.81 -0.02 -0.06%
Live - 5344 symbols - heartbeat 523s ago · 2026-10-08 08:24
Pre-market 32.02 +0.66%
After-hours 31.81 0.00%
Market cap
3.08B
P/B
3.48
EPS
-0.50
Reader sentiment Are you bullish or bearish on BWIN?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership rose 4.8 percentage points.

Institutional ownership

Held by institutions
100.49% +4.83pp
Institutions
269 +1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund82.84%
Hedge Fund9.88%
Public Company4.62%
Individual/Insider2.19%
Private Company1.07%
Government Pension Fund0.97%
Family Office/Trust0.76%
Insurance Company0.24%
Sovereign Wealth Fund0.10%

Top holders as of 2026-06-30

FMR 15.23% · 14.75M sh
BlackRock 7.49% · 7.25M sh
William Blair Investment Management, LLC 7.19% · 6.96M sh
Glazer Capital, LLC 5.35% · 5.18M sh
Vanguard Capital Management, LLC 3.87% · 3.75M sh
Vanguard Portfolio Management, LLC 3.37% · 3.26M sh
BNY Mellon Asset Management 3.17% · 3.07M sh
Capital Research 3.10% · 3.00M sh
Baron Capital Group, Inc. 2.80% · 2.71M sh
State Street Global Advisors 2.75% · 2.67M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 31 buys · 18 sells

NameRoleStake
Paul Sparks Director 1.15%
James Roche Chief Insurance Innovation Officer 0.33%
Bradford Hale Chief Financial Officer 0.19%
Trevor Baldwin Chief Executive Officer 0.14%
Chris Sullivan Independent Director 0.09%
Corbyn Lichon Chief Accounting Officer 0.06%
Daniel Galbraith Chief Operating Officer 0.04%
Willis Daniel -- 0.04%
Joseph Kadow Independent Director 0.03%
Barbara Matas Independent Director 0.02%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-30 Chris Sullivan Independent Director Other Acquisition +824 --
2026-09-30 Joseph Kadow Independent Director Other Acquisition +824 --
2026-09-30 Ellyn Shook Independent Director Other Acquisition +824 --
2026-09-30 Barbara Matas Independent Director Other Acquisition +824 --
2026-09-30 Jay Cohen Independent Director Other Acquisition +824 --
2026-09-30 Sathish Muthukrishnan Independent Director Other Acquisition +824 --
2026-09-30 Paul Sparks Director Sale to Issuer -244 $31.77
2026-09-30 Paul Sparks Director Other Acquisition +824 --
2026-09-30 Sunita Parasuraman Independent Director Other Acquisition +824 --
2026-09-30 Myron Williams Independent Director Other Acquisition +824 --
2026-06-30 Chris Sullivan Independent Director Other Acquisition +1,207 --
2026-06-30 Joseph Kadow Independent Director Other Acquisition +1,207 --
2026-06-30 Ellyn Shook Independent Director Other Acquisition +1,207 --
2026-06-30 Barbara Matas Independent Director Other Acquisition +1,207 --
2026-06-30 Jay Cohen Independent Director Other Acquisition +1,207 --
2026-06-30 Sathish Muthukrishnan Independent Director Other Acquisition +1,207 --
2026-06-30 Paul Sparks Director Sale to Issuer -416 $26.91
2026-06-30 Paul Sparks Director Other Acquisition +1,207 --
2026-06-30 Sunita Parasuraman Independent Director Other Acquisition +1,207 --
2026-06-30 Myron Williams Independent Director Other Acquisition +1,207 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 08:24:46 · For reference only, not investment advice and not tailored to your situation.