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Of the 10 tracked institutions holding BWIN, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +6.0pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, BWIN (THE BALDWIN INSURANCE GRP IN) is held with a combined value of $889.97M across 34,141,069 shares. The largest holder is FMR LLC with a position worth $392.11M (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$889.97M
Total Shares Held
34,141,069
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $392.11M | 0.02% | +5.7% |
| 2 | BlackRock, Inc. | $192.76M | 0.00% | +9.0% |
| 3 | VANGUARD GROUP INC | $164.65M | 0.00% | +4.4% |
| 4 | STATE STREET CORP | $70.83M | 0.00% | +7.8% |
| 5 | Capital Research Global Investors | $34.77M | 0.00% | -15.2% |
| 6 | Point72 Asset Management, L.P. | $27.60M | 0.04% | +132.3% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.34M | 0.00% | -41.8% |
| 8 | CITADEL ADVISORS LLC | $1.97M | 0.00% | New |
| 9 | AQR CAPITAL MANAGEMENT LLC | $1.69M | 0.00% | -36.5% |
| 10 | MILLENNIUM MANAGEMENT LLC | $256.82K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | Oct 3, 2025 |
| Josh Gottheimer | Sell | Sep 23, 2025 |
| Scott Scott Franklin | Sell | Apr 10, 2025 |
| Scott Scott Franklin | Sell |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of BWIN with a position worth $392.11M, representing 0.02% of their portfolio. In total, 10 institutional investors hold BWIN with a combined value of $889.97M.
In the most recent quarter, 2 funds opened a new position in BWIN. Additionally, 5 increased their holdings and 3 reduced their positions.
Institutional investors hold $889.97M worth of BWIN stock across 10 positions. The largest institutional holder is FMR LLC with $392.11M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BWIN, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BWIN positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Feb 7, 2025 |
| Scott Scott Franklin | Sell | Feb 6, 2025 |
| Josh Gottheimer | Buy | May 29, 2024 |
Last Close
$31.01
2026-09-02
YTD
+30.4%
91% of 52-week range
