Baldwin Insurance Group, Inc. — Institutional Ownership
Which tracked institutions hold BWIN, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
2
Funds holding
$86225895
Total value held
Buying
2 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $85962834 | 3918087 | +1044200 | +36.33% |
| 2 | Ameriprise Financial Inc | $263061 | 11990 | +3100 | +34.87% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.