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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 137 | $5.00K | 0.00% | +126+1,145.5% | Added |
| Simplex Trading, LLC | 427 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 632 | $21.0K | 0.00% | +632 | New |
| Eagle Bay Advisors LLC | 752 | $25.0K | 0.01% | −240−24.2% | Reduced |
| Global Retirement Partners, LLC | 1,123 | $37.0K | 0.00% | −276−19.7% | Reduced |
| BBVA USA | 1,134 | $38.0K | 0.00% | +1,022+912.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,124 | $71.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,187 | $73.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,400 | $80.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,012 | $101.0K | 0.00% | +811+36.8% | Added |
| Advisor Group Holdings, Inc. | 3,531 | $118.0K | 0.00% | +42+1.2% | Added |
| Ameritas Investment Partners, Inc. | 3,625 | $121.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,209 | $140.0K | 0.24% | +4,209 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,026 | $167.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,224 | $174.0K | 0.00% | +2,005+62.3% | Added |
| Point72 Hong Kong Ltd | 5,593 | $186.0K | 0.01% | +1,736+45.0% | Added |
| ProShare Advisors LLC | 5,998 | $200.0K | 0.00% | −5,977−49.9% | Reduced |
| State Board of Administration of Florida Retirement System | 6,064 | $202.0K | 0.00% | +6,064 | New |
| Advisory Services Network, LLC | 6,359 | $212.0K | 0.01% | −1,122−15.0% | Reduced |
| Oberweis Asset Management Inc | 6,400 | $213.0K | 0.04% | +6,400 | New |
| Citigroup Inc | 6,513 | $217.0K | 0.00% | +3,476+114.5% | Added |
| Teacher Retirement System of Texas | 6,641 | $221.0K | 0.00% | +6,641 | New |
| Amalgamated Bank | 8,326 | $277.0K | 0.00% | −391−4.5% | Reduced |
| Toth Financial Advisory Corp | 8,425 | $280.0K | 0.04% | +8,425 | New |
| PEAK6 Investments LLC | 8,555 | $285.0K | 0.01% | +8,555 | New |
| M&T Bank Corp | 8,826 | $294.0K | 0.00% | +42+0.5% | Added |
| Tower Research Capital LLC (TRC) | 9,130 | $304.0K | 0.01% | +1,706+23.0% | Added |
| Susquehanna International Group, LLP | 9,466 | $315.0K | 0.00% | −1,699−15.2% | Reduced |
| Advisors Asset Management, Inc. | 9,451 | $315.0K | 0.00% | +24+0.3% | Added |
| Raymond James & Associates | 9,498 | $316.0K | 0.00% | +1,444+17.9% | Added |
| The PNC Financial Services Group, Inc. | 9,714 | $324.0K | 0.00% | −1,800−15.6% | Reduced |
| ExodusPoint Capital Management, LP | 10,272 | $342.0K | 0.01% | +10,272 | New |
| US Bancorp | 10,716 | $357.0K | 0.00% | +54+0.5% | Added |
| Magnetar Financial LLC | 11,000 | $366.0K | 0.00% | +11,000 | New |
| Arizona State Retirement System | 11,422 | $380.0K | 0.00% | +216+1.9% | Added |
| Diversified Trust Co | 11,740 | $391.0K | 0.01% | +2,740+30.4% | Added |
| Qube Research & Technologies Ltd | 11,865 | $395.0K | 0.00% | +11,865 | New |
| Envestnet Asset Management Inc | 12,158 | $405.0K | 0.00% | +875+7.8% | Added |
| Sutton Wealth Advisors Inc. | 12,500 | $416.1K | 0.15% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $426.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,995 | $432.6K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 16,072 | $535.0K | 0.00% | −2,432−13.1% | Reduced |
| SG Americas Securities, LLC | 17,437 | $580.0K | 0.00% | +17,437 | New |
| Voya Investment Management LLC | 17,922 | $597.0K | 0.00% | +494+2.8% | Added |
| LPL Financial LLC | 18,207 | $606.0K | 0.00% | +422+2.4% | Added |
| Legal & General Group Plc | 18,282 | $609.0K | 0.00% | +10,827+145.2% | Added |
| Mid Atlantic Financial Management Inc | 23,600 | $786.0K | 0.05% | 00.0% | Unchanged |
