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 2021
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 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
- 118
- +5 vs. Q1 2021
- Shares held
- 42.0M
- +1.18M (+2.9%) vs. Q1 2021
- Total value
- $1.12B
- +$7.17M (+0.6%) vs. Q1 2021
- New holders
- 22
- 40 more added
- Sold out
- 17
- 38 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 4,022,656 | $107.2M | 0.01% | −99,149−2.4% | Reduced |
| Bamco Inc | 3,768,007 | $100.4M | 0.23% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,738,782 | $99.6M | 0.01% | +669,997+21.8% | Added |
| BlackRock Inc. | 3,011,449 | $80.3M | 0.00% | +8,976+0.3% | Added |
| Vanguard Group Inc | 2,261,321 | $60.3M | 0.00% | +16,393+0.7% | Added |
| Champlain Investment Partners, LLC | 1,969,905 | $52.5M | 0.25% | +949,445+93.0% | Added |
| Emerald Mutual Fund Advisers Trust | 1,269,292 | $33.8M | 1.11% | −52,004−3.9% | Reduced |
| Venator Management LLC | 1,262,345 | $33.6M | 9.12% | +126,440+11.1% | Added |
| Guardian Point Capital, LP | 1,250,000 | $33.3M | 7.55% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 1,204,632 | $32.1M | 0.01% | −478,107−28.4% | Reduced |
| Bank of New York Mellon Corp | 1,108,092 | $29.5M | 0.01% | −20,157−1.8% | Reduced |
| Emerald Advisers, LLC | 1,106,468 | $29.5M | 1.07% | −137,283−11.0% | Reduced |
| Goldman Sachs Group Inc | 1,026,635 | $27.4M | 0.01% | −192,723−15.8% | Reduced |
| Westfield Capital Management Co LP | 1,005,283 | $26.8M | 0.16% | +136,847+15.8% | Added |
| Aristotle Capital Boston, LLC | 986,797 | $26.3M | 0.60% | +12,667+1.3% | Added |
| State Street Corp | 837,140 | $22.3M | 0.00% | +91,074+12.2% | Added |
| Geode Capital Management, LLC | 803,775 | $21.4M | 0.00% | +61,149+8.2% | Added |
| Confluence Investment Management LLC | 792,531 | $21.1M | 0.28% | −13,408−1.7% | Reduced |
| Ci Investments Inc. | 721,030 | $19.2M | 0.07% | −28,844−3.8% | Reduced |
| Davenport & Co LLC | 661,800 | $17.6M | 0.14% | +661,800 | New |
| Peregrine Capital Management LLC | 658,404 | $17.5M | 0.31% | +69,611+11.8% | Added |
| Clearbridge Investments, LLC | 581,460 | $15.5M | 0.01% | −6,037−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 557,455 | $14.9M | 0.08% | +54,286+10.8% | Added |
| State of Wisconsin Investment Board | 545,600 | $14.5M | 0.03% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 501,663 | $13.4M | 0.18% | −8,151−1.6% | Reduced |
| Northern Trust Corp | 485,640 | $12.9M | 0.00% | +18,244+3.9% | Added |
| Manufacturers Life Insurance Company, The | 485,379 | $12.9M | 0.01% | −10,441−2.1% | Reduced |
| Kornitzer Capital Management Inc | 434,810 | $11.6M | 0.17% | +434,810 | New |
| American Century Companies Inc | 359,938 | $9.59M | 0.01% | −561,020−60.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 346,097 | $9.22M | 0.05% | −104,171−23.1% | Reduced |
| Kennedy Capital Management, Inc. | 336,405 | $8.96M | 0.19% | +22,026+7.0% | Added |
| Charles Schwab Investment Management Inc | 321,086 | $8.56M | 0.00% | +27,495+9.4% | Added |
| Franklin Resources Inc | 243,847 | $6.50M | 0.00% | +101,900+71.8% | Added |
| Toscafund Asset Management LLP | 211,568 | $5.64M | 6.52% | +35,811+20.4% | Added |
| SEI Investments Co | 210,891 | $5.62M | 0.01% | −6,731−3.1% | Reduced |
| Agf Investments Inc. | 200,000 | $5.33M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 173,709 | $4.63M | 0.01% | −93,012−34.9% | Reduced |
| Otter Creek Advisors, LLC | 169,748 | $4.52M | 4.21% | +169,748 | New |
| Citadel Advisors LLC | 167,665 | $4.47M | 0.00% | +18,734+12.6% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 146,317 | $3.90M | 1.17% | +146,317 | New |
| Morgan Stanley | 140,102 | $3.73M | 0.00% | +123,218+729.8% | Added |
| Bank of America Corp | 135,750 | $3.62M | 0.00% | −43,778−24.4% | Reduced |
| Full18 Capital LLC | 116,468 | $3.10M | 1.29% | +7,615+7.0% | Added |
| Macquarie Group Ltd | 108,963 | $2.90M | 0.00% | +9,353+9.4% | Added |
| ArrowMark Colorado Holdings LLC | 96,799 | $2.58M | 0.02% | +96,799 | New |
| Swiss National Bank | 90,900 | $2.42M | 0.00% | −1,900−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,985 | $1.92M | 0.02% | −126,183−63.7% | Reduced |
