Baldwin Insurance Group, Inc. — Institutional Ownership
Which tracked institutions hold BWIN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
4
Funds holding
$83179406
Total value held
Buying
3 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $81795997 | 3077351 | -840736 | -21.46% |
| 2 | Allstate Corp | $637867 | 23998 | +23998 | NEW BUY |
| 3 | Zions Bancorporation, National Association /Ut/ | $398806 | 15004 | +15004 | NEW BUY |
| 4 | Ameriprise Financial Inc | $346736 | 13045 | +13045 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.