BWIN
The Baldwin Insurance Group, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| AQR Capital Management re-entered | Q4 2024(8Q snapshot) | 6Q | $44 | $21 | -53% |
| Point72 Asset Management re-entered | Q1 2025(8Q snapshot) | 5Q | $42 | $21 | -50% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q1 2026 | Q2 2026 | → $20 | +16% |
| Millennium Management 2× in & out | Q1 2025 | Q2 2026 | → $20 | -52% |
| D.E. Shaw | Q1 2025 | Q1 2026 | → $17 | -58% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | → $27 | -33% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | → $38 | -9% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Baldwin Insurance Group, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 15, 2026 — the most recent Form 4 on file — not from today.
- Form 40001908559-26-000006May 15, 2026
- Form 40001787715-26-000002May 8, 2026
- Form 40001849136-26-000005Apr 3, 2026
- Form 40001787574-26-000004Apr 3, 2026
- Form 40002103719-26-000006Apr 3, 2026
- Form 40001901459-26-000003Apr 3, 2026
- Form 40000901870-26-000003Apr 3, 2026
- Form 40001600370-26-000003Apr 3, 2026
- Form 40001901482-26-000007Apr 3, 2026
- Form 40001671249-26-000003Apr 3, 2026
- Form 40001974546-26-000003Apr 3, 2026
- Form 40001019438-26-000003Apr 3, 2026
- Form 40001866862-26-000003Apr 3, 2026
- Form 40001849136-26-000004Mar 17, 2026
- Form 40001908559-26-000003Mar 17, 2026
Fundamentals
XBRL · The Baldwin Insurance Group, Inc.Annual figures sourced directly from The Baldwin Insurance Group, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Baldwin Insurance Group, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 4, 2026
- 10-QQuarterly reportMay 4, 2026
- 8-KMaterial eventMay 4, 2026
- DEF 14AProxy statementApr 22, 2026
- 10-KAnnual reportFeb 26, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-KMaterial eventJan 2, 2026
- 8-KMaterial eventJan 2, 2026
- 8-KMaterial eventDec 2, 2025
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventSep 18, 2025
- 10-QQuarterly reportAug 5, 2025
- 8-KMaterial eventAug 5, 2025
- 8-KMaterial eventJun 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | Q2 2026 | $17 | $20 | +16% |
| AQR Capital Management | Q1 2026 | open | $17 | $21 | +21% |
| Point72 Asset Management | Q4 2025 | open | $27 | $21 | -24% |
| D.E. Shaw | Q1 2025 | Q1 2026 | $42 | $17 | -58% |
| Millennium Management | Q1 2025 | Q2 2026 | $42 | $20 | -52% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $42 | $40 | -5% |
| AQR Capital Management | Q4 2024 | Q4 2025 | $44 | $27 | -38% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $41 | $44 | +9% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $41 | $27 | -33% |
| Millennium Management | Q3 2024 | Q4 2024 | $41 | $44 | +9% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $42 | $38 | -9% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.