Home › Companies › The Baldwin Insurance Group, Inc. › 2025-2026
Compiled from SEC Form N-PX filings and The Baldwin Insurance Group, Inc.’s Form 8-K, filed June 4, 2026 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 4, 2026: 6 items on The Baldwin Insurance Group, Inc.’s Form 8-K, filed June 4, 2026: 4 elected · 2 approved.
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
Explore The Baldwin Insurance Group, Inc. in the interactive database Compare manager voting policies
These tallies are The Baldwin Insurance Group, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 4, 2026 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Lowry Baldwin | 94,869,684 | -- | -- | 4,282,765 | 10,510,460 | 96% | Elected | — |
| Elect Director: Sathish Muthukrishnan | 98,197,244 | -- | -- | 955,205 | 10,510,460 | 99.0% | Elected | — |
| Elect Director: Sunita Parasuraman | 98,076,188 | -- | -- | 1,076,261 | 10,510,460 | 99% | Elected | — |
| Elect Director: Ellyn Shook | 81,501,294 | -- | -- | 17,651,155 | 10,510,460 | 82% | Elected | — |
| 2. Advisory vote on the compensation of the Company's named executive officers ("Say-on-Pay" vote) | 94,240,293 | 4,125,200 | 786,956 | -- | 10,510,460 | 96% | 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, 2026 | 109,549,914 | 62,128 | 50,867 | -- | -- | 99.9% | Approved | — |
Source: The Baldwin Insurance Group, Inc., Form 8-K, filed with the SEC on June 4, 2026 — read the filing on EDGAR.
Each item below shows how the 268 asset managers that disclosed a The 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.
Combines 5 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
Description as filed by funds: Company Proposal - To elect four Class I Directors to serve until the 2029 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Ellyn Shook
The Baldwin Insurance Group, Inc.’s own tally for this item (“Elect Director: Ellyn Shook”): 81,501,294 for, 17,651,155 withheld, per its Form 8-K filed June 4, 2026 (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 22, 2026 (the "Proxy Statement"): …”
Support: 82% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 73 asset managers below reported 26,784,274 for, 6,907,880 withheld, 243,147 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 10,758,474 | 0 | 0 | 0 | For |
| Vanguard | 6,887,491 | 0 | 34 | 8,977 | For |
| Capital Group | 3,186,406 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 0 | 0 | 2,700,000 | Withhold |
| Delaware/Macquarie | 0 | 0 | 0 | 1,592,548 | Withhold |
| BlackRock | 1,415,582 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 1,325,751 | Withhold |
| BNY Mellon | 799,755 | 0 | 0 | 2,818 | For |
| Charles Schwab | 677,519 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 603,469 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 602,556 | Withhold |
| JANUS INVESTMENT FUND | 573,874 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 552,764 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 472,000 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 0 | 0 | 0 | 182,595 | Withhold |
| Bridge Builder Trust | 18,215 | 0 | 118,728 | 0 | Mixed |
| State Street | 94,146 | 0 | 0 | 31,929 | Mixed |
| Equitable | 42,098 | 0 | 0 | 72,850 | Mixed |
| TIMOTHY PLAN | 0 | 0 | 0 | 100,248 | Withhold |
| BUFFALO FUNDS | 96,920 | 0 | 0 | 0 | For |
| MADISON FUNDS | 89,332 | 0 | 0 | 0 | For |
| Northwestern Mutual | 79,892 | 0 | 0 | 0 | For |
| T. Rowe Price | 69,591 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,500 | 0 | 0 | 4,021 | Mixed |
| RBB FUND, INC. | 0 | 0 | 0 | 60,553 | Withhold |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 5 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Company Proposal - To elect four Class I Directors to serve until the 2029 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Lowry Baldwin
The Baldwin Insurance Group, Inc.’s own tally for this item (“Elect Director: Lowry Baldwin”): 94,869,684 for, 4,282,765 withheld, per its Form 8-K filed June 4, 2026 (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 22, 2026 (the "Proxy Statement"): …”
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 73 asset managers below reported 32,840,107 for, 917,912 withheld, 177,282 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 10,758,474 | 0 | 0 | 0 | For |
| Vanguard | 6,893,673 | 0 | 9 | 2,820 | For |
