Skip to main content

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, Q1 2021

Institutional positions in Baldwin Insurance Group, Inc. as of Mar 31, 2021. 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
113
No complete 13F data for Q4 2020
Shares held
40.8M
No complete 13F data for Q4 2020
Total value
$1.11B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 113 institutions
Q1 2021: 113 institutionsQ2 2021: 118 institutionsQ3 2021: 137 institutionsQ4 2021: 152 institutionsQ1 2022: 148 institutionsQ2 2022: 152 institutionsQ3 2022: 150 institutionsQ4 2022: 151 institutionsQ1 2023: 144 institutionsQ2 2023: 147 institutionsQ3 2023: 153 institutionsQ4 2023: 162 institutionsQ1 2024: 172 institutionsQ2 2024: 184 institutionsQ3 2024: 219 institutionsQ4 2024: 208 institutionsQ1 2025: 221 institutionsQ2 2025: 226 institutionsQ3 2025: 213 institutionsQ4 2025: 206 institutionsQ1 2026: 218 institutionsQ2 2026: 228 institutions
Value heldQ1 2021: $1.11B
Q1 2021: $1.11BQ2 2021: $1.12BQ3 2021: $1.74BQ4 2021: $1.90BQ1 2022: $1.42BQ2 2022: $1.36BQ3 2022: $1.46BQ4 2022: $1.40BQ1 2023: $1.43BQ2 2023: $1.42BQ3 2023: $1.38BQ4 2023: $1.45BQ1 2024: $1.83BQ2 2024: $2.29BQ3 2024: $3.25BQ4 2024: $2.63BQ1 2025: $3.25BQ2 2025: $3.29BQ3 2025: $2.24BQ4 2025: $1.94BQ1 2026: $1.99BQ2 2026: $2.38B
Institutions holding BWIN and their total value by quarter
QuarterHoldersValue
Q2 2026228$2.38B
Q1 2026218$1.99B
Q4 2025206$1.94B
Q3 2025213$2.24B
Q2 2025226$3.29B
Q1 2025221$3.25B
Q4 2024208$2.63B
Q3 2024219$3.25B
Q2 2024184$2.29B
Q1 2024172$1.83B
Q4 2023162$1.45B
Q3 2023153$1.38B
Q2 2023147$1.42B
Q1 2023144$1.43B
Q4 2022151$1.40B
Q3 2022150$1.46B
Q2 2022152$1.36B
Q1 2022148$1.42B
Q4 2021152$1.90B
Q3 2021137$1.74B
Q2 2021118$1.12B
Q1 2021113$1.11B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BWIN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services15$00.00%––
Parallel Advisors, LLC11$00.00%––
Signaturefd, LLC43$1.00K0.00%––
Quadrant Capital Group LLC19$1.00K0.00%––
Captrust Financial Advisors80$2.00K0.00%––
Northwestern Mutual Wealth Management Co500$14.0K0.00%––
Benjamin F. Edwards & Company, Inc.602$16.0K0.00%––
Global Retirement Partners, LLC1,146$31.0K0.00%––
Bank of Montreal1,463$43.0K0.00%––
US Bancorp2,116$58.0K0.00%––
O'Shaughnessy Asset Management, LLC2,124$58.0K0.00%––
Nisa Investment Advisors, LLC2,400$65.0K0.00%––
Great West Life Assurance Co3,169$86.0K0.00%––
Royal Bank of Canada3,258$89.0K0.00%––
Citigroup Inc3,317$90.0K0.00%––
Advisor Group Holdings, Inc.3,575$98.0K0.00%––
Ameritas Investment Partners, Inc.3,625$99.0K0.00%––
Simplex Trading, LLC4,647$126.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)5,026$137.0K0.00%––
Tower Research Capital LLC (TRC)5,216$142.0K0.00%––
Advisors Asset Management, Inc.5,251$143.1K0.00%––
UBS Group AG6,617$181.0K0.00%––
Legal & General Group Plc6,789$185.0K0.00%––
SG Americas Securities, LLC7,158$195.0K0.00%––
Advisory Services Network, LLC7,481$204.0K0.01%––
Voloridge Investment Management, LLC7,676$209.0K0.00%––
Raymond James & Associates7,780$212.0K0.00%––
PFS Investments Inc.8,357$228.0K0.01%––
Principal Financial Group Inc9,053$247.0K0.00%––
Quantitative Systematic Strategies LLC9,485$258.0K0.04%––
M&T Bank Corp10,192$277.0K0.00%––
The PNC Financial Services Group, Inc.11,014$299.0K0.00%––
