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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.

Q2 2021 vs. Q1 2021

How the institutions holding Baldwin Insurance Group, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of BWIN: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Holders113118+5
Shares40.8M42.0M+1.18M (+2.9%)
Value$1.11B$1.12B+$7.17M (+0.6%)

New holders (22)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to BWIN in Q2 2021
InstitutionSharesValue% of portfolio
Davenport & Co LLC661,800$17.6M0.14%
Kornitzer Capital Management Inc434,810$11.6M0.17%
Otter Creek Advisors, LLC169,748$4.52M4.21%
Philadelphia Financial Management of San Francisco, LLC146,317$3.90M1.17%
ArrowMark Colorado Holdings LLC96,799$2.58M0.02%
Interval Partners, LP62,559$1.67M0.10%
Financial Advisory Group45,409$1.21M0.29%
Royce & Associates LP36,000$959.0K0.01%
Algert Global LLC34,588$922.0K0.31%
Summit Global Investments26,500$706.0K0.04%
Handelsbanken Fonder AB12,800$341.0K0.00%
Envestnet Asset Management Inc11,283$301.0K0.00%
Susquehanna International Group, LLP11,165$298.0K0.00%
Dynamic Technology Lab Private Ltd10,247$273.0K0.03%
Trexquant Investment LP10,040$268.0K0.02%
Diversified Trust Co9,000$240.0K0.01%
Amalgamated Bank8,717$232.0K0.00%
AQR Capital Management LLC7,725$206.0K0.00%
Jane Street Group, LLC7,644$204.0K0.00%
Point72 Hong Kong Ltd3,857$103.0K0.01%
Eagle Bay Advisors LLC992$28.0K0.02%
BBVA USA112$3.00K0.00%

Sold out (17)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.