SCHEDULE: Champlain Investment Partners Discloses 3.8% Stake in Baldwin Insurance Group

Champlain Investment Partners, LLC has disclosed a 3.8% beneficial ownership stake in Baldwin Insurance Group, Inc. as of December 31, 2025.

Summary

• Champlain Investment Partners, LLC reported beneficial ownership of 3,650,410 shares of Baldwin Insurance Group, Inc. common stock.
• This ownership represents 3.8% of the class of securities.
• Champlain Investment Partners, LLC holds sole voting power over 3,439,025 shares.
• Champlain Investment Partners, LLC holds sole dispositive power over all 3,650,410 beneficially owned shares.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a standard disclosure of a passive ownership stake by an investment adviser, providing no direct positive or negative operational insights into the issuer.

Future Outlook

NA

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors, indicating a passive ownership stake. This filing reflects Champlain Investment Partners' position in the insurance sector through Baldwin Insurance Group, a common practice for investment advisers managing diversified portfolios.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, confirming a passive investment approach.

Key Dates

Keywords

Baldwin Insurance Group, Champlain Investment Partners, Beneficial Ownership, Schedule 13G, Common Stock, Investment Adviser, SEC Filing