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[SCHEDULE 13G] The Baldwin Insurance Group, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary

Capital Research Global Investors reports beneficial ownership of 4,513,250 shares of The Baldwin Insurance Group, Inc. (BWIN), equal to 6.4% of 70,641,158 shares outstanding. The filing states CRGI is a division of Capital Research and Management Company and affiliated investment management entities that collectively provide investment services under the name Capital Research Global Investors. CRGI reports sole voting and sole dispositive power over all 4,513,250 shares and discloses that some shares are held on behalf of SMALLCAP World Fund, Inc. The filing includes a certification that the securities were acquired and are held in the ordinary course of business and not to influence control of the issuer.

Capital Research Global Investors segnala la titolarità beneficiaria di 4.513.250 azioni di The Baldwin Insurance Group, Inc. (BWIN), pari al 6,4% delle 70.641.158 azioni in circolazione. La comunicazione indica che CRGI è una divisione di Capital Research and Management Company e di entità di gestione degli investimenti affiliate che, congiuntamente, offrono servizi d'investimento con il nome Capital Research Global Investors. CRGI dichiara di detenere il potere di voto esclusivo e il potere di disposizione esclusivo su tutte le 4.513.250 azioni e precisa che alcune azioni sono detenute per conto di SMALLCAP World Fund, Inc. La comunicazione include inoltre una certificazione che i titoli sono stati acquisiti e sono detenuti nell'ordinaria attività d'impresa e non con l'intento di influenzare il controllo dell'emittente.

Capital Research Global Investors informa la propiedad beneficiaria de 4.513.250 acciones de The Baldwin Insurance Group, Inc. (BWIN), equivalentes al 6,4% de 70.641.158 acciones en circulación. La presentación señala que CRGI es una división de Capital Research and Management Company y de entidades gestoras de inversiones afiliadas que, de forma conjunta, prestan servicios de inversión bajo el nombre Capital Research Global Investors. CRGI declara tener el poder de voto exclusivo y el poder de disposición exclusivo sobre las 4.513.250 acciones y revela que algunas acciones se mantienen en nombre de SMALLCAP World Fund, Inc. La presentación incluye asimismo una certificación de que los valores fueron adquiridos y se mantienen en el curso ordinario del negocio y no con el fin de influir en el control del emisor.

Capital Research Global Investors� The Baldwin Insurance Group, Inc. (BWIN)� 4,513,250주를 실질� 소유� 보유하고 있다� 보고했으�, 이는 � 70,641,158� � 6.4%� 해당합니�. 제출서류에는 CRGI가 Capital Research and Management Company� � 부서이�, 제휴 투자운용사들� 함께 'Capital Research Global Investors'라는 명칭으로 투자 서비스를 제공한다� 명시되어 있습니다. CRGI� 해당 4,513,250� 전부� 대� 단독 의결� � 단독 처분권을 보유하고 있다� 보고했으�, 일부 주식은 SMALLCAP World Fund, Inc. 명의� 보유되어 있음� 공시했습니다. 또한 제출서류에는 � 증권들이 영업� 통상적인 범위에서 취득·보유되었� 발행회사� 지배에 영향� 미치려는 목적� 아님� 증명하는 인증서가 포함되어 있습니다.

Capital Research Global Investors déclare détenir la propriété bénéficiaire de 4 513 250 actions de The Baldwin Insurance Group, Inc. (BWIN), soit 6,4 % des 70 641 158 actions en circulation. Le dépôt indique que CRGI est une division de Capital Research and Management Company et d'entités de gestion d'investissements affiliées qui fournissent collectivement des services d'investissement sous le nom Capital Research Global Investors. CRGI déclare avoir le pouvoir de vote exclusif et le pouvoir de disposition exclusif sur l'ensemble des 4 513 250 actions et révèle que certaines actions sont détenues pour le compte de SMALLCAP World Fund, Inc. Le dépôt comprend également une certification attestant que les titres ont été acquis et sont détenus dans le cours normal des affaires et non dans le but d'influencer le contrôle de l'émetteur.

Capital Research Global Investors meldet wirtschaftliches Eigentum an 4.513.250 Aktien der The Baldwin Insurance Group, Inc. (BWIN), was 6,4% von 70.641.158 ausstehenden Aktien entspricht. Die Einreichung erklärt, dass CRGI eine Abteilung der Capital Research and Management Company sowie verbundene Investment-Management-Einheiten ist, die gemeinsam unter dem Namen Capital Research Global Investors Investmentdienstleistungen erbringen. CRGI gibt an, alleinige Stimmrechte und alleinige Verfügungsgewalt über alle 4.513.250 Aktien zu besitzen und offenbart, dass einige Aktien im Namen von SMALLCAP World Fund, Inc. gehalten werden. Die Einreichung enthält zudem eine Bescheinigung, dass die Wertpapiere im normalen Geschäftsverlauf erworben und gehalten wurden und nicht dazu dienen, die Kontrolle über den Emittenten zu beeinflussen.

Positive
  • None.
Negative
  • None.

Insights

Institutional stake of 6.4% with sole voting and dispositive power is material but presented as passive.

