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, Q3 2021
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 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
- 137
- +19 vs. Q2 2021
- Shares held
- 52.1M
- +10.1M (+24.1%) vs. Q2 2021
- Total value
- $1.74B
- +$616.1M (+55.0%) vs. Q2 2021
- New holders
- 29
- 57 more added
- Sold out
- 10
- 31 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,034,622 | $167.6M | 0.01% | +1,011,966+25.2% | Added |
| Price T Rowe Associates Inc | 4,870,999 | $162.2M | 0.02% | +1,132,217+30.3% | Added |
| Bamco Inc | 3,888,113 | $129.4M | 0.29% | +120,106+3.2% | Added |
| Vanguard Group Inc | 3,609,605 | $120.2M | 0.00% | +1,348,284+59.6% | Added |
| BlackRock Inc. | 2,980,667 | $99.2M | 0.00% | −30,782−1.0% | Reduced |
| Champlain Investment Partners, LLC | 2,411,900 | $80.3M | 0.38% | +441,995+22.4% | Added |
| Invesco Ltd. | 1,952,595 | $65.0M | 0.02% | +1,934,628+10,767.7% | Added |
| Goldman Sachs Group Inc | 1,429,513 | $47.6M | 0.01% | +402,878+39.2% | Added |
| Venator Management LLC | 1,273,970 | $42.4M | 11.38% | +11,625+0.9% | Added |
| Emerald Mutual Fund Advisers Trust | 1,251,156 | $41.7M | 1.44% | −18,136−1.4% | Reduced |
| Guardian Point Capital, LP | 1,250,000 | $41.6M | 9.64% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,145,961 | $38.1M | 0.01% | +37,869+3.4% | Added |
| Loomis Sayles & Co L P | 1,136,635 | $37.8M | 0.05% | +1,136,635 | New |
| Emerald Advisers, LLC | 1,107,969 | $36.9M | 1.34% | +1,501+0.1% | Added |
| Aristotle Capital Boston, LLC | 1,043,251 | $34.7M | 0.81% | +56,454+5.7% | Added |
| Nuveen Asset Management, LLC | 992,960 | $33.1M | 0.01% | −211,672−17.6% | Reduced |
| Driehaus Capital Management LLC | 985,414 | $32.8M | 0.39% | +483,751+96.4% | Added |
| Westfield Capital Management Co LP | 910,543 | $30.3M | 0.18% | −94,740−9.4% | Reduced |
| State Street Corp | 862,509 | $28.7M | 0.00% | +25,369+3.0% | Added |
| Geode Capital Management, LLC | 838,009 | $27.9M | 0.00% | +34,234+4.3% | Added |
| Confluence Investment Management LLC | 747,490 | $24.9M | 0.35% | −45,041−5.7% | Reduced |
| Ci Investments Inc. | 720,030 | $24.0M | 0.09% | −1,000−0.1% | Reduced |
| Peregrine Capital Management LLC | 580,143 | $19.3M | 0.40% | −78,261−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 544,250 | $18.1M | 0.10% | −13,205−2.4% | Reduced |
| Davenport & Co LLC | 541,096 | $18.0M | 0.13% | −120,704−18.2% | Reduced |
| Clearbridge Investments, LLC | 533,887 | $17.8M | 0.01% | −47,573−8.2% | Reduced |
| State of Wisconsin Investment Board | 533,600 | $17.8M | 0.04% | −12,000−2.2% | Reduced |
| Islet Management, LP | 500,000 | $16.6M | 0.80% | +500,000 | New |
| Kornitzer Capital Management Inc | 487,670 | $16.2M | 0.25% | +52,860+12.2% | Added |
| Northern Trust Corp | 481,141 | $16.0M | 0.00% | −4,499−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 347,598 | $11.6M | 0.00% | +26,512+8.3% | Added |
| American Century Companies Inc | 344,171 | $11.5M | 0.01% | −15,767−4.4% | Reduced |
| Kennedy Capital Management, Inc. | 340,190 | $11.3M | 0.25% | +3,785+1.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 309,163 | $10.3M | 3.27% | +162,846+111.3% | Added |
| Manufacturers Life Insurance Company, The | 293,945 | $9.79M | 0.01% | −191,434−39.4% | Reduced |
| Toscafund Asset Management LLP | 266,600 | $8.88M | 9.44% | +55,032+26.0% | Added |
| ArrowMark Colorado Holdings LLC | 265,025 | $8.82M | 0.07% | +168,226+173.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 240,211 | $8.00M | 0.04% | +240,211 | New |
| Agf Investments Inc. | 240,000 | $7.99M | 0.06% | +40,000+20.0% | Added |
| SEI Investments Co | 235,330 | $7.84M | 0.02% | +24,439+11.6% | Added |
| Millennium Management LLC | 232,123 | $7.73M | 0.01% | +58,414+33.6% | Added |
| Otter Creek Advisors, LLC | 230,378 | $7.67M | 6.31% | +60,630+35.7% | Added |
| Franklin Resources Inc | 229,995 | $7.66M | 0.00% | −13,852−5.7% | Reduced |
| Ghisallo Capital Management LLC | 208,000 | $6.92M | 0.26% | +208,000 | New |
| Calamos Advisors LLC | 203,228 | $6.76M | 0.03% | +165,326+436.2% | Added |
| Gilder Gagnon Howe & Co LLC | 198,860 | $6.62M | 0.03% | −147,237−42.5% | Reduced |
