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.
| 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, 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Champlain Investment Partners, LLC | 1,020,460 | $27.8M | 0.14% | – | – |
| Bank of New York Mellon Corp | 1,128,249 | $30.7M | 0.01% | – | – |
| Venator Management LLC | 1,135,905 | $31.0M | 9.16% | – | – |
| Goldman Sachs Group Inc | 1,219,358 | $33.2M | 0.01% | – | – |
| Emerald Advisers, LLC | 1,243,751 | $33.9M | 1.22% | – | – |
| Guardian Point Capital, LP | 1,250,000 | $34.1M | 8.55% | – | – |
| Emerald Mutual Fund Advisers Trust | 1,321,296 | $36.0M | 1.20% | – | – |
| Nuveen Asset Management, LLC | 1,682,739 | $45.9M | 0.01% | – | – |
| Vanguard Group Inc | 2,244,928 | $61.2M | 0.00% | – | – |
| BlackRock Inc. | 3,002,473 | $81.8M | 0.00% | – | – |
| Price T Rowe Associates Inc | 3,068,785 | $83.6M | 0.01% | – | – |
| Bamco Inc | 3,768,007 | $102.7M | 0.25% | – | – |
| FMR LLC | 4,121,805 | $112.3M | 0.01% | – | – |