SC 13G/A ·Filed Oct 7, 2026
Passive stake amendment
Actionable Insight • Neutral
Monitor for any future 13D conversion or significant position changes from FMR LLC, but this filing is routine and unlikely to drive price action.
Latest settled — T+5d
BWIN ▲ +0.35% at T+5d
NEUTRAL call +0.35% · α vs SPY +1.33% · entry $31.81 → $31.92
Latest observation: T+12 -12.82% FF3 residual α
T+1d
+0.13%
call +0.13% · α +0.55%
$31.85
settled 19d ago
T+5d
+0.35%
call +0.35% · α +1.33%
$31.92
settled 13d ago
T+20d
Pending
in 8d
T+60d
Pending
in 2mo
Price Chart
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Executive Summary
FMR LLC (Fidelity) filed a Schedule 13G/A disclosing a 3.0% passive stake in Baldwin Insurance Group as of September 30, 2026, with 2,866,144 shares held. This is a routine quarterly update from a major index-oriented asset manager, indicating no material change in ownership or intent.
Key Financial Metrics
Stake
3%
Investor
FMR LLC
Investor Type
mutual fund
Key Facts
- FMR LLC reported beneficial ownership of 2,866,144 shares of Baldwin Insurance Group Class A common stock.
- The stake represents 3.0% of shares outstanding as of September 30, 2026.
- Filing is a passive Schedule 13G/A — no activist intent.
- Filing date: October 7, 2026; event date: September 30, 2026.
Financial Impact
No material financial impact — passive stake disclosure with no change in strategy.
Risk Factors
- No material risks identified from this filing.
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002344 |
| Document: 0000315066-26-002344-index-headers.html | 0000315066-26-002344 |
| Document: 0000315066-26-002344-index.html | 0000315066-26-002344 |
| Document: 0000315066-26-002344.txt | 0000315066-26-002344 |
12 reports for BWIN
20% Hit rate @ T+1 Went positive at some point 1 of 5 best @ T+1▲ +1.53%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | SC 13E-3 | $31.93 $31.91 | ▼ −0.06% | ▲ +1.04% | $31.99 (+0.19%) |
Oct 15, 2026 11d ago | PREM14A | $31.93 $31.91 | ▼ −0.06% | ▲ +1.04% | $31.99 (+0.19%) |
Oct 7, 2026 19d ago | SC 13G/A | $31.81 $31.85 | ▲ +0.13% | ▲ +0.55% | $31.99 (+0.57%) |
Sep 25, 2026 4w ago | SC 13G | $31.82 $31.78 | ▼ −0.13% | ▲ +0.06% | $31.99 (+0.53%) |
Sep 21, 2026 5w ago | 8-K | $31.89 $31.95 | ▲ +0.19% | ▲ +0.20% | $31.99 (+0.31%) |
Sep 14, 2026 6w ago | DEFA14A | $32.49 $32.04 | ▼ −1.39% | ▼ −0.94% | $31.99 (−1.54%) |
Sep 14, 2026 6w ago | DEFA14A | $32.49 $32.04 | ▼ −1.39% | ▼ −0.94% | $31.99 (−1.54%) |
Sep 14, 2026 6w ago | 8-K | $32.00 $32.49 | ▲ +1.53% | ▲ +1.99% | $31.99 (−0.03%) |
Jun 4, 2026 20w ago | 8-K | $19.88 $19.24 | ▼ −3.22% | ▼ −3.45% | $31.99 (+60.92%) |
May 15, 2026 23w ago | Insider Cluster | $20.88 $19.86 | ▼ −4.89% | ▼ −4.24% | $31.99 (+53.21%) |
Showing 10 of 12
US Market Status
Market Closed — Opens Wed (10h 6m)
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