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BALDWIN INSURANCE GROUP INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and BALDWIN INSURANCE GROUP INC.’s Form 8-K, filed June 6, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.

  • 5Ballot items
  • 263Asset managers
  • 1,484Fund votes
  • June 5, 2025Meeting date

Results at a glance

Meeting of June 5, 2025: 5 items on BALDWIN INSURANCE GROUP INC.’s Form 8-K, filed June 6, 2025: 3 elected · 2 approved.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore BALDWIN INSURANCE GROUP INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by BALDWIN INSURANCE GROUP INC.

These tallies are BALDWIN INSURANCE GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 6, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

BALDWIN INSURANCE GROUP INC. — official shareholder meeting results, meeting held June 5, 2025
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Joseph Kadow 83,484,628---- 17,114,0754,318,970 83%Elected—
Elect Director: Chris Sullivan 84,644,882---- 15,953,8214,318,970 84%Elected—
Elect Director: Myron Williams 84,977,862---- 15,620,8414,318,970 84%Elected—
2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote) 97,572,4892,664,822361,392 --4,318,970 97%Approved—
3. Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025 103,446,0021,459,69411,977 ---- 99%Approved—

Source: BALDWIN INSURANCE GROUP INC., Form 8-K, filed with the SEC on June 6, 2025 — read the filing on EDGAR.

How asset managers voted at the BALDWIN INSURANCE GROUP INC. 2024-2025 meeting

Each item below shows how the 263 asset managers that disclosed a BALDWIN INSURANCE GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. Elect Director: Chris Sullivan

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

84% Majority: yes · of votes cast

FOR 84%WITHHELD
FOR: 84,644,882WITHHELD: 15,953,821
Details: description as filed, official tally, votes by 89 asset managers

Description as filed by funds: Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Chris Sullivan

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“Elect Director: Chris Sullivan”): 84,644,882 for, 15,953,821 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “At the Annual Meeting, the shareholders of the Company voted on the following three proposals, each of which was described in greater detail in the Company's definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on April 23, 2025 (the "Proxy Statement"): …”
Support: 84% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 89 asset managers below reported 32,772,697 for, 7,169,278 withheld, 1,048,445 abstained.

FORWITHHOLD
FOR: 32,772,697ABSTAIN: 1,048,445WITHHOLD: 7,169,278
Largest asset managers voting on “Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders o” at BALDWIN INSURANCE GROUP INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity8,748,3250 039,038For
Vanguard6,400,3500 03,000For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 03,000,000Withhold
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS00 0968,415Withhold
JPMorgan915,6420 00For
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC00 0800,000Withhold
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND00 0629,344Withhold
HARBOR FUNDS00 569,9420Abstain
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century00 0400,000Withhold
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III00 0307,930Withhold
FINANCIAL INVESTORS TRUST00 286,9850Abstain
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Invesco264,3950 00For
BNY Mellon250,0160 02,857For
BUFFALO FUNDS237,6650 00For
TIAA184,3000 00For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

2. Elect Director: Joseph Kadow

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

83% Majority: yes · of votes cast

FOR 83%WITHHELD
FOR: 83,484,628WITHHELD: 17,114,075
Details: description as filed, official tally, votes by 89 asset managers

Description as filed by funds: Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Joseph Kadow

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“Elect Director: Joseph Kadow”): 83,484,628 for, 17,114,075 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “At the Annual Meeting, the shareholders of the Company voted on the following three proposals, each of which was described in greater detail in the Company's definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on April 23, 2025 (the "Proxy Statement"): …”
Support: 83% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 89 asset managers below reported 32,412,495 for, 7,527,527 withheld, 1,050,398 abstained.

