The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022
ESTE SÍMBOLO NÃO ESTÁ MAIS ATIVO

SecurityBRP / The Baldwin Insurance Group, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership10,697,221 shares
Ownership 15.00%
Fmr Llc ownership in BRP / The Baldwin Insurance Group, Inc.

2025-11-05 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 10,697,221 shares of The Baldwin Insurance Group, Inc. (US:BRP). This represents 15.0 percent ownership of the company. In their previous filing dated 2025-02-12 , Fmr Llc had reported owning 8,398,744 shares, indicating an increase of 27.37 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-11-05 2025-11-05 13G/A 8,398,744 10,697,221 27.37 15.00 20.97
2025-02-12 2025-02-12 13G/A 9,608,599 8,398,744 -12.59 12.40 -17.00
2024-02-09 2024-02-09 13G/A 6,571,567 9,608,599 46.21 14.94 44.90
2023-08-10 2023-08-10 13G/A 5,097,108 6,571,567 28.93 10.31 24.26
2023-02-09 2023-02-09 13G/A 5,118,208 5,097,108 -0.41 8.30 -7.70
2022-02-09 2022-02-09 13G/A 3,955,180 5,118,208 29.41 8.99 0.00
2021-02-08 2021-02-08 13G 3,955,180 8.99

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 13,954,062 3,157,711 29.25 306,152 18.01 0.0032
2026-02-17 2025-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 10,796,351 41,107 0.38 259,436 -14.49 0.0132
2025-11-13 2025-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 10,755,244 2,601,535 31.91 303,405 -13.08 0.0158
2025-08-14 2025-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 8,153,709 -482,866 -5.59 349,060 -9.56 0.0197
2025-05-12 2025-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 8,636,575 237,830 2.83 385,969 18.56 0.0246
2025-02-13 2024-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 8,398,745 -1,518,565 -15.31 325,535 -34.09 0.0194
2024-11-13 2024-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 9,917,310 -1,886 -0.02 493,882 40.37 0.0301
2024-08-13 2024-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 9,919,196 208,488 2.15 351,834 25.20 0.0225
2024-05-13 2024-03-31 13F BRP GROUP COM CL A 05589G102 9,710,708 102,109 1.06 281,028 21.76 0.0189
2024-02-13 2023-12-31 13F BRP GROUP COM CL A 05589G102 9,608,599 933,659 10.76 230,799 14.53 0.0177
2023-11-13 2023-09-30 13F BRP GROUP COM CL A 05589G102 8,674,940 2,938,558 51.23 201,519 41.77 0.0174
2023-08-11 2023-06-30 13F BRP GROUP COM CL A 05589G102 5,736,382 514,442 9.85 142,148 6.92 0.0119
2023-08-11 2023-03-31 13F/A-1 BRP GROUP COM CL A 05589G102 5,221,940 124,832 2.45 132,951 3.75 0.0122
2023-05-11 2023-03-31 13F BRP GROUP COM CL A 05589G102 5,221,940 124,832 132,951 0.0122
2023-02-13 2022-12-31 13F BRP GROUP COM CL A 05589G102 5,097,108 -297,564 -5.52 128,141 -9.86 0.0127
2022-11-10 2022-09-30 13F BRP GROUP COM CL A 05589G102 5,394,672 91,360 1.72 142,150 10.99 0.0148
2022-08-12 2022-06-30 13F BRP GROUP COM CL A 05589G102 5,303,312 28,834 0.55 128,075 -9.50 0.0128
2022-05-13 2022-03-31 13F BRP GROUP COM CL A 05589G102 5,274,478 156,269 3.05 141,514 -23.43 0.0113
2022-02-14 2021-12-31 13F BRP GROUP COM CL A 05589G102 5,118,209 83,587 1.66 184,819 10.27 0.0136
2022-02-14 2021-09-30 13F/A-1 BRP GROUP COM CL A 05589G102 5,034,622 1,011,966 25.16 167,602 56.34 0.0133
2021-11-15 2021-09-30 13F BRP GROUP COM CL A 05589G102 5,034,622 1,011,966 167,602 0.0133
2021-08-13 2021-06-30 13F BRP GROUP COM CL A 05589G102 4,022,656 -99,149 -2.41 107,204 -4.55 0.0084
2021-05-14 2021-03-31 13F BRP GROUP COM CL A 05589G102 4,121,805 166,624 4.21 112,319 -5.25 0.0096
2021-02-08 2020-12-31 13F BRP GROUP COM CL A 05589G102 3,955,181 903,848 29.62 118,537 55.95 0.0105
2020-11-13 2020-09-30 13F BRP GROUP COM CL A 05589G102 3,051,333 442,614 16.97 76,008 68.71 0.0077
2020-08-24 2020-06-30 13F/A-1 BRP GROUP COM CL A 05589G102 2,608,719 2,608,719 45,053 0.0050
2020-08-13 2020-06-30 13F BRP GROUP COM CL A 05589G102 2,608,719 2,608,719 45,053 1,106.8204
2020-05-14 2020-03-31 13F BRP GROUP COM CL A 05589G102 0 -282,649 -100.00 0 -100.00
2020-02-07 2019-12-31 13F BRP GROUP COM CL A 05589G102 282,649 282,649 4,537 0.0005
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.