| Capital Group | 3,186,406 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,700,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,592,548 | 0 | 0 | 0 | For |
| BlackRock | 1,415,582 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 1,325,751 | 0 | 0 | 0 | For |
| BNY Mellon | 802,573 | 0 | 0 | 0 | For |
| Charles Schwab | 677,519 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 0 | 0 | 0 | 603,469 | Withhold |
| American Century | 602,556 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 573,874 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 552,764 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 472,000 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 182,595 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 136,943 | 0 | 0 | 0 | For |
| State Street | 126,075 | 0 | 0 | 0 | For |
| Equitable | 42,098 | 0 | 0 | 72,850 | Mixed |
| TIMOTHY PLAN | 100,248 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 96,920 | 0 | 0 | 0 | For |
| MADISON FUNDS | 0 | 0 | 89,332 | 0 | Abstain |
| Northwestern Mutual | 79,892 | 0 | 0 | 0 | For |
| T. Rowe Price | 69,591 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,500 | 0 | 0 | 4,021 | Mixed |
| RBB FUND, INC. | 0 | 0 | 0 | 60,553 | Withhold |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Company Proposal - To elect four Class I Directors to serve until the 2029 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Sathish Muthukrishnan
The Baldwin Insurance Group, Inc.’s own tally for this item (“Elect Director: Sathish Muthukrishnan”): 98,197,244 for, 955,205 withheld, per its Form 8-K filed June 4, 2026 (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 22, 2026 (the "Proxy Statement"): …”
Support: 99.0% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 73 asset managers below reported 33,710,057 for, 203,623 withheld, 21,621 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 10,758,474 | 0 | 0 | 0 | For |
| Vanguard | 6,896,500 | 0 | 2 | 0 | For |
| Capital Group | 3,186,406 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,700,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,592,548 | 0 | 0 | 0 | For |
| BlackRock | 1,415,582 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 1,325,751 | 0 | 0 | 0 | For |
| BNY Mellon | 802,573 | 0 | 0 | 0 | For |
| Charles Schwab | 677,519 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 603,469 | 0 | 0 | 0 | For |
| American Century | 602,556 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 573,874 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 552,764 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 472,000 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 182,595 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 136,943 | 0 | 0 | 0 | For |
| State Street | 126,075 | 0 | 0 | 0 | For |
| Equitable | 42,098 | 0 | 0 | 72,850 | Mixed |
| TIMOTHY PLAN | 100,248 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 96,920 | 0 | 0 | 0 | For |
| MADISON FUNDS | 89,332 | 0 | 0 | 0 | For |
| Northwestern Mutual | 79,892 | 0 | 0 | 0 | For |
| T. Rowe Price | 69,591 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,500 | 0 | 0 | 4,021 | Mixed |
| RBB FUND, INC. | 0 | 0 | 0 | 60,553 | Withhold |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Company Proposal - To elect four Class I Directors to serve until the 2029 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Sunita Parasuraman
The Baldwin Insurance Group, Inc.’s own tally for this item (“Elect Director: Sunita Parasuraman”): 98,076,188 for, 1,076,261 withheld, per its Form 8-K filed June 4, 2026 (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 22, 2026 (the "Proxy Statement"): …”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 73 asset managers below reported 33,603,110 for, 310,570 withheld, 21,621 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 10,758,474 | 0 | 0 | 0 | For |
| Vanguard | 6,890,343 | 0 | 2 | 6,157 | For |
| Capital Group | 3,186,406 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,700,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,592,548 | 0 | 0 | 0 | For |
| BlackRock | 1,415,582 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 1,325,751 | 0 | 0 | 0 | For |
| BNY Mellon | 802,573 | 0 | 0 | 0 | For |
| Charles Schwab | 677,519 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 603,469 | 0 | 0 | 0 | For |