FORWITHHOLD
FOR: 32,412,495ABSTAIN: 1,050,398WITHHOLD: 7,527,527
Largest asset managers voting on “Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders o” at BALDWIN INSURANCE GROUP INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity8,748,3250 039,038For
Vanguard6,400,3500 03,000For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 03,000,000Withhold
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS00 0968,415Withhold
JPMorgan915,6420 00For
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC00 0800,000Withhold
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND00 0629,344Withhold
HARBOR FUNDS00 569,9420Abstain
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century00 0400,000Withhold
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III00 0307,930Withhold
FINANCIAL INVESTORS TRUST00 286,9850Abstain
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Invesco00 0264,395Withhold
BNY Mellon250,0160 02,857For
BUFFALO FUNDS237,6650 00For
TIAA184,3000 00For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

3. Elect Director: Myron Williams

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

84% Majority: yes · of votes cast

FOR 84%WITHHELD
FOR: 84,977,862WITHHELD: 15,620,841
Details: description as filed, official tally, votes by 89 asset managers

Description as filed by funds: Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Myron Williams

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“Elect Director: Myron Williams”): 84,977,862 for, 15,620,841 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “At the Annual Meeting, the shareholders of the Company voted on the following three proposals, each of which was described in greater detail in the Company's definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on April 23, 2025 (the "Proxy Statement"): …”
Support: 84% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 89 asset managers below reported 32,772,697 for, 7,169,278 withheld, 1,048,445 abstained.

FORWITHHOLD
FOR: 32,772,697ABSTAIN: 1,048,445WITHHOLD: 7,169,278
Largest asset managers voting on “Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders o” at BALDWIN INSURANCE GROUP INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity8,748,3250 039,038For
Vanguard6,400,3500 03,000For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 03,000,000Withhold
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS00 0968,415Withhold
JPMorgan915,6420 00For
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC00 0800,000Withhold
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND00 0629,344Withhold
HARBOR FUNDS00 569,9420Abstain
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century00 0400,000Withhold
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III00 0307,930Withhold
FINANCIAL INVESTORS TRUST00 286,9850Abstain
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Invesco264,3950 00For
BNY Mellon250,0160 02,857For
BUFFALO FUNDS237,6650 00For
TIAA184,3000 00For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

4. 2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote)

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 7 wordings of this item as funds reported it.

97% Approved · of votes cast

FOR 97%
FOR: 97,572,489AGAINST: 2,664,822
Details: description as filed, official tally, votes by 263 asset managers

Description as filed by funds: To approve, on an advisory basis, the compensation of our named executive officers.

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote)”): 97,572,489 for, 2,664,822 against — passed, per its Form 8-K filed June 6, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Proposal 2 — Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote) The shareholders voted to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as described in the Proxy Statement.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 89 asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at BALDWIN INSURANCE GROUP INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity8,787,3630 00For
Vanguard6,403,3500 00For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,000,0000 00For
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS968,4150 00For
JPMorgan915,6420 00For
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC800,0000 00For
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND629,3440 00For
HARBOR FUNDS569,9420 00For
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century400,0000 00For
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III307,9300 00For
FINANCIAL INVESTORS TRUST286,9850 00For
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Tributary Funds, Inc.279,0940 00For
Invesco264,3950 00For
BNY Mellon252,8730 00For
BUFFALO FUNDS237,6650 00For

Fund voting reports, all 89 managers: 41,181,922 for, 87,592 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 198 asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at BALDWIN INSURANCE GROUP INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity8,041,4530 00For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,238,8810 00For
BAMCO INC /NY/3,010,0000 00For
T. Rowe Price3,006,3770 00For
Capital Group2,922,3960 00For
Capital Research Global Investors2,509,4020 00For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST2,195,3930 00For
GEODE CAPITAL MANAGEMENT, LLC1,613,6960 00For
BESSEMER INVESTMENT MANAGEMENT LLC1,600,0000 00For
Bessemer Trust Co of California, N.A.1,600,0000 00For
BlackRock1,212,7440 00For
JPMorgan1,192,5220 00For
Loomis Sayles1,097,7550 00For
WESTFIELD CAPITAL MANAGEMENT CO LP904,6330 00For
WESTWOOD HOLDINGS GROUP INC821,3210 00For
Venator Management LLC745,1450 00For
Janus Henderson736,5200 00For
Champlain Investment Partners, LLC710,9500 00For
State Street693,8980 00For
Charles Schwab547,6770 00For
ROCKEFELLER & CO. LLC478,0230 00For
GW&K Investment Management, LLC467,7190 00For
Northern Trust458,4180 00For
EMERALD MUTUAL FUND ADVISERS TRUST454,1400 00For
Invesco447,1220 00For

Institutional-manager reports, all 198 managers: 47,606,184 for, 422,237 against, 1,455 abstained, 26 not voted. Showing the 25 largest; see all in the interactive database.

