Baldwin Insurance Group, Inc.
BWIN- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001781755
No open-market purchases or sales by Baldwin Insurance Group, Inc. insiders were filed in the last 90 days; 228 institutions reported holding it in 13F filings for Q2 2026, worth $2.38B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 228
- +13 vs. Q1 2026
- Shares held
- 89.6M
- +108.9K (+0.1%) vs. Q1 2026
- Total value
- $2.38B
- +$419.2M (+21.4%) vs. Q1 2026
- New holders
- 38
- 69 more added
- Sold out
- 25
- 79 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 228 | $2.38B |
| Q1 2026 | 218 | $1.99B |
| Q4 2025 | 206 | $1.94B |
| Q3 2025 | 213 | $2.24B |
| Q2 2025 | 226 | $3.29B |
| Q1 2025 | 221 | $3.25B |
| Q4 2024 | 208 | $2.63B |
| Q3 2024 | 219 | $3.25B |
| Q2 2024 | 184 | $2.29B |
| Q1 2024 | 172 | $1.83B |
| Q4 2023 | 162 | $1.45B |
| Q3 2023 | 153 | $1.38B |
| Q2 2023 | 147 | $1.42B |
| Q1 2023 | 144 | $1.43B |
| Q4 2022 | 151 | $1.40B |
| Q3 2022 | 150 | $1.46B |
| Q2 2022 | 152 | $1.36B |
| Q1 2022 | 148 | $1.42B |
| Q4 2021 | 152 | $1.90B |
| Q3 2021 | 137 | $1.74B |
| Q2 2021 | 118 | $1.12B |
| Q1 2021 | 113 | $1.11B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 14,752,216 | $392.1M | 0.02% | +798,154+5.7% | Added |
| BlackRock, Inc. | 7,251,950 | $192.8M | 0.00% | +600,650+9.0% | Added |
| William Blair Investment Management, LLC | 6,732,965 | $179.0M | 0.54% | −61,527−0.9% | Reduced |
| Vanguard Portfolio Management LLC | 3,262,912 | $86.7M | 0.00% | −212,219−6.1% | Reduced |
| Vanguard Capital Management LLC | 3,166,381 | $84.2M | 0.00% | −298,538−8.6% | Reduced |
| Bank of New York Mellon Corp | 3,077,351 | $81.8M | 0.01% | −840,736−21.5% | Reduced |
| Bamco Inc | 2,712,386 | $72.1M | 0.11% | +2,318+0.1% | Added |
| State Street Corp | 2,665,874 | $70.8M | 0.00% | +192,620+7.8% | Added |
| Geode Capital Management, LLC | 2,339,453 | $62.2M | 0.00% | +188,420+8.8% | Added |
| Morgan Stanley | 2,277,033 | $60.5M | 0.00% | +473,826+26.3% | Added |
| Woodline Partners LP | 2,264,135 | $60.2M | 0.19% | +1,774,195+362.1% | Added |
| Frontier Capital Management Co LLC | 2,097,658 | $55.8M | 0.52% | +995,206+90.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,010,989 | $53.5M | 0.04% | +438,186+27.9% | Added |
| Westwood Holdings Group Inc. | 1,938,370 | $51.5M | 0.39% | −638,826−24.8% | Reduced |
| Nomura Asset Management International Inc. | 1,912,711 | $50.8M | 0.08% | −67,172−3.4% | Reduced |
| Capital International Investors | 1,690,697 | $44.9M | 0.01% | +47,140+2.9% | Added |
| UBS Group AG | 1,641,349 | $43.6M | 0.01% | +374,524+29.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,582,587 | $42.1M | 6.31% | −134,951−7.9% | Reduced |
| Dimensional Fund Advisors LP | 1,346,168 | $35.8M | 0.01% | +12,297+0.9% | Added |
| Capital Research Global Investors | 1,308,203 | $34.8M | 0.00% | −234,646−15.2% | Reduced |
| Boston Partners | 1,192,820 | $31.7M | 0.03% | +420,117+54.4% | Added |
| Bank of America Corp | 1,184,085 | $31.5M | 0.00% | +335,678+39.6% | Added |
| Point72 Asset Management, L.P. | 1,038,190 | $27.6M | 0.04% | +591,212+132.3% | Added |
