The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022

SecurityBWIN / The Baldwin Insurance Group, Inc.
InstitutionBarclays Plc
Latest Disclosed Ownership111,314 shares
Latest Disclosed Value $ 2,674,876
Barclays Plc reports 10.61% increase in ownership of BWIN / The Baldwin Insurance Group, Inc.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 111,314 shares of The Baldwin Insurance Group, Inc. (US:BWIN) valued at $2,674,875 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 100,641 shares of The Baldwin Insurance Group, Inc.. This represents a change in shares of 10.61% during the quarter. The current value of the position is $2,089,364 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-02-13 2025-12-31 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 111,314 10,673 10.61 2,675 -5.81 0.0006
2026-03-31 2025-09-30 13F/A-3 THE BALDWIN INSURANCE GRP IN COM 05589G102 100,641 -49,249 -32.86 2,839 -55.75 0.0006
2026-03-19 2025-09-30 13F/A-2 THE BALDWIN INSURANCE GRP IN COM 05589G102 109,078 -40,812 5,432 0.0014
2025-11-12 2025-09-30 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 100,641 -49,249 2,839 0.0006
2026-02-27 2025-06-30 13F/A-2 THE BALDWIN INSURANCE GRP IN COM 05589G102 149,890 35,602 31.15 6,417 25.63 0.0015
2025-08-14 2025-06-30 13F/A-1 THE BALDWIN INSURANCE GRP IN COM 05589G102 149,890 35,602 6 0.0015
2025-08-13 2025-06-30 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 149,890 35,602 6 0.0005
2026-03-17 2025-03-31 13F/A-1 THE BALDWIN INSURANCE GRP IN COM 05589G102 114,288 -5,394 -4.51 5,108 10.11 0.0014
2025-05-15 2025-03-31 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 114,288 -5,394 5 0.0014
2026-03-19 2024-12-31 13F/A-1 THE BALDWIN INSURANCE GRP IN COM 05589G102 119,682 10,604 9.72 4,639 -14.62 0.0013
2025-02-13 2024-12-31 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 119,682 10,604 5 0.0013
2026-03-31 2024-09-30 13F/A-2 THE BALDWIN INSURANCE GRP IN COM 05589G102 109,078 15,731 16.85 5,432 64.06 0.0014
2024-11-19 2024-09-30 13F/A-1 THE BALDWIN INSURANCE GRP IN COM 05589G102 109,078 15,731 5 0.0014
2024-11-15 2024-09-30 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 109,078 15,731 5 0.0004
2026-03-23 2024-06-30 13F/A-1 THE BALDWIN INSURANCE GRP IN COM 05589G102 93,347 -14,412 -13.37 3,311 6.19 0.0010
2024-08-14 2024-06-30 13F THE BALDWIN INSURANCE GRP IN COM 05589G102 93,347 -14,412 3 0.0010
2026-03-24 2024-03-31 13F/A-1 BRP GROUP COM 05589G102 107,759 13,260 14.03 3,119 37.42 0.0011
2024-05-15 2024-03-31 13F BRP GROUP COM 05589G102 107,759 13,260 3 0.0011
2026-03-25 2023-12-31 13F/A-1 BRP GROUP COM 05589G102 94,499 71,994 319.90 2,270 334.67 0.0008
2024-02-15 2023-12-31 13F BRP GROUP COM 05589G102 94,499 71,994 2 0.0008
2026-03-26 2023-09-30 13F/A-1 BRP GROUP COM 05589G102 22,505 -1,063 -4.51 523 -10.62 0.0003
2023-11-07 2023-09-30 13F BRP GROUP COM 05589G102 22,505 -1,063 1 0.0003
2026-03-30 2023-06-30 13F/A-2 BRP GROUP COM 05589G102 23,568 -7,183 -23.36 584 -25.32 0.0004
2023-09-20 2023-06-30 13F/A-1 BRP GROUP COM 05589G102 23,568 -7,183 1 0.0004
2023-08-03 2023-06-30 13F BRP GROUP COM 05589G102 23,568 -7,183 1 0.0004
2026-03-30 2023-03-31 13F/A-1 BRP GROUP COM 05589G102 30,751 14,428 88.39 783 90.73 0.0004
2023-05-04 2023-03-31 13F BRP GROUP COM 05589G102 30,751 14,428 1 0.0004
2026-03-30 2022-12-31 13F/A-1 BRP GROUP COM 05589G102 16,323 13,795 545.69 410 511.94 0.0002
2023-02-13 2022-12-31 13F BRP GROUP COM 05589G102 16,323 13,795 0 0.0002
2022-11-03 2022-09-30 13F BRP GROUP COM 05589G102 2,528 -406 -13.84 67 -5.63 0.0001
2022-08-12 2022-06-30 13F BRP GROUP COM 05589G102 2,934 -5,540 -65.38 71 -68.58 0.0000
2022-05-16 2022-03-31 13F BRP GROUP COM 05589G102 8,474 8,474 226 0.0002
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.