As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of The Baldwin Insurance Group Inc. The largest reported stake is L. Lowry Baldwin's, at 17%. 13 filings are on record since August 13, 2025 (Schedule 13G/A, May 8, 2026).
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Key facts
- · 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
- · Holder: William Blair Investment Management, LLC · Percent: 7% · SCHEDULE 13G/A
The Baldwin Insurance Group Inc has 13 Schedule 13D or 13G filings on record since 2025-08-13. 3 holders' latest filing reports 5% or more of class a 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 | |
| William Blair Investment Management, LLC | 7% | 6,794,492 | SCHEDULE 13G/A, 2026-05-07 | 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 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
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What the Full Report on The Baldwin Insurance Group Inc covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
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The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
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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 |
The latest filing identifies The Baldwin Insurance Group Inc by CUSIP 05589G102 and gives its principal executive office as 4211 W. BOY SCOUT BLVD, SUITE 800, TAMPA, FL 33607 (SCHEDULE 13G/A, 2026-10-07).
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 |
Questions about who owns The Baldwin Insurance Group Inc
Who owns The Baldwin Insurance Group Inc?
On this page, 3 holders' latest ownership filings report 5% or more of The Baldwin Insurance Group Inc: L. Lowry Baldwin (17%, Schedule 13G/A, filed 2026-05-08), William Blair Investment Management, LLC (7%, Schedule 13G/A, filed 2026-05-07) and Glazer Capital, LLC (5.35%, Schedule 13G, filed 2026-09-25).
Who are the largest shareholders of The Baldwin Insurance Group Inc?
By the share each holder's latest filing reports, the largest holders of The Baldwin Insurance Group Inc on this page are L. Lowry Baldwin (17%), William Blair Investment Management, LLC (7%) and Glazer Capital, LLC (5.35%).
When did L. Lowry Baldwin buy into The 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%); 13 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 The 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.