| Algert Global LLC | 25,183 | $838.0K | 0.11% | −9,405−27.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $850.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 25,620 | $853.0K | 0.00% | −245−0.9% | Reduced |
| Wells Fargo & Company | 30,853 | $1.03M | 0.00% | −22,839−42.5% | Reduced |
| New York State Common Retirement Fund | 33,293 | $1.11M | 0.00% | −5,952−15.2% | Reduced |
| Balyasny Asset Management LLC | 34,148 | $1.14M | 0.01% | +34,148 | New |
| Credit Suisse AG | 34,574 | $1.15M | 0.00% | +10,785+45.3% | Added |
| Dimensional Fund Advisors LP | 35,829 | $1.19M | 0.00% | +35,829 | New |
| Davidson Kempner Capital Management LP | 37,768 | $1.26M | 0.02% | +37,768 | New |
| Alliancebernstein L.P. | 40,300 | $1.34M | 0.00% | −2,600−6.1% | Reduced |
| PFS Investments Inc. | 33,171 | $1.35M | 0.03% | +7,970+31.6% | Added |
| UBS Asset Management Americas Inc | 40,972 | $1.36M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 41,331 | $1.38M | 0.00% | +41,331 | New |
| Rhumbline Advisers | 43,156 | $1.44M | 0.00% | +2,194+5.4% | Added |
| Financial Advisory Group | 45,409 | $1.51M | 0.33% | 00.0% | Unchanged |
| MAI Capital Management | 45,546 | $1.52M | 0.03% | 00.0% | Unchanged |
| Caas Capital Management LP | 49,588 | $1.65M | 0.12% | +49,588 | New |
| Monashee Investment Management LLC | 50,000 | $1.67M | 0.31% | +50,000 | New |
| Cna Financial Corp | 50,352 | $1.68M | 0.46% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 52,770 | $1.76M | 0.00% | −3,416−6.1% | Reduced |
| EAM Investors, LLC | 53,452 | $1.78M | 0.30% | +53,452 | New |
| Two Sigma Investments, LP | 55,600 | $1.85M | 0.00% | +55,600 | New |
| Deutsche Bank AG | 61,743 | $2.06M | 0.00% | +30,385+96.9% | Added |
| D. E. Shaw & Co., Inc. | 62,168 | $2.07M | 0.00% | +62,168 | New |
| Full18 Capital LLC | 63,700 | $2.12M | 0.85% | −52,768−45.3% | Reduced |
| Cubist Systematic Strategies, LLC | 66,740 | $2.22M | 0.03% | +51,900+349.7% | Added |
| California State Teachers Retirement System | 70,433 | $2.35M | 0.00% | +6,840+10.8% | Added |
| Pinz Capital Management, LP | 78,842 | $2.63M | 1.19% | +78,842 | New |
| Parametric Portfolio Associates LLC | 82,016 | $2.73M | 0.00% | +36,503+80.2% | Added |
| Renaissance Technologies LLC | 92,900 | $3.09M | 0.00% | +92,900 | New |
| Alyeska Investment Group, L.P. | 100,000 | $3.33M | 0.04% | +100,000 | New |
| Macquarie Group Ltd | 113,957 | $3.79M | 0.00% | +4,994+4.6% | Added |
| Russell Investments Group, Ltd. | 114,607 | $3.81M | 0.01% | +88,205+334.1% | Added |
| HRT Financial LP | 115,078 | $3.83M | 0.02% | +115,078 | New |
| Swiss National Bank | 121,800 | $4.05M | 0.00% | +30,900+34.0% | Added |
| Morgan Stanley | 147,006 | $4.89M | 0.00% | +6,904+4.9% | Added |
| Citadel Advisors LLC | 176,635 | $5.88M | 0.01% | +8,970+5.3% | Added |
| Royce & Associates LP | 181,300 | $6.04M | 0.05% | +145,300+403.6% | Added |
| Bank of America Corp | 187,153 | $6.23M | 0.00% | +51,403+37.9% | Added |
| Point72 Asset Management, L.P. | 197,000 | $6.56M | 0.03% | +197,000 | New |
| Gilder Gagnon Howe & Co LLC | 198,860 | $6.62M | 0.03% | −147,237−42.5% | Reduced |
| Calamos Advisors LLC | 203,228 | $6.76M | 0.03% | +165,326+436.2% | Added |
| Ghisallo Capital Management LLC | 208,000 | $6.92M | 0.26% | +208,000 | New |
| Franklin Resources Inc | 229,995 | $7.66M | 0.00% | −13,852−5.7% | Reduced |
| Otter Creek Advisors, LLC | 230,378 | $7.67M | 6.31% | +60,630+35.7% | Added |
| Millennium Management LLC | 232,123 | $7.73M | 0.01% | +58,414+33.6% | Added |
| SEI Investments Co | 235,330 | $7.84M | 0.02% | +24,439+11.6% | Added |
| Agf Investments Inc. | 240,000 | $7.99M | 0.06% | +40,000+20.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 240,211 | $8.00M | 0.04% | +240,211 | New |