| Champlain Investment Partners, LLC | 863,038 | $22.9M | 0.59% | −171,222−16.6% | Reduced |
| Northern Trust Corp | 810,264 | $21.5M | 0.00% | +58,938+7.8% | Added |
| Bridgewater Advisors Inc. | 728,743 | $21.5M | 1.17% | +728,743 | New |
| Fenimore Asset Management Inc | 795,434 | $21.1M | 0.44% | +92,126+13.1% | Added |
| Venator Management LLC | 773,345 | $20.6M | 4.63% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 723,413 | $19.2M | 0.00% | +45,189+6.7% | Added |
| MetLife Investment Management | 692,797 | $18.4M | 0.08% | −244,896−26.1% | Reduced |
| Goldman Sachs Group Inc | 673,005 | $17.9M | 0.00% | −9,467−1.4% | Reduced |
| Royal Bank of Canada | 651,487 | $17.3M | 0.00% | −126,794−16.3% | Reduced |
| Kennedy Capital Management, Inc. | 612,135 | $16.3M | 0.29% | −30,581−4.8% | Reduced |
| Fiera Capital Corp | 596,374 | $15.9M | 0.06% | −447,398−42.9% | Reduced |
| Vanguard Fiduciary Trust Co | 581,482 | $15.5M | 0.00% | +16,745+3.0% | Added |
| Aristotle Capital Boston, LLC | 568,427 | $15.1M | 1.01% | −113,633−16.7% | Reduced |
| 1776 Wealth LLC | 537,410 | $14.3M | 5.03% | +178,219+49.6% | Added |
| SEI Investments Co | 446,679 | $11.9M | 0.01% | −9,495−2.1% | Reduced |
| Beck Mack & Oliver LLC | 438,020 | $11.6M | 0.23% | +10,935+2.6% | Added |
| JPMorgan Chase & Co | 410,190 | $10.9M | 0.00% | −13,948−3.3% | Reduced |
| CIBC Bancorp USA Inc. | 405,426 | $10.8M | 0.01% | +606+0.1% | Added |
| Nuveen, LLC | 392,561 | $10.4M | 0.00% | +121,757+45.0% | Added |
| New York State Common Retirement Fund | 364,353 | $9.68M | 0.01% | −333,827−47.8% | Reduced |
| Tributary Capital Management, LLC | 357,734 | $9.51M | 0.78% | −10,634−2.9% | Reduced |
| Jupiter Topco LLC | 329,652 | $8.76M | 0.00% | +329,652 | New |
| Freestone Grove Partners LP | 327,679 | $8.71M | 0.06% | +327,679 | New |
| State of Wisconsin Investment Board | 325,131 | $8.64M | 0.02% | −42,780−11.6% | Reduced |
| Equitable Trust Co | 282,998 | $7.52M | 0.31% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 245,502 | $6.53M | 0.21% | −21,408−8.0% | Reduced |
| MAI Capital Management | 221,435 | $5.89M | 0.02% | −220.0% | Reduced |
| Wells Fargo & Company | 197,936 | $5.26M | 0.00% | +57,226+40.7% | Added |
| Fifth Third Bancorp | 185,553 | $4.93M | 0.01% | +106,360+134.3% | Added |
| Nicholas Company, Inc. | 184,180 | $4.90M | 0.09% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 183,854 | $4.89M | 0.00% | −12,317−6.3% | Reduced |
| Palisade Capital Management LLC | 173,017 | $4.60M | 0.20% | −190,436−52.4% | Reduced |
| Gillson Capital LP | 172,991 | $4.60M | 0.27% | +172,991 | New |
| Lighthouse Investment Partners, LLC | 171,922 | $4.57M | 0.14% | +171,922 | New |
| Man Group plc | 166,028 | $4.41M | 0.01% | −370,824−69.1% | Reduced |
| Swiss National Bank | 155,500 | $4.13M | 0.00% | +14,800+10.5% | Added |
| Balyasny Asset Management LLC | 153,172 | $4.07M | 0.01% | +153,172 | New |
| Smith Chas P & Associates Pa Cpas | 150,183 | $3.99M | 0.20% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 144,486 | $3.84M | 0.00% | −473−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 129,339 | $3.44M | 0.01% | −5,074−3.8% | Reduced |