| American Century | 602,556 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 573,874 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 552,764 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 472,000 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 182,595 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 136,943 | 0 | 0 | 0 | For |
| State Street | 125,938 | 0 | 0 | 137 | For |
| Equitable | 42,098 | 0 | 0 | 72,850 | Mixed |
| TIMOTHY PLAN | 0 | 0 | 0 | 100,248 | Withhold |
| BUFFALO FUNDS | 96,920 | 0 | 0 | 0 | For |
| MADISON FUNDS | 89,332 | 0 | 0 | 0 | For |
| Northwestern Mutual | 79,892 | 0 | 0 | 0 | For |
| T. Rowe Price | 69,591 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,500 | 0 | 0 | 4,021 | Mixed |
| RBB FUND, INC. | 0 | 0 | 0 | 60,553 | Withhold |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
96% Approved · of votes cast
Description as filed by funds: To approve, on an advisory basis, the compensation of our named executive officers.
The 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)”): 94,240,293 for, 4,125,200 against — passed, per its Form 8-K filed June 4, 2026 (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: 96% 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).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 10,758,474 | 0 | 0 | 0 | For |
| Vanguard | 6,896,500 | 1 | 2 | 0 | For |
| Capital Group | 0 | 3,186,406 | 0 | 0 | Against |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,700,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,592,548 | 0 | 0 | 0 | For |
| BlackRock | 1,415,582 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 1,325,751 | 0 | 0 | 0 | For |
| BNY Mellon | 802,573 | 0 | 0 | 0 | For |
| Charles Schwab | 677,519 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 603,469 | 0 | 0 | 0 | For |
| American Century | 602,556 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 573,874 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 552,764 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 472,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 219,868 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 182,595 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 136,943 | 0 | 0 | 0 | For |
| State Street | 126,075 | 0 | 0 | 0 | For |
| Equitable | 114,948 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 100,248 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 96,920 | 0 | 0 | 0 | For |
| MADISON FUNDS | 0 | 89,332 | 0 | 0 | Against |
| Northwestern Mutual | 79,892 | 0 | 0 | 0 | For |
| T. Rowe Price | 69,591 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,521 | 0 | 0 | 0 | For |
Fund voting reports, all 72 managers: 30,865,726 for, 3,286,329 against, 3,103 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 9,710,540 | 0 | 0 | 0 | For |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5,340,827 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 2,710,068 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 2,031,990 | 0 | 0 | 0 | For |
| NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 1,789,541 | 0 | 0 | 0 | For |
| Capital Group | 0 | 1,643,557 | 0 | 0 | Against |
| Capital Research Global Investors | 0 | 1,542,849 | 0 | 0 | Against |
| Janus Henderson | 1,473,458 | 0 | 0 | 0 | For |
| Newton Investment Management North America, LLC | 1,365,618 | 0 | 0 | 0 | For |
| State Street | 1,165,852 | 2,360 | 0 | 0 | For |
| BlackRock | 1,112,549 | 0 | 0 | 0 | For |
| American Century | 980,209 | 0 | 0 | 0 | For |
| WESTWOOD HOLDINGS GROUP INC | 829,015 | 0 | 0 | 0 | For |
| Venator Management LLC | 0 | 0 | 763,645 | 0 | Abstain |
| Artisan | 723,859 | 0 | 0 | 0 | For |
| Charles Schwab | 678,590 | 0 | 0 | 0 | For |
| Vanguard | 598,571 | 0 | 0 | 0 | For |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 553,732 | 0 | 0 | 0 | For |
| Fiera Capital Corp | 501,794 | 0 | 0 | 0 | For |
| Boston Partners | 487,794 | 0 | 0 | 0 | For |
| Aristotle Capital Boston, LLC | 441,131 | 0 | 0 | 0 | For |
| Northern Trust | 407,273 | 0 | 0 | 0 | For |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 399,218 | 0 | 0 | 0 | For |
| BECK MACK & OLIVER LLC | 395,611 | 0 | 0 | 0 | For |
| T. Rowe Price | 374,680 | 0 | 0 | 0 | For |
Institutional-manager reports, all 214 managers: 38,763,210 for, 3,255,193 against, 764,054 abstained, 223 not voted. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2026.
