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

SecurityBRP / The Baldwin Insurance Group, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership751,326 shares
Latest Disclosed Value $ 16,484,092
Northern Trust Corp reports 27.65% increase in ownership of BRP / The Baldwin Insurance Group, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 751,326 shares of The Baldwin Insurance Group, Inc. (US:BRP) valued at $16,484,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 588,576 shares of The Baldwin Insurance Group, Inc.. This represents a change in shares of 27.65% during the quarter. The current value of the position is $24,538,307 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)
2026-05-14 2026-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 751,326 162,750 27.65 16,484 16.55 0.0004
2026-02-17 2025-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 588,576 -56,121 -8.71 14,143 -22.23 0.0018
2025-11-14 2025-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 644,697 -135,480 -17.37 18,187 -45.55 0.0023
2025-08-13 2025-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 780,177 15,470 2.02 33,399 -2.27 0.0046
2025-05-13 2025-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 764,707 -26,800 -3.39 34,175 11.40 0.0051
2025-02-14 2024-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 791,507 54,096 7.34 30,679 -16.46 0.0043
2024-11-13 2024-09-30 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 737,411 60,323 8.91 36,723 52.91 0.0060
2024-08-14 2024-06-30 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 677,088 -21,133 -3.03 24,016 18.86 0.0040
2024-05-14 2024-03-31 13F BRP GROUP COM 05589G102 698,221 -10,683 -1.51 20,207 18.67 0.0035
2024-02-13 2023-12-31 13F BRP GROUP COM 05589G102 708,904 -133,491 -15.85 17,028 -12.99 0.0031
2023-11-13 2023-09-30 13F BRP GROUP COM 05589G102 842,395 12,145 1.46 19,569 -4.89 0.0038
2023-08-11 2023-06-30 13F BRP GROUP COM 05589G102 830,250 -7,646 -0.91 20,574 -3.56 0.0040
2023-05-15 2023-03-31 13F BRP GROUP COM 05589G102 837,896 284,897 51.52 21,333 53.45 0.0042
2023-02-13 2022-12-31 13F BRP GROUP COM 05589G102 552,999 14,654 2.72 13,902 -2.00 0.0029
2022-11-14 2022-09-30 13F BRP GROUP COM 05589G102 538,345 9,064 1.71 14,186 10.98 0.0032
2022-08-12 2022-06-30 13F BRP GROUP COM 05589G102 529,281 66,148 14.28 12,782 2.86 0.0027
2022-05-13 2022-03-31 13F BRP GROUP COM 05589G102 463,133 -29,500 -5.99 12,426 -30.14 0.0022
2022-02-08 2021-12-31 13F BRP GROUP COM CL A 05589G102 492,633 11,492 2.39 17,788 11.06 0.0029
2021-11-15 2021-09-30 13F BRP GROUP COM 05589G102 481,141 -4,499 -0.93 16,017 23.76 0.0028
2021-08-13 2021-06-30 13F BRP GROUP COM CL A 05589G102 485,640 18,244 3.90 12,942 1.62 0.0023
2021-05-12 2021-03-31 13F BRP GROUP COM CL A 05589G102 467,396 -22,243 -4.54 12,736 -13.21 0.0024
2021-02-11 2020-12-31 13F BRP GROUP COM CL A 05589G102 489,639 91,820 23.08 14,674 48.07 0.0029
2020-11-16 2020-09-30 13F BRP GROUP COM CL A 05589G102 397,819 119,101 42.73 9,910 105.90 0.0022
2020-08-14 2020-06-30 13F BRP GROUP COM 05589G102 278,718 54,858 24.51 4,813 103.85 0.0011
2020-05-14 2020-03-31 13F BRP GROUP COM CL A 05589G102 223,860 37,920 20.39 2,361 -20.88 0.0007
2020-02-14 2019-12-31 13F BRP GROUP COM CL A 05589G102 185,940 185,940 2,984 0.0007
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.