BWIN — The Baldwin Insurance Grp In Institutional Holders · Q3 2026
Who owns The Baldwin Insurance Grp In (BWIN)? 12 institutions reported holding $13.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($8.6M), Pathway Financial Advisors LLC ($2.4M), Confluence Investment Management LLC ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fenimore Asset Management Inc | $8.6M | 269,627 | Trimmed |
| 2 | Pathway Financial Advisors LLC | $2.4M | 76,394 | Hold |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.9M | 58,631 | Trimmed |
| 4 | Sunburst Financial Group, LLC | $930,843 | 29,281 | Hold |
| 5 | GAMMA Investing LLC | $56,936 | 1,791 | Added |
| 6 | Versant Capital Management, Inc | $39,992 | 1,258 | Added |
| 7 | Farther Finance Advisors, LLC | $33,030 | 1,039 | Added |
| 8 | ATWOOD & PALMER INC | $2,931 | 92 | Trimmed |
| 9 | CoreCap Advisors, LLC | $985 | 31 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
| 11 | SAPIENT CAPITAL LLC | $0 | 0 | Exited |
| 12 | Dorato Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30