| Price T Rowe Associates Inc | 125,590 | $3.34M | 0.00% | −90,340−41.8% | Reduced |
| Rhumbline Advisers | 120,032 | $3.19M | 0.00% | +16,540+16.0% | Added |
| Deutsche Bank AG | 105,609 | $2.81M | 0.00% | +25,850+32.4% | Added |
| Madison Asset Management, LLC | 103,470 | $2.75M | 0.03% | +146+0.1% | Added |
| HB Wealth Management, LLC | 103,226 | $2.74M | 0.02% | +28,775+38.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 94,048 | $2.49M | 0.00% | +10,540+12.6% | Added |
| Public Employees Retirement System of Ohio | 89,248 | $2.37M | 0.01% | −14,347−13.8% | Reduced |
| California State Teachers Retirement System | 88,806 | $2.36M | 0.00% | −9,056−9.3% | Reduced |
| Alliancebernstein L.P. | 106,200 | $2.33M | 0.00% | −230.0% | Reduced |
| Pathway Financial Advisors LLC | 76,394 | $2.17M | 0.25% | −52,324−40.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,163 | $2.16M | 0.00% | +8,761+12.1% | Added |
| Brown Brothers Harriman & Co | 80,665 | $2.14M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 80,591 | $2.14M | 0.00% | +10,489+15.0% | Added |
| Confluence Investment Management LLC | 77,621 | $2.06M | 0.03% | −561,016−87.8% | Reduced |
| Laird Norton Trust Company, LLC | 74,998 | $1.99M | 0.04% | +83+0.1% | Added |
| Citadel Advisors LLC | 73,992 | $1.97M | 0.00% | +73,992 | New |
| Summit Creek Advisors LLC | 66,487 | $1.77M | 0.60% | −67,430−50.4% | Reduced |
| Legal & General Group Plc | 64,269 | $1.71M | 0.00% | +7,519+13.2% | Added |
| AQR Capital Management LLC | 63,518 | $1.69M | 0.00% | −36,577−36.5% | Reduced |
| First Trust Advisors LP | 62,929 | $1.67M | 0.00% | +62,929 | New |
| Nomura Holdings Inc | 60,920 | $1.62M | 0.01% | −1,482,098−96.1% | Reduced |
| Vanguard Asset Management, Ltd | 56,002 | $1.49M | 0.00% | +9,834+21.3% | Added |
| Citigroup Inc | 54,526 | $1.45M | 0.00% | +37,465+219.6% | Added |
| CSM Advisors, LLC | 51,388 | $1.36M | 0.03% | +51,388 | New |
| HighTower Advisors, LLC | 51,102 | $1.36M | 0.00% | −41,975−45.1% | Reduced |
| Manufacturers Life Insurance Company, The | 50,046 | $1.33M | 0.00% | +9,182+22.5% | Added |
| Sapient Capital LLC | 50,000 | $1.33M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 49,618 | $1.32M | 0.00% | −9,428−16.0% | Reduced |
| Russell Investments Group, Ltd. | 48,039 | $1.28M | 0.00% | −11,230−18.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 45,171 | $1.20M | 0.00% | +263+0.6% | Added |
| Raymond James Financial Inc | 44,575 | $1.18M | 0.00% | +28,247+173.0% | Added |
| Quantinno Capital Management LP | 42,392 | $1.13M | 0.00% | +31,775+299.3% | Added |
| Creative Planning | 40,498 | $1.08M | 0.00% | −14,735−26.7% | Reduced |
| Susquehanna International Group, LLP | 39,293 | $1.04M | 0.00% | +703+1.8% | Added |
| Brinker Capital Investments, LLC | 38,563 | $1.03M | 0.01% | +14,465+60.0% | Added |
| Cerity Partners LLC | 37,144 | $987.3K | 0.00% | +37,144 | New |
| Bleakley Financial Group, LLC | 36,470 | $969.4K | 0.01% | +36,470 | New |