Stock ownership · SEC 13F · Q3 2025

THE BALDWIN INSURANCE GRP IN

A breakdown of THE BALDWIN INSURANCE GRP IN's institutional base (CUSIP 05589G102): the holders, the concentration among them, and what changed last quarter.

$237K
Reported value
3
Institutions
100%
Top-5 share

The verdict

$237K of THE BALDWIN INSURANCE GRP IN is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$237K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 05589G102 · Q3 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - THE BALDWIN INSURANCE GRP IN's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of THE BALDWIN INSURANCE GRP IN
  1. 1
    CIBC Bancorp USA Inc. $211K
  2. 2
    CIBC Private Wealth Group LLC $21K
  3. 3
    JPMORGAN CHASE & CO $5K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a THE BALDWIN INSURANCE GRP IN position has risen from 1 to 3 over the last 5 quarters of 13F filings.

0.511.522.533.5 Q1'24Q3'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding THE BALDWIN INSURANCE GRP IN, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Bancorp USA Inc. 7,495 $211K 89.2%
2 CIBC Private Wealth Group LLC 728 $21K 8.7%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 181 $5K 2.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among THE BALDWIN INSURANCE GRP IN's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
97.8%
Shared-other discretion (OTR)
2.2%

Latest Quarter Activity · Q3 2025

New positions (3)

CIBC Bancorp USA Inc. $211K
CIBC Private Wealth Group LLC $21K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $5K

Complete exits (2)

Neuberger Berman Group LLC exited
Orion Porfolio Solutions, LLC exited

Frequently Asked Questions

How many institutions hold THE BALDWIN INSURANCE GRP IN?▼
THE BALDWIN INSURANCE GRP IN is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of THE BALDWIN INSURANCE GRP IN?▼
Institutions report $237K of THE BALDWIN INSURANCE GRP IN as of Q3 2025.
How concentrated is ownership of THE BALDWIN INSURANCE GRP IN?▼
The top five institutional holders account for 100% of the reported institutional value in THE BALDWIN INSURANCE GRP IN, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of THE BALDWIN INSURANCE GRP IN?▼
CIBC Bancorp USA Inc. is the largest reported holder of THE BALDWIN INSURANCE GRP IN with $211K across 7,495 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.