CRGI's 4,513,250-share position represents a clear institutional holding that surpasses the 5% disclosure threshold and is therefore material to holders monitoring ownership concentration. The filing specifies sole voting and dispositive power, which clarifies that CRGI controls voting decisions for this stake. The disclosure that shares are held on behalf of SMALLCAP World Fund, Inc. helps identify beneficial interest. The Item 10 certification states these securities are held in the ordinary course and not to influence control, suggesting no active control intent disclosed.

Schedule 13G filing signals a passive institutional position with formal certification of non-control intent.

The filing classifies the reporting person as an investment-adviser division and documents sole voting and dispositive authority over the reported shares. Crucially, the certification in Item 10 affirms the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. No group affiliation or plans to act in concert are identified in the filing.

Capital Research Global Investors segnala la titolarità beneficiaria di 4.513.250 azioni di The Baldwin Insurance Group, Inc. (BWIN), pari al 6,4% delle 70.641.158 azioni in circolazione. La comunicazione indica che CRGI è una divisione di Capital Research and Management Company e di entità di gestione degli investimenti affiliate che, congiuntamente, offrono servizi d'investimento con il nome Capital Research Global Investors. CRGI dichiara di detenere il potere di voto esclusivo e il potere di disposizione esclusivo su tutte le 4.513.250 azioni e precisa che alcune azioni sono detenute per conto di SMALLCAP World Fund, Inc. La comunicazione include inoltre una certificazione che i titoli sono stati acquisiti e sono detenuti nell'ordinaria attività d'impresa e non con l'intento di influenzare il controllo dell'emittente.

Capital Research Global Investors informa la propiedad beneficiaria de 4.513.250 acciones de The Baldwin Insurance Group, Inc. (BWIN), equivalentes al 6,4% de 70.641.158 acciones en circulación. La presentación señala que CRGI es una división de Capital Research and Management Company y de entidades gestoras de inversiones afiliadas que, de forma conjunta, prestan servicios de inversión bajo el nombre Capital Research Global Investors. CRGI declara tener el poder de voto exclusivo y el poder de disposición exclusivo sobre las 4.513.250 acciones y revela que algunas acciones se mantienen en nombre de SMALLCAP World Fund, Inc. La presentación incluye asimismo una certificación de que los valores fueron adquiridos y se mantienen en el curso ordinario del negocio y no con el fin de influir en el control del emisor.

Capital Research Global Investors� The Baldwin Insurance Group, Inc. (BWIN)� 4,513,250주를 실질� 소유� 보유하고 있다� 보고했으�, 이는 � 70,641,158� � 6.4%� 해당합니�. 제출서류에는 CRGI가 Capital Research and Management Company� � 부서이�, 제휴 투자운용사들� 함께 'Capital Research Global Investors'라는 명칭으로 투자 서비스를 제공한다� 명시되어 있습니다. CRGI� 해당 4,513,250� 전부� 대� 단독 의결� � 단독 처분권을 보유하고 있다� 보고했으�, 일부 주식은 SMALLCAP World Fund, Inc. 명의� 보유되어 있음� 공시했습니다. 또한 제출서류에는 � 증권들이 영업� 통상적인 범위에서 취득·보유되었� 발행회사� 지배에 영향� 미치려는 목적� 아님� 증명하는 인증서가 포함되어 있습니다.

Capital Research Global Investors déclare détenir la propriété bénéficiaire de 4 513 250 actions de The Baldwin Insurance Group, Inc. (BWIN), soit 6,4 % des 70 641 158 actions en circulation. Le dépôt indique que CRGI est une division de Capital Research and Management Company et d'entités de gestion d'investissements affiliées qui fournissent collectivement des services d'investissement sous le nom Capital Research Global Investors. CRGI déclare avoir le pouvoir de vote exclusif et le pouvoir de disposition exclusif sur l'ensemble des 4 513 250 actions et révèle que certaines actions sont détenues pour le compte de SMALLCAP World Fund, Inc. Le dépôt comprend également une certification attestant que les titres ont été acquis et sont détenus dans le cours normal des affaires et non dans le but d'influencer le contrôle de l'émetteur.

Capital Research Global Investors meldet wirtschaftliches Eigentum an 4.513.250 Aktien der The Baldwin Insurance Group, Inc. (BWIN), was 6,4% von 70.641.158 ausstehenden Aktien entspricht. Die Einreichung erklärt, dass CRGI eine Abteilung der Capital Research and Management Company sowie verbundene Investment-Management-Einheiten ist, die gemeinsam unter dem Namen Capital Research Global Investors Investmentdienstleistungen erbringen. CRGI gibt an, alleinige Stimmrechte und alleinige Verfügungsgewalt über alle 4.513.250 Aktien zu besitzen und offenbart, dass einige Aktien im Namen von SMALLCAP World Fund, Inc. gehalten werden. Die Einreichung enthält zudem eine Bescheinigung, dass die Wertpapiere im normalen Geschäftsverlauf erworben und gehalten wurden und nicht dazu dienen, die Kontrolle über den Emittenten zu beeinflussen.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Capital Research Global Investors
Signature:Jae Won Chung
Name/Title:Vice President and Senior Counsel II, Capital Research and Management Company
Date:08/05/2025
Baldwin Insurance Group

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