The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022

SecurityBWIN / The Baldwin Insurance Group, Inc.
InstitutionSelect Equity Group, L.P.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Select Equity Group, L.P. closes position in BWIN / The Baldwin Insurance Group, Inc.

On May 15, 2026 - Select Equity Group, L.P. filed a 13F-HR form disclosing ownership of 0 shares of The Baldwin Insurance Group, Inc. (US:BWIN) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 153,228 shares of The Baldwin Insurance Group, Inc.. The current value of the position is $0 USD.

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 0 -100.00 0
2026-02-17 2025-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 153,228 -66,913 -30.40 3,682 -40.71 0.0159
2025-11-14 2025-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 220,141 -22,769 -9.37 6,210 -40.28 0.0256
2025-08-14 2025-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 242,910 81,684 50.66 10,399 44.32 0.0436
2025-05-15 2025-03-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 161,226 127,485 377.83 7,205 451.26 0.0311
2025-02-14 2024-12-31 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 33,741 -19,690 -36.85 1,308 -50.86 0.0052
2024-11-14 2024-09-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 53,431 23,969 81.36 2,661 154.55 0.0096
2024-08-14 2024-06-30 13F THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 29,462 29,462 1,045 0.0041
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.