Baldwin Insurance Group (BWIN)FMR LLC cut its BWIN stake below 5% (3%) 3.0%

3.0%

Stake

2.87M

Shares owned

Stake as of

Sep 30, 2026

Filed

Oct 7, 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. Sep 14, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
2. 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.”

What came next

1. Oct 7, 20265% stakeFMR LLC reported a passive stake (13G) of 3.0%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

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

• Schedule 13D vs 13G

Other disclosures at Baldwin Insurance Group

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRJul 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.