The 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 ”): 109,549,914 for, 62,128 against — passed, per its Form 8-K filed June 4, 2026 (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, 2026 was approved.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 74 asset managers below reported 34,152,068 for, 3,101 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 10,758,474 | 0 | 0 | 0 | For |
| Vanguard | 6,896,502 | 0 | 0 | 0 | For |
| Capital Group | 3,186,406 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,700,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,592,548 | 0 | 0 | 0 | For |
| BlackRock | 1,415,582 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 1,325,751 | 0 | 0 | 0 | For |
| BNY Mellon | 802,573 | 0 | 0 | 0 | For |
| Charles Schwab | 677,519 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 603,469 | 0 | 0 | 0 | For |
| American Century | 602,556 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 573,874 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 552,764 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 472,000 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 219,868 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 182,595 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 136,943 | 0 | 0 | 0 | For |
| State Street | 126,075 | 0 | 0 | 0 | For |
| Equitable | 114,948 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 100,248 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 96,920 | 0 | 0 | 0 | For |
| MADISON FUNDS | 89,332 | 0 | 0 | 0 | For |
| Northwestern Mutual | 79,892 | 0 | 0 | 0 | For |
| T. Rowe Price | 69,591 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,521 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
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 93,798,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 11.47% |
| 2 | Vanguard | 7.35% |
| 3 | Capital Group | 3.40% |
| 4 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2.88% |
| 5 | Delaware/Macquarie | 1.70% |
| 6 | BlackRock | 1.51% |
| 7 | WILLIAM BLAIR FUNDS | 1.41% |
| 8 | BNY Mellon | 0.86% |
| 9 | Charles Schwab | 0.72% |
| 10 | Ultimus Managers Trust | 0.64% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 10.35% |
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.69% |
| 3 | BAMCO INC /NY/ | 2.89% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.17% |
| 5 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 1.91% |
| 6 | Capital Group | 1.75% |
| 7 | Capital Research Global Investors | 1.64% |
| 8 | Janus Henderson | 1.57% |
| 9 | Newton Investment Management North America, LLC | 1.46% |
| 10 | State Street | 1.25% |
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.
| Holder | % outstanding | Disclosure |
|---|---|---|
| L. Lowry Baldwin | 21.26% | 13G |
| FMR (Fidelity) | 14.88% | 13F |
| FMR LLC | 11.40% | DEF14A |
| Vanguard Group | 7.30% | 13F |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7.24% | 13G |
| BlackRock | 7.09% | 13F |
| The Villages Invesco, LLC | 6.68% | DEF14A |
| Glazer Capital, LLC | 5.52% | 13G |
| BNY Mellon | 4.18% | 13F |
| Champlain Investment Partners, LLC | 4.17% | 13G |
Percentages above are of 93,798,000 shares outstanding, as reported by The Baldwin Insurance Group, Inc. on its Form 10-Q dated March 31, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
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 The Baldwin Insurance Group, Inc.’s 10-Q dated March 31, 2026. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At The Baldwin Insurance Group, Inc.'s shareholder meeting held June 4, 2026, in the 2025-2026 proxy season, 268 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,568 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. — The Baldwin Insurance Group, Inc.'s filing reports the proposal as approved, with 96% 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: The Baldwin Insurance Group, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 4, 2026.
The Baldwin Insurance Group, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.