The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

SecurityBRP / The Baldwin Insurance Group, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,803,207 shares
Latest Disclosed Value $ 39,562,362
Morgan Stanley reports 244.81% increase in ownership of BRP / The Baldwin Insurance Group, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,803,207 shares of The Baldwin Insurance Group, Inc. (US:BRP) valued at $39,562,362 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 522,958 shares of The Baldwin Insurance Group, Inc.. This represents a change in shares of 244.81% during the quarter. The current value of the position is $58,892,741 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 1,803,207 1,280,249 244.81 39,562 214.83 0.0024
2026-05-27 2025-12-31 13F/A-1 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 522,958 298,136 132.61 12,567 98.14 0.0008
2026-02-13 2025-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 522,958 298,136 12,567 0.0008
2026-05-27 2025-09-30 13F/A-1 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 224,822 -50,537 -18.35 6,342 -46.20 0.0004
2025-11-14 2025-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 224,822 -50,537 6,342 0.0004
2025-08-15 2025-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 275,359 -784 -0.28 11,788 -4.47 0.0008
2025-05-15 2025-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 276,143 -14,491 -4.99 12,341 9.55 0.0009
2025-05-15 2024-12-31 13F/A-1 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 290,634 -8,673 -2.90 11,265 -24.43 0.0008
2025-02-14 2024-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 290,634 -8,673 11,265 0.0008
2025-05-14 2024-09-30 13F/A-2 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 299,307 96,208 47.37 14,905 106.93 0.0011
2025-02-14 2024-09-30 13F/A-1 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 299,307 96,208 14,905 0.0011
2024-11-14 2024-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 299,307 96,208 14,905 0.0001
2025-05-14 2024-06-30 13F/A-2 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 203,099 -2,902 -1.41 7,204 20.84 0.0006
2024-10-17 2024-06-30 13F/A-1 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 203,099 -2,902 7,204 0.0006
2024-08-14 2024-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 203,099 -2,902 7,204 0.0006
2024-10-17 2024-03-31 13F/A-2 BRP GROUP COM CL A 05589G102 206,001 -88,607 -30.08 5,962 -15.76 0.0005
2024-08-16 2024-03-31 13F/A-1 BRP GROUP COM CL A 05589G102 206,001 -88,607 5,962 0.0001
2024-05-15 2024-03-31 13F BRP GROUP COM CL A 05589G102 206,001 -88,607 5,962 0.0005
2024-08-16 2023-12-31 13F/A-1 BRP GROUP COM CL A 05589G102 294,608 118,883 67.65 7,076 73.35 0.0006
2024-02-13 2023-12-31 13F BRP GROUP COM CL A 05589G102 294,608 118,883 7,076 0.0006
2023-11-15 2023-09-30 13F BRP GROUP COM CL A 05589G102 175,725 -46,617 -20.97 4,082 -25.90 0.0004
2023-08-14 2023-06-30 13F BRP GROUP COM CL A 05589G102 222,342 -22,508 -9.19 5,510 -11.62 0.0005
2023-05-15 2023-03-31 13F BRP GROUP COM CL A 05589G102 244,850 -139,973 -36.37 6,234 -35.57 0.0007
2023-02-14 2022-12-31 13F BRP GROUP COM CL A 05589G102 384,823 -3,961 -1.02 9,674 -5.58 0.0011
2022-11-14 2022-09-30 13F BRP GROUP COM CL A 05589G102 388,784 -148,264 -27.61 10,246 -21.00 0.0014
2022-10-27 2022-06-30 13F/A-1 BRP GROUP COM CL A 05589G102 537,048 452,107 532.26 12,969 469.07 0.0017
2022-08-15 2022-06-30 13F BRP GROUP COM CL A 05589G102 537,048 452,107 12,969 0.0017
2022-10-27 2022-03-31 13F/A-1 BRP GROUP COM CL A 05589G102 84,941 -59,886 -41.35 2,279 -56.42 0.0003
2022-05-13 2022-03-31 13F BRP GROUP COM CL A 05589G102 84,941 -59,886 2,279 0.0003
2022-02-14 2021-12-31 13F BRP GROUP COM CL A 05589G102 144,827 -2,179 -1.48 5,230 6.84 0.0006
2021-11-15 2021-09-30 13F BRP GROUP COM CL A 05589G102 147,006 6,904 4.93 4,895 31.13 0.0007
2021-08-23 2021-06-30 13F/A-1 BRP GROUP COM CL A 05589G102 140,102 123,218 729.79 3,733 711.52 0.0005
2021-08-16 2021-06-30 13F BRP GROUP COM CL A 05589G102 140,102 123,218 3,733 0.0001
2021-05-17 2021-03-31 13F BRP GROUP COM CL A 05589G102 16,884 -51,098 -75.16 460 -77.42 0.0001
2021-02-16 2020-12-31 13F BRP GROUP COM CL A 05589G102 67,982 39,366 137.57 2,037 186.10 0.0003
2020-11-13 2020-09-30 13F BRP GROUP COM CL A 05589G102 28,616 -2,903 -9.21 712 30.64 0.0001
2020-08-14 2020-06-30 13F BRP GROUP COM CL A 05589G102 31,519 28,453 928.02 545 1,551.52 0.0001
2020-05-26 2020-03-31 13F/A-1 BRP GROUP COM CL A 05589G102 3,066 -22,357 -87.94 33 -91.91 0.0000
2020-05-15 2020-03-31 13F BRP GROUP COM CL A 05589G102 3,066 -22,357 33 2.5351
2020-02-14 2019-12-31 13F BRP GROUP COM CL A 05589G102 25,423 25,423 408 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.