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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 3,857 | $103.0K | 0.01% | +3,857 | New |
| Ameritas Investment Partners, Inc. | 3,625 | $97.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,489 | $93.0K | 0.00% | −86−2.4% | Reduced |
| Royal Bank of Canada | 3,219 | $86.0K | 0.00% | −39−1.2% | Reduced |
| Citigroup Inc | 3,037 | $81.0K | 0.00% | −280−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,400 | $64.0K | 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 |
| O'Shaughnessy Asset Management, LLC | 2,124 | $57.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,399 | $37.0K | 0.00% | +253+22.1% | Added |
| Eagle Bay Advisors LLC | 992 | $28.0K | 0.02% | +992 | New |
| Northwestern Mutual Wealth Management Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 427 | $11.0K | 0.00% | −4,220−90.8% | Reduced |
| BBVA USA | 112 | $3.00K | 0.00% | +112 | New |
| Captrust Financial Advisors | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −283,557−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −235,474−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −210,823−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −124,420−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −85,350−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −77,397−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −76,250−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −26,066−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −14,814−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,406−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −9,053−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −7,676−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |