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Institutional Ownership of BWIN

Institutional investors managing over $100M must disclose their holdings to the SEC each quarter through Form 13F filings. Below are the most recently reported BWIN positions in Baldwin Insurance Group, Inc., with each institution’s change versus its previous quarterly filing.

Institutions (recent filings)
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Reported Shares
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Reported Value
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Adding vs Reducing
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BWIN Stock Institutional Owners

Common-share positions from the latest 13F filings, newest first

InvestorSharesChange in SharesMarket ValueDate Reported
Scanning latest 13F filings on SEC EDGAR…

BWIN Derivatives Institutional Owners

PUT / CALL option positions on BWIN reported in the same filings

InvestorTypeUnderlying SharesMarket ValueDate Reported
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Source: SEC EDGAR Form 13F filings. Only institutions that filed within the last ~4 months appear here; positions reflect each filer’s most recent quarterly disclosure.