10 institutions reported holding $5.1M of Baldwin Insurance Group Inc/The (BWIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pathway Financial Advisors LLC ($2.2M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.1M), Sunburst Financial Group, LLC ($778,289), Versant Capital Management, Inc ($31,923), GAMMA Investing LLC ($19,324). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $2.2M | 76,394 | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.1M | 77,621 | Trimmed |
| 3 | Sunburst Financial Group, LLC | $778,289 | 29,281 | Hold |
| 4 | Versant Capital Management, Inc | $31,923 | 1,201 | Added |
| 5 | GAMMA Investing LLC | $19,324 | 727 | Trimmed |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $17,862 | 672 | Hold |
| 7 | ATWOOD & PALMER INC | $10,425 | 392 | Hold |
| 8 | CoreCap Advisors, LLC | $824 | 31 | Added |
| 9 | FNY Investment Advisers, LLC | $0 | 30 | New |
| 10 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30