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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 112 | $3.00K | 0.00% | +112 | New |
| Simplex Trading, LLC | 427 | $11.0K | 0.00% | −4,220−90.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 992 | $28.0K | 0.02% | +992 | New |
| Global Retirement Partners, LLC | 1,399 | $37.0K | 0.00% | +253+22.1% | Added |
| O'Shaughnessy Asset Management, LLC | 2,124 | $57.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,201 | $58.0K | 0.00% | −4,416−66.7% | Reduced |
| Great West Life Assurance Co | 2,187 | $58.0K | 0.00% | −982−31.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,400 | $64.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,037 | $81.0K | 0.00% | −280−8.4% | Reduced |
| Royal Bank of Canada | 3,219 | $86.0K | 0.00% | −39−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,489 | $93.0K | 0.00% | −86−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,625 | $97.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,857 | $103.0K | 0.01% | +3,857 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,026 | $134.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,424 | $198.0K | 0.01% | +2,208+42.3% | Added |
| 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 |
| Jane Street Group, LLC | 7,644 | $204.0K | 0.00% | +7,644 | New |
| AQR Capital Management LLC | 7,725 | $206.0K | 0.00% | +7,725 | New |
| Raymond James & Associates | 8,054 | $215.0K | 0.00% | +274+3.5% | Added |
| Amalgamated Bank | 8,717 | $232.0K | 0.00% | +8,717 | New |
| M&T Bank Corp | 8,784 | $234.0K | 0.00% | −1,408−13.8% | Reduced |
| Quantitative Systematic Strategies LLC | 8,829 | $235.0K | 0.08% | −656−6.9% | Reduced |
| Diversified Trust Co | 9,000 | $240.0K | 0.01% | +9,000 | New |
| Advisors Asset Management, Inc. | 9,427 | $251.0K | 0.00% | +4,176+79.5% | Added |
| Trexquant Investment LP | 10,040 | $268.0K | 0.02% | +10,040 | New |
| Dynamic Technology Lab Private Ltd | 10,247 | $273.0K | 0.03% | +10,247 | New |
| US Bancorp | 10,662 | $284.0K | 0.00% | +8,546+403.9% | Added |
| Susquehanna International Group, LLP | 11,165 | $298.0K | 0.00% | +11,165 | New |
| Arizona State Retirement System | 11,206 | $299.0K | 0.00% | −613−5.2% | Reduced |
| Envestnet Asset Management Inc | 11,283 | $301.0K | 0.00% | +11,283 | New |
| The PNC Financial Services Group, Inc. | 11,514 | $307.0K | 0.00% | +500+4.5% | Added |
| ProShare Advisors LLC | 11,975 | $319.0K | 0.00% | +631+5.6% | Added |
| Sutton Wealth Advisors Inc. | 12,500 | $333.1K | 0.12% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $341.0K | 0.00% | +12,800 | New |
| Metropolitan Life Insurance Co | 12,995 | $346.3K | 0.00% | +842+6.9% | Added |
| Cubist Systematic Strategies, LLC | 14,840 | $395.0K | 0.00% | −4,503−23.3% | Reduced |
| Voya Investment Management LLC | 17,428 | $464.0K | 0.00% | −1,052−5.7% | Reduced |
| LPL Financial LLC | 17,785 | $474.0K | 0.00% | −1,423−7.4% | Reduced |
| Invesco Ltd. | 17,967 | $479.0K | 0.00% | +4,525+33.7% | Added |
| MetLife Investment Management | 18,504 | $493.1K | 0.00% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 23,600 | $629.0K | 0.04% | +5,700+31.8% | Added |
| Credit Suisse AG | 23,789 | $634.0K | 0.00% | −3,614−13.2% | Reduced |
| PFS Investments Inc. | 25,201 | $672.0K | 0.02% | +16,844+201.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $680.0K | 0.00% | +6,410+33.5% | Added |
| American International Group, Inc. | 25,865 | $689.0K | 0.00% | +1,129+4.6% | Added |
| Russell Investments Group, Ltd. | 26,402 | $702.0K | 0.00% | −24,697−48.3% | Reduced |
| Summit Global Investments | 26,500 | $706.0K | 0.04% | +26,500 | New |