| Point72 Asset Management, L.P. | 197,000 | $6.56M | 0.03% | +197,000 | New |
| Bank of America Corp | 187,153 | $6.23M | 0.00% | +51,403+37.9% | Added |
| Royce & Associates LP | 181,300 | $6.04M | 0.05% | +145,300+403.6% | Added |
| Citadel Advisors LLC | 176,635 | $5.88M | 0.01% | +8,970+5.3% | Added |
| Morgan Stanley | 147,006 | $4.89M | 0.00% | +6,904+4.9% | Added |
| Swiss National Bank | 121,800 | $4.05M | 0.00% | +30,900+34.0% | Added |
| HRT Financial LP | 115,078 | $3.83M | 0.02% | +115,078 | New |
| Russell Investments Group, Ltd. | 114,607 | $3.81M | 0.01% | +88,205+334.1% | Added |
| Macquarie Group Ltd | 113,957 | $3.79M | 0.00% | +4,994+4.6% | Added |
| Alyeska Investment Group, L.P. | 100,000 | $3.33M | 0.04% | +100,000 | New |
| Renaissance Technologies LLC | 92,900 | $3.09M | 0.00% | +92,900 | New |
| Parametric Portfolio Associates LLC | 82,016 | $2.73M | 0.00% | +36,503+80.2% | Added |
| Pinz Capital Management, LP | 78,842 | $2.63M | 1.19% | +78,842 | New |
| California State Teachers Retirement System | 70,433 | $2.35M | 0.00% | +6,840+10.8% | Added |
| Cubist Systematic Strategies, LLC | 66,740 | $2.22M | 0.03% | +51,900+349.7% | Added |
| Full18 Capital LLC | 63,700 | $2.12M | 0.85% | −52,768−45.3% | Reduced |
| D. E. Shaw & Co., Inc. | 62,168 | $2.07M | 0.00% | +62,168 | New |
| Deutsche Bank AG | 61,743 | $2.06M | 0.00% | +30,385+96.9% | Added |
| Two Sigma Investments, LP | 55,600 | $1.85M | 0.00% | +55,600 | New |
| EAM Investors, LLC | 53,452 | $1.78M | 0.30% | +53,452 | New |
| JPMorgan Chase & Co | 52,770 | $1.76M | 0.00% | −3,416−6.1% | Reduced |
| Cna Financial Corp | 50,352 | $1.68M | 0.46% | 00.0% | Unchanged |
| Monashee Investment Management LLC | 50,000 | $1.67M | 0.31% | +50,000 | New |
| Caas Capital Management LP | 49,588 | $1.65M | 0.12% | +49,588 | New |
| MAI Capital Management | 45,546 | $1.52M | 0.03% | 00.0% | Unchanged |
| Financial Advisory Group | 45,409 | $1.51M | 0.33% | 00.0% | Unchanged |
| Rhumbline Advisers | 43,156 | $1.44M | 0.00% | +2,194+5.4% | Added |
| Principal Financial Group Inc | 41,331 | $1.38M | 0.00% | +41,331 | New |
| UBS Asset Management Americas Inc | 40,972 | $1.36M | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 33,171 | $1.35M | 0.03% | +7,970+31.6% | Added |
| Alliancebernstein L.P. | 40,300 | $1.34M | 0.00% | −2,600−6.1% | Reduced |
| Davidson Kempner Capital Management LP | 37,768 | $1.26M | 0.02% | +37,768 | New |
| Dimensional Fund Advisors LP | 35,829 | $1.19M | 0.00% | +35,829 | New |
| Credit Suisse AG | 34,574 | $1.15M | 0.00% | +10,785+45.3% | Added |
| Balyasny Asset Management LLC | 34,148 | $1.14M | 0.01% | +34,148 | New |
| New York State Common Retirement Fund | 33,293 | $1.11M | 0.00% | −5,952−15.2% | Reduced |
| Wells Fargo & Company | 30,853 | $1.03M | 0.00% | −22,839−42.5% | Reduced |
| American International Group, Inc. | 25,620 | $853.0K | 0.00% | −245−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $850.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 25,183 | $838.0K | 0.11% | −9,405−27.2% | Reduced |
| Mid Atlantic Financial Management Inc | 23,600 | $786.0K | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 18,282 | $609.0K | 0.00% | +10,827+145.2% | Added |
| LPL Financial LLC | 18,207 | $606.0K | 0.00% | +422+2.4% | Added |
| Voya Investment Management LLC | 17,922 | $597.0K | 0.00% | +494+2.8% | Added |
| SG Americas Securities, LLC | 17,437 | $580.0K | 0.00% | +17,437 | New |
| MetLife Investment Management | 16,072 | $535.0K | 0.00% | −2,432−13.1% | Reduced |
| Metropolitan Life Insurance Co | 12,995 | $432.6K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $426.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,500 | $416.1K | 0.15% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,158 | $405.0K | 0.00% | +875+7.8% | Added |
| Qube Research & Technologies Ltd | 11,865 | $395.0K | 0.00% | +11,865 | New |
| Diversified Trust Co | 11,740 | $391.0K | 0.01% | +2,740+30.4% | Added |
| Arizona State Retirement System | 11,422 | $380.0K | 0.00% | +216+1.9% | Added |
| Magnetar Financial LLC | 11,000 | $366.0K | 0.00% | +11,000 | New |