Glazer Capital is a hedge fund that typically files as a passive investor, but its 5.35% stake is material. Monitor for any future conversion to a Schedule 13D, which would signal activist intent. The filing date of September 25, 2026, with an event date of September 18, 2026, suggests a recent accumulation.
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Executive Summary
Glazer Capital, LLC filed a new Schedule 13G disclosing a 5.35% passive stake in Baldwin Insurance Group, Inc. as of September 18, 2026. The filing indicates Glazer Capital holds 5,179,906 Class A common shares and certifies no intent to influence control, making this a routine passive ownership disclosure.
Key Financial Metrics
Key Facts
- Glazer Capital, LLC disclosed a 5.35% beneficial ownership stake in Baldwin Insurance Group, Inc.
- Total shares held: 5,179,906 Class A common shares as of September 18, 2026.
- This is a new Schedule 13G filing (not an amendment), indicating a newly crossed 5% threshold.
- The filing certifies under Rule 13d-1(c) that the securities were not acquired with the purpose of changing or influencing control.
- Paul J. Glazer, Managing Member of Glazer Capital, is also named as a reporting person with the same beneficial ownership.
Financial Impact
5.35% passive stake valued at approximately $5.18 million based on share count; no transaction price disclosed.
Risk Factors
- Glazer Capital could convert to an activist filer (Schedule 13D) in the future, potentially seeking board representation or strategic changes.
- A 5.35% stake is not controlling but could influence shareholder votes on key proposals.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001076809-26-000105 |
| Document: 0001076809-26-000105-index.html | 0001076809-26-000105 |
| Document: 0001076809-26-000105.txt | 0001076809-26-000105 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $31.91 | awaiting T+1 | — | $31.91 (−0.00%) |
Oct 15, 2026 12d ago | SC 13E-3 | $31.93 $31.91 | ▼ −0.06% | ▲ +1.04% | $31.91 (−0.06%) |
Oct 15, 2026 12d ago | PREM14A | $31.93 $31.91 | ▼ −0.06% | ▲ +1.04% | $31.91 (−0.06%) |
Oct 7, 2026 20d ago | SC 13G/A | $31.81 $31.85 | ▲ +0.13% | ▲ +0.55% | $31.91 (+0.31%) |
Sep 25, 2026 4w ago | SC 13G | $31.82 $31.78 | ▼ −0.13% | ▲ +0.06% | $31.91 (+0.28%) |
Sep 21, 2026 5w ago | 8-K | $31.89 $31.95 | ▲ +0.19% | ▲ +0.20% | $31.91 (+0.06%) |
Sep 14, 2026 6w ago | DEFA14A | $32.49 $32.04 | ▼ −1.39% | ▼ −0.94% | $31.91 (−1.79%) |
Sep 14, 2026 6w ago | DEFA14A | $32.49 $32.04 | ▼ −1.39% | ▼ −0.94% | $31.91 (−1.79%) |
Sep 14, 2026 6w ago | 8-K | $32.00 $32.49 | ▲ +1.53% | ▲ +1.99% | $31.91 (−0.28%) |
Jun 4, 2026 20w ago | 8-K | $19.88 $19.24 | ▼ −3.22% | ▼ −3.45% | $31.91 (+60.51%) |
US Market Status
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