ProShare Advisors LLC11,344$309.0K0.00%––
Arizona State Retirement System11,819$322.0K0.00%––
Metropolitan Life Insurance Co12,153$331.2K0.00%––
Quadrature Capital Ltd12,406$338.0K0.02%––
Sutton Wealth Advisors Inc.12,500$340.6K0.13%––
Invesco Ltd.13,442$366.0K0.00%––
Victory Capital Management Inc14,814$404.0K0.00%––
Tudor Investment Corp Et Al16,213$442.0K0.01%––
Morgan Stanley16,884$460.0K0.00%––
Mid Atlantic Financial Management Inc17,900$488.0K0.04%––
Voya Investment Management LLC18,480$504.0K0.00%––
MetLife Investment Management18,504$504.2K0.00%––
Brookfield Asset Management Inc.18,903$515.0K0.00%––
Cambridge Investment Research Advisors, Inc.19,110$521.0K0.00%––
LPL Financial LLC19,208$523.0K0.00%––
Cubist Systematic Strategies, LLC19,343$527.0K0.01%––
American International Group, Inc.24,736$674.0K0.00%––
Los Angeles Capital Management LLC26,066$710.0K0.00%––
Credit Suisse AG27,403$746.0K0.00%––
Deutsche Bank AG30,472$831.0K0.00%––
UBS Asset Management Americas Inc33,400$910.1K0.00%––
New York State Common Retirement Fund38,900$1.06M0.00%––
Alliancebernstein L.P.40,300$1.10M0.00%––
Rhumbline Advisers42,602$1.16M0.00%––
Squarepoint Ops LLC44,160$1.20M0.01%––
MAI Capital Management45,546$1.24M0.03%––
Parametric Portfolio Associates LLC45,828$1.25M0.00%––
Cna Financial Corp50,352$1.37M0.42%––
Russell Investments Group, Ltd.51,099$1.39M0.00%––
JPMorgan Chase & Co53,941$1.47M0.00%––
California State Teachers Retirement System63,999$1.74M0.00%––
Calamos Advisors LLC65,245$1.78M0.01%––
Wells Fargo & Company68,699$1.87M0.00%––
Castle Hook Partners LP76,250$2.08M0.19%––
Ameriprise Financial Inc77,397$2.11M0.00%––
California Public Employees Retirement System85,350$2.33M0.00%––
Full18 Capital LLC108,853$2.53M1.23%––
Swiss National Bank92,800$2.53M0.00%––
Macquarie Group Ltd99,610$2.71M0.00%––
Balyasny Asset Management LLC124,420$3.39M0.02%––
Franklin Resources Inc141,947$3.87M0.00%––
Citadel Advisors LLC148,931$4.06M0.00%––
Toscafund Asset Management LLP175,757$4.79M4.98%––
Bank of America Corp179,528$4.89M0.00%––
Schonfeld Strategic Advisors LLC198,168$5.40M0.07%––
Agf Investments Inc.200,000$5.45M0.04%––
Arrowstreet Capital, Limited Partnership210,823$5.75M0.01%––
SEI Investments Co217,622$5.93M0.01%––
Castleark Management LLC235,474$6.42M0.23%––
Millennium Management LLC266,721$7.27M0.01%––
Eagle Asset Management Inc283,557$7.96M0.04%––
Charles Schwab Investment Management Inc293,591$8.00M0.00%––
Kennedy Capital Management, Inc.314,379$8.57M0.17%––
Gilder Gagnon Howe & Co LLC450,268$12.3M0.07%––
Northern Trust Corp467,396$12.7M0.00%––
Manufacturers Life Insurance Company, The495,820$13.5M0.01%––
Rockefeller Capital Management L.P.503,169$13.7M0.09%––
Driehaus Capital Management LLC509,814$13.9M0.20%––
State of Wisconsin Investment Board545,600$14.9M0.03%––
Clearbridge Investments, LLC587,497$16.0M0.01%––
Peregrine Capital Management LLC588,793$16.0M0.30%––
Geode Capital Management, LLC742,626$20.2M0.00%––
State Street Corp746,066$20.3M0.00%––
Ci Investments Inc.749,874$20.4M0.09%––
Confluence Investment Management LLC805,939$22.0M0.31%––
Westfield Capital Management Co LP868,436$23.7M0.15%––
American Century Companies Inc920,958$25.1M0.02%––
Aristotle Capital Boston, LLC974,130$26.5M0.59%––