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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 2025-06-06 (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 5Ballot items
  • 261Asset managers
  • 1,470Fund votes
  • 2025-06-05Meeting date

Proxy season: 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 2025-06-06 (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 2025-06-05
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Joseph Kadow 83,484,628---- 17,114,0754,318,970 Majority: yes
Elect Director: Chris Sullivan 84,644,882---- 15,953,8214,318,970 Majority: yes
Elect Director: Myron Williams 84,977,862---- 15,620,8414,318,970 Majority: yes
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 97,572,4892,664,822361,392 --4,318,970 Majority: yes
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, 103,446,0021,459,69411,977 ---- Passed

Source: BALDWIN INSURANCE GROUP INC., Form 8-K, filed with the SEC on 2025-06-06 — read the filing on EDGAR.

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

Each item below shows how the 261 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. To approve, on an advisory basis, the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 97,572,489AGAINST: 2,664,822

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“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 exec”): 97,572,489 for, 2,664,822 against, per its Form 8-K filed 2025-06-06 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 260 asset managers below cast 99.4% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.

FOR 99.4%
FOR: 99.4%AGAINST: 0.6%ABSTAIN: 0.0%NOT VOTED: 0.0%
Largest 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
Fidelity16,828,8160 00For
Capital Group8,354,1940 00For
Vanguard6,595,8440 00For
T. Rowe Price5,088,5630 00For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,238,8810 00For
BAMCO INC /NY/3,010,0000 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)3,000,0000 00For
BlackRock2,673,5420 00For
Capital Research Global Investors2,509,4020 00For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST2,195,3930 00For
Delaware/Macquarie1,981,7260 00For
Loomis Sayles1,747,6580 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
JPMorgan1,215,9240 00For
Charles Schwab1,095,2650 00For
WILLIAM BLAIR FUNDS968,4150 00For
Advisors' Inner Circle Fund II910,0000 00For
WESTFIELD CAPITAL MANAGEMENT CO LP904,6330 00For
State Street828,8290 00For
WESTWOOD HOLDINGS GROUP INC821,3210 00For
OLD WESTBURY FUNDS INC800,0000 00For
Venator Management LLC745,1450 00For
Janus Henderson736,5200 00For

Showing the 25 largest of 260 asset managers. See all 260 in the interactive database.

2. To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2025.

AUDIT-RELATEDCompany result: Passed

Combines 3 wordings of this item as funds reported it.

99% Passed · of votes cast

FOR 99%
FOR: 103,446,002AGAINST: 1,459,694

BALDWIN INSURANCE GROUP INC.’s own tally for this item (“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”): 103,446,002 for, 1,459,694 against — passed, per its Form 8-K filed 2025-06-06 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 90 asset managers below cast 100% of the shares they voted on this item FOR (40,377,274 for, 0 against).

FOR 100%
FOR: 40,377,274 (100.0%)
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
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
TIAA184,3000 00For

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

3. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

84% Majority: yes · of votes cast

FOR 84%WITHHELD 16%
FOR: 84,644,882WITHHELD: 15,953,821

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 2025-06-06 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 89 asset managers below cast 100% of the shares they voted on this item FOR (31,880,457 for, 0 against).

FOR 80%ABSTAIN 20%
FOR: 31,880,457 (79.5%)ABSTAIN: 8,217,723 (20.5%)
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 39,0380For
Vanguard6,400,3500 3,0000For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 3,000,0000Abstain
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS00 968,4150Abstain
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC00 800,0000Abstain
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND00 629,3440Abstain
HARBOR FUNDS00 569,9420Abstain
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century00 400,0000Abstain
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III00 307,9300Abstain
FINANCIAL INVESTORS TRUST00 286,9850Abstain
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Invesco264,3950 00For
BNY Mellon250,0160 2,8570For
BUFFALO FUNDS237,6650 00For
TIAA184,3000 00For
Allspring00 182,6600Abstain

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

4. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

83% Majority: yes · of votes cast

FOR 83%WITHHELD 17%
FOR: 83,484,628WITHHELD: 17,114,075

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 2025-06-06 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 89 asset managers below cast 100% of the shares they voted on this item FOR (31,520,255 for, 0 against).

FOR 79%ABSTAIN 21%
FOR: 31,520,255 (78.6%)ABSTAIN: 8,577,925 (21.4%)
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 39,0380For
Vanguard6,400,3500 3,0000For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 3,000,0000Abstain
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS00 968,4150Abstain
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC00 800,0000Abstain
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND00 629,3440Abstain
HARBOR FUNDS00 569,9420Abstain
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century00 400,0000Abstain
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III00 307,9300Abstain
FINANCIAL INVESTORS TRUST00 286,9850Abstain
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Invesco00 264,3950Abstain
BNY Mellon250,0160 2,8570For
BUFFALO FUNDS237,6650 00For
TIAA184,3000 00For
Allspring00 182,6600Abstain

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

5. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

84% Majority: yes · of votes cast

FOR 84%WITHHELD 16%
FOR: 84,977,862WITHHELD: 15,620,841

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 2025-06-06 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 89 asset managers below cast 100% of the shares they voted on this item FOR (31,880,457 for, 0 against).

FOR 80%ABSTAIN 20%
FOR: 31,880,457 (79.5%)ABSTAIN: 8,217,723 (20.5%)
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 39,0380For
Vanguard6,400,3500 3,0000For
Capital Group5,431,7980 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)00 3,000,0000Abstain
T. Rowe Price2,082,1860 00For
Delaware/Macquarie1,981,7260 00For
BlackRock1,460,7980 00For
WILLIAM BLAIR FUNDS00 968,4150Abstain
Advisors' Inner Circle Fund II910,0000 00For
OLD WESTBURY FUNDS INC00 800,0000Abstain
Loomis Sayles649,9030 00For
JANUS INVESTMENT FUND00 629,3440Abstain
HARBOR FUNDS00 569,9420Abstain
Charles Schwab547,5880 00For
Ultimus Managers Trust440,8780 00For
American Century00 400,0000Abstain
AMERICAN BEACON FUNDS331,2120 00For
Tidal Trust III00 307,9300Abstain
FINANCIAL INVESTORS TRUST00 286,9850Abstain
FENIMORE ASSET MANAGEMENT TRUST285,7000 00For
Invesco264,3950 00For
BNY Mellon250,0160 2,8570For
BUFFALO FUNDS237,6650 00For
TIAA184,3000 00For
Allspring00 182,6600Abstain

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

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

Ranked by the number of BALDWIN INSURANCE GROUP INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 66,067,143 shares outstanding at the time of that meeting.

Top BALDWIN INSURANCE GROUP INC. shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1Fidelity 25.47%
2Capital Group 12.65%
3Vanguard 9.98%
4T. Rowe Price 7.70%
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 6.42%
6BAMCO INC /NY/ 4.56%
7BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 4.54%
8BlackRock 4.05%
9Capital Research Global Investors 3.80%
10MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 3.32%

Reported BALDWIN INSURANCE GROUP INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

BALDWIN INSURANCE GROUP INC. beneficial owners on record 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 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2025-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At BALDWIN INSURANCE GROUP INC.'s shareholder meeting held 2025-06-05, in the 2024-2025 proxy season, 261 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 1,470 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. — FOR was 97% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: BALDWIN INSURANCE GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-06-06.

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