Baldwin Insurance Group (BWIN)Fenimore Asset Management Inc added to its stake +92K shares

795K

Shares reported · +92K vs prior quarter

0.44%

Disclosed portfolio weight

$21.1M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 4, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the “Company”) appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company effective upon the commencement of Corbyn Lichon’s, the Company’s Chief Accounting Officer, maternity leave, which is expected to begin in mid-to-late June 2026.”

What came next

1. Jul 30, 2026Company filing · Form 8-K · ResultsReported its results
2. Sep 14, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
3. Sep 21, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective September 21, 2026, (i) Corbyn Lichon resumed her role as Chief Accounting Officer of the Company and (ii) Mr. Daniel ceased serving as interim Chief Accounting Officer of the Company and resumed his role as Executive Director of Finance of the Company.”
4. Oct 7, 20265% stakeFMR LLC reported a passive stake (13G) of 3.0%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Baldwin Insurance Group

For Baldwin Insurance Group, OQRO holds 5 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BWIN page.

How this filing works

• SEC Form 13F

Other disclosures at Baldwin Insurance Group

• SEC Schedule 13GOct 7, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its BWIN page.