| California State Teachers Retirement System | 63,593 | $1.70M | 0.00% | −406−0.6% | Reduced |
| Interval Partners, LP | 62,559 | $1.67M | 0.10% | +62,559 | New |
| JPMorgan Chase & Co | 56,186 | $1.50M | 0.00% | +2,245+4.2% | Added |
| Wells Fargo & Company | 53,692 | $1.43M | 0.00% | −15,007−21.8% | Reduced |
| Cna Financial Corp | 50,352 | $1.34M | 0.38% | 00.0% | Unchanged |
| MAI Capital Management | 45,546 | $1.21M | 0.02% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 45,513 | $1.21M | 0.00% | −315−0.7% | Reduced |
| Financial Advisory Group | 45,409 | $1.21M | 0.29% | +45,409 | New |
| Alliancebernstein L.P. | 42,900 | $1.14M | 0.00% | +2,600+6.5% | Added |
| Rhumbline Advisers | 40,962 | $1.09M | 0.00% | −1,640−3.8% | Reduced |
| UBS Asset Management Americas Inc | 40,972 | $1.09M | 0.00% | +7,572+22.7% | Added |
| New York State Common Retirement Fund | 39,245 | $1.05M | 0.00% | +345+0.9% | Added |
| Brookfield Asset Management Inc. | 38,476 | $1.02M | 0.00% | +19,573+103.5% | Added |
| Calamos Advisors LLC | 37,902 | $1.01M | 0.01% | −27,343−41.9% | Reduced |
| Royce & Associates LP | 36,000 | $959.0K | 0.01% | +36,000 | New |
| Algert Global LLC | 34,588 | $922.0K | 0.31% | +34,588 | New |
| Squarepoint Ops LLC | 33,962 | $905.0K | 0.01% | −10,198−23.1% | Reduced |
| Deutsche Bank AG | 31,358 | $835.0K | 0.00% | +886+2.9% | Added |
| Summit Global Investments | 26,500 | $706.0K | 0.04% | +26,500 | New |
| Russell Investments Group, Ltd. | 26,402 | $702.0K | 0.00% | −24,697−48.3% | Reduced |
| American International Group, Inc. | 25,865 | $689.0K | 0.00% | +1,129+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $680.0K | 0.00% | +6,410+33.5% | Added |
| PFS Investments Inc. | 25,201 | $672.0K | 0.02% | +16,844+201.6% | Added |
| Credit Suisse AG | 23,789 | $634.0K | 0.00% | −3,614−13.2% | Reduced |
| Mid Atlantic Financial Management Inc | 23,600 | $629.0K | 0.04% | +5,700+31.8% | Added |
| MetLife Investment Management | 18,504 | $493.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 17,967 | $479.0K | 0.00% | +4,525+33.7% | Added |
| LPL Financial LLC | 17,785 | $474.0K | 0.00% | −1,423−7.4% | Reduced |
| Voya Investment Management LLC | 17,428 | $464.0K | 0.00% | −1,052−5.7% | Reduced |
| Cubist Systematic Strategies, LLC | 14,840 | $395.0K | 0.00% | −4,503−23.3% | Reduced |
| Metropolitan Life Insurance Co | 12,995 | $346.3K | 0.00% | +842+6.9% | Added |
| Handelsbanken Fonder AB | 12,800 | $341.0K | 0.00% | +12,800 | New |
| Sutton Wealth Advisors Inc. | 12,500 | $333.1K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,975 | $319.0K | 0.00% | +631+5.6% | Added |
| The PNC Financial Services Group, Inc. | 11,514 | $307.0K | 0.00% | +500+4.5% | Added |
| Envestnet Asset Management Inc | 11,283 | $301.0K | 0.00% | +11,283 | New |
| Arizona State Retirement System | 11,206 | $299.0K | 0.00% | −613−5.2% | Reduced |
| Susquehanna International Group, LLP | 11,165 | $298.0K | 0.00% | +11,165 | New |
| US Bancorp | 10,662 | $284.0K | 0.00% | +8,546+403.9% | Added |
| Dynamic Technology Lab Private Ltd | 10,247 | $273.0K | 0.03% | +10,247 | New |
| Trexquant Investment LP | 10,040 | $268.0K | 0.02% | +10,040 | New |
| Advisors Asset Management, Inc. | 9,427 | $251.0K | 0.00% | +4,176+79.5% | Added |
| Diversified Trust Co | 9,000 | $240.0K | 0.01% | +9,000 | New |
| Quantitative Systematic Strategies LLC | 8,829 | $235.0K | 0.08% | −656−6.9% | Reduced |
| M&T Bank Corp | 8,784 | $234.0K | 0.00% | −1,408−13.8% | Reduced |
| Amalgamated Bank | 8,717 | $232.0K | 0.00% | +8,717 | New |
| Raymond James & Associates | 8,054 | $215.0K | 0.00% | +274+3.5% | Added |
| AQR Capital Management LLC | 7,725 | $206.0K | 0.00% | +7,725 | New |
| Jane Street Group, LLC | 7,644 | $204.0K | 0.00% | +7,644 | New |
| Advisory Services Network, LLC | 7,481 | $199.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,455 | $199.0K | 0.00% | +666+9.8% | Added |
| Tower Research Capital LLC (TRC) | 7,424 | $198.0K | 0.01% | +2,208+42.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,026 | $134.0K | 0.00% | 00.0% | Unchanged |