| Deutsche Bank AG | 31,358 | $835.0K | 0.00% | +886+2.9% | Added |
| Squarepoint Ops LLC | 33,962 | $905.0K | 0.01% | −10,198−23.1% | Reduced |
| Algert Global LLC | 34,588 | $922.0K | 0.31% | +34,588 | New |
| Royce & Associates LP | 36,000 | $959.0K | 0.01% | +36,000 | New |
| Calamos Advisors LLC | 37,902 | $1.01M | 0.01% | −27,343−41.9% | Reduced |
| Brookfield Asset Management Inc. | 38,476 | $1.02M | 0.00% | +19,573+103.5% | Added |
| New York State Common Retirement Fund | 39,245 | $1.05M | 0.00% | +345+0.9% | Added |
| UBS Asset Management Americas Inc | 40,972 | $1.09M | 0.00% | +7,572+22.7% | Added |
| Rhumbline Advisers | 40,962 | $1.09M | 0.00% | −1,640−3.8% | Reduced |
| Alliancebernstein L.P. | 42,900 | $1.14M | 0.00% | +2,600+6.5% | Added |
| Financial Advisory Group | 45,409 | $1.21M | 0.29% | +45,409 | New |
| Parametric Portfolio Associates LLC | 45,513 | $1.21M | 0.00% | −315−0.7% | Reduced |
| MAI Capital Management | 45,546 | $1.21M | 0.02% | 00.0% | Unchanged |
| Cna Financial Corp | 50,352 | $1.34M | 0.38% | 00.0% | Unchanged |
| Wells Fargo & Company | 53,692 | $1.43M | 0.00% | −15,007−21.8% | Reduced |
| JPMorgan Chase & Co | 56,186 | $1.50M | 0.00% | +2,245+4.2% | Added |
| Interval Partners, LP | 62,559 | $1.67M | 0.10% | +62,559 | New |
| California State Teachers Retirement System | 63,593 | $1.70M | 0.00% | −406−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,985 | $1.92M | 0.02% | −126,183−63.7% | Reduced |
| Swiss National Bank | 90,900 | $2.42M | 0.00% | −1,900−2.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 96,799 | $2.58M | 0.02% | +96,799 | New |
| Macquarie Group Ltd | 108,963 | $2.90M | 0.00% | +9,353+9.4% | Added |
| Full18 Capital LLC | 116,468 | $3.10M | 1.29% | +7,615+7.0% | Added |
| Bank of America Corp | 135,750 | $3.62M | 0.00% | −43,778−24.4% | Reduced |
| Morgan Stanley | 140,102 | $3.73M | 0.00% | +123,218+729.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 146,317 | $3.90M | 1.17% | +146,317 | New |
| Citadel Advisors LLC | 167,665 | $4.47M | 0.00% | +18,734+12.6% | Added |
| Otter Creek Advisors, LLC | 169,748 | $4.52M | 4.21% | +169,748 | New |
| Millennium Management LLC | 173,709 | $4.63M | 0.01% | −93,012−34.9% | Reduced |
| Agf Investments Inc. | 200,000 | $5.33M | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 210,891 | $5.62M | 0.01% | −6,731−3.1% | Reduced |
| Toscafund Asset Management LLP | 211,568 | $5.64M | 6.52% | +35,811+20.4% | Added |
| Franklin Resources Inc | 243,847 | $6.50M | 0.00% | +101,900+71.8% | Added |
| Charles Schwab Investment Management Inc | 321,086 | $8.56M | 0.00% | +27,495+9.4% | Added |
| Kennedy Capital Management, Inc. | 336,405 | $8.96M | 0.19% | +22,026+7.0% | Added |
| Gilder Gagnon Howe & Co LLC | 346,097 | $9.22M | 0.05% | −104,171−23.1% | Reduced |
| American Century Companies Inc | 359,938 | $9.59M | 0.01% | −561,020−60.9% | Reduced |
| Kornitzer Capital Management Inc | 434,810 | $11.6M | 0.17% | +434,810 | New |
| Manufacturers Life Insurance Company, The | 485,379 | $12.9M | 0.01% | −10,441−2.1% | Reduced |
| Northern Trust Corp | 485,640 | $12.9M | 0.00% | +18,244+3.9% | Added |
| Driehaus Capital Management LLC | 501,663 | $13.4M | 0.18% | −8,151−1.6% | Reduced |
| State of Wisconsin Investment Board | 545,600 | $14.5M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 557,455 | $14.9M | 0.08% | +54,286+10.8% | Added |
| Clearbridge Investments, LLC | 581,460 | $15.5M | 0.01% | −6,037−1.0% | Reduced |
| Peregrine Capital Management LLC | 658,404 | $17.5M | 0.31% | +69,611+11.8% | Added |
| Davenport & Co LLC | 661,800 | $17.6M | 0.14% | +661,800 | New |
| Ci Investments Inc. | 721,030 | $19.2M | 0.07% | −28,844−3.8% | Reduced |