§ INSURANCE
USD · InsuranceBWIN
BALDWIN INSURANCE GROUP INC/
USDSector · InsuranceBeta · 1.01
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
119 increased/new, 76 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 4.75 | EPS (TTM) | -0.67 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 14.0M | 0.0% | +29% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.8M | 0.5% | −10% |
| BlackRock, Inc. | 6.7M | 0.0% | +25% |
| Bank of New York Mellon Corp | 3.9M | 0.0% | +36% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for BWIN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.6% · 0 holders
OTHER0.8% · 148 holders
QUALITY / COMPOUNDER0.8% · 19 holders
DEALER / BANK0.4% · 26 holders
PASSIVE / INDEX0.2% · 8 holders
INCOME / DEFENSIVE0.0% · 13 holders
DEEP VALUE0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BWIN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BWIN yet.