5. 3. Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99% Approved · of votes cast

FOR 99%
FOR: 103,446,002AGAINST: 1,459,694
Details: description as filed, official tally, votes by 90 asset managers

Description as filed by funds: To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2025.

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“3. Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the ”): 103,446,002 for, 1,459,694 against — passed, per its Form 8-K filed June 6, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Proposal 3 — Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025 was approved.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 90 asset managers below reported 41,269,514 for.

FOR
FOR: 41,269,514
Largest asset managers voting on “To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm f” at BALDWIN INSURANCE GROUP INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity8,787,3630 00For
Vanguard6,403,3500 00For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,000,0000 00For
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS968,4150 00For
JPMorgan915,6420 00For
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC800,0000 00For
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND629,3440 00For
HARBOR FUNDS569,9420 00For
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century400,0000 00For
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III307,9300 00For
FINANCIAL INVESTORS TRUST286,9850 00For
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Tributary Funds, Inc.279,0940 00For
Invesco264,3950 00For
BNY Mellon252,8730 00For
BUFFALO FUNDS237,6650 00For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

Largest BALDWIN INSURANCE GROUP INC. shareholders voting in 2024-2025

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 66,067,143 shares outstanding at the time of that meeting.

Fund voting reports: top BALDWIN INSURANCE GROUP INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our named executive officers.”, 2024-2025
#Asset manager % of shares outstanding
1Fidelity 13.30%
2Vanguard 9.69%
3Capital Group 8.22%
4BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 4.54%
5T. Rowe Price 3.15%
6Delaware/Macquarie 3.00%
7BlackRock 2.21%
8WILLIAM BLAIR FUNDS 1.47%
9JPMorgan 1.39%
10Advisors' Inner Circle Fund II 1.38%
Institutional-manager reports: top BALDWIN INSURANCE GROUP INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our named executive officers.”, 2024-2025
#Asset manager % of shares outstanding
1Fidelity 12.17%
2WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 6.42%
3BAMCO INC /NY/ 4.56%
4T. Rowe Price 4.55%
5Capital Group 4.42%
6Capital Research Global Investors 3.80%
7MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 3.32%
8GEODE CAPITAL MANAGEMENT, LLC 2.44%
9BESSEMER INVESTMENT MANAGEMENT LLC 2.42%
10Bessemer Trust Co of California, N.A. 2.42%

Reported BALDWIN INSURANCE GROUP INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

BALDWIN INSURANCE GROUP INC. holdings and ownership disclosed for the 2024-2025 proxy season
Holder % outstanding Disclosure
L. Lowry Baldwin 30.18% 13G
FMR (Fidelity) 13.07% 13F
FMR LLC 12.71% DEF14A
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 10.28% 13G
Vanguard Group 9.90% 13F
The Villages Invesco, LLC 9.48% DEF14A
BlackRock 7.66% 13F
Champlain Investment Partners, LLC 5.93% 13G
IHC Holdings, Inc. 5.31% DEF14A
Capital Research Global Investors 4.57% 13G

Percentages above are of 66,067,143 shares outstanding, as reported by BALDWIN INSURANCE GROUP INC. on its Form 10-Q dated March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from BALDWIN INSURANCE GROUP INC.’s 10-Q dated March 31, 2025. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At BALDWIN INSURANCE GROUP INC.'s shareholder meeting held June 5, 2025, in the 2024-2025 proxy season, 263 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 1,484 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our named executive officers. — BALDWIN INSURANCE GROUP INC.'s filing reports the proposal as approved, with 97% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: BALDWIN INSURANCE GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 6, 2025.

BALDWIN INSURANCE GROUP INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.