BWIN — Baldwin Insurance Group, Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.
- Congress trades
- 6
- all time
- Members · 12m
- 0
- 0 buys · 0 sells · by trade date
- Latest filing
- 11-18
- 2025-11-18
- Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
- 1
- 13F holders
- 168
- all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress · disclosure timeline
By trade date · 24 months · 5 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.
Members active in BWIN
12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).No member disclosed BWIN in the trailing 12 months.
| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2025-11-18 | Gilbert Ray Cisneros, Jr. D–CA-31 | SELL | Traded 10-03 LATE·46d | $1K–$15K | ||
| 2025-10-15 | Josh Gottheimer D–NJ-5 | SELL JT (jointly owned) | Traded 09-23 +22d | $1K–$15K | ||
| 2025-04-17 | Scott Franklin R–FL-18 | SELL partial · JT (partial sale, jointly owned) | Traded 04-10 +7d | $500K–$1M | ||
| 2025-02-23 | Scott Franklin R–FL-18 | SELL partial · JT (partial sale, jointly owned) | Traded 02-07 +16d | $1M–$5M | ||
| 2025-02-23 | Scott Franklin R–FL-18 | SELL partial · JT (partial sale, jointly owned) | Traded 02-06 +17d | $15K–$50K | ||
| 2024-06-08 | Josh Gottheimer D–NJ-5 | BUY JT (jointly owned) | Traded 05-29 +10d | $1K–$15K |
13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only
| # | Filer | Value | Securities | Flags | derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§ |
|---|---|---|---|---|---|
| 1 | FMR LLC | $306M | 1 | derived ·§ EDGAR ↗ | |
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $149M | 1 | derived ·§ EDGAR ↗ | |
| 3 | BlackRock, Inc. | $146M | 1 | derived ·§ EDGAR ↗ | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $76.2M | 1 | derived ·§ EDGAR ↗ | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $76.0M | 1 | derived ·§ EDGAR ↗ | |
| 6 | BAMCO INC /NY/ | $59.5M | 1 | derived ·§ EDGAR ↗ | |
| 7 | WESTWOOD HOLDINGS GROUP INC | $56.5M | 1 | derived ·§ EDGAR ↗ | |
| 8 | STATE STREET CORP | $54.3M | 1 | derived ·§ EDGAR ↗ | |
| 9 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $43.4M | 1 | derived ·§ EDGAR ↗ | |
| 10 | MORGAN STANLEY | $39.6M | 1 | derived ·§ EDGAR ↗ | |
| 11 | Annis Gardner Whiting Capital Advisors, LLC | $37.7M | 1 | derived ·§ EDGAR ↗ | |
| 12 | Capital International Investors | $36.1M | 1 | derived ·§ EDGAR ↗ | |
| 13 | NOMURA HOLDINGS INC | $33.9M | 1 | derived ·§ EDGAR ↗ | |
| 14 | Capital Research Global Investors | $33.9M | 1 | derived ·§ EDGAR ↗ | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $29.3M | 1 | derived ·§ EDGAR ↗ | |
| 16 | UBS Group AG | $27.8M | 1 | derived ·§ EDGAR ↗ | |
| 17 | Artisan Partners Limited Partnership | $26.7M | 1 | derived ·§ EDGAR ↗ | |
| 18 | FRONTIER CAPITAL MANAGEMENT CO LLC | $24.2M | 1 | derived ·§ EDGAR ↗ | |
| 19 | Fiera Capital Corp | $22.9M | 1 | derived ·§ EDGAR ↗ | |
| 20 | Champlain Investment Partners, LLC | $22.7M | 1 | derived ·§ EDGAR ↗ | |
| 21 | AMERICAN CENTURY COMPANIES INC | $22.6M | 1 | derived ·§ EDGAR ↗ | |
| 22 | Janus Henderson Group Ltd. | $19.3M | 1 | derived ·§ EDGAR ↗ | |
| 23 | BANK OF AMERICA CORP /DE/ | $18.6M | 1 | derived ·§ EDGAR ↗ | |
| 24 | ROYAL BANK OF CANADA | $17.1M | 1 | derived ·§ EDGAR ↗ | |
| 25 | Boston Partners | $17.0M | 1 | derived ·§ EDGAR ↗ |
Show all 168 holders
| # | Filer | Value | Securities | Flags | Src·§ |
|---|
All 138 13F filers reporting this share class are listed. Method ↗
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Congress ↔ notable managers · BWIN
Congress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-07-31 → 2026-10-29 · statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Gotham Asset Management $228K held
- Trimming
- 0 — $0 held
by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · THE BALDWIN INSURANCE GRP IN
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Gotham Asset Management 13F | NEW | +10,392 sh |
1 newest, by filing date · 13F rows are quarter-end snapshots, not trades
Congress vs filers
12 monthsCongress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.