BWINThe Baldwin Insurance Group, Inc. Class A Common Stock

CSNasdaq (XNAS)·USD

Identity

Security key: 13004
Ticker: BWIN
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2019-10-24
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: BWIN

Detail

Enriched 2026-08-14 20:47

Market cap: $3,002,964,117.72
Shares outstanding (class): 96,838,572
Shares outstanding (weighted): 96,838,572
SIC: 6411 INSURANCE AGENTS, BROKERS & SERVICE
Employees: 5,020
Location: TAMPA, FL
Homepage: https://www.baldwin.com
Description: The Baldwin Insurance Group Inc is an insurance distribution company operating in the United States. The company provides commercial risk management, employee benefits, private risk management, and personal insurance solutions. It operates through three segments: Insurance Advisory Solutions, which focuses on commercial risk management and employee benefits; Underwriting, Capacity & Technology Solutions, which includes managing general agency operations, reinsurance brokerage, captive management, and technology-enabled insurance products; and Mainstreet Insurance Solutions, which offers personal, commercial, and life and health insurance products through community-based distribution channels.

Market cap and share counts drift.

Funds holding this security

112 funds · 113 positions · $569.23M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
SMALLCAP World Fund Inc SMALLCAP World Fund Inc	—	$66.25M	0.08%	3,019,574 NS	FIGI
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON A…	—	$59.24M	2.19%	2,700,000 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$54.96M	0.00%	2,504,856 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$51.24M	0.07%	2,335,636 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$39.13M	0.02%	1,783,312 NS	FIGI
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I	—	$32.76M	4.30%	1,492,975 NS	FIGI
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC	—	$24.31M	0.12%	1,108,100 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$21.84M	0.06%	995,408 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$19.20M	0.02%	875,155 NS	FIGI
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC.	—	$17.81M	0.19%	811,867 NS	FIGI
iShares Russell 2000 Growth ETF iShares Trust	IWO	$17.15M	0.14%	781,905 NS	FIGI
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS	—	$13.24M	1.18%	603,410 NS	FIGI
Small Cap Value Fund American Century Capital Portfolios, Inc.	—	$13.05M	0.41%	595,000 NS	FIGI
Janus Henderson Venture Fund JANUS INVESTMENT FUND	—	$12.85M	0.42%	585,492 NS	FIGI
FAM SMALL CAP FUND Fenimore Asset Management Trust	—	$12.13M	4.02%	552,764 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERBWIN
FIGI_COMPOSITEBBG00QDCHF36
FIGI_SHARE_CLASSBBG00QDCHF45
CIK0001781755
ISINUS05589G1022
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Insurance
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Common stock of an insurance brokerage firm, classified under financials and insurance.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.