As of November 7, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Baldwin Insurance Group, Inc. The largest reported stake is L. Lowry Baldwin's, at 17%. 14 filings are on record since August 13, 2025 (Schedule 13G/A, May 8, 2026).
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Key facts
- · Reporting person: William Blair Investment Management, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-06
- · Reporting person: Fmr LLC · Sole voting: 2,865,853 · Shared voting: 0 · Sole dispositive: 2,866,144 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-07
- · Reporting person: Glazer Capital, LLC · Sole voting: 0 · Shared voting: 5,179,906 · Sole dispositive: 0 · Shared dispositive: 5,179,906 · SCHEDULE 13G, 2026-09-25
- · Holder: Capital International Investors · Percent: 1.7% · SCHEDULE 13G/A
- · Holder: L. Lowry Baldwin · Percent: 17% · SCHEDULE 13G/A
Baldwin Insurance Group, Inc. has 14 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 17% | 19,938,909 | SCHEDULE 13G/A, 2026-05-08 | 2026-03-31 | |
| Glazer Capital, LLC | 5.35% | 5,179,906 | SCHEDULE 13G, 2026-09-25 | 2026-09-18 |
| Capital Research Global Investors | 4.2% | 3,017,071 | SCHEDULE 13G/A, 2026-02-12 | 2025-12-31 |
| Champlain Investment Partners, LLC | 3.8% | 3,650,410 | SCHEDULE 13G, 2026-02-12 | 2025-12-31 |
| Fmr LLC | 3% | 2,866,144 | SCHEDULE 13G/A, 2026-10-07 | 2026-09-30 |
| Capital International Investors | 1.7% | 1,643,557 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
| William Blair Investment Management, LLC | 0% | 0 | SCHEDULE 13G/A, 2026-11-06 | 2026-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
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More on Baldwin Insurance Group, Inc. and the records around it.
Baldwin Insurance Group, Inc. elsewhere on the record
- Leadership changes Sep 2026
- Who owns it
Companies that share a holder
- Champlain Investment Partners, LLC also filed stake reports on 6 other companies: Freshpet, Inc. (Feb 2026), OneStream, Inc. (Feb 2026), SI-BONE, Inc. (Feb 2026)
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC also filed stake reports on 21 other companies: GeneDx Holdings Corp. (Nov 2026), i3 Verticals, Inc. (Aug 2026), Revolve Group, Inc. (Aug 2026)
- Capital International Investors also filed stake reports on 96 other companies: Aurora Innovation, Inc. (Nov 2026), Arxis, Inc. (Aug 2026), Astronics Corp. (Aug 2026)
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What the Full Report on Baldwin Insurance Group, Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Glazer Capital, LLC | 0 | 5,179,906 | 0 | 5,179,906 | SCHEDULE 13G, 2026-09-25 |
| Paul J. Glazer | 0 | 5,179,906 | 0 | 5,179,906 | SCHEDULE 13G, 2026-09-25 |
| Fmr LLC | 2,865,853 | 0 | 2,866,144 | 0 | SCHEDULE 13G/A, 2026-10-07 |
| Abigail P. Johnson | 0 | 0 | 2,866,144 | 0 | SCHEDULE 13G/A, 2026-10-07 |
| William Blair Investment Management, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-11-06 |
The latest filing identifies Baldwin Insurance Group, Inc. by CUSIP 05589G102 and gives its principal executive office as 4211 W. BOY SCOUT BLVD., TAMPA, FL 33607 (SCHEDULE 13G/A, 2026-11-06).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Capital Research Global Investors | 6.4% | SCHEDULE 13G |
| 2025-11-05 | Fmr LLC | 15% | SCHEDULE 13G/A |
| 2025-12-01 | William Blair Investment Management, LLC | 10.9% | SCHEDULE 13G/A |
| 2026-02-12 | Champlain Investment Partners, LLC | 5.5% | SCHEDULE 13G |
| 2026-02-12 | Champlain Investment Partners, LLC | 3.8% | SCHEDULE 13G |
| 2026-02-12 | Capital Research Global Investors | 4.2% | SCHEDULE 13G/A |
| 2026-02-13 | Capital International Investors | 5.1% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-07 | William Blair Investment Management, LLC | 7% | SCHEDULE 13G/A |
| 2026-05-08 | L. Lowry Baldwin | 17% | SCHEDULE 13G/A |
| 2026-05-14 | Capital International Investors | 1.7% | SCHEDULE 13G/A |
| 2026-09-25 | Glazer Capital, LLC | 5.35% | SCHEDULE 13G |
| 2026-10-07 | Fmr LLC | 3% | SCHEDULE 13G/A |
| 2026-11-06 | William Blair Investment Management, LLC | 0% | SCHEDULE 13G/A |
Questions about who owns Baldwin Insurance Group, Inc.
Who owns Baldwin Insurance Group, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of Baldwin Insurance Group, Inc.: L. Lowry Baldwin (17%, Schedule 13G/A, filed 2026-05-08) and Glazer Capital, LLC (5.35%, Schedule 13G, filed 2026-09-25).
Who are the largest shareholders of Baldwin Insurance Group, Inc.?
By the share each holder's latest filing reports, the largest holders of Baldwin Insurance Group, Inc. on this page are L. Lowry Baldwin (17%) and Glazer Capital, LLC (5.35%).
When did L. Lowry Baldwin buy into Baldwin Insurance Group, Inc.?
The filings give report dates, not purchase dates. The earliest filing from L. Lowry Baldwin on this page is the Schedule 13G/A, filed 2026-05-08, reporting 17%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 14 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Baldwin Insurance Group, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 21, 2026 | Leadership change: Johnathan Daniel departs, Chief Accounting Officer | — | Leadership changes | Source |
| June 4, 2026 | Leadership change: Johnathan Daniel appointed, Chief